Portal Branding and Customization
The portal landing page is the entrance to the portal. It contains the portal title, a registration form, a login form (for people already registered), and custom content you add. When you sign in to a portal, the list of events, or agenda, is displayed.
There are many options for customizing the layout and appearance of a portal. This article summarizes key options for:
- Common elements (header, footer, and colors)
- Landing page (registration and portal header and footer)
- Portal agenda (list of events and breakout sessions)
- Auto-fields to pull in details for events on the agenda and registration page
Common elements
The following table lists elements that appear on all pages of a portal.
For... | Go to this tab and select... | Options |
---|---|---|
Logos or banner images | Branding tab. Banner Logo and Advanced Branding > Right Banner Logo |
|
Colors and background image | Branding tab. Advanced Branding > Site Branding Options |
|
Footer | Registration tab. Registration Footer | By default, the footer includes a link to System Test and FAQs. Use the text editor to add and format text, image files, and more. To update the label for the System Test link, see Customize landing page headings, links, and buttons |
Registration landing page options
The following table lists options that control the landing page and registration form.
For... | Go to this tab and select... | Options |
---|---|---|
Placement of the registration form and landing page content | Branding tab. Advanced Branding > Site Branding Options > Registration Layout |
|
Text and images on the landing page | Registration tab. Customize Event Landing Page > Landing Page Content | Include basic details or click Custom to insert text, headshots, images, or other custom content. |
Per-event registration checkboxes on the landing page | Registration tab. Customize Event Landing Page > Landing Page Content | Next to Landing Text, select Custom If you're using registration checkboxes, use these auto-fields to let visitors register for events when they register for the portal. |
Headings, links, and buttons shown on the registration form | Registration tab. Landing Page Labels | See Customize landing page headings, links, and buttons |
Registration is closed message on the landing page | Event Summary tab > Portal Details > Manage Access | Replaces the registration form fields when registration is set to Closed. Add a short message (default) or click Customize Message and add text, images, or other custom content |
Portal agenda
On a portal, the list of events and breakouts is called an agenda or schedule; events and breakouts are called segments. The following table lists options that control how events and breakout sessions are listed on the portal.
For... | Go to this tab and select... | Options |
---|---|---|
Navigation elements and layouts for listing events and breakouts | Portal Layout tab. Select Layout |
|
Text above the list of events | Portal Layout tab. Intro Text | Available for any layout but Simple Layout. |
Which details to show about each event or breakout (segment) | Portal Layout tab. Segment Formatting |
|
Events and breakouts grouped by date | On the Portal Layout tab, select Tabs layout. Manage Segments tab. Manage Categories |
Automatic Grouping: Broadcast date tabs See Sort events and breakout sessions into categories |
Events and breakouts grouped by categories you define | On the Portal Layout tab, select any layout but Simple Layout. Manage Segments tab. Manage Categories > New Category |
Set up categories (tracks). See Sort events and breakout sessions into categories |
Individual registrations, by event | Portal Layout tab > Select Layout | Simple Layout or Custom Layout and select Show Checkboxes on Registration. By default, per-event registration is shown on the agenda, after the visitor signs in. To add it to the registration page, use these auto fields. See Have viewers register for individual events on a portal |
Customize event details to display (auto-fields)
Auto-fields are placeholders that automatically display specific details about each event, or linked segment, on the portal agenda. To customize the details displayed, go to the Portal Layout tab and under Segment Formatting select Custom. This opens the text editor, where you can add and apply styling to auto-fields as well as include text, images, and other elements.
Important: Segment formatting sets the content displayed for every event. Only include text or images that you would like repeated with each event block.
The format of an auto-field is __AUTOFIELD__ (the auto-field with two underscores before and after).
The following table explains the available auto-fields and the text they display.
Auto field | Description |
---|---|
__SEGMENTDATE__ | Scheduled day, date, and time |
__SEGMENTTITLE__ | Event title |
__SEGMENTTIME__ | Scheduled time |
__SEGMENTDESCRIPTION__ | The description you entered on the Manage Segments tab |
__SEGMENTVIEWBUTTON__ | View Now button |
__SEGMENTREMINDERBUTTON__ | Add to Calendar button |
Per-event registration
If you are using per-event registration, you can add event registration to the main registration page. This lets visitors register for the portal and specific events at the same time.
On the Registration tab, in the Customize Event Landing Page section next to Landing Text, select Custom. The following table explains the available auto-fields.
Auto field | Description |
---|---|
__ALLSEGMENTS__ | All events linked on the portal |
__SEGMENTBLOCK1__ | The first event linked on the portal, based on the order you set on the Manage Segments tab |
__SEGMENTBLOCK2__ | The second event linked on the portal |
__SEGMENTBLOCK3__ | The third event linked on the portal |
__SEGMENTBLOCK4__ | The fourth event linked on the portal |
__SEGMENTBLOCK#__ | The Nth event linked on the portal |