- Introducing a New Portal Dashboard
- Not sure where to begin? Click here for a basic tutorial
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First, find and edit the page that you would like to add your forms to. Once you arrive at the editor, make sure that the forms are in a compatible file type for the website. If your form is an image such as a .jpg or a .png, or if your form is a document such as a .doc (Word document) or .pdf, it will work on the website. Then, follow the instructions for linking a file - once that has been completed, the form should be on your website.
If you aren't familiar with toggling HTML source and reading HTML, it is definitely recommended that you send the code provided to you in a ticket. Please make sure to put the code in an attachment to the email, rather than putting it in the email body itself. If you are familiar with reading and changing code, simply go to the location on your page that you wish to add the code or widget to, and add it in the source code.
The large slideshow "banner" on the homepage is usually found in the slideshow section - generally titled with a number, and then the word "Home" (ex: "18_home"). Depending on if your slideshow is stock or it was modified previously, it may be titled something different. Once you find the slideshow, hover over the drop-down menu on the right under "Options", and then click "Edit". From there, refer to the information provided in the *Create a Slideshow* tutorial to add, change, or remove slides as needed.
The thin slideshow "banner" on many of the pages is usually found in the slideshow section - generally titled with a number, and then the word "Inner" (ex: "18_inner"). It is also usually bolded - meaning that it is set to be the "default" slideshow for all non-home pages. Depending on if your slideshow is stock or it was modified previously, it may be titled something different. Once you find the slideshow, hover over the drop-down menu on the right under "Options", and then click "Edit". From there, refer to the information provided in the Create a Slideshow tutorial to add, change, or remove slides as needed.
Skin changes are generally more involved changes, and are generally only done when requested through email. First, refer to the respective demo site for your practice's specialty. In the left corner of the page, there should be a "Skin Selector" button. Use that button to browse our available skins. When you have a chosen a look you wish to change your website to, please send us a ticket to request a skin change. Note that all the non-stock content that is currently on your website will be attempted to be preserved when changing the skin. You may also request additional aspects of the stock skin be changed, such as removing or changing specific modules.
The "uncloseable box" error is a common issue if you are using Internet Explorer. This issue is generally due to some compability issues with our editor and Internet Explorer, so we recommend using another browser, such as Mozilla Firefox or Google Chrome, to make changes with the website.
Refer to the instructions for creating a new email account. This will also create a login account for iControl for the employee.
When clients come in for their appointments, the surveys can be utilized to ask for feedback about their experience or as a tool to ask for reviews on Google or Yelp.
Not at all, you can upload as many contacts as you need!
(Note that this only applies for contacts added in the Portal system that is used for Reputation Builder. iControl does have a limit to the number of contacts you can upload, which is tied to the tier of service that you are on. You can add or decrease this amount by calling in.)
As many as you would like! You can send surveys to everyone in your Portal contact list or to smaller groups and individuals.
Absolutely. Refer to the instructions for adding custom questions to the survey. This will affect every survey that you send out.
The system needs an email address, first name, and last name.
An easy way to upload this information is with our template. When you login to Portal and click on the Contacts tab, click on Add Contact at the top right. From there, you will see an option or box to import a CSV file. In this box click on the following text “Download an example file” and then complete the template.
Clients can receive as many surveys as you send to them. To increase your response rate, you will ideally only want to send surveys to clients or customers that you have recently interacted with.
Yes there is! When you import contacts into the system and send surveys an Activity Log is created with each contact. This log allows you to view the dates and times when surveys were sent and completed by your clients.
To view this information, login to Portal and click on the Contacts tab. Thereafter you can click on the name of a contact to pull up their information and Activity Log.
The email body and attached PDF contain your login information as well as instructions explaining how to best utilize the tool. From here, you should login to the interface and get acquainted with the system.
Aside from the immediate tabs in the navigation, the settings page is an important page where you can verify your social media links, profile image, or even receive monthly reports. This is view-able by logging in to Portal and clicking on the blue gear icon in the upper right-hand corner of your screen.
From here you are ready to send out surveys to clients that have recently come in for a visit. If you need assistance with this setup, feel free to give us a call at 1-800-462-8749 to connect with our Support team.
Adding the widget to your website allows prospective clients to have an idea on how clients respond to your services after their appointment.
Adding it to the site is easy! First log in to Portal and click on the blue gear button at the top right corner. Then click on the Publishing tab, the embed code will be available in the center of your screen. Click Copy Embed Code and simply embed this on to your website! Any reviews you publish to the widget after it is embedded will automatically populate! If you need any assistance please do not hesitate to contact our Support team.
Support Line Hours - Pacific Standard Time
|Day||Open (PST)||Close (PST)|
|Monday||6:00 AM||4:00 PM|
|Tuesday||6:00 AM||4:00 PM|
|Wednesday||6:00 AM||4:00 PM|
|Thursday||6:00 AM||4:00 PM|
|Friday||6:00 AM||4:00 PM|
|Day||Open (PST)||Close (PST)|
|6:00 AM||6:00 AM||6:00 AM||6:00 AM||6:00 AM||Closed||Closed|
|4:00 PM||4:00 PM||4:00 PM||4:00 PM||4:00 PM||Closed||Closed|
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