Help Articles for Portals

Articles for Portals

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How to Manage Portal Check-ins

Enable check-ins for physical locations and virtual meetings.

How to Create Redirect Links

Create redirect links to maintain control over links that are shared in messages and other client-facing resources. Maintain your agency's credibility by always using your official domain. Automatically create links to redirect visitors to external sites.

How to Track Geolocation on Portal Visits

Track geolocation and device data when visitors access portal links. Ensure clients are in authorized locations and increase message delivery validation.

How to Track Geolocation on Portal Visits

How to Create Portal Forms

Collect responses using dynamic web forms embedded on a Portal.

How to Create Informational Posts

Share longer forms of multimedia, multilingual information linked to outbound messages.

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