Whether you’re onboarding a new client or rolling out a standard setup across every portal in a multi-brand organization, the goal is the same: every portal should start from the same proven foundation, not whatever an account manager remembers to build by hand.
Package your onboarding once, deploy it everywhere
Group the properties, workflows, segments, and forms your onboarding package needs into a single bundle. Deploy that bundle to a new client portal — or an existing one — in one action, and Template Manager handles the dependency order and cross-references automatically, so you’re not manually re-checking that a workflow references the segment you just created.
What you can do
- Build your onboarding package once as a bundle, instead of rebuilding the same properties and workflows from memory for every new client.
- Deploy the same bundle to any newly connected portal, so every client starts from an identical, proven foundation.
- Update the bundle once when your standard onboarding changes, and redeploy the improved version to the next client.
- Deploy to multiple portals in sequence without re-uploading or re-configuring anything per portal.