This article provides a comprehensive guide to using Portals, a feature that allows for enhanced interaction with panelists through community building, feedback collection, and survey participation. It covers various aspects of portal creation, customization, and management. First steps in Portals After clicking on the Portals icon located in the navigation bar of EFS, you will be routed to […]
Category: Enterprise Feedback Suite
Dashboard Neo
EFS Leadership
Identity Providers and SSO
MySight
People
Platform Administration
Portals
Projects
Report Manager
Website
Modules of Portals
This article provides a comprehensive guide to the various modules available in Portals, including Cards, Feedback Assistants, Portal Invitation, Report Lists, Groups, Action Boards, and Guides. Each module is explained in detail, covering its functionality, setup process, and usage in both the administrative and user interfaces. Cards You can control the outer appearance of each […]
Portals Extension Module
This article provides comprehensive documentation on the Portals Extension Module, which allows integration of third-party content and applications within Portals. It covers various aspects of the API, including initialization, message bus usage, data querying, and interaction with MySight Tableau instances. Including Portals API in your application The Extension module allows integration of your application into […]
Messages, Quick Polls and Tasks
This article covers three main topics: Messages between panelists, Quick Polls, and Tasks. It provides detailed information on how to set up and manage these features in an EFS panel environment. Messages From Panelists to Panelists Community panels are characterized by the fact that panelists may not only communicate with the moderator but also among […]
Forms, Bonuses and Smarty Templates
This article covers three main topics: configuring forms, managing bonuses, and working with Smarty templates in the EFS Panel. It provides detailed information on customizing registration and data change forms, setting up and managing bonus systems, and utilizing Smarty templates for panel page design. Configuring Forms User-defined forms allow you to adjust particularly complex forms, […]
Configuring and Managing Websites and Language Versions
This article covers the configuration and management of websites and language versions in the EFS Panel. It provides detailed information on setting up websites, managing language versions, configuring global and individual settings, and performing automated checks on the CMS configuration. Putting a Website or Language Version Online/Offline Using the buttons Online – Set website / language […]
Creating and Editing Panel Pages
This article provides a comprehensive guide on creating and editing panel pages in the EFS Panel. It covers various function modules, their options, and how to configure them for optimal panel management. Before you start If the website you are editing contains several language versions, please note: Managing Pages Page Overview To view the pages […]
Editing Texts, Messages, FAQ and News
This article covers the process of editing texts, messages, FAQs, and news in the EFS Panel system. It provides detailed instructions on how to manage and customize various content elements within the panel website. Editing Texts This chapter will teach you how to design the texts on your website. Editing Texts Directly in the Preview […]
Community Panels
This article provides a comprehensive guide on Community Panels in EFS Panel, focusing on panelist profiles, panelist search functions, and community features that enhance user engagement and interaction within online communities. Panelist Profiles Among the most important characteristics of any online community are member profiles and search functions that allow for the targeted finding of […]
Text Search and Rating
This article covers text search functionality, rating of community content, tagging and categorization, and leaderboard features for EFS Panel installations. It provides information on setting up and configuring these features, as well as integrating them into the panel website. Text Search for Community-generated Content Text search is a custom feature that can be made available […]