A standard application is a default application that comes with Agillic. We offer four standard applications, such as questionnaires and quick polls. A standard application allows you to easily work with more advanced calculations, inputting and processing data for Web and Advisor pages.
You can see these applications in the 'webapps' folder in the 'Media Browser' or when inserting an application. If you want to learn more about the more technical aspect of the Standard Applications you can learn more on our Developers Portal.
In Agillic you can find the following Standard Applications:
The questionnaire application allows you to create custom forms. An example may be a survey for your new recipients. You can customise the surveys with Conditions based on saved Person Data or by reacting to the recipient's answer to a previous question in the survey.
Using the Questionnaire as a Sign-up Form
In some cases, you can use the questionnaire as a sign-up form that you can insert on an anonymous page in Agillic. However, there are certain requirements that must be in place for this to work:
- The primary key field must be included in the form. We cannot generate a recipient without any value in the primary key field using the questionnaire, so it must be included in the form. Therefore, it is most often relevant if you have EMAIL selected as unique identifier.
- The questionnaire must be inserted on an Agillic page that you can then either link to or iframe into you own web page.
Please note that in order to use the questionnaire as a sign up form (if you can say yes to the to bullets above), you need a version of the questionnaire that doesn't require a cookie. Please contact Agillic Support in order to have this version implemented on your instance.
The questionnaire will still be reliant on a caching logic in the browser, which means that fields may be auto completed, and you need to insert a custom script to avoid this.
Furthermore, if you need any functionality that is not included in the questionnaire builder we always recommend making a custom application to work around the caching logic as well as more advanced sign up features.
You can learn more about how to create a questionnaire here.
The quick poll application allows you to ask a single question with predefined answers.
The answer to the question will save as a Person Data field for the recipients. Once a recipient answers the questions, they will see a chart of how other recipients answered the same question. This is useful when you want to quickly get a feel for your recipients' views or opinions.
You can learn more about how to create a quickpoll here
The standard login application is either used for logging a recipient into the Web portal or for logging an agent into the Advisor portal.
You can set the login for your recipients to either be Person Data or with encoded credentials, which are set by an API call. You can create a login for the agent by creating a User Profile.
You can use the standard navigation on a Web page or Advisor page to autogenerate a navigation menu based on the available Menu Items of the Web portal or Advisor portal. This allows you to automatically manage your page navigation by modifying existing Menu Items or creating new ones.
For example, the standard navigation could generate a menu with the following options at the top of a Web page:
- About Us
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