Update your Marketplace layout (Offer Order, Size, Group Offer, Offer tagging, Tag Offer)

Modified on Mon, Mar 28, 2022 at 4:27 PM

You can easily update the Marketplace layout of your platform by changing the size or sort order of the offers being presented.

 


To update the Marketplace:

  1. Click Offerings from the top of the page
  2. Click Manage Layout 
  3. Use the drop-down menu to select from the following options:
    • Change Layout: This will allow you to adjust the size of each offer tile


    • Drag & Drop Sort: This will allow you to change the order of offers displayed


    • Group Offers by Tag: This will allow you to group offers based on any tags added to the Basic Info section of an offer
      • Multiple tags can be added to an offer
        • When filtering by tags, the first tag added will be considered the Primary and will appear in the drop-down menu
        • A second drop-down will appear when filtering if an offer has more than one tag



  4. Click Save Changes


Previous training: Set up your landing page

Next training: Customize investor forms




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