Event Registration: A2Z RegTech: Customize Survey Portal

Customize the Survey Portal

IdeaThe Survey Portal allows participants to take available surveys and quizzes, view attended sessions, track earned credits, and download certificates or transcripts. Clients can customize the portal’s design to match their organizational branding and event context, ensuring a consistent and relevant experience. 

To add a header image, follow the steps below:

  1. In the left-side navigation, click the arrow next to Assessments & Certifications to open the menu
  2. Click Design
  3. Review the design options and modify as needed
  4. Click Save to only save your changes on the backend
  5. Click Deploy Live to deploy your changes live

    • Related Articles

    • Export Survey Results

      Export survey results to easily review and share responses. To export survey results, follow the steps below: In the left-side navigation, click the arrow next to Assessments & Certifications to open the menu Click Dashboard In the Session Survey ...
    • View a Participant's Survey Responses

      Clients can view all the survey responses of a specific participant. In the left-side navigation, click the arrow next to Event Overview open the menu Click Participants Search for a participant using the search bar Click the pencil icon next to ...
    • Customize Transcript Setting

      Change the standard transcript settings to customize the transcript to your event. To customize the transcript settings, follow the steps below: In the left-side navigation, click the arrow next to Assessments & Certifications to open the menu Click ...
    • Customize Standard Messages

      The RegTech platform offers the flexibility to customize standard messages for specific actions or events. This enables clients to align communications with their organizational branding and the context of each event, ensuring consistency and ...
    • How to Customize and Invoice

      Customize verbiage and design the invoice to align with your company or event brand guidelines. To customize an invoice, follow the steps below: Choose the event from the company dashboard In the left-side navigation, click the down arrow next to the ...