Creating Custom Portals

Custom Portals are tailored portals created to streamline the experience for specific users and groups. 

• Create a Custom Portal
• Delete a Custom Portal
• Duplicate a Custom Portal
• Reorder a Custom Portal

Admins can create custom portals using filters to control who is assigned allowing you to dynamically tailor the portal experience based on specific criteria such as contact role (Speaker vs Moderator), session type (Breakout Session vs. Keynote), or sponsor tier (Gold vs. Silver) to name a few. This ensures users are only seeing information relevant to them

For Example: By applying a session filter of FORMAT that contains BREAKOUT SESSION, I will be able to group contacts that are associated with a session and the format is "Breakout Session". 

Custom Portal Use Cases

Below, are examples of how custom portals can be leveraged for your event:

Speakers

• Portals for various session formats (i.e. keynotes, breakout sessions, panels, roundtables)

• Portals for speakers on different days (i.e. Day 1 Speakers vs. Day 2 Speakers)

• Portals for speakers vs moderators vs chairperson

Sponsors/Exhibitors

• Portals based on sponsor/exhibitor level (ie. Gold, Silver, Bronze)

  • Each level may have various tasks that are specific to their package.

How to create a custom portal

First, decide if you will be creating a People Portal (speakers) or a Group Portal (sponsors and exhibitors).

1. Navigate to the 'Portals' module, and select the blue "+ Add Portal" button.

   

   
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2. Customize your portal by adding a portal name (internal name) and designating what type of portal you want to create.

   1. People Portal: Speakers, Sponsor Contacts, Exhibitor Contacts, Chairperson, Moderato, and Session Submitter

   2. Group Portal: Sponsor and Exhibitor Groups

      1. NOTE: Only available if you have the sponsor and exhibitor modules enabled.

      2. NOTE: Sponsors and Exhibitors will automatically have a people portal assigned to them. This allows for the admin to create tasks assigned to the contacts individually (i.e. share contact details) vs. the whole organization.

3. Select the participants that will see this portal by adding a filter to the left of your screen.

   1. People Portals: Admins are limited to using contact fields (i.e. name, email, job title, custom contact fields) or select session fields (i.e. format, track, tag, level, languages) to filter by. Admins can not filter by the session submission form type or any other session-related fields.

   2. Group Portals: Admins are limited to using group fields (i.e. name, level, custom group fields) to filter by.​

      

4. Once you have applied your filters, your dashboard view will auto-populate with the contacts that align with the filters. Select "Save & Customize".
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Next, customize your portal even further by configuring email notifications and appearance (i.e. portal name and background image) as well as creating and assigning tasks, forms, files, and wiki pages.

👉🏾 Learn how to create tasks & resources to assign to your portal
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Delete Portals

Select the three ellipse dots to the right of the portal that you would like to delete and select the 'Delete' button.

In the pop-up confirmation window, select "Delete".
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Duplicate Portals

Select the three ellipse dots to the right of the portal that you would like to duplicate and select the 'Duplicate' button.

Reorder Portals

To reorder how the portals appear, select the pencil icon to arrange the order by drag and drop.
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This is ideal for any contacts that appear in two or more portals based on the filters assigned to them or their sessions. The first portal that they are assigned based on their order is the one they will have access to.
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