Step 1
From your RELAYTO dashboard, click “Hubs” tab.
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Step 2
Click the “Create New Hub” button below the hub tab name.
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Step 3
RELAYTO offers several ready-to-go templates tailored to common needs:
✅ Virtual Data Room – Ideal for deal rooms, board portals, or compliance document centers. Keeps sensitive data secure and organized.
✅ Client Portal – Deliver a branded client experience for onboarding, support, and ongoing service.
✅ Digital Sales Room – Package your proposals, case studies, and product demos in one persuasive destination.
✅ Employee Benefits Hub – Guide employees year-round with plan documents, onboarding tools, AI chat, and interactive benefit guides.
✅ ABM Hub – Personalize account-based marketing by tailoring content collections for individual decision-makers.
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Bonus
Click “Preview” to see the structure and layout of any template before using it.
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Once selected, your hub is fully customizable: add your logo, brand colors, and images; upload documents, videos, and interactive experiences; configure AI chat, access controls, and navigation.
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Thank you for joining us in this tutorial! If you have any questions or need help, feel free to email us at [email protected] or book a call here.