Mastering B2B Portal Design: A Comprehensive Guide with Cin7 Core

Mastering B2B Portal Design: A Comprehensive Guide with Cin7 Core

Mastering B2B Portal Design: A Comprehensive Guide with Cin7 Core


In today’s rapidly evolving business landscape, having a well-designed and customized B2B portal is crucial for success. In this video guide, we delve into the art of designing and customizing B2B portals using Cin7 Core. While the focus is on aesthetics and user-friendly navigation, this tutorial offers insights that extend beyond mere technical settings. Join us as we explore the key elements of B2B portal customization, covering topics ranging from general settings to logo design, color customization, navigation bar setup, web elements, content pages, email templates, and price lists.

Finding or Creating a B2B Portal

The video kicks off by demystifying the process of finding or creating a B2B portal within the Cin7 Core interface. Understanding the fundamental steps in establishing your portal sets the stage for the subsequent deep dive into customization options.

Customization Options: Adding a Personal Touch

One of the primary advantages of using Cin7 Core is the array of customization options it offers. This guide sheds light on the myriad ways you can add a personal touch to your B2B portal. From changing colors to adding logos and adjusting image resolutions, the customization options are diverse and cater to the unique identity of your business.

Enhancing User Experience: Additional Features

A visually appealing B2B portal is not just about aesthetics; it’s about providing an immersive user experience. The video highlights additional features such as carousels, group banners, and content pages that can elevate the overall user experience. Learn how these features can be strategically implemented to captivate your audience and create a lasting impression.

Personalized Communication: Email Templates

In the realm of B2B interactions, effective communication is key. The guide goes on to explore how email templates can be personalized and branded within Cin7 Core. Crafting tailored messages that resonate with your brand enhances professionalism and fosters a strong connection with your clients.

Strategic Pricing: Creating Price Lists

Pricing is a critical aspect of any B2B transaction. Cin7 Core empowers businesses to create customized price lists for specific product groups. Discover how you can strategically leverage this feature to offer personalized pricing structures that cater to the unique needs of your clients. A well-thought-out pricing strategy can be a game-changer in the competitive B2B landscape.


In conclusion, this video guide serves as a comprehensive resource for businesses looking to master the art of B2B portal design using Cin7 Core. By focusing on appearance and navigation, rather than just technical settings, the tutorial offers practical insights that can elevate your B2B portal to new heights. From finding or creating a portal to delving into customization options, enhancing user experience, personalizing communication through email templates, and creating strategic price lists, this guide covers it all. Stay ahead in the B2B game by unleashing the full potential of Cin7 Core for your business.