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Customer Portal templates control the pages and flows customers see in the new portal. You can edit templates from Firmhouse, save unpublished versions, preview all latest saved versions together, and publish a version when it is ready for customers. Firmhouse provides default templates for every project. You only need to create saved versions for templates you want to customize.

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Open the template editor

You can find Customer Portal templates in your Firmhouse project.
  1. Open Customer Portal in the main sidebar.
  2. Click Templates.
  3. Select the template you want to edit.
The template editor shows the Liquid template body and the saved versions for that template.

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Save a new version

When you save a template, Firmhouse creates a new saved version. Saved versions are not visible to customers until you publish one.
  1. Open a template in Customer Portal > Templates.
  2. Make your changes in the editor.
  3. Add or update the version title when you want to make the version easier to recognize later.
  4. Click Save.
Use the version selector to switch between saved versions of the same template.

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Preview template changes

Use Preview latest package when you want to test the latest saved version of every Customer Portal template together before publishing.
  1. Open Customer Portal > Templates.
  2. Open any template in the editor.
  3. Click Preview latest package.
  4. Continue from the preview confirmation page to the Customer Portal.
  5. Open a customer login link in the same browser when you want to test a real subscription.
The package preview is enabled in your browser for one hour. During that hour, Customer Portal pages use the latest saved version of every template where one exists. Templates without a saved version continue using the live published version. A preview banner appears at the bottom of Customer Portal pages when the previewed package differs from the live portal. Use View live portal from that banner, or disable the preview from the preview confirmation page, to return your browser to the live portal.

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Publish a version

Publishing a version makes it live for customers.
  1. Open the template in Customer Portal > Templates.
  2. Select the saved version you want customers to see.
  3. Click Publish.
The templates overview shows which version is currently published. Publishing one template does not automatically publish other templates, so preview related changes together before publishing when your work spans multiple pages.

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Start from the default template

When you want to use the Firmhouse default as a starting point, click Start from default. Firmhouse creates a new unpublished version based on the current default template. When you want customers to immediately see the Firmhouse default template again, click Reset. Resetting does not delete saved versions. You can still return to an earlier saved version and publish it later.

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Template reference

Use the template reference pages when you need to see which Liquid tags and parameters are available for each template.