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The Portfolio handbook

Less figuring it out.
More making it happen.

From your first collection to a shareable showcase. Clear, practical guides for your identity, media and client testimonials.

35 practical guides

Your public showcase.
A clear next step.

Identity · Work · Client stories
35 guides

Set your email, WhatsApp and call to action

Give interested visitors a clear next step.

Before you begin

The portfolio owner.

Here’s how to do it

  1. Open Identity and find Contact email, WhatsApp number and Call-to-action text.

  2. Enter the email address you want prospective clients to use.

  3. Enter a valid WhatsApp number with the appropriate international country code.

  4. Choose concise call-to-action wording and save the changes.

  5. Open the public portfolio and test the email and WhatsApp actions on a suitable device.

What happens next

Visitors can use the configured contact actions on your public page.

Good to know

Portfolio WhatsApp contact links are not a WhatsApp Inbox integration. They do not connect Marketing Workspace messaging or enable automatic AI replies.

Based on the Portfolio interface reviewed 27 October 2026. Options can vary by role, plan and channel access.