> ## Knowledge Base Index
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> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# How to add static text to your portal

**Static text elements** let you add rich, informative content to your client portal. Whether you're welcoming new clients, giving instructions, or sharing reference materials, this is the go-to block for non-interactive content.

## What is a static text element?

A static text element is a flexible content block that allows you to display information in your portal without expecting any action from the client. It supports a wide range of content types:

* ✅ **Formatted text**    
* 🔗 **Links to external resources**    
* 🖼️ **Images**    
* 🎥 **Videos**    
* 📎 **Documents for download**

You can also enhance personalization by using **variables** to dynamically insert client-specific data, such as their name or company.

| Note: You can upload up to 5 files (images, videos, or documents) per text block.

## Why use static text?

Text elements are essential for making your portal client-friendly, clear, and easy to navigate. Use them to:
* Add a **welcome message** to set the tone    
* Provide **step-by-step instructions** for each section    
* Share **helpful guides or embedded how-to videos**    
* Highlight **deadlines or important notes**    
* Include legal disclaimers or terms    
* Insert **downloadable resources** (e.g., brochures, templates, sample documents)

Adding context helps reduce confusion, speeds up client completion time, and creates a more polished onboarding experience.

## Using variables to personalize your content

Collect supports the use of **dynamic variables** in static text. You can pull in data from your CRM (like HubSpot) to customize the message for each recipient.

### Example:

| “Hi {contact_firstName}, welcome to your onboarding portal at {company_name}!”

Variables work well for:
* Greeting the client by name    
* Displaying relevant details like plan name or onboarding stage    
* Linking instructions to their unique data

This adds a human touch, improves engagement, and removes the need for manual updates.

## How to add a static text block

1. **Create or open a campaign** in the editor.    
2. Click **“Add element”** and select **Text**.    

![](https://storage.crisp.chat/users/helpdesk/website/-/b/7/9/2/b792c5fa3ea2e00/add-text-element_1brsczp.jpg)

4. Give the block a name (e.g., “Welcome message” or “How to upload documents”). 
5. Open the **context menu (⋯)** next to the element and click **Edit**.

![](https://storage.crisp.chat/users/helpdesk/website/-/b/7/9/2/b792c5fa3ea2e00/text-element_vuucg0.jpg)

This will open the **rich text editor**, where you can:
* Format your text (headings, bold, lists, alignment, font sizes)    
* Add links, images, videos, and file attachments    
* Insert variables  
* Scroll down to **Advanced settings** to edit the internal name of the element (for team clarity)

5. Once you're done editing, click **Save this text** (bottom left of the editor).

## Managing files and updates

After publishing the portal, you can still make edits to your text blocks:
* Use the **context menu (⋯)** at the top right of the block to upload new files or remove outdated ones.    
* Modify or update the text, media, or links as needed — changes will be reflected in real time.

Well-placed static text makes your portal not just functional, but also **engaging and easy to follow**. It’s one of the most powerful tools to guide your clients through every step of the journey.