The web portal allows you to create web pages which can be visited by your recipients. If recipients need to be logged in to see the content, your web page will need a Menu Item.
To create a web portal page, you will need a web template that controls the general styling and layout possibilities. This template is designed in HTML. The template defines a series of Content Blocks which you can add, remove, and reorganise to control the layout of each specific page.
Portal Pages are web pages managed through Agillic. This means that they can either record or feed in recipient data from an Agillic instance. This functionality is useful for all sorts of pages. For example, you could create a sign-up page for new recipients as a Portal Page so that it records recipient data and saves it to your Agillic instance. Alternatively, you could create a web page containing contact information which changes from recipient to recipient, depending on who their point of contact within your company is. This second type of Agillic web page is called an Advisor Page.
There are also a number of Standard Applications which you can use on your Portal Pages. This includes questionnaires, polls, and standard logins. These applications make setting up more advanced functions on your Portal Pages easier.
- Creating a Portal Page
- Creating a Menu Item
- Standard Applications
Creating a Portal Page
Create your Portal Pages in the Channels module. In the left sidebar, click to open the Portals section and then the Pages subfolder. Here, you can see the possible locations your new Portal Page can live.
Creating a Portal Page
When creating your new Portal Page, you'll notice you have the option to create a Menu Item. They're used to link to Portal Pages.
Whilst you're creating a Menu Item, you'll need to choose whether to make it an Anonymous Menu Item or a User Menu Item. Anonymous Menu Items can be accessed by recipients who are not yet registered in your Agillic instance. This makes Anonymous Menu Items perfect for sign-up forms.
Creating a Menu Item
An Agillic Menu Item is what controls the address of an Agillic Portal or Advisor Page. In the example below, the 'welcome_page' part of the address is controlled by your Menu Item.
Example - https://candy-stag.agillic.eu/web/faces/public/exo/welcome_page
Anonymous Menu Items
Creating a page with an anonymous Menu Item means the page will have a static URL. Therefore, anyone who knows the URL or clicks on a link to the page can access it. This type of Menu Item is often used for signup or login pages. You are limited to creating static content on such pages. In other words, it's not possible to personalise the content based on the recipient as you don't know who they are.
User Menu Items
If you create a page with a User Menu Item, this means Agillic must already know the identity of the recipient if they have access to the page. Therefore, if you create a link from an outbound communication in Agillic, such as an email, the login information for this recipient is inputted automatically. Because of this, you can link directly from an Agillic email to a User Menu Item and the recipient will be logged in automatically when they click the link.
Creating a page with a User Menu Item allows you to personalise the Portal Page with Dynamic Blocks and personalised text.
Read more about Block Types.
Filling in Menu Item details
|Name||The name of your Menu Item as seen in the folder structure.|
|URI||The unique identifier for your Webpage. Make sure to give it a unique name as the URI will be shown as part of your page's URL, e.g. '/myportalpage'.|
|View permission||Allows you to restrict access to only members of a certain Target Group. Leave as 'Any' to allow all.|
|Label||If you're using the Agillic standard application 'Navigation Bar' (or similar), this is the name which will be displayed as an item on the Navigation Bar.|
|Hidden||Hides labels in the menu selection.|
The options when creating a new Menu Item
Stanard Applications help you extend the functionality of Portal Pages. They allow you to collect, inspect, or interact with recipient data.
The Questionnaire application allows you to create custom forms, collect, and then store recipient data. The standard Questionnaire application supports storing data in Person Data fields. It also allows you to show or hide questions or pages based on Conditions, familiar to you from the Target Group builder.
The Quick Poll application allows you to make a poll from 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 question, they will see a chart of how other recipients answered. This is useful when you want to quickly get a feel for your recipients' views or opinions.
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 in Profile Management, found under Settings.
You can use the Standard Navigation on a Web page or Advisor page to automatically populate a navigation bar with existing Menu Items. Whenever you add, remove, or update Menu Items, the Navigation Bar will reflect these changes. This allows you to integrate a navigation bar on your portal page with direct links to other portal pages.