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Creating Trust Centers
Updated 14 days ago

Overview

Trust Center offers the following two options to build your Trust Centers:

  • Builder: Get started with an industry standard layout to quickly add content and publish your Trust Center.

  • Designer: A flexible builder with advanced controls that lets you personalize the look and feel of your Trust Center with advanced options for a more unique user experience.

    • The default template includes several sections (such as Overview, Compliance, Trusted by, and Documents) that are pre-populated with editable fields that can get you started.

    • You can edit/remove the sections and their content to customize your Trust Center.

First-time users must create their first Trust Center before they can use the Builder or Designer.

Creating your first Trust Center

  1. Go to Trust Center and click Create your first Trust Center.

  2. Follow the step-by-step onboarding guide that walks you through the creation process.

Using the Standard Builder

  1. Go to the Active tab of your Trust Center and click Add New.
    Note: If there are no published or unpublished Trust Centers, click Create your first Trust Center to add a new one.

  2. Select Builder, enter the title, type, and visibility, then click Continue.

  3. Once the Trust Center is created, you can customize it and add artifacts to share with your clients or prospects.
    Note: Changes are automatically saved in real-time. Drafts can be accessed on the Active tab.

Using the Trust Center Designer

  1. Go to the Active tab of the Trust Center and click Add New.
    Note: If there are no drafts or published Trust Centers, click Create your first Trust Center to add a new one

  2. Select Designer, enter the title, type, and visibility, then click Continue.
    Note: The image defaults to your company logo. Click on the image to change it.

  3. Click within the section (or elements within a section) to bring up the editing toolbar, then select your option and customize the information. See the Designer editing options section below for more information on editing options.
    Note: You can edit/remove sections/information manually, or click the Clear all button at the top of the template to clear the pre-populated information.

  4. Click Preview or Publish.

Designer editing options

You have several design options to customize your Trust Center, such as changing text fonts, colors, and alignments, or adding images, videos, and documents.
Note: The Trusted By and Badges sections don't have styling options so you can't change how these sections are displayed, only the content displayed within them.

  • Click within a section to edit the design (columns and layout) and duplicate, move, or delete the section.
    pd1.png

  • Click the blue Add icon to add content elements such as columns, sections, buttons or videos.
    image.png

  • Click Add content to add detail to the content elements.
    pd3.png

  • Click the blue Add icon and select FAQ from the menu to add frequently asked questions (FAQs) using Q&A pairs from your Content Library. Click the checkbox of each pair you want to add, then click Add.
    Note: You can use filters to help you find the appropriate Q&A pairs.

  • Click the Brand Style icon [i] Brand Style.png on the top left-hand side of the page to apply your brand styles to the entire Trust Center.

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