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How to Customize the Learner Portal

What is the Learner Portal?

In Short, the Learner Portal is where learners, contacts, and recruits access your campaigns or training content. No log in is required as learners are sent a unique link in an email or SMS notification.

Adjustable Learner Portal Settings

Campaigns Tab > Select a Campaign > Learner Portal tab

You can configure:

  • Leaderboard visibility

  • Portal sections (content grouping)

  • Locked completion order (linear content access)

  • Course visibility based on contact tags (limit course to a group of contacts with a shared tag)

  • Sort order when learners have multiple courses (campaign display order)

Settings > Portal Design

You can configure:

  • Branding & theme (see Settings > Portal Design)

Key Settings

1. Leaderboard
Turn it on for gamified or incentive-driven programs.
Turn it off for sensitive or reflective content (e.g., compliance, private learning).

2. Portal Sections
Group content into sections like “Basics” or “Getting Started” to guide learners. (See this tutorial for step by step on how to set this up)

3. Lock Completion Order
Enable to force linear progress (good for compliance/structured training). Leave off if learners can jump around. (Here is how to turn on the lock for a campaign)

4. Show Campaign If Tagged With
Automatically show a course to contacts who have a specific tag (e.g., everyone tagged “leadership” sees that course).

5. Sort Order in Portal
Set course order so prerequisites appear first.

Branding & theme

Settings > Portal Design

Here you can:

  • Choose light or dark theme

  • Pick a primary color (hex code)

  • Upload logo, icon, and open graph image

    • Logo: Displays at the top of the learner portal.

    • Icon: Displays on the “app” when the learner portal link is saved to a leaners phone home screen.

    • Open graph image:Displayed when you text campaign links to learners.

  • Arrange portal sections

Per-Learner Branding

Useful when you need a portal that matches a client’s corporate look or a separate sales team’s brand — great for demos and client-specific presentations.

What to do:

  1. Add these custom contact fields: Portal_Logo, Portal_Theme, Portal_Color. (See video for adding custom fields.)

  2. If the logo is hosted publicly, copy its URL and paste into the Portal Logo field.

  3. Pick your primary brand color as a hexadecimal value (e.g., #123456) and add it to Portal Color.

  4. Choose light or dark theme — pick whichever gives good contrast with your logo and color.

If you want help creating these fields, reach out and we’ll walk you through it.

Apply Branding to a Group

  1. Go to Groups, open the group menu and select Export Contacts.

  2. In the exported CSV, add columns: Portal Logo, Portal Theme, Portal Color.

  3. Fill rows with the logo URL, light/dark, and the hex color.

  4. Save and re-upload the CSV — the contacts will update without losing other data.

  5. Check an individual contact to confirm the fields updated.

Related Content

Have Questions?

If you have any questions or need more help, reach out to the Support team via chat or by emailing support@conveyour.com.