Request a custom CRE website

Data, sources, and access to prepare

• Authority to request a site for your company or domain
• A clear audience
• Up-to-date contact details in your Profile

Prepare these details

• Know your audience and what you want them to do
• List the pages and workflows you need
• Note your current website and who manages the domain
• Collect a few sites you like (links only, never logins)
• Update your Profile contact details

1. 1

   Open Custom Websites

   Main navigation > Custom Websites

   Open the website request page.

   Expected result: New request shows the brief form. My requests lists earlier submissions.

   If this step does not work

   Check you are in the right workspace if earlier requests are missing.

2. 2

   Name the project

   Custom Websites > Project name

   Enter a recognizable project name.

   Expected result: The project is easy to find later.

   If this step does not work

   Use the company, market, or site purpose.

   

   View full size

3. 3

   Enter the current site

   Custom Websites > Current website

   Enter your current public website if you have one.

   Expected result: The team sees where you are starting from.

   If this step does not work

   Leave it blank rather than entering a private admin URL.

4. 4

   Choose the project type

   Custom Websites > What are you building?

   Select the project type.

   Expected result: The type appears in your brief.

   If this step does not work

   Pick the closest type and explain the rest in your notes.

5. 5

   Choose the primary goal

   Custom Websites > Primary goal

   Select the main business goal.

   Expected result: The brief has one clear priority.

   If this step does not work

   Add secondary goals in your notes.

6. 6

   Select one feature

   Custom Websites > Features

   Select each feature that supports your main goal.

   Expected result: The features appear selected.

   If this step does not work

   Put nice-to-haves in your notes instead.

7. 7

   Add timing and inspiration

   Custom Websites > Timing and references

   Select your timing or enter a reference site.

   Expected result: The brief includes timing or visual direction.

   If this step does not work

   Use public links only.

8. 8

   Write the required notes

   Custom Websites > Anything else

   Describe your audience, pages, look, and key workflows.

   Expected result: The notes complete the brief.

   If this step does not work

   List open questions plainly; the team will help answer them.

9. 9

   Submit the brief

   Custom Websites form

   Select Send website brief.

   Expected result: My requests opens with a confirmation and your project highlighted.

   If this step does not work

   Your entries stay in the form if sending fails. Retry after a clear error to avoid duplicates.

10. 10

    Review request history

    Custom Websites > My requests

    Find your project row.

    Expected result: Its review status is visible.

    If this step does not work

    Refresh if it has not appeared yet.

Required means the field is needed to complete or support this workflow. Some screens allow a draft to save before every required item is complete. The steps and troubleshooting call out controls the product actively blocks.

Final verification

• Project type and primary goal are selected
• Notes describe the audience and key workflows
• No passwords or logins are included
• Your Profile contact details are current
• The brief appears in My requests
• No blocking warning, failed status, or unresolved validation message remains in the completed workflow.

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