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Sites: Build and Publish a Provider Site

Build and publish branded, public-facing web pages that showcase your network of providers. Each Site includes a home page, a provider listing, and individual provider profile pages — all customizable through a visual editor with a live preview.

Written by Nicole Adams

This feature is in beta. Sites is currently available via app.introzy.com/sites. Access and availability may change as the feature develops.

Sites lets you build and publish branded, public-facing web pages that showcase your network of providers. Each Site includes a home page, a provider listing, and individual provider profile pages — all customizable through a visual editor with a live preview.

Getting Started

Accessing Sites

  1. Navigate to Sites in the left sidebar.

  2. The Sites page displays all of your existing sites with their status, connector, creator, and creation date.

  3. To open an existing site for editing, click the site name.

Creating a New Site

  1. Click + Create New Site in the top-right corner.

  2. Fill in the following fields:

    • Site Name — The display name for your site (e.g. "Acme Healthcare Network").

    • Site Connector — Select the connector (person or company) who introduces opportunities through this site. All sites must have a connector. This can be reassigned after you create your site.

    • Providers — Select which providers will appear on the site.

    • Featured Providers — Optionally select providers to highlight on the home page.

  3. Click Create Site.

After creation, the site editor opens automatically.


Editing a Site

The site editor has four tabs: Home Page, Provider Listing, Provider Profile, and Connector Settings. A live preview updates on the right side of the screen as you make changes.

To save your changes without publishing, click Save Draft. To make changes live on your published URL, click Publish.

Home Page Tab

The Home Page tab controls the content of your site's main landing page.

Hero Details

Field

Description

Hero Headline

Main heading visitors see first

Hero Description

Supporting text displayed below the headline

Primary CTA Label

Text for the main call-to-action button (e.g. "Browse Providers")

Subheadline

Accent strip text displayed below the hero section

Hero Background Image

Upload a JPG or PNG image (minimum 1400px wide)

Default Hero Background Color

Hex color used when no image is uploaded

Featured Details

The Featured Details section controls content blocks shown below the hero. Drag sections to reorder them in the preview. Each section can be toggled on or off:

  • Icon & Fact — Icon cards with a title and short description. Add up to as many facts as needed with + Add Fact.

  • By the Numbers — Large numbers with a short label.

  • Text & Image (Right) — A text column with an image on the right.

  • Image & Text (Left) — An image on the left with a text column.

  • Featured Providers — Showcases selected providers on the home page.

Provider Listing Tab

The Provider Listing tab controls the page where visitors browse all providers.

Hero Details

Field

Description

Heading

Title shown at the top of the listing page

Description

Text displayed below the heading

Primary CTA Label

Button label on provider cards (e.g. "Contact Provider")

Hero Background Image

Upload a JPG or PNG (minimum 1400px wide)

Default Hero Background Color

Hex color used when no image is uploaded

Providers

Search and select which providers appear on the listing page. The section shows how many providers are currently selected.

Layout

Setting

Options

Cards Per Row

2, 3, or 4 columns

Providers Per Page

10, 15, 20, 25, or 30

Show specialty tag

Toggle — displays provider specialty on cards

Show bio excerpt

Toggle — displays a short bio on each card

Data Source

Shows the connected connector, provider count, and when the data was last updated. Also displays a log of recent builds with timing information.

Provider Profile Tab

The Provider Profile tab controls the layout of individual provider pages.

Select Provider

Search and select a specific provider to preview their profile page in the live preview.

Provider Detail Content

Field

Description

Hero Background Image

Upload a JPG or PNG (minimum 1400px wide)

Default Hero Background Color

Hex color used when no image is uploaded

About Section

Field

Description

Headline

Auto-filled from the provider's tagline

Description

Auto-filled from the provider's profile

Display Settings

Toggle which sections appear on provider profile pages:

  • Show provider description — Displays headline, description text, and social links.

  • Show social links — Displays LinkedIn, Twitter, and other social profiles.

  • Show provider logo — Displays the provider's logo on the profile page.

  • Show Areas of Expertise — Displays industry and specialty tags. You can filter which tags appear using the tag search.

  • Show connect form — Displays a contact form for visitors to reach the provider.

Connector Settings Tab

The Connector Settings tab controls your site's identity, branding, metadata, URL, and legal settings.

Site Identity

Field

Description

Site Name

The display name for this site

Site Connector

The connector assigned to this site. Click Apply [Connector]'s info to overwrite company name, phone, website, tagline, and social links with the connector's data.

Providers

Which providers appear on the site

Featured Providers

Which providers are highlighted on the home page

Company Branding

Company Details

Field

Description

Company Name

Visible toggle controls whether it displays on the site

Company Phone

Phone number shown on the site

Website URL

Company website link

Tagline

A short description of your company

Brand Identity

Field

Description

Brand Primary

Primary brand color (hex)

Brand Secondary

Secondary brand color (hex)

Accent

Accent color (hex)

Company Logo

Upload your logo. Toggle Visible to show or hide it on the site.

Social Media Links

All social links are optional and appear in the site footer. Supported platforms: LinkedIn, Facebook, Twitter / X, TikTok, Google Business, and Other Website.

Metadata

SEO

Field

Description

Page Title

Displayed in the browser tab

Meta Description

Used by search engines

Keywords

Comma-separated keywords for search indexing

Author

Author name for metadata

Structured Data

  • JSON-LD structured data — Improves search engine understanding of your site using BreadcrumbList + Organization schemas. Toggle on to activate.

  • Show generated markup — Preview the JSON-LD script that will be injected into the page.

Shortlink & DNS

Shortlink

Each site has a unique shortlink slug at app.introzy.com/sites/[slug]. The full URL is shown below the slug field.

Custom Domains

Field

Description

Custom Domain

Enter your apex domain (e.g. yourcompany.com) or subdomain (e.g. providers.yourcompany.com), then click Connect Domain

Verification Status

Shows the current domain verification state

Fallback Subdomain

An .introzy.com subdomain that stays active until your custom domain is verified

Legal Disclaimer

Field

Description

Show copyright notice

Toggle — displays a copyright line in the site footer

Copyright Text

Auto-generated from company name; editable

TCPA Compliance

Field

Description

TCPA Disclaimer Text

The consent text shown on contact forms. Use ${provider}, ${marketplace_owner}, and ${connector} as dynamic placeholders.

Default Dynamic Disclaimer

Toggle — appends "See our Privacy Policy and Terms." with links at the end of the TCPA text

Show Marketplace Terms & Privacy Footer Links

Toggle — displays Terms of Service and Privacy Policy links in the site footer

Privacy Policy URL

Leave blank to hide from footer

Terms of Service URL

Leave blank to hide from footer

Marketplace Owner Contact

Shown in the generated Privacy Policy and Terms pages under "Contact Information."

Field

Description

Contact Email

Your support or contact email address

Mailing Address

Your company's mailing address


Previewing and Publishing

The editor header gives you four options at all times:

Action

What it does

View Live

Opens the currently published version of your site in a new tab

View Draft

Opens a preview of your saved draft (unpublished changes) in a new tab

Save Draft

Saves all changes without publishing them

Publish

Publishes all saved changes to your live site URL

Changes are not visible on the live site until you click Publish.


Managing Sites

From the Sites list, click the ⋮ (actions) menu on any site card to access:

  • Edit — Opens the site editor.

  • Preview Draft — Opens the unpublished draft in a new tab.

  • Preview Deployed Site — Opens the live published site in a new tab.

  • Duplicate — Creates a copy of the site.

  • Archive — Archives the site (removes it from the active list).

  • Delete — Permanently deletes the site.

Filtering the Sites List

Use the filters at the top of the Sites page to narrow your list:

  • Status — Filter by All statuses, Active, or Publishing.

  • Connector — Filter by a specific connector.

  • Creator — Filter by the person who created the site.

Switch between Gallery view and Table view using the icons next to the filter panel.


FAQ

What site statuses are there?

Sites can have one of two statuses: Active (the site is live and published) or Publishing (the site is in the process of being published).

Can I connect a custom domain to my site?

Yes. In Connector Settings → Shortlink & DNS, enter your domain in the Custom Domain field and click Connect Domain. Until your domain is verified, your site remains accessible via the fallback .introzy.com subdomain.

Can I use the same providers across multiple sites?

Yes. Providers are selected per site and the same provider can appear on more than one site.

Can I reorder the sections on the home page?

Yes. In the Home Page tab under Featured Details, drag sections to reorder them. Changes are reflected immediately in the live preview.

Can I preview my changes before publishing?

Yes. Click Save Draft to save your changes, then click View Draft or Preview Draft from the actions menu to review the unpublished version before clicking Publish.

Is there a limit to how many sites I can create?

Contact your account team for information about site limits on your plan.

Can I edit the TCPA disclaimer text?

Yes. Navigate to Connector Settings → Legal Disclaimer → TCPA Compliance and edit the TCPA Disclaimer Text field directly. Use ${provider}, ${marketplace_owner}, and ${connector} as placeholders — these are replaced with real names when the form is displayed to visitors.

Can I hide my company name or logo from the site?

Yes. In Connector Settings → Company Branding, use the Visible toggles next to Company Name and Company Logo to control their visibility.


Troubleshooting

My changes aren't showing on the live site

Cause: Changes were saved as a draft but not published.

To fix this:

  1. Open the site editor.

  2. Click Publish in the top-right corner.

  3. Wait for the publishing process to complete, then click View Live to confirm.

My custom domain shows "NOT_CONFIGURED"

Cause: No domain has been connected yet, or the DNS verification is pending.

To fix this:

  1. Navigate to Connector Settings → Shortlink & DNS → Custom Domains.

  2. Enter your domain and click Connect Domain.

  3. Follow any DNS configuration steps provided.

  4. Your site remains accessible via the fallback .introzy.com subdomain while verification completes.

The live preview isn't updating

Cause: The preview refreshes as you type, but some fields may require you to click away from the input.

To fix this: Click outside the field you just edited. The preview on the right side of the editor updates automatically.

I can't find a provider in the listing

Cause: The provider may not be selected for this site.

To fix this:

  1. Open the site editor and go to the Provider Listing tab.

  2. Under Providers, search for and select the provider.

  3. Click Save Draft, then Publish.

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