Configuring your Distribution Portal

Our online Distribution Portal endows you with a great opportunity: to sell your assessments as valuable digital products, to a maximized audience. As a consultant, coach or agency, you want to deliver quality advice to as many customers as possible and Distribution Portal allows you to plug into e-commerce websites through the magic of our developers’ application programming interface (better known as API). 



The DistributR Plan is a subscription package that includes the entire suite of Pointerpro products: Questionnaire Software, Report Builder, and Distribution Portal. Access the full feature list of the DistributR plan here.

Distribution Portal
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.

This guide will teach you about:

1. Custom account activation emails

2. Organization settings

3. Questionnaire settings

1. Custom account activation emails

We offer the possibility to create your custom activation emails to send a personalized activation email to new users. In the My Teams page, click on the View User Invitations button.

Distribution Portal- create custom invitation

Then click Add Invitation.

Distribution Portal- create custom invitation

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. 

Distribution Portal- create custom invitation

You can select the which invitation mail to send when creating a new user account in My Team.

2. Organization settings

It is recommended to add documentation in the Distribution Portal to explain how your customers can/should create their campaigns, contacts, track their results etc. This option is available in the Organization settings of My Team page.

Distribution portal- how to add documentation

You can add your descriptions to the Distribution Portal to welcome your users or share some information. 

Distribution Portal- add descriptions

The Short Description is shown on the Campaigns page in the Customer Zone. Clicking on that tile will open a separate page containing the Long Description. As the Long Description can contain HTML layout, we recommend adding images and hyperlinks where needed. Click the Update button when you're done with your changes to save them.

Distribution Portal- - update description

Beneath the Team Descriptions you can configure the content of your own built-in Help Guide page. There's a template available to start from which will be loaded into your organization. We recommend you go through it and update it to your own taste. As the platform supports multiple scenarios, it's important to remove or adjust steps that do not fit yours. 

Distribution Portal- helpguide page

The Help Guide can be accessed in the Customer Zone using the Information icon at the top right of the screen.

Distribution Portal- information icon

At the bottom of the page you'll find information on how to verify domains so you can send emails from your own email address. For example: you'll need to verify the domain "" if before you'll be able to send emails from "".  

Distribution Portal- verify domain

If you or your customers would like to send out emails from their own domain, then you would need to send them the domain verification code, in order for them to verify their own domain. You could also add this information in your built-in help guide, descriptions or even the custom activation email. 

Note that each domain needs to be verified once, so if you have a lot of customers from the same company, they need to verify their company domain only once. 

3. Questionnaire settings

As an administrator you can add an extra description to questionnaires. 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.

Distribution portal- survey description

This description will be visible to Contacts, when they log in to the Contact Zone of the Distribution Portal.

Distribution portal- survey description

Your Customers will see this description in the Questionnaires and Results tabs in the Customer Zone of the Distribution Portal.

Distribution portal- survey description

Under the Extra Options 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. Note that we strongly recommend the use of the Clickable link with unique ID. Highlighted variables will always be shown on top.

Distribution Portal- invitation variables

Under the Share options, you can set an Invitation template for the selected 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 reduces the risk for mistakes. Users can still alter the email subject and body before scheduling the invitation or campaign. Note that this template is not loaded when sending a single invitation for multiple questionnaires. 

Distribution Portal- invitation templates

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.
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