TOPIC: Access Portal Pages and Unique Reports
Continuing the "Tip of the Week" conversations about Access Portals that were share by Béline Falzon (Setting up your Access Portal) and Loretta Peterson (New Reports Tips & Tricks), I thought I would share with you what I have recently added to enhance my company's Access Portal, aka our "Event Resource Center." I added a page for "Previous Webinar Topics" for our sales teams in other regions who wish to duplicate content without having to reinvent the wheel. I built a report, copied the URL, embedded it in the word HERE and provided the following instructions.
Updating your Archive Page
As noted above, I updated the events' archived pages to mirror the summary page so that the event information can be referenced long after the event is over. This is very easy by using the option "Duplicate to another page."
I added a column with text saying: "This event is in the past. Interested in attending our upcoming events? Reach out to us to get more information or go to DMAinc.com." to ensure there is not any confusion about the event. The register button automatically becomes disabled.Having this detailed archive page is also very helpful for our attendees who need to have the event content information for their CPE credits should they have neglected to grab it during the registration process.
Access Portal Home Page
Another enhancement we made to the Access Portal is a "Home Page" to provide an explanation of what each page contains. We took the web URL from each individual Access Portal page and hyperlinked each page for easy access; (Lori Wildman's fantastic idea). We hid some pages from the navigation bar to reduce clutter (such as the SOP pages), but the links take you to the pages.
What unique pages or reports have you made for your Access Portal to enhance your event management processes? Please share below!