Portal Features

Learn more about the features of the portal technology.  Open up a section to find the feature overviews in that section. 

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Home Page Event Calendar Home Page Event Calendar

Each portal can turn on an event calendar as a feature box on the home page. Events can be added manually or automatically from approved ...

Product Features
Product Features
0 Product-Features-Product-Features jplist-topic-Event-Calendar jplist-topic-Features-Overview jplist-topic-home-page 0 326766 326766 Each portal can turn on an event calendar as a feature box on the home page. Events can be added manually or automatically from approved content catalogs.

Home Page Event Calendar

Product Features

Each portal can turn on an event calendar as a feature box on the home page. Events can be added manually or automatically from approved content ...

Personal Event Calendar Personal Event Calendar

Members have a dashboard to give them access to features and content that will have a personal event calendar. Events can be added to the ...

Product Features
Product Features
1 Product-Features-Product-Features jplist-topic-calendar jplist-topic-Coming-Soon jplist-topic-Feature-Overview jplist-topic-Personal-Event jplist-topic-Product-Features 0 326767 326767

Personal Event Calendar

Product Features

Members have a dashboard to give them access to features and content that will have a personal event calendar. Events can be added to the personal ...

Upgraded Member Dashboard Upgraded Member Dashboard

Members have a dashboard to give them access to features and content. The new and improved dashboard is divided into sections that contain ...

Product Release
Product Release
2 Product-Release-Product-Release jplist-topic-Coming-Soon jplist-topic-Feature-Overview jplist-topic-members jplist-topic-Product-Features jplist-topic-Upgraded-Member-Dashboard 0 326768 326768 Members have a dashboard to give them access to features and content. The new and improved dashboard is divided into sections that contain text & graphics, banners, access to discussion forums, Conduct, member calendars and content tiles.

Upgraded Member Dashboard

Product Release

Members have a dashboard to give them access to features and content. The new and improved dashboard is divided into sections that contain text & ...

Members Overview Members Overview

Managing Members, Member Features

Portals automate how members are added and managed. Member features include custom dashboards, automated applications, Conduct email ...

Features Overview
Features Overview
3 Features-Overview-Features-Overview jplist-topic-Member-Overview jplist-topic-members 0 326769 326769

Members Overview

Features Overview

Portals automate how members are added and managed. Member features include custom dashboards, automated applications, Conduct email marketing, ...

Message Library Overview Message Library Overview

The Message Library contains email messages that are delivered from the site to alert a member or administrator about a site activity or to ...

Features Overview
Features Overview
4 Features-Overview-Features-Overview jplist-topic-Feature-Overview jplist-topic-Message-Library jplist-topic-overview jplist-topic-Product-Features 0 326770 326770

Message Library Overview

Features Overview

The Message Library contains email messages that are delivered from the site to alert a member or administrator about a site activity or to engage ...

Site Options Overview Site Options Overview

Site options turn features on or off for the site and allow you to customize how they work. Make a site public or private, add embed code ...

Features Overview
Features Overview
5 Features-Overview-Features-Overview jplist-topic-Feature-Overview jplist-topic-overview jplist-topic-Product-Features jplist-topic-Site-Options 0 326771 326771

Site Options Overview

Features Overview

Site options turn features on or off for the site and allow you to customize how they work. Make a site public or private, add embed code to track ...

Conduct Overview Conduct Overview

Portals have Conduct, a unique drip marketing email service for portal members. Create a campaign in the portal and deliver it to member ...

Features Overview
Features Overview
6 Features-Overview-Features-Overview jplist-topic-Conduct jplist-topic-Feature-Overview jplist-topic-overview jplist-topic-Product-Features 0 326772 326772

Conduct Overview

Features Overview

Portals have Conduct, a unique drip marketing email service for portal members. Create a campaign in the portal and deliver it to member dashboards. ...

Reports Overview Reports Overview

Reports analyze activity on the portal or pull data from the member, catalog or user databases. Portals come with standard reports that ...

Features Overview
Features Overview
7 Features-Overview-Features-Overview jplist-topic-administration jplist-topic-Feature-Overview jplist-topic-overview jplist-topic-Product-Features jplist-topic-reports 0 326773 326773 Reports analyze activity on the portal or pull data from the member, catalog or user databases. Portals come with standard reports that can be customized and saved.

Reports Overview

Features Overview

Reports analyze activity on the portal or pull data from the member, catalog or user databases. Portals come with standard reports that can be ...

Administration Overview Administration Overview

Portals have advanced tools for site administrators to manage users, members, catalogs, prospects and run reports. A simple CRM system is ...

Features Overview
Features Overview
8 Features-Overview-Features-Overview jplist-topic-administration jplist-topic-Feature-Overview jplist-topic-overview jplist-topic-Product-Features 0 326774 326774 Portals have advanced tools for site administrators to manage users, members, catalogs, prospects and run reports. A simple CRM system is easily set up and customized to hold data to be used in segmenting messages, custom dashboards, and running reports.

Administration Overview

Features Overview

Portals have advanced tools for site administrators to manage users, members, catalogs, prospects and run reports. A simple CRM system is easily ...

Catalog Overview Catalog Overview

Catalogs are sections of the portal that contain content posts, banners, pages and contact information. Catalogs may be managed from a hub ...

Features Overview
Features Overview
9 Features-Overview-Features-Overview jplist-topic-catalog jplist-topic-Content-Catalogs jplist-topic-Feature-Overview jplist-topic-overview jplist-topic-Product-Features 0 326775 326775 Catalogs are sections of the portal that contain content posts, banners, pages and contact information. Catalogs may be managed from a hub portal or added and managed locally. Catalogs contain content, banners, pages, and contact information.

Catalog Overview

Features Overview

Catalogs are sections of the portal that contain content posts, banners, pages and contact information. Catalogs may be managed from a hub portal or ...

Discussion Forums Discussion Forums

Discussion forums allow portal members to share strategies, ideas and ask questions. Forums are set up and managed by site administrators.

Product Features
Product Features
10 Product-Features-Product-Features jplist-topic-Categories jplist-topic-Discussions jplist-topic-forum jplist-topic-Member-Forum 0 326776 326776

Discussion Forums

Product Features

Discussion forums allow portal members to share strategies, ideas and ask questions. Forums are set up and managed by site administrators.

Setting Up a Catalog Setting Up a Catalog

Catalogs are sections of the portal that contain content posts, banners, pages and contact information. Catalogs may be managed from a hub ...

Product Features
Product Features
11 Product-Features-Product-Features jplist-topic-catalog jplist-topic-Content-Catalogs jplist-topic-Feature-Overview jplist-topic-Product-Features jplist-topic-Setup 0 326777 326777 Catalogs are sections of the portal that contain content posts, banners, pages and contact information. Catalogs may be managed from a hub portal or added and managed locally. Setup a catalog to customize its look and information.

Setting Up a Catalog

Product Features

Catalogs are sections of the portal that contain content posts, banners, pages and contact information. Catalogs may be managed from a hub portal or ...

Conduct Contact Manager Conduct Contact Manager

Conduct is a unique email drip marketing technology for portal members. Contacts are added by the member and protected with ListLock™. ...

Product Features
Product Features
12 Product-Features-Product-Features jplist-topic-Conduct jplist-topic-Contact-Manager jplist-topic-Feature-Overview jplist-topic-Product-Features 0 326778 326778

Conduct Contact Manager

Product Features

Conduct is a unique email drip marketing technology for portal members. Contacts are added by the member and protected with ListLock™. The Contact ...

Catalog Pages Catalog Pages

Catalogs can pages that appear in the navigation bar at the top of the catalog home page. Pages can contain text & graphics, videos and ...

Product Features
Product Features
13 Product-Features-Product-Features jplist-topic-catalog jplist-topic-Content-Catalogs jplist-topic-Feature-Overview jplist-topic-pages jplist-topic-Product-Features 0 326779 326779 Catalogs can pages that appear in the navigation bar at the top of the catalog home page. Pages can contain text & graphics, videos and hyperlinks. Page forms allows the viewer to fill out information for the catalog administrator.

Catalog Pages

Product Features

Catalogs can pages that appear in the navigation bar at the top of the catalog home page. Pages can contain text & graphics, videos and hyperlinks. ...

Posting Content Posting Content

Catalog or site administrators add content to a portal. Content is organized into content catalogs and can include uploaded files or text ...

Product Features
Product Features
14 Product-Features-Product-Features jplist-topic-catalog jplist-topic-content jplist-topic-Feature-Overview jplist-topic-Posting jplist-topic-Product-Features 0 326780 326780

Posting Content

Product Features

Catalog or site administrators add content to a portal. Content is organized into content catalogs and can include uploaded files or text & ...

Posting Events Posting Events

Catalog or site administrators add events to a portal. Events appear in catalogs and be added to the site calendar.

Product Features
Product Features
15 Product-Features-Product-Features jplist-topic-Content-Catalogs jplist-topic-events jplist-topic-Feature-Overview jplist-topic-Posting jplist-topic-Product-Features 0 326781 326781 Catalog or site administrators add events to a portal. Events appear in catalogs and be added to the site calendar.

Posting Events

Product Features

Catalog or site administrators add events to a portal. Events appear in catalogs and be added to the site calendar.

Member Types & Groups Member Types & Groups

Members can be segmented into types and groups. Organizing members into categories helps a portal administrator make content and features ...

Product Features
Product Features
16 Product-Features-Product-Features jplist-topic-Feature-Overview jplist-topic-Groups jplist-topic-Member-Types jplist-topic-members jplist-topic-Product-Features 0 326782 326782 Members can be segmented into types and groups. Organizing members into categories helps a portal administrator make content and features available only to specific members.

Member Types & Groups

Product Features

Members can be segmented into types and groups. Organizing members into categories helps a portal administrator make content and features available ...

Member Dashboard Member Dashboard

Members have a dashboard to give them access to features such as discussion forums, Conduct, personal calendars, or content directories. ...

Product Features
Product Features
17 Product-Features-Product-Features jplist-topic-Feature-Overview jplist-topic-member-dashboard jplist-topic-members jplist-topic-Product-Features 0 326783 326783 Members have a dashboard to give them access to features such as discussion forums, Conduct, personal calendars, or content directories. Portals can have different member dashboards for each member type.   Dashboards can be customized by adding text & graphics sections or customizing the tiles.

Member Dashboard

Product Features

Members have a dashboard to give them access to features such as discussion forums, Conduct, personal calendars, or content directories. Portals can ...

Member Application Member Application

The member application allows individuals to sign up for access to the portal as members. Adding members through the application process ...

Product Features
Product Features
18 Product-Features-Product-Features jplist-topic-Feature-Overview jplist-topic-Member-Application jplist-topic-members jplist-topic-Product-Features 0 326784 326784 The member application allows individuals to sign up for access to the portal as members. Adding members through the application process can be completely automated or have an approval process turned on for site administrators to accept or reject a member application.

Member Application

Product Features

The member application allows individuals to sign up for access to the portal as members. Adding members through the application process can be ...

Conduct for Site Administrators Conduct for Site Administrators

Portals have Conduct, a unique drip marketing email service for portal members. Site administrators activate Conduct for the site and set ...

Product Features
Product Features
19 Product-Features-Product-Features jplist-topic-Conduct jplist-topic-Feature-Overview jplist-topic-Product-Features jplist-topic-Site-Administrators 0 326785 326785

Conduct for Site Administrators

Product Features

Portals have Conduct, a unique drip marketing email service for portal members. Site administrators activate Conduct for the site and set up the ...

Catalog Administration Catalog Administration

The catalog database is setup with custom data fields divided into sections and has catalog administrators and contacts. Add notes about ...

Product Features
Product Features
20 Product-Features-Product-Features jplist-topic-administration jplist-topic-catalog jplist-topic-Portal-Features 0 326786 326786 The catalog database is setup with custom data fields divided into sections and has catalog administrators and contacts. Add notes about the catalog or its users and create tasks. Add billing data if you will charge an organization for their catalog.

Catalog Administration

Product Features

The catalog database is setup with custom data fields divided into sections and has catalog administrators and contacts. Add notes about the catalog ...

Member Administration Member Administration

The member database is setup with custom data fields divided into sections. Create and manage member types & groups, add or upload ...

Product Features
Product Features
21 Product-Features-Product-Features jplist-topic-administration jplist-topic-Feature-Overview jplist-topic-member jplist-topic-Portal-Features 0 326787 326787 The member database is setup with custom data fields divided into sections. Create and manage member types & groups, add or upload members, and manage adding files to member dashboards.

Member Administration

Product Features

The member database is setup with custom data fields divided into sections. Create and manage member types & groups, add or upload members, and ...

Contact & User Administration Contact & User Administration

The contact & user database is setup with custom data fields divided into sections. Add users to manage catalogs or the site and add ...

Product Features
Product Features
22 Product-Features-Product-Features jplist-topic-administration jplist-topic-Contact-Administration jplist-topic-Feature-Overview jplist-topic-Product-Features jplist-topic-User-Administration 0 326788 326788 The contact & user database is setup with custom data fields divided into sections. Add users to manage catalogs or the site and add contacts to be associated with a catalog record.

Contact & User Administration

Product Features

The contact & user database is setup with custom data fields divided into sections. Add users to manage catalogs or the site and add contacts to be ...

Prospect Administration Prospect Administration

The prospect database is setup with custom data fields divided into sections. Add or upload prospects and set up a transfer process to ...

Product Features
Product Features
23 Product-Features-Product-Features jplist-topic-Feature-Overview jplist-topic-Product-Features jplist-topic-Prospect-Administration 0 326789 326789 The prospect database is setup with custom data fields divided into sections. Add or upload prospects and set up a transfer process to distribute prospects as sales leads.

Prospect Administration

Product Features

The prospect database is setup with custom data fields divided into sections. Add or upload prospects and set up a transfer process to distribute ...

Reports Detail Reports Detail

Reports analyze activity on the portal or pull data from the member, catalog or user databases. Portals come with standard reports that ...

Product Features
Product Features
24 Product-Features-Product-Features jplist-topic-administration jplist-topic-Detail jplist-topic-Feature-Overview jplist-topic-Product-Features jplist-topic-reports 0 326790 326790 Reports analyze activity on the portal or pull data from the member, catalog or user databases. Portals come with standard reports that can be customized and saved. Reports have a summary, overview and detail

Reports Detail

Product Features

Reports analyze activity on the portal or pull data from the member, catalog or user databases. Portals come with standard reports that can be ...

Home Page Header, Logo, Options Home Page Header, Logo, Options

The home page header is a graphic that appears on the home page. A logo is a graphic that can be used on various parts of the site. You can ...

Product Features
Product Features
25 Product-Features-Product-Features 0 326791 326791

Home Page Header, Logo, Options

Product Features

The home page header is a graphic that appears on the home page. A logo is a graphic that can be used on various parts of the site. You can customize ...

Portal Home Pages Portal Home Pages

Pages, Directories, Links

Pages appear in the navigation bar at the top of the site home page. Pages can contain text & graphics, videos, and hyperlinks. Page forms ...

Product Features
Product Features
26 Product-Features-Product-Features jplist-topic-Feature-Overview jplist-topic-home-page jplist-topic-pages jplist-topic-portal jplist-topic-Product-Features 0 326792 326792 Pages appear in the navigation bar at the top of the site home page. Pages can contain text & graphics, videos, and hyperlinks. Page forms allow the viewer to fill out information for the catalog administrator.  Pages can be constructed as post or catalog directories.

Portal Home Pages

Product Features

Pages appear in the navigation bar at the top of the site home page. Pages can contain text & graphics, videos, and hyperlinks. Page forms allow the ...

Home Page Sections Home Page Sections

Customize the site home page by creating sections, then moving those sections up or down on the home page. Sections can be text & ...

Product Features
Product Features
27 Product-Features-Product-Features jplist-topic-Feature-Overview jplist-topic-home-page jplist-topic-Product-Features jplist-topic-sections 0 326793 326793 Customize the site home page by creating sections, then moving those sections up or down on the home page. Sections can be text & graphics, banners or posts. Separate sections with a spacer.

Home Page Sections

Product Features

Customize the site home page by creating sections, then moving those sections up or down on the home page. Sections can be text & graphics, banners ...

The Portal Home Page The Portal Home Page

The portal home page is the starting point of the site. There are a number of ways that the home page can be customized by adding ...

Product Features
Product Features
28 Product-Features-Product-Features jplist-topic-Feature-Overview jplist-topic-home-page jplist-topic-portal jplist-topic-Product-Features 0 326794 326794 The portal home page is the starting point of the site. There are a number of ways that the home page can be customized by adding backgrounds, headers, logos, pages, directories, calendars, and sections.

The Portal Home Page

Product Features

The portal home page is the starting point of the site. There are a number of ways that the home page can be customized by adding backgrounds, ...

Home Page Background Home Page Background

Customize the site home page by adding a background. A background image can be uploaded, or a solid color can be selected.

Product Features
Product Features
29 Product-Features-Product-Features jplist-topic-background jplist-topic-Feature-Overview jplist-topic-home-page jplist-topic-Product-Features 0 326795 326795 Customize the site home page by adding a background. A background image can be uploaded, or a solid color can be selected.

Home Page Background

Product Features

Customize the site home page by adding a background. A background image can be uploaded, or a solid color can be selected.

Users Users

Users are any individuals that login to a portal. They can be members, site administrators or catalog administrators. Contacts can be ...

Product Features
Product Features
30 Product-Features-Product-Features jplist-topic-Feature-Overview jplist-topic-General-Features jplist-topic-Product-Features jplist-topic-Users 0 326796 326796

Users

Product Features

Users are any individuals that login to a portal. They can be members, site administrators or catalog administrators. Contacts can be added and ...

Conduct Settings Conduct Settings

Conduct is a unique email drip marketing technology for portal members. Members customize their Conduct accounts by adding their ...

Product Features
Product Features
31 Product-Features-Product-Features jplist-topic-Conduct jplist-topic-Feature-Overview jplist-topic-Product-Features jplist-topic-Settings 0 326797 326797

Conduct Settings

Product Features

Conduct is a unique email drip marketing technology for portal members. Members customize their Conduct accounts by adding their information that ...

Conduct Campaign Manager Conduct Campaign Manager

Conduct is a unique email drip marketing technology for portal members. Campaigns can be created by the portal administrator or by the ...

Product Features
Product Features
32 Product-Features-Product-Features jplist-topic-Campaign-Manager jplist-topic-Conduct jplist-topic-Feature-Overview jplist-topic-Product-Features 0 326798 326798

Conduct Campaign Manager

Product Features

Conduct is a unique email drip marketing technology for portal members. Campaigns can be created by the portal administrator or by the member. Each ...

Catalog Header Contact Catalog Header Contact

Name, Email, Phone, Website, Social Media, Profile

Add contact information to the catalog header to give the viewer a contact name, email, phone, company website and contact profile ...

Product Features
Product Features
33 Product-Features-Product-Features jplist-topic-Catalog-Contact jplist-topic-Catalog-Header 0 326799 326799 Add contact information to the catalog header to give the viewer a contact name, email, phone, company website and contact profile information.

Catalog Header Contact

Product Features

Add contact information to the catalog header to give the viewer a contact name, email, phone, company website and contact profile information.

Catalog Banners Catalog Banners

Rotating Banners inside a Catalog Section

Catalog banners are added as a catalog section. Add multiple banners that rotate and draw the viewer's attention to important information, ...

Product Features
Product Features
34 Product-Features-Product-Features jplist-topic-catalog jplist-topic-catalog-banners 0 326800 326800

Catalog Banners

Product Features

Catalog banners are added as a catalog section. Add multiple banners that rotate and draw the viewer's attention to important information, events or ...

Catalog Sections Catalog Sections

Customize the Catalog Home Page with Banner, Post & Text & Graphics Sections

Customize the way the home page of a catalog appears by dividing it into sections. Sections can contain posts, banners, and text & ...

Product Features
Product Features
35 Product-Features-Product-Features jplist-topic-Catalog-Sections jplist-topic-Catalogs 0 326801 326801 Customize the way the home page of a catalog appears by dividing it into sections.  Sections can contain posts, banners, and text & graphics.  If your catalog contains a large number of posts, create multiple post sections to organize them and as an option display the post sections using an accordion-style display.  Use the positioning tool to move sections up or down on the page.

Catalog Sections

Product Features

Customize the way the home page of a catalog appears by dividing it into sections. Sections can contain posts, banners, and text & graphics. If ...

Coming Soon - Secure Mobile Messaging Coming Soon - Secure Mobile Messaging

HIPAA Compliant Mobile Messaging for Healthcare & Mental Health

For healthcare or mental health organizations that need to communicate with patients or staff, our HIPAA compliant secure messaging ...

Product Features
Product Features
36 Product-Features-Product-Features jplist-topic-healthcare jplist-topic-HIPAA jplist-topic-Mental-Health jplist-topic-Mobile-Messaging 0 326808 326808 For healthcare or mental health organizations that need to communicate with patients or staff, our HIPAA compliant secure messaging solution offers ease of use, security, and high delivery rates.

Coming Soon - Secure Mobile Messaging

Product Features

For healthcare or mental health organizations that need to communicate with patients or staff, our HIPAA compliant secure messaging solution offers ...

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