Configuring your Portal

Setting a Portal as Default

In the event you have more than one portal available, you can set one of them to be default. To do this:

1. Go to the Panel Utilities > Panel Portals menu command, and from the Panel Portal List select the portal you wish to make default.
2. In the PanelPortal toolbox, right-click on the portal and select Set as Default Portal - .

Figure 1 - Setting a portal as Default

The text (DEFAULT) is displayed after the portal name in the toolbox, and the portal name is displayed in bold text in the Panel Portal List.

Making a Portal Dynamic

You can control which portal is displayed when a panelist logs in such that for example the portal layout depend on the country of origin specified in the user's details. The variable that is used to specify which portal is to be displayed is set in the default portal. To do this:

1. Decide which variable in the panel is to control the portal used, or create the variable as necessary.

This variable must include all the possible options for which you wish to provide different portals for. This example uses the Country variable, so will display a portal depending on the country selected by the panelist. The panel question should ask for example "In which country do you live?"

2. Go to the Panel Utilities > Panel Portals menu command to open the Panel Portal List window, and select the default portal.
3. In the Panel Portal toolbox, right-click on the portal name (the top item in the toolbox) and select Properties from the menu or double-click on the portal name, to open the Properties page for the portal - .
4. Set the Portal Code Variable property to the variable you wish to use as the controller (in this case country).



Figure 2 - Setting the Portal Code Variable property

5. Set the Portal Code property to the code for the "default" country and save the changes.
6. Go to the Properties pages for the other portals that are to be made available, and set the Portal Code property to the code of the appropriate answer. I.e. If a particular portal is to be presented when the panelist's country is France, then set the code for the France answer into the Portal Code field for that portal. Note that for the "secondary" portals, the Portal Code Variable will already be set to that selected above for the default portal.
7. Save the changes.

Once the panelist has completed the panel questionnaire and provided an answer to the Country question, when the panelist later logs in, he/she will automatically be presented with the portal specified by the variable.

Note: Once the Portal Code has been set for a portal, then it can be displayed by adding the querystring parameter "pc" to the portal url. for example, add ...&pc=1 to the url to use the portal with the code 1.

Adding Meta Tags

You can add meta tags to the HTML code of the Panel Portal pages, enabling you to add information such as Author, Description, Keywords etc. to the page. Note that this information will not be visible on the survey page. To add meta tags:

1. In Forsta Plus, open the portal you wish to work with.
2. Double-click the top-most node (with the name of the portal) or right-click it and select Edit.

The Meta Tags list page opens - .



Figure 3 - The Meta Tags list

3. Click the Add Meta Tag button.

Data fields appear - .



Figure 4 - Adding a Meta Tag to the list

4. Click the down-arrow beside the Name field to open a list of standard tags and select a tag from the list, or type another tag name into the field.
5. Add the content of the tag into the Content field.
• Http-Equiv - provides an HTTP header for the information in the Content attribute. The Http-Equiv attribute can be used to simulate an HTTP response header, and its value depends on the value of the Content attribute. If the Name attribute is set, the Http-Equiv attribute should not be set.
6. Click Save to save the changes.
7. Repeat the procedure as necessary to add more meta tags.
8. On completion, publish the portal and verify that the meta tags are added correctly to the page.