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Portal Features

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

Features Overview


Features Overview Members Overview Portals automate how members are added and managed. Member features include custom dashboards, automated applications, Conduct email marketing, discussion forums, personal calendars and more. Member Overview, members Portals automate how members are added and managed. Member features include custom dashboards, automated applications, Conduct email marketing, discussion forums, personal calendars and more.
Features 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 engage the member audience with a custom message or newsletter. Feature Overview, Message Library, overview, Product Features 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 the member audience with a custom message or newsletter.
Features 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 to track site performance, add quick facts to catalog headers, manage social sharing options and change site vocabulary terms Feature Overview, overview, Product Features, Site Options 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 site performance, add quick facts to catalog headers, manage social sharing options and change site vocabulary terms
Features 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 dashboards. Campaigns come complete with 4 outbound emails & a sign-up page. Conduct has a contact manager CRM. Conduct, Feature Overview, overview, Product Features Portals have Conduct, a unique drip marketing email service for portal members. Create a campaign in the portal and deliver it to member dashboards. Campaigns come complete with 4 outbound emails & a sign-up page. Conduct has a contact manager CRM.
Features 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 can be customized and saved. administration, Feature Overview, overview, Product Features, reports 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.
Features Overview Administration Overview 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, Feature Overview, overview, Product Features 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.
Features 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 portal or added and managed locally. Catalogs contain content, banners, pages, and contact information. catalog, Content Catalogs, Feature Overview, overview, 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 added and managed locally. Catalogs contain content, banners, pages, and contact information.

Administration


Features 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 can be customized and saved. administration, Feature Overview, overview, Product Features, reports 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.
Features Overview Administration Overview 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, Feature Overview, overview, Product Features 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.
Product Features Catalog Administration 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. administration, catalog, Portal Features 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.
Product Features Member Administration 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. administration, Feature Overview, member, Portal Features 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.
Product Features 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 contacts to be associated with a catalog record. administration, Contact Administration, Feature Overview, Product Features, 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 contacts to be associated with a catalog record.
Product Features 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 distribute prospects as sales leads. Feature Overview, Product Features, 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 distribute prospects as sales leads.
Product Features Reports Detail 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 administration, Detail, Feature Overview, Product Features, reports 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

Conduct


Features 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 dashboards. Campaigns come complete with 4 outbound emails & a sign-up page. Conduct has a contact manager CRM. Conduct, Feature Overview, overview, Product Features Portals have Conduct, a unique drip marketing email service for portal members. Create a campaign in the portal and deliver it to member dashboards. Campaigns come complete with 4 outbound emails & a sign-up page. Conduct has a contact manager CRM.
Product Features Conduct Contact Manager Conduct is a unique email drip marketing technology for portal members. Contacts are added by the member and protected with ListLock™. The Contact Manager is set up with standard fields but custom fields can be added to hold contact data. Conduct, Contact Manager, Feature Overview, 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 Manager is set up with standard fields but custom fields can be added to hold contact data.
Product Features 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 up the Conduct library. They create email campaigns and deliver them to member dashboards. Conduct, Feature Overview, Product Features, Site Administrators Portals have Conduct, a unique drip marketing email service for portal members. Site administrators activate Conduct for the site and set up the Conduct library. They create email campaigns and deliver them to member dashboards.
Product Features Conduct Settings Conduct is a unique email drip marketing technology for portal members. Members customize their Conduct accounts by adding their information that appears in the email and sign-up page footers and adding their logos or a graphic to appear in the header. Conduct, Feature Overview, Product Features, Settings Conduct is a unique email drip marketing technology for portal members. Members customize their Conduct accounts by adding their information that appears in the email and sign-up page footers and adding their logos or a graphic to appear in the header.
Product Features 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 member. Each campaign has 4 outbound emails, a confirmation email, and a sign-up page. Campaign Manager, Conduct, Feature Overview, 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 campaign has 4 outbound emails, a confirmation email, and a sign-up page.

Content Catalogs


Features 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 portal or added and managed locally. Catalogs contain content, banners, pages, and contact information. catalog, Content Catalogs, Feature Overview, overview, 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 added and managed locally. Catalogs contain content, banners, pages, and contact information.
Product Features 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 portal or added and managed locally. Setup a catalog to customize its look and information. catalog, Content Catalogs, Feature Overview, Product Features, Setup 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.
Product Features 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 hyperlinks. Page forms allows the viewer to fill out information for the catalog administrator. catalog, Content Catalogs, Feature Overview, 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. Page forms allows the viewer to fill out information for the catalog administrator.
Product Features Posting Content Catalog or site administrators add content to a portal. Content is organized into content catalogs and can include uploaded files or text & graphics. Posts can be viewed online, shared via email or downloaded. catalog, content, Feature Overview, Posting, Product Features Catalog or site administrators add content to a portal. Content is organized into content catalogs and can include uploaded files or text & graphics. Posts can be viewed online, shared via email or downloaded.
Product Features Posting Events Catalog or site administrators add events to a portal. Events appear in catalogs and be added to the site calendar. Content Catalogs, events, Feature Overview, Posting, Product Features Catalog or site administrators add events to a portal. Events appear in catalogs and be added to the site calendar.
Product Features Catalog Header Contact Add contact information to the catalog header to give the viewer a contact name, email, phone, company website and contact profile information. Catalog Contact, Catalog Header Add contact information to the catalog header to give the viewer a contact name, email, phone, company website and contact profile information.
Product Features Catalog Banners Catalog banners are added as a catalog section. Add multiple banners that rotate and draw the viewer's attention to important information, events or advertising. Hyperlink the banner to connect the viewer to locations inside the portal or external web locations. Banners can be scheduled to ... catalog, catalog banners Catalog banners are added as a catalog section. Add multiple banners that rotate and draw the viewer's attention to important information, events or advertising. Hyperlink the banner to connect the viewer to locations inside the portal or external web locations. Banners can be scheduled to appear and be removed.
Product Features Catalog Sections 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 ... Catalog Sections, Catalogs 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.

General Features


Features 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 engage the member audience with a custom message or newsletter. Feature Overview, Message Library, overview, Product Features 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 the member audience with a custom message or newsletter.
Features 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 to track site performance, add quick facts to catalog headers, manage social sharing options and change site vocabulary terms Feature Overview, overview, Product Features, Site Options 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 site performance, add quick facts to catalog headers, manage social sharing options and change site vocabulary terms
Features 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 dashboards. Campaigns come complete with 4 outbound emails & a sign-up page. Conduct has a contact manager CRM. Conduct, Feature Overview, overview, Product Features Portals have Conduct, a unique drip marketing email service for portal members. Create a campaign in the portal and deliver it to member dashboards. Campaigns come complete with 4 outbound emails & a sign-up page. Conduct has a contact manager CRM.
Product Features Discussion Forums Discussion forums allow portal members to share strategies, ideas and ask questions. Forums are set up and managed by site administrators. Categories, Discussions, forum, Member Forum Discussion forums allow portal members to share strategies, ideas and ask questions. Forums are set up and managed by site administrators.
Product Features Users Users are any individuals that login to a portal. They can be members, site administrators or catalog administrators. Contacts can be added and associated with catalogs, but do not have logins to the portal. Users are added and managed in administration. Feature Overview, General Features, Product Features, Users Users are any individuals that login to a portal. They can be members, site administrators or catalog administrators. Contacts can be added and associated with catalogs, but do not have logins to the portal. Users are added and managed in administration.

Home Page


Product Features 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 content catalogs. Event Calendar, Features Overview, home page 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.
Product Features 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 customize the header by changing the background colors behind the header, search bar, and page navigation bar. Feature Overview, header, home page, 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 the header by changing the background colors behind the header, search bar, and page navigation bar.
Product Features Portal Home Pages 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. Feature Overview, home page, pages, portal, 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 viewer to fill out information for the catalog administrator. Pages can be constructed as post or catalog directories.
Product Features 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 & graphics, banners or posts. Separate sections with a spacer. Feature Overview, home page, Product Features, sections 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.
Product Features 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 backgrounds, headers, logos, pages, directories, calendars, and sections. Feature Overview, home page, portal, 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, headers, logos, pages, directories, calendars, and sections.
Product Features 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. background, Feature Overview, home page, Product Features Customize the site home page by adding a background. A background image can be uploaded, or a solid color can be selected.

Members


Features Overview Members Overview Portals automate how members are added and managed. Member features include custom dashboards, automated applications, Conduct email marketing, discussion forums, personal calendars and more. Member Overview, members Portals automate how members are added and managed. Member features include custom dashboards, automated applications, Conduct email marketing, discussion forums, personal calendars and more.
Features 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 dashboards. Campaigns come complete with 4 outbound emails & a sign-up page. Conduct has a contact manager CRM. Conduct, Feature Overview, overview, Product Features Portals have Conduct, a unique drip marketing email service for portal members. Create a campaign in the portal and deliver it to member dashboards. Campaigns come complete with 4 outbound emails & a sign-up page. Conduct has a contact manager CRM.
Product Features Discussion Forums Discussion forums allow portal members to share strategies, ideas and ask questions. Forums are set up and managed by site administrators. Categories, Discussions, forum, Member Forum Discussion forums allow portal members to share strategies, ideas and ask questions. Forums are set up and managed by site administrators.
Product Features Member Types & Groups 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. Feature Overview, Groups, Member Types, members, Product Features 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.
Product Features Member Dashboard 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. Feature Overview, member dashboard, members, Product Features 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.
Product Features Member Application 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. Feature Overview, Member Application, members, 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 completely automated or have an approval process turned on for site administrators to accept or reject a member application.