Portal settings

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:

  1. Team descriptions
  2. Team help guide
  3. Domain verification

1. Team descriptions

It is recommended to add documentation in the Distribution Portal to explain how your customers can/should create their campaigns, and contacts, track their results, etc. This option is available in the Distribution menu upon clicking on the Portal settings.

Portal settings

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

Portal settings- Team description

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 an HTML layout, we recommend adding images and hyperlinks where needed. Click the Update button when you're done with your changes to save them.
Portal settings- team description

2. Team help guide

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 taste. As the platform supports multiple scenarios, it's important to remove or adjust steps that do not fit yours.

Portal settings- team help guide The Help Guide can be accessed in the Customer Zone using the Information icon at the top right of the screen.
Portal settings- team help guide

3. Domain verification

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

Portal settings- domain verification

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

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. 

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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