Web Portal Other Functions
This Ongoing Management Guide provides the steps required to maintain, edit, and optimize the Web Portal channel within the TRIFFT Cockpit.
| Topic / function | Web Portal |
|---|---|
| Audience | CRM / Marketing Ops / Lifecycle owner |
| Goal | Maintain, edit, pause, troubleshoot, and improve the setup over time |
Other functions covered
- Visual Style Refinement: Updating custom CSS to align with brand refreshes.
- Navigation Menu Maintenance: Adding or reordering links to News, Deals, or Rewards.
- Domain & Security Management: Monitoring custom subdomains and SSL status.
- Tracking Optimization: Updating Google Tag Manager (GTM) containers or GA4 event mapping.
- Authentication UX Updates: Managing the member login and registration experience.
Action description (Example: Updating Portal Navigation and Visuals)
- Navigate to Web Portal Settings: Log in to the TRIFFT Cockpit and go to Settings > Touchpoints > Web Portal.
- Access Navigation Editor: Search for the Menu Routes to view current portal links.
- Update Menu Links: Add new items (e.g., a "Spring Sale" deal category) or drag existing items to change the display order.
- Edit Style (CSS): Navigate to the Custom CSS section to update button radii, font colors, or spacing as per new brand guidelines.
- Configure Tracking: Navigate to to the Custom Header/Body to place your GTM script to ensure all new portal sections are being measured.
- Manage Domain Settings: If moving to a new subdomain, update the Portal URL field and verify the new CNAME records.
- Enable and Confirm: Click Save Changes and perform a hard refresh on the live portal to confirm the updates.
Ongoing management checklist
- SSL & Domain Health: Periodically check that the custom subdomain remains active and the SSL certificate is valid.
- Navigation Audit: Ensure that all menu links point to active, published content (News, Deals, Rewards) and not "404" or blank pages.
- Responsive Performance: Test the portal on multiple screen sizes (Tablet, Mobile, Desktop) after any CSS update.
- Tracking Continuity: Verify in GTM/GA4 that event data (e.g.,
reward_click) is still flowing correctly after navigation changes. - Auth Flow Verification: Test the member registration and "Forgot Password" flows monthly to ensure zero friction for users.
- Translation Sync: Check that all newly added menu items are correctly localized in the Translations tab for all active languages.
Updated 3 days ago
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