🌐 How to build sites

Your team is creating one-off sites for every deal or campaign, leading to inconsistent branding, duplicated effort, and no central resource hub. As an admin, you can build polished team sites—sales enablement hubs, product launch pages, industry portals—that everyone can use. This ensures quality, saves your reps time, and gives prospects a consistent, professional experience with your brand.

From the home dashboard, click on the Sites tab. As an admin, you can view all sites across the organization.

Click Create Site to start building.

Select how you want to begin:

• From Scratch - Build from the ground up with complete control

• From Collection - Start with an existing team collection

If you choose to start from a collection, select a team collection from the list.

This approach is faster and ensures your site includes all the curated content from that collection. If the collection contains nested collections, their assets are included in the site as well, giving you a structured multi-section layout automatically.

👉 See also: How to manage nested collections for organizing collections into hierarchies before publishing as a site.

Click Continue to proceed.

Enter the essential information for your team site:

• Site Name (required) - Internal name (be descriptive for your team)

• Site Title - Public-facing title

• Description - Explain the purpose and target audience

Select a branded, memorable slug for your site URL.

Admin tips:

• Use consistent naming conventions across team sites

• Make slugs professional and easy to share

• Consider SEO if the site will be publicly accessible

Examples:

• product-resources

• q1-launch

• healthcare-solutions

• partner-portal

Click Create Site to enter the site editor.

You'll enter the site editor where you can build a polished, professional site.

Drag assets from the left panel onto the canvas.

Organize content into logical sections for easy navigation:

• Hero section with featured content

• Product categories

• Resources organized by funnel stage

• Support materials

For comprehensive sites, add multiple pages to keep content organized:

Common page structure for team sites:

• Home - Overview and featured content

• Products - Product-specific resources

• Resources - General materials (case studies, whitepapers)

• Training - How-to guides and videos

• Support - FAQs and contact information

Click on Site Settings in the right panel to access branding options.

Configure comprehensive branding:

• Brand Colors - Use your company's official brand colors

• Logo - Upload your company logo

• Fonts - Match your brand typography (if available)

• Header/Footer - Ensure consistency across all team sites

👉 TIP: Save your brand settings as presets to maintain consistency across all team sites.

Select a layout that matches your site's purpose:

• Standard - Professional and traditional, great for corporate sites

• Grid - Modern and visual, perfect for showcasing diverse content

• Showcase - High-impact and feature-focused, ideal for product launches

As an admin, you have access to additional settings that regular users don't.

Site permissions:

• Who can view the site

• Password protection (for sensitive content)

• Custom domain (if your organization has this feature)

Analytics tracking:

• Track page views

• Monitor asset downloads

• Measure engagement

• Integrate with marketing automation

SEO metadata (if applicable):

• Page title

• Meta description

• Social sharing preview image

• Custom Open Graph tags

Before publishing, thoroughly preview your site.

Click Preview to open it in a new tab.

Go through this checklist before making the site live:

✅ All links work correctly ✅ Branding is consistent with company standards ✅ Content is accurate and up-to-date ✅ Mobile responsive (test on phone/tablet) ✅ No placeholder text or images ✅ Navigation is clear and logical ✅ Load time is acceptable ✅ Spelling and grammar are correct

Once everything checks out, it's time to go live!

Click Publish to make the site accessible.

Your site is now live and ready for your team to use.

Copy the public URL to share with your team.

Share the site with your team through:

• Team meetings (announce new sites)

• Slack/email announcements

• Internal wiki or knowledge base

• Onboarding materials for new hires

• Sales playbooks

Don't just share the link - help your team understand:

• What the site is for

• When to use it

• How to share it with prospects/customers

• What makes it valuable

Consider creating a quick video walkthrough or guide.

Track how your team site is performing using the built-in analytics.

Monitor:

• Page views over time

• Most popular content

• User engagement patterns

• Traffic sources

• Conversion actions

Use this data to refine and improve your team sites.

Team sites should be living resources. Update them regularly to:

• Add new content as it's created

• Remove outdated materials

• Refresh for seasonal campaigns

• Incorporate team feedback

Consider creating dated versions of sites for major campaigns:

• q1-2024-launch

• q2-2024-launch

This lets you preserve historical resources while keeping current sites fresh.

Establish clear guidelines for team sites:

• Who can create them (admins only vs. all users)

• Naming conventions

• Brand standards

• Review and approval process

• Archival policy for old sites

• Define your audience - Know who will use the site (team vs. external)

• Set clear goals - What should the site accomplish?

• Map out structure - Plan pages and sections before building

• Get stakeholder input - Include sales, marketing, and product teams

• Consistency is key - Use the same branding across all team sites

• Keep it simple - Don't overcomplicate navigation or layout

• Mobile-first - Many users will access on mobile devices

• Accessibility matters - Ensure content is accessible to all users

• Curate ruthlessly - Only include the best, most relevant content

• Organize by user journey - Structure content logically for your audience

• Keep it current - Set calendar reminders to review and update quarterly

• Make it scannable - Use headings, bullets, and white space effectively

• Check links regularly - Broken links damage credibility

• Monitor analytics - Use data to improve the site

• Gather feedback - Ask your team what's working and what isn't

• Archive old sites - Don't let outdated sites linger and confuse users

If you have any questions about creating or managing team sites, reach out to our support team. We're here to help you build effective microsites that empower your team and engage your customers.