Portals
How to create posts
7 min read
Updated Sep 6, 2026
Create a post, write it in one or more languages, set its portal and public address, then publish it to your agency portal.
Posts are articles and announcements published to your portal. Create one from the Posts page, write the body in as many languages as your audience needs, then publish it to a portal where anyone with the link can read it.
Overview
- What it is: Posts are articles and announcements you publish to a portal, each with a title, summary, body, optional featured image, and optional sections that add a file, a form, or an extra block of text.
- Why it matters: A published post gives your agency one public address to share, so you can point clients to current instructions instead of answering the same question by phone.
- Who uses it: Staff with access to the Admin menu, since Posts sits in the Portals section of the app.
- Expected outcomes: A post that is live on your portal at its own public address, readable in each language you added, or held as a draft, scheduled, or private until you are ready.
Prerequisites
- Access to Admin > Portals in the main navigation
- At least one portal, since a post cannot be published without one
- A portal that already has its public web address configured, otherwise the post publishes with no link
- Files and forms created in advance if you plan to add File or Form sections
How-To Steps
Step 1: Create the post
- Go to Admin > Portals.
- Click the Posts tab.
- Enter a headline in the Title field of the Create Post card.
- Click Create.
New posts start as drafts on your default portal, and the editor opens as soon as the post is created.
Step 2: Write the content
- Enter a short description in the Summary field.
- Write the post in the Body editor, using the toolbar for headings, Bold, Italic, Bullet list, Numbered list, Link, and Image.
- Select an item under Link to a form or file in the Link popover to link to one of your forms or files.
- Drop an image on the Featured Image card, or click the card to choose one (JPG, PNG, or GIF up to 10 MB).
- Enter a description in Describe this image so the image is read aloud to visitors who cannot see it.
- Click Save.
Step 3: Add sections
- Click Add section below the body.
- Select Text, File, or Form from the menu.
- Enter a Section title.
- Write the Content, or choose an item under Select file or Select form.
- Drag a section by its handle, or use the up and down arrows, to reorder it.
Sections are shown in every language, so write them in your default language.
Step 4: Set the publishing details
- Open Publishing in the settings panel beside the editor.
- Select the Portal the post belongs to.
- Select a Location, or select Any location.
- Choose or type a Category.
- Add up to 10 Tags, pressing Enter or a comma after each one.
- Set the Publish date and Time to schedule the post, or leave them blank so it goes live when you publish.
- Set the Expiry date and Time if the post should stop being available on a set date.
Dates and times use your agency timezone.
Step 5: Set the public address
- Open Public address in the settings panel.
- Edit the Address field, using lowercase letters, numbers, and hyphens, up to 36 characters.
- Click Use title to build the address from the title instead.
- Click Copy link or Open to check the finished address.
Step 6: Add another language
- Click Add language above the title and choose a language.
- Enter the title, summary, and body on the new language tab.
- Click Translate tools > Auto translate from English to translate the text instead of typing it (the button names your default language, so it reads differently if your default is not English).
- Click Translate tools > Copy from English when you want to start from the original text.
- Change Default language under Options if the post should fall back to something other than English.
A language tab marked Empty has no title, summary, or body yet.
Step 7: Publish
- Click Preview to read the post as it appears on the portal.
- Click Publish, or select Published or Private in the Status menu.
- Read the confirmation message, then click Confirm.
What to Expect
A banner at the top of the editor states whether the post is a draft, live, scheduled, expired, or private, and links to it once it is live. Changes to a published post go live when you save. The save button reads Saved when everything is stored and Save when you have edits outstanding, and an Unsaved changes badge appears alongside it. If you close the tab mid edit, the editor offers your unsaved work back with Restore them the next time you open the post. On the Posts list, the Status and Visibility columns report the same detail for every post at once, and the Languages column lists the language codes each post carries.
Best Practices
- Assign a portal and enter a title in the default language first, because the publish confirmation blocks the change until both are set.
- Click Use title for a readable address, then leave the address alone once the post is public, since changing it breaks links you have already shared.
- Fill in Describe this image for every featured image so the post stays accessible.
- Add a language tab for each audience you serve, and check the auto translated text before you publish it.
- Apply a Category and Tags so you can filter the Posts list as your library grows.
Frequently Asked Questions
Q: Can I schedule a post to publish later?
A: Yes. Set the Publish date and Time under Publishing, then publish the post. The banner reads "Scheduled" until that moment arrives, and times use your agency timezone.
Q: Who can read a private post?
A: Only clients signed in to the portal. Select Private in the Status menu and confirm the change to limit it that way.
Q: How do I take a post off the portal?
A: Click Tools > Unpublish in the editor, which returns the post to draft. You can also select rows on the Posts list and click Unpublish.
Q: Do sections translate with the rest of the post?
A: No. Sections are one shared list shown in every language, so write them in your default language.
Q: Can I reuse a post as the starting point for another?
A: Yes. Click Tools > Duplicate to create a draft copy titled with "(copy)" at the end, then edit it. The copy starts without an address or featured image.
Troubleshooting
Issue: The post is published but does not appear on the portal.
Symptoms: The editor shows "Published but not visible: no portal is assigned" and the Visibility column reads No portal.
Solution: Select a Portal under Publishing and save the post.
Issue: A published post has no link to open.
Symptoms: The editor reports that the portal does not have a public address yet, and the list shows Portal not ready.
Solution: Click Edit portal next to the Portal field and finish the portal web address setup, then reopen the post.
Issue: The publish confirmation refuses to go through.
Symptoms: The banner reads "Choose a portal before publishing" or asks you to add a title in your default language, and Confirm stays disabled.
Solution: Add the missing portal or title, then click Publish again.
Issue: Saving stops and an error appears under the settings panel.
Symptoms: Messages such as "The address cannot be blank" or "Lowercase letters, numbers, and hyphens only" appear.
Solution: Open Public address, correct the Address field, then save again.
Related Articles
Posts are articles and announcements published to your portal. Create one from the **Posts** page, write the body in as many languages as your audience needs, then publish it to a portal where anyone with the link can read it.
### Overview
- **What it is:** **Posts** are articles and announcements you publish to a portal, each with a title, summary, body, optional featured image, and optional sections that add a file, a form, or an extra block of text.
- **Why it matters:** A published post gives your agency one public address to share, so you can point clients to current instructions instead of answering the same question by phone.
- **Who uses it:** Staff with access to the **Admin** menu, since **Posts** sits in the **Portals** section of the app.
- **Expected outcomes:** A post that is live on your portal at its own public address, readable in each language you added, or held as a draft, scheduled, or private until you are ready.
### Prerequisites
- Access to **Admin** > **Portals** in the main navigation
- At least one portal, since a post cannot be published without one
- A portal that already has its public web address configured, otherwise the post publishes with no link
- Files and forms created in advance if you plan to add **File** or **Form** sections
### How-To Steps
#### Step 1: Create the post
1. Go to **Admin** > **Portals**.
2. Click the **Posts** tab.
3. Enter a headline in the **Title** field of the **Create Post** card.
4. Click **Create**.
New posts start as drafts on your default portal, and the editor opens as soon as the post is created.
#### Step 2: Write the content
1. Enter a short description in the **Summary** field.
2. Write the post in the **Body** editor, using the toolbar for headings, **Bold**, **Italic**, **Bullet list**, **Numbered list**, **Link**, and **Image**.
3. Select an item under **Link to a form or file** in the **Link** popover to link to one of your forms or files.
4. Drop an image on the **Featured Image** card, or click the card to choose one (JPG, PNG, or GIF up to 10 MB).
5. Enter a description in **Describe this image** so the image is read aloud to visitors who cannot see it.
6. Click **Save**.
#### Step 3: Add sections
1. Click **Add section** below the body.
2. Select **Text**, **File**, or **Form** from the menu.
3. Enter a **Section title**.
4. Write the **Content**, or choose an item under **Select file** or **Select form**.
5. Drag a section by its handle, or use the up and down arrows, to reorder it.
Sections are shown in every language, so write them in your default language.
#### Step 4: Set the publishing details
1. Open **Publishing** in the settings panel beside the editor.
2. Select the **Portal** the post belongs to.
3. Select a **Location**, or select **Any location**.
4. Choose or type a **Category**.
5. Add up to 10 **Tags**, pressing Enter or a comma after each one.
6. Set the **Publish date** and **Time** to schedule the post, or leave them blank so it goes live when you publish.
7. Set the **Expiry date** and **Time** if the post should stop being available on a set date.
Dates and times use your agency timezone.
#### Step 5: Set the public address
1. Open **Public address** in the settings panel.
2. Edit the **Address** field, using lowercase letters, numbers, and hyphens, up to 36 characters.
3. Click **Use title** to build the address from the title instead.
4. Click **Copy link** or **Open** to check the finished address.
#### Step 6: Add another language
1. Click **Add language** above the title and choose a language.
2. Enter the title, summary, and body on the new language tab.
3. Click **Translate tools** > **Auto translate from English** to translate the text instead of typing it (the button names your default language, so it reads differently if your default is not English).
4. Click **Translate tools** > **Copy from English** when you want to start from the original text.
5. Change **Default language** under **Options** if the post should fall back to something other than English.
A language tab marked **Empty** has no title, summary, or body yet.
#### Step 7: Publish
1. Click **Preview** to read the post as it appears on the portal.
2. Click **Publish**, or select **Published** or **Private** in the **Status** menu.
3. Read the confirmation message, then click **Confirm**.
### What to Expect
A banner at the top of the editor states whether the post is a draft, live, scheduled, expired, or private, and links to it once it is live. Changes to a published post go live when you save. The save button reads **Saved** when everything is stored and **Save** when you have edits outstanding, and an **Unsaved changes** badge appears alongside it. If you close the tab mid edit, the editor offers your unsaved work back with **Restore them** the next time you open the post. On the **Posts** list, the **Status** and **Visibility** columns report the same detail for every post at once, and the **Languages** column lists the language codes each post carries.
### Best Practices
- Assign a portal and enter a title in the default language first, because the publish confirmation blocks the change until both are set.
- Click **Use title** for a readable address, then leave the address alone once the post is public, since changing it breaks links you have already shared.
- Fill in **Describe this image** for every featured image so the post stays accessible.
- Add a language tab for each audience you serve, and check the auto translated text before you publish it.
- Apply a **Category** and **Tags** so you can filter the **Posts** list as your library grows.
### Frequently Asked Questions
**Q: Can I schedule a post to publish later?**
A: Yes. Set the **Publish date** and **Time** under **Publishing**, then publish the post. The banner reads "Scheduled" until that moment arrives, and times use your agency timezone.
**Q: Who can read a private post?**
A: Only clients signed in to the portal. Select **Private** in the **Status** menu and confirm the change to limit it that way.
**Q: How do I take a post off the portal?**
A: Click **Tools** > **Unpublish** in the editor, which returns the post to draft. You can also select rows on the **Posts** list and click **Unpublish**.
**Q: Do sections translate with the rest of the post?**
A: No. Sections are one shared list shown in every language, so write them in your default language.
**Q: Can I reuse a post as the starting point for another?**
A: Yes. Click **Tools** > **Duplicate** to create a draft copy titled with "(copy)" at the end, then edit it. The copy starts without an address or featured image.
### Troubleshooting
**Issue:** The post is published but does not appear on the portal.
**Symptoms:** The editor shows "Published but not visible: no portal is assigned" and the **Visibility** column reads **No portal**.
**Solution:** Select a **Portal** under **Publishing** and save the post.
**Issue:** A published post has no link to open.
**Symptoms:** The editor reports that the portal does not have a public address yet, and the list shows **Portal not ready**.
**Solution:** Click **Edit portal** next to the **Portal** field and finish the portal web address setup, then reopen the post.
**Issue:** The publish confirmation refuses to go through.
**Symptoms:** The banner reads "Choose a portal before publishing" or asks you to add a title in your default language, and **Confirm** stays disabled.
**Solution:** Add the missing portal or title, then click **Publish** again.
**Issue:** Saving stops and an error appears under the settings panel.
**Symptoms:** Messages such as "The address cannot be blank" or "Lowercase letters, numbers, and hyphens only" appear.
**Solution:** Open **Public address**, correct the **Address** field, then save again.
### Related Articles
- [How to Create Web Portals](/how-to-create-web-portals)
- [How to Create Forms](/how-to-create-forms)
- [How to Manage Files](/how-to-manage-files)
- [How to generate qr codes](/how-to-generate-qr-codes)