You'll need this:
-
One of these Pointerpro plans:
Professional Enterprise ReportR 
DistributR
The Distribution Portal is a feature included in the DistributR plan. It allows for seamless assessment and report distribution by utilizing three different access levels: the admin zone, the customer zone, and the contact zone.
On this help guide page:
1. Custom account activation emails (user invitations)
4. Pre-configure campaigns (optional)
1. Custom account activation emails (user invitations)
We offer the possibility to create custom activation emails to send a personalized activation email to new users.
On the My Teams page, click on the View User Invitations button.
Then click Add Invitation to configure new template. All your user invitation templates will be also visible in the list below.
Add the name of the invitation for your personal reference, the email subject, and the email body. Make sure you use the variables (by clicking on the {x} button) to insert the activation link. Click on the Create Invitation button when you're ready to save the invitation.
You can select which invitation mail to send when creating a new user account in My Team.
2. Questionnaire settings
2.1 Questionnaire description
As an administrator, you can add an extra questionnaire description. This could help your Distribution Portal users to understand what your questionnaire is about or what report they can expect at the end.
To modify it, open your questionnaire, and add a description at the top of the Questions tab.
NOTE
Questionnaire description has a 300 characters limit.
This description will be visible to Customers on the Questionnaires and Results tabs in the Customer Zone and to Contacts in the Contact Zone of the Distribution Portal.
2.2 Invitation variables
Under the Share of your questionnaire, you can configure which Invitation variables (links) are allowed to be used for that questionnaire. We recommend you only enable the ones that are relevant to each specific questionnaire. Highlighted variables will always be shown on top.
NOTE
We strongly recommend the use of the Clickable link with unique ID.
2.3 Invitation template
Under the Share tab, you can set an Invitation template for the this specific questionnaire. When this setting is configured, this template will be loaded when creating a new invitation or campaign for this questionnaire. Doing so reduces the work for your users and the risk of mistakes. Users can still adjust the email subject and body before scheduling the invitation or campaign.
NOTE
This template is not loaded when sending a single invitation for multiple questionnaires.
Add the Subject and the Message. Make sure you use the variables (by clicking on the {x} button) to personalize your email and insert the questionnaire link.
Don't forget to click Save changes once you are done!
3. Portal settings
Pointerpro Distribution Portal has many modules that can be customized according to your own brand. Let's check them in detail!
Open Distribution tab and then select Portal settings.
3.1 Team Descriptions
Add your own descriptions to customize the content visible in the Distribution Portal.
Short description is visible immediately on the main page (Campaigns tab) when Customer logs into the Distribution portal.
Long Description opens when Customer clicks on the short description in the Distribution Portal.
Click Return button to go back to the main screen.
NOTE
Short description has a 255 characters limit and long description has 5000 characters limit
4. Pre-configure campaigns (Optional)
As an administrator, you have the flexibility to determine whether their customers can independently create their assessment distribution campaigns within the Customer Zone or are required to use pre-configured campaigns created by the administrators.
In the Distribution tab, you can have an overview of the campaigns.
Clicking into these campaigns, you can adjust the configuration. Your customers can select these campaigns in the Customer Zone so they don't have to create the campaigns from scratch. In this way, you can ensure the consistency and structure of the campaigns sent out by your customers.
What is next?
- When you've collected your results and you want to download them, there are different download options available. You can either download a bulk of survey results or choose to download files relating to individual responses. Read our guide Download your results to learn how you can do it.
- Require Contact is a feature that allows you to control who can access your survey and makes the questionnaire only accessible to contacts. If validation fails, the participant is not able to fill in the survey but a configurable message will be displayed instead.
- Do not forget to monitor your results with Google Analytics. Google Analytics is a freemium web analytics service offered by Google that tracks and reports website traffic. Google Analytics is currently the most widely used web analytics service on the Internet.
Don't want to build it yourself? Contact our professional services team
