¶ Portal Forms
Forms that appear in the forms section of the Tangilla member portal are controlled here in the Portal Forms dashboard. Any form that requires a Person ID (PID) to be filled out, MUST be a Portal Form. In addation, any form that you wish to apply a segment to, MUST be a Portal Form.
You can edit the display of a form, and view and delete any and all portal forms at any time. You may search by name or filter by Status (Pending, Active, or Expired).
¶ Portal Form Status
- Pending: Portal Forms are Pending if the date for their appearance on the member portal has not yet arrived.
- Active: Portal Forms are Active during the time frame set for the portal form to appear on the portal.
- Expired: Portal Forms are expired once the time frame for their appearance in the portal has ended.
¶ Adding A New Portal Form
To add a new Portal Form, click on the icon in the right corner of the screen. This will cause the "Create Portal Form" window to slide out from the right side of the screen.
Select the form you wish to add, give it a title, set the Active Date/Time and the Expire Date/Time and attach a graphic. The expire date and the attachment of a graphic are optional.
¶ Segments
You may attach a segment to any Portal Form by clicking on the icon related to any Portal Form.