Choosing How To Display Web Portal:
After updating your Portal Options, you'll need to decide if you'd like to place (embed) the Portal within your existing website or link to it on it's own separate website (elexiopulse.com).
Since placing (embedding) the Portal on your own site creates a much more cohesive experience for your site visitors, we would recommend you choose this method. This also allows you to create a very user-friendly URL like www.examplechurch.org/members. Here's a great example of how Portal will look inserted into a church website:
1. How to place (embed) the Portal on your own website.
(If you don't plan to place Portal on your existing website right now, skip down to Place Portal on a Separate Site.)
ELEXIO Website Users
If you're using an ELEXIO Website, we've made this process extra simple for you. Simply add the Elexio Portal Block to the page where you'd like the Portal to appear.
Once you've done so, the Portal block controls will appear (below). Use the drop-down on the left side to control which area of the Portal will load once someone logs in. Use the provided check-boxes to control which sections of the Portal you'd like to appear in the tabbed Portal menu.
Non-ELEXIO Website Users:
If you're not using an ELEXIO Website, you'll need to use the provided embed code to place the Portal on your website. You can find this in ELEXIO Database under Home > Options > Portal Options. Click on the Copy HTML to Clipboard button to copy the code.
Using your website tools, embed this code (below) on your website just like you would any other 3rd Party HTML code, such as a YouTube video.
By default, the above Portal code will show all Portal menu items (tabs) and will load the Profile section once you login.
Customize your Code:
Please note that you can modify the code above to load a different section at login, as well as hide certain menu items, or hide the entire menu completely. See the examples below:
Change what section appears after login:
To change what section loads after login, add /Section-Name after loader.aspx. In the example above, in orange, you'll see that the Giving section is set to appear after login. Below are all the section names:
Hide the Portal Menu:
If you'd like just one section of the Portal to load and the menu to be hidden, add ?menu=false as shown in orange above.
Display only certain menu items:
If you'd like just certain Portal Menu Items to display, add a ?tabs= then the names of those sections separated by commas. In the example above, only the Profile, Directory, and Giving menu items are set to display.
2: Use Portal on a Separate Site.
To access the Portal on a separate site, all you need to do is go to the elexiopulse.com URL you set up. (It should look something like http://(yourchurchname).elexiopulse.com). You can link to this URL from your existing website whenever you would like site visitors to access the Portal. It should look something like the below.
While it is not possible to hide the Portal menu at elexiopulse.com, you can link to a specific tab. For example, to create a Giving link from your website to the Giving section of Portal, just add #Giving at the end of your elexiopulse.com URL.
(Ex: http://(yourchurchname).elexiopulse.com#Giving ).
Here are the links to each tab. (Note: ensure you capitalize the first letter of each word).
Customizing the Header of Portal at elexiopulse.com
From the Elexio Database Home Screen, click Options, then click the Portal Options tab. Under the Top Banner Options heading, either enter your church name (or whatever welcome message you want) in text (below left) OR better yet, use an image that could include your church logo and name together (below right).
(For best results your image should be no more than 680 pixels wide by 400 pixels high and in either jpg or png format. Png format is necessary for a transparent background).