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.

1. Select the PheedLoop logo on the top left of your dashboard to access the Home Page
2. Select the Member tab 
3. On the left hand side select Member Portal > Settings
4. Select Learn More located on the top right hand side
5. 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:

1. From your Event Dashboard, select Event Portals > Attendee Portal

Manually Sending a Member Portal Link to Attendees:

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

Giving Member Portal Access to Attendees:

1. From the Event Dashboard, navigate to Attendees
2. Select the attendee you would like to adjust from the list
3. 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:

1. From the Event Dashboard, navigate to Event Portals > Attendee Portal
2. Copy the URL from the website
3. 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.

1. From the Event Dashboard, navigate to Communications > Email Templates
2. Select the template titled Registration Confirmation from the list
3. 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. 

1. From the Event Dashboard, navigate to Registration > Tickets
2. Select the ticket you would like to adjust from the list
3. In the ticket editor form, navigate to the Confirmation Message section
4. 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:

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

Accessing:

1. From the Event Dashboard, navigate to Event Portals > Attendee Portal
2. From the Attendee Portal, navigate to Purchases
3. Select the registration associated with additional ticket purchases from the list
4. 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. 

1. From your Event Dashboard, navigate to Registration > Categories  
2. Select the category you would like sync with the schedule from the list
3. 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. For this example we will be hiding the Information Page in the Member Portal.

1. Select the PheedLoop logo on the top left of your dashboard to access the Home Page
2. Select the Member tab 
3. On the left hand side navigation menu select Member Portal > Settings
4. Under Pages, toggle on the Hide Information Page checkbox
5. Select Save Changes