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 and customized to hold data to be used in segmenting messages, custom ...
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.
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 ...
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.
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 ...
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.
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.
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.
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.
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 ...
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