Portal Features

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Portal Capabilities

Learn more about the capabilities of our portals by clicking on a content post below.  To learn more about the specific features, open a content section below and find the feature.

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