With Portmoni, building a beautiful and powerful website is quick and easy. Follow this quick-start guide and create your dream website! Get started with Portmoni now.

get started portmoni step-by-step guide

This quick-start guide will help you create your website on Portmoni. It describes the key steps to have your website up and running on day one.

It only takes a few minutes to create your website. You can then easily personalize your site using the tips below.

In this guide, we’ll cover the following:

Portmoni is designed to make it very easy to get started quickly. It integrates with key services and helps you with an intuitive site editor all the way through.

Let’s dive into it!

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Getting Started with Portmoni – Design Your Site

In this first part, we’ll see how to personalize the layout of your site.

Your logo and background image are the first things visitors see when coming to your site. So they have to make a great first impression.

To add a logo, click on “Edit Header Section” in your Portmoni site editor, then select the Logo/Image option at the top and add your image.

add logo website builder

To add a background image, go to the same “Edit Header Section” and scroll down to the bottom to select the “Background type”. You can choose a single image or a slideshow of multiple images.

add background image create site guide

Your menu is the collection of links across the top of your site or in the hamburger menu on your phone. You don’t want to overwhelm visitors with too many links, but you should make sure to have the essentials.

These should typically include:

  • Home
  • Products
  • Blog
  • About
  • Contact

You can also add any other section that is relevant to your business. If you run a blog, this could be for instance the “News” and “Medias” sections. For a business, you can for instance also add your “Services” and “Picture Gallery” sections.

To edit the menu go to the “Menu preferences” section in the “Header section + menu” section of your site editor. You can customize which items to display in your menu, as well as the labels that are used.

The video How to add and remove items in your site menu shows the step-by-step process to do that.

edit menu preferences website

Edit your homepage preferences

The homepage preferences define the sections appearing on your homepage. These can include anything from company news to product categories to testimonials.

Like in the menu, avoid overwhelming visitors with a long list of sections, but make sure to include all the essentials. Your menu and homepage should work together. The homepage gives a taste of what your site offers, while the menu gives visitors the chance to explore specific sections more.

To edit your homepage, follow the steps in this How to choose the sections showing on your homepage video.

Edit your color theme and font

You can also customize the color theme that is used on your site. You can use any of the default themes, or personalize the colors to personalize your site even more.

You will first select a primary color, which is used as the default background for most sections. The secondary color is used for the buttons, links, and other secondary elements on your site.

You can also personalize the font that will be used across your site, among a selection of the best-rated fonts available online.

The footer of your site can be as important as the header. The footer is where many businesses keep policies, contact info, and newsletter subscriptions.

To edit your newsletter and footer, click on “Other Settings” in your back-end menu.

edit footer and newsletter preferences

Tips & Tricks – Design Your Site

  1. There are many online solutions to create your logo. One great example is Canva.
  2. Once people have signed up for your newsletter, you can export your list of subscribers. Then, you can use a newsletter sending service like Mailchimp to contact all your subscribers with offers and other news.

Customize the key sections of your site

After customizing the look and feel of your site, you will add content to the key sections of your site.

Add an “About us” page

Your site’s “about” page is a great place to show off your company mission and team members. This section is important as your visitors will often check it to see if they can trust you and your website. This is a great place to start building a relationship with them.

To edit your about page, click on the “About us + team members” link in your site editor.

edit about and team members

Editing the “About Us” section will let you add a description of your business. Editing the “Team Members” section will let you add images and descriptions of each of your team members.

Add your social media accounts

Visitors often want to know the most they can about a company and where they can follow them. Link your Facebook, Twitter, and other social media accounts to help them find you online.

Having active social media accounts is indeed a trust component for your visitors. They like to see that a company is present and active online.

To add social media accounts, click on the “Contact + live chat + social media” link in your site editor menu.

edit social media

Add a blog

Social media accounts give visitors a chance to explore your brand better. But a blog helps get messages about your products and other news to visitors right on your site.

To add a blog, click on the “News + blog posts” link in the site editor menu. There, you can write or upload news and blog posts, and publish them on your site.

edit blog portmoni guide

Add your services

If you’re a business, the services section is where you can describe the services you offer. Add the section to your menu and homepage, and your visitors will be able to easily see what you have on offer.

Other sections: media, gallery, events…

Finally, you can add any other section that would be relevant to your business, using the same process as described above.

For instance, you can upload music, video, or pdf files in the “Media: audio, video, pdf files” section of your site editor. Here is also a short step-by-step video that shows how to connect to your site and add media files.

For pictures, you can use the “Photo Gallery“. Here is also a short step-by-step video that shows how to connect and add a picture to your gallery.

Other sections are also available in the “Other sections” part of your site editor.

Tips & Tricks – Key Sections

  1. Get the most out of marketing your site with the Facebook Pixel. To add the Facebook pixel, click on the “Other settings: newsletter, footer…” link in the back end menu. Using the Facebook Pixel will enable functionalities such as visitor targeting if you run Facebook Ads.
  2. Add terms, privacy, and other policies to improve trust in your site. Click on the “Other sections: donations, forms…” link in the back-end menu to edit your policies.

Your Online Store

If you plan to sell products or services online, follow along! We will now see how to configure the online store component of your site, including how to add products and receive payments online.

Add products

Products are the backbone of any online store. You can create products, add images, and group them into categories.

You can add your products in the “Edit” tab of your site editor, under the “Products” section. The video How to add a new product on your site also shows step-by-step how to do that.

add product start guide website

Add product categories

Categories are groupings of products. You might have a category for men’s shoes and another category for women’s shoes. Or even have categories for women’s heels and women’s running shoes.

You can create categories in the “Products” section, by clicking on the “Edit / add product category” button. After you have created at least one product category, you just need to edit or create a product. You can then select one or more categories for the product.

Here is also a 1-minute video that shows the process step by step: How to create a product category and associate it to a product.

Set up payments

Portmoni lets you set up a variety of payment methods to receive payment from your clients on your site. Depending on your country, you will have access to different options.

First, offline options such as “Cash-on-delivery” (or COD) or “Bank transfers” are available anywhere, but might not be the most convenient for you.

Then, in most countries, you can receive credit and debit payments using Stripe. To do that, you’ll need to set up a Stripe account and link it to your online store. Just follow the steps in this How to Receive Payments by Visa and Mastercard using Stripe guide.

In South Africa, Stripe is not available, and Portmoni is integrated with two of the most reliable providers available: Payfast and Yoco. We also have step-by-step guides for these options:

Set up shipping

One other thing every online store needs to set up is shipping. You can set up shipping by country in Portmoni, so residents in the United States would have different shipping rates from residents in Canada or South Africa.

To set up shipping rates, click on the “Products + online store options” link in the back-end menu. Then select “Edit / add shipping options”.

add shipping options

Test your store

Now that everything is set up, you should test your store before launching. This means approaching your site like one of your visitors. Make sure all the links work, and if you’re selling products, try buying a product yourself. This way you’ll see if your payment and shipping methods are set up correctly.

It’s best to find any mistakes on your site and understand all the steps in the selling process before visitors come to your site.

edit manage orders

Tips & Tricks – Online Store

  1. Add discounts to entice customers and encourage repeat business. To create discount codes, follow the steps in this How to create discount codes and coupons for your online store video.
  2. Instead of products, you can add services if you’re a business site. Just click on the “Services” link in the back-end menu.

Launch

Now that your site is configured, it’s time to launch!

Get your domain

One of the key steps in branding and trust for any website is having a custom domain. Before you can add a domain, you’ll need to upgrade to a paid plan on Portmoni.

But don’t worry, even if you make a payment before the end of your trial, we add the remaining days of your trial to your first month. This way you’ll never lose any day.

To add a domain, click on the Domain section of the Portmoni back end.

add manage domain quick start guide portmoni

You can also check if your domain is available or add a domain you bought from another host.

Launch and promote your site

And finally, it’s time to launch your site!

Your site is automatically published online as soon as you create it, so that it starts to be referenced by Google as soon as possible.

Start promoting your site to attract visitors. We have several tools to help you promote your site and get more visitors. You can find some great promotion tips in our guide on How to increase traffic and promote your website.

Tips & Tricks – Launch

  1. Go to the “Visitors” section of the Portmoni back end to see your site traffic. This includes how many visitors are coming to your site and where they’re coming from.
  2. Don’t forget to promote your site on social media. You can even run paid ads with Facebook Ads or Google Ads to attract traffic to your site.

The Bottom Line

Using Portmoni, you can build a website quickly and easily. You build a site and start accepting payments online in a few hours if you follow the steps in this guide!

And if you want an even more comprehensive guide about starting your online store, including how to find products and suppliers, check out our guide on How to Start an Online Store. Or just get started building your site right away at Portmoni!

Want to start your own website?

Create your own high-quality website in 5 minutes.