Enabling, Accessing, and Customizing the Member Portal

PheedLoop’s Member Portal allows attendees to manage their registrations, transfer tickets, and purchase additional tickets. With advanced capabilities to have your users control their account and customizable information, attendees can seamlessly edit their profiles ensuring a comfortable event experience.

1. Enabling and Accessing the Member Portal

To use this feature, you must first activate the Member Portal capability within PheedLoop’s Community Management system.

Select the PheedLoop logo on the top left of your dashboard to access the Home Page
Select the Member tab
On the left hand side select Member Portal > Settings
Select Learn More located on the top right hand side
Select Enable

Once this feature has been activated, you and your attendees will be able to access the Member Portal for your organization via a generic link. To access:

From your Event Dashboard, select Event Portals > Attendee Portal

Manually Sending a Member Portal Link to Attendees:

From the Event Dashboard, navigate to Attendees
Select an Attendee you would like to adjust from the list
In the attendee editor form, select View Temporary Password
Under Magic Link, copy the URL and send it to your attendees accordingly

Giving Member Portal Access to Attendees:

From the Event Dashboard, navigate to Attendees
Select the attendee you would like to adjust from the list
Either:
1. Select the Actions > Email > Attendee Portal Welcome.
2. From the Event Dashboard, navigate to Communications > Announcements > select an attendee > select Actions > Send Single Announcement.

Create new announcements. Within Tokens - add the Attendee Portal Token. Learn more about announcements here

You can also share a public link, unique to your event.

Automatically Sending the Member Portal to Attendees:

From the Event Dashboard, navigate to Event Portals > Attendee Portal
Copy the URL from the website
Individuals are able to login with a one time unique code or they can request/reset a password once they access the portal

2. Automating the Attendee Portal

Automating the Attendee Portal allows your event to immediately send a link to your attendees which will allow them to access their portal right after registration.

This could be particularly useful if you would like your attendees to be able to access any of the Member Portal features which are highlighted below.

From the Event Dashboard, navigate to Communications > Email Templates
Select the template titled Registration Confirmation from the list
Copy the public URL link from the Attendee Portal and paste it into the Body Text.

If you would like to share this attendee portal to only a unique set of ticket holders, you are able to add this information in the confirmation message on a per ticket basis as well.

From the Event Dashboard, navigate to Registration > Tickets
Select the ticket you would like to adjust from the list
In the ticket editor form, navigate to the Confirmation Message section
Paste the attendee portal URL in the Confirmation Message text box

The unique password and email associated to the registration confirmation email can be used to login to the member portal.

3. Enabling the Capability for Attendees to Purchase Additional Tickets Post Registration

One of the biggest benefits of the member portal is the ability for event registrants to buy additional tickets after their initial registration. This feature will also take into account what the registrant already has purchased, making buying additional add-on tickets or discounted tickets a breeze.

Enabling:

From the Event Dashboard, navigate to Registration > Categories
Select a category you would like to adjust from the list
In the category editor form, toggle on the Allow Additional Purchases checkbox

Accessing:

From the Event Dashboard, navigate to Event Portals > Attendee Portal
From the Attendee Portal, navigate to Purchases
Select the registration associated with additional ticket purchases from the list
On the right hand side select Purchase Additional Tickets

4. Selecting your Schedule in the Member Portal

The registrant can select their schedule in their dedicated member portal without needing to access the event app or virtual portal. This schedule selection is synced up with the attendees profile in the event app and virtual portal.

From your Event Dashboard, navigate to Registration > Categories
Select the category you would like sync with the schedule from the list
In the category editor form, toggle on the Enable Schedule Selection checkbox

5. How to Customize the Member Portal

The Member Portal also has various customization options depending on the configuration of your event and what you want your members to see. In the case that you want things to be simple, you have the choice to hide the pages completely.

Select the PheedLoop logo on the top left of your dashboard to access the Home Page
Select the Member tab
On the left hand side navigation menu select Member Portal > Settings

You will now see all the applicable settings for the Member Portal.

Pages

Toggle on the Hide Information Page checkbox to hide the Information Page in the Member Portal
Toggle on the Hide Events Page checkbox to hide the Events page in the Member Portal
Toggle on the Hide Profile Page checkbox to hide the Profile page in the Member Portal
Toggle on the Hide Announcements Page checkbox to hide the Announcements page in the Member Portal
Toggle on the Hide Purchases Page checkbox to hide the Purchases page in the Member Portal
Toggle on the Hide Form Assignments Page checkbox to hide the Form Assignments page in the Member Portal
Toggle on the Hide Seat Selection Page checkbox to hide the Seat Selection page in the Member Portal
Toggle on the Hide Member Organization Detail Page checkbox to hide the Member Details page in the Member Portal
Toggle on the Hide Membership Page checkbox to hide the Membership page in the Member Portal
Toggle on the Hide Networking Page checkbox to hide the Networking page in the Member Portal
1. Toggle on the Filter Network Page by Organizations checkbox to only allow members within the same organization to network with each other. Members from other organizations will be hidden from view. For more information on organizations, please review our Creating Organizations in the Membership Dashboard article.
2. Toggle on the Filter Network Page by Members Only checkbox to only allow members with the same Membership Type to network with each other. Members with different Membership Types will be hidden from each other. For more information on Membership Types, please review our How to Set Up Membership Types article.
Toggle on the Hide Job Board Page checkbox to hide the Job Board Posts page
1. For more information on Job Boards, please review our Setting up the Membership Job Board article.
Toggle on the Hide Manage Organization Page checkbox to hide the Manage Your Organization page in the Member Portal
1. Please note, this page is only visible if you are a Manager for an organization.
Toggle on the Hide Learning Page checkbox to hide the Learning page in the Member Portal

Events

Toggle on the Hide Past Events checkbox to hide all past events in the member portal alongside their Announcements, Form Assignments, Registrations and Seat Plans.

Profile Settings

Toggle on the Lock Profile Edits checkbox to prevent Members from editing their profile in the Member Portal’s Profile page
Toggle on the the Enable Download Certificates checkbox to allow Members to download their CE certificate in the Member Portal’s Profile page
1. For more information on CE certificates, please review our Downloading the CE Certificate in the Member Portal article.

Purchase Settings

Toggle on the Lock Ticket Transfers checkbox to prevent Members from transferring tickets to different owners in the Member Portal
1. For more information on transferring tickets, please review our How to Transfer Tickets as an Attendee article.

Job Board Settings

Toggle on the Enable Job Board Postings checkbox to allow members to post their own Job Board Postings
1. For more information on Job Boards, please review our Setting up the Membership Job Board article.

Seat Selection Settings

Toggle on the Lock Seat Selection Page checkbox to prevent members from reserving seats in the Member Portal
Toggle on the Hide Attendee Details checkbox to censor attendees when selecting seats.
1. For more information on Seatplans, please review our Setting up the Seat Plan for the Event Dashboard article.

General

Under the Support Details field, enter any contact information for Members to reach out to for questions
1. If configured, members can find this information by selecting the Help button on the bottom left corner of the Member Portal.
2. If you would like to remove the support details, simply erase the information and select Save Changes.
3. Please note the Help button will be hidden in the Member Portal if there is no content in the Support Details field.
Under the Welcome Text field, enter any custom content to appear in the Information page of the Member Portal
1. This field is ideal for personalizing the Member Portal to your organization’s branding.

Design

Under the Custom CSS field, enter any Custom CSS you wish to include for the Member Portal

Custom Code

Under the Custom Code field, enter any custom code you wish to include for the Member Portal
1. Common examples include code to hide certain buttons or individual fields in the Member Portal.

Once all settings have been configured, select Save Changes to save your progress.

Creating Custom Pages in the Member Portal

In addition to PheedLoop’s default pages, administrators can also create custom pages which will appear in the Member Portal.Custom pages are great for bringing attention to members and displaying information. Custom pages will be listed on the left hand side along with the default pages.

From the Membership Dashboard, navigate to Member Portal > Custom Pages
Above the Custom Pages table, select Create
Toggle on the Page Hidden checkbox if you wish to hide the page from the Member Portal
Under the Name field, enter a name for the page
Under the Slug field, enter text here to serve as the slug
Under the Custom Content field, enter the content for your page
Under the Custom Style field, enter any custom CSS for the page
Select Save Changes

The page will now be created and found in the Member Portal if the Page Hidden checkbox is toggled off. If your custom page is no longer needed, you can delete it from the Membership Dashboard.

From the Membership Dashboard, navigate to Member Portal > Custom Pages
Select the checkbox of the page you wish to delete
Above the Custom Pages table, select Actions > Delete

Please note, the page could also be hidden by toggling on the Page Hidden checkbox. This option may be preferable if you wish to keep some record of the custom page while restricting access.

Translating Pages in the Member Portal

Please note, translations in the Event Dashboard will not apply to the Member Portal. For instructions on using Translations in the Event Dashboard, please review our Translating Text, Button, Phrases, and Labels article.

Page names in the Member Portal can be easily customized with our translation feature.

From the Membership Dashboard, navigate to Translations
Above the Translations table, select Create
Under the Languages field, select English or the language which your page is actively using
Toggle on the Simple Translation checkbox if you would like to prevent the translation from implementing any HTML content.
1. In most cases, toggling on this checkbox is not necessary.
Under the Original Text field, paste the default text you would like to edit
1. Be mindful of capitalization and spaces if you write the original text yourself.
2. If changes are not being made try to do a plain paste (control + shift + V)
Under the Modified Text field, write the new text that will overwrite the default text
Select Save Changes