Understanding Standard Applications

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:

Questionnaire

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. 

Because of the caching logic and how the 'questionnaire' application handles the ID of new recipients, we do NOT recommend using this application for signing up unknown recipients. Instead, we recommend making a custom application to work around the caching logic.

You can learn more about how to create a questionnaire here.

Quick poll

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

Standard Login

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.

Standard Navigation

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:

• Frontpage
• Products
• Services
• About Us

Suggested Next Steps

• Understanding Custom Applications