Portal Setup & Rollout

Portal Quick Setup:

 

Before Portal or Mobile can be activated, the very first thing that needs to be done is to make sure that your church's Domain Name (URL) has been added to the Portal Options area in your Elexio Database. (Portal and Mobile will only load on URLs that are listed in Portal options). 

From the Elexio Database Home screen, click Options, then click the Portal Options tab. The Portal Options tab will display (below). Note: You must have Database Administrative Rights to access the Portal Options tab. If you don't see it, please contact your Database Administrator for the necessary permissions. 

  • Your church domain name (URL) needs to be entered in two different places. Note both arrows below. 


  • Important:
    • If you're using ELEXIO Website and have not yet taken your site live at your domain name, you'll want to include the temporary domain we've provided you in the first box. (It looks something like 123456.web18.elexioamp.com).
    • In the second text box, do not include .com, .org, etc.


  • In the Theme tab (right), select your Portal color theme. Click on a thumbnail beneath each theme to see a larger version.

    1. The themes with only a color name (Ex: "Blue") display the selected color as the menu header and have a flat white background.

    2. The themes with the label "transparent" have a transparent background behind all the Portal elements. These are intended to make it easier for the Portal to best match your site colors. "Transparent" Theme options look best on websites with a light-colored background. 

 

  • Under the Canvas tab, select any of the options labeled "responsive." These canvases will inherit the color of the Theme that you have chosen.

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. 


Add Elexio Portal Block

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.

Portal Controls

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.

<script src="https://www.elexiopulse.com/portal/loader.aspx"></script>

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:

<script src="https://www.elexiopulse.com/portal/loader.aspx/Giving"></script>

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:

  • Profile
  • Directory
  • Groups
  • FindGroup
  • Ministries
  • Events
  • Giving

Hide the Portal Menu:

<script src="https://www.elexiopulse.com/portal/loader.aspx/Giving?menu=false"></script>

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:

<script src="https://www.elexiopulse.com/portal/loader.aspx/Giving?tabs=Profile,Directory,Giving"></script>

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. 

 

Portal at ElexioPulse

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).

  • #Profile
  • #Directory
  • #Groups
  • #Ministries
  • #Events
  • #Giving

 

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). 

 Pulse Header Logo

Once these steps for Portal setup are completed, you may want to continue on to:

Last Updated: 8/12/15

This article is intended for: Implementation Administrators