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Creating the AllianceHub pages

Last updated October 1, 2024

AllianceHub is built to make it easy to create all the pages you need. This article describes how to create each one, using the pre-built page templates for the dashboard, deal pipeline, deal detail, user profile, deal registration, and call request.

ℹ️ Before you begin, connect a website domain for your partner portal, so your portal content is separated from your main website or any other content you host in HubSpot. This is critical so that you can accurately restrict login access to your partner portal. A subdomain e.g. partners.yourdomain.com, is ideal. 

Creating the dashboard

  1. Navigate to Marketing > Website > Website Pages.
  2. In the upper right, click Create and select Website page.
    1. Select the website domain you've created for your partner portal.
    2. In the Page Name field, enter the internal name for the page, in this case, it's your dashboard. 
    3. Click Create page to proceed to template selection.

      create-dashboard
  3. On the template selection screen, templates from your active theme will appear at the top of the page, while all other templates will be in the Other templates section at the bottom. If you haven’t selected an active theme, hover over the AllianceHub theme and click Set as active theme. 
  4. Select template AllianceHub Dashboard to proceed to the content editor. 
    pages-templates
  5. Click Settings at top right, and ensure your page URL is left blank, so your dashboard becomes the homepage of your partner portal. 
    settings
  6. Check your dashboard page has auto-saved, and then exit. You'll return to publish your pages once they are all ready.

Creating the remaining pages

Repeat the steps above for each of the remaining pages, setting the page name, template, and URL as below:

Page name Template URL
Deal pipeline AllianceHub Deal Pipeline /deal-pipeline
Deal detail AllianceHub Deal Detail /detail
Deal registration* AllianceHub Deal Registration /register
User profile* AllianceHub Profile Page /profile
Request a call* AllianceHub Request Contact /request-call

*As you create these pages, you can insert the required HubSpot forms. If you haven't yet created these forms (user profile and request a call), make them now and include them on the relevant page.

That's it! You've now created and saved your website pages.

Next, we're going to create your sales resources section — this uses HubSpot's blog functionality, so it sits in a different location.

 

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