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Portals offer new ways to interact with your panelists, forming a community and collecting feedback in various ways, may it be through discussions between panelists or by taking part in surveys directly from a portal‘s interface. Qualification of survey results or the joint development of survey topics are easily feasible for each survey project.
First steps in Portals
After clicking on the Portals icon located in the navigation bar of EFS, you will be routed to the Portal Overview. Portals can be created and imported. Your new portal will be accessible only for registered panleists by default. This setting can be changed in the procress of configuring your portal.
In order to create a new portal, you click on the tile button + New portal. A new tile for the portal created will be displayed. If this is your first portal, the tile will be labeled Portal 1. Portals added after that will carry increasing sequential numbering. Any new portal comes with pre- defined pages, including layout and page modules.
Edit portal in the overview
Once you have created a portal you can change its default name and access several settings right on the tile in the Portal Overview. In addition to that, you will get the information on how many users are currently online and how many have logged into your portal (e. g. 16/40 would mean that 16 out of 40 registered users are currently online).
Possible actions are:
- edit portal name
- edit URL name manually
- view portal status: online or offline
- open portal, accessing the front page
- mobile integration, allowing usage of Portals with app
- view amount of registered panelists and the share of which is currently online
- switch to exterior view of the portal
- 3 bar menu
Possible actions that you can perform via the 3 bar menu are:
- Deletion
- QR-Code
- Copying
- Export
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Your portal's URL will be displayed as follows: InstallationURL/portal/your_portals_URL Please note that the URL name will be automatically adapt to any portal name changes and therefore will not need to be updated manually. However, if you choose to edit the URL name manually, the portal name remains unaffected. Note that this will prevent the URL to further adapt to any name changes made to the portal in the future. |
Edit the name of a portal
You can edit the name of the portal right from the tile. You click on the tile menu icon in the bottom right hand corner of your portal tile.
You select between copying or deleting the portal.
- If you click on the delete icon, you will be asked to confirm your choice, only then the portal will be added.
- If you click on Copy, the portal will be copied.
The deletion of a portal cannot be undone and the copying may take up to a few minutes.
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