You can view or make changes to your Web Portal settings from the Main Menu > Online Sales > Web Portal. The settings are split into six categories, listed in the left sidebar:
- Theme (the look and feel of your portal)
- Menu (the header at the top that links to your program, membership and donation pages)
- Donations (optional configuration for additional donations at checkout)
- Receipts and Messages (the default receipts customers will receive)
- Payment Processor (selection of BBMS account)
- Custom CSS (optional ability to add custom styling to your portal)
- Integrations (optional ability to add Google Tag Manager code and Facebook Pixel ID)
- Multi-Portal Settings
The Theme settings determine the active status, look and branding of your online portal. The URL displayed at the top of the Theme settings is the address where the portal will be available when active.
Select the Portal Active checkbox only when your settings are complete and you are ready to go live with your online sales portal.
Portal Settings Status
The Portal Settings Status tells you the status of your draft settings and allows you to sync them with your live site. As you save changes to your online portal settings, the changes are saved as a draft and will not immediately be live. You can preview your draft changes by clicking the preview link. The preview link will not be available until you have given your site a name. When you are happy with your site, you can click the Sync Draft to Live button to push your draft changes to your live site.
The Site Title will display in the browser tab of your online portal. This should be the name of your organization.
The Footer Text will display in the footer of your online portal and will link back to any URL you designate (see section below).
Footer Link Back
The Footer Link Back is a way for the online portal to link back to your main site. If you have a page setup that links to the online sales portal, you can use that page address as the link back URL.
Portal Theme Colors
The online sales portal features three customizable colors for various page elements. You can select a header color, menu color, and button color. To get matching color codes from your own website, please consult your website administrator.
Allowed URI for iFrame Embedding
By default, the online sales portal cannot be embedded on another page. You may enter your domain here (e.g., https://mydomain.com) to enable the online sales portal to be embedded via an iframe on your own domain. The iframe will only work on this single domain.
If you have set an Allowed URI, then you can use the Embed Code to embed an iframe of the online sales portal on your own website. For more information on how to embed or customize an iframe on your website, please consult your IT department or website admin.
The Branding Image should be 300 x 60 pixels and in .jpg or .png format. The branding image will display in the upper left corner of your online sales portal.
Disabling the Branding
You may choose to disable the branded areas in the online sales portal pages when embedding the online portal in your own website. Disabling the branding will remove the top header and bottom footer from each page in the online sales portal.
Terms of Service
Multiple Users Editing the Portal
The XTruLink B2C portal setup page was designed to be used and edited by one user at a time. Our team is currently working on updates to the portal that will allow for team collaboration, but until those are released please be aware that multiple users editing the portal at the same time could result in loss of data.
The Menu settings are where you set up the different pages that will make up your online sales portal. Each menu item will be a page on your online sales portal.
Creating Menu Items
To create a new Menu Item (page) for your online sales portal, click Create Menu Item. The box will prompt you to give your menu item a name. Choose a short name that best describes the type of products you plan to put on that page.
Editing Menu Items
To edit a menu item name, click the Edit icon for that menu item and enter a new name.
Reordering Menu Items
To change the display order for Menu items, simply drag and drop the row to change the order. After you change the ordering, be sure to click Save Changes.
Removing Menu Items
Removing a Menu item will also remove any products (product display image, product details, etc.) from the associated menu page.
Adding Products to Your Menu Page
To add/edit products on a Menu page, click the Menu Name to open the settings for that page.
- Click Add New Item to add a new product item to your page.
- Select one of the following Item Types from the dropdown list:
- Membership - a specific membership level
- Program - any active scheduled, pre-registered, or daily admission program
- Combo - any active combination
- Donation - any active designation (the list will show the designation's "Public Name" from Altru)
- Custom - this option allows you to add multiple programs and memberships to one page without configuring a combination price type in Altru. (If selecting a program, please note that custom pages are only available for only for scheduled programs and daily admission programs. Pre-registered programs cannot be added to a custom page.)
- Next, select the program name you want to add to your page. If adding a membership, you must also select the membership level. Once all the dropdown items are selected, click Add Item To Page.
Reordering Page Items
To change the display order for Page items, simply drag and drop the row to change the order. After you change the ordering, be sure to click Save Changes.
Page Item Settings
To access more detailed Page Item Settings, click the Settings icon for that product. Here you will see a variety of tabs and options (depending on the item type).
Settings for ALL Item Types
Settings for Program and Combo Item Types
|Items||Add, remove, and re-order available price types. Mark the checkbox for Members Only as needed (this means members will be promoted to login to access the price type)|
|Upsell||Enable and create Upsell options.|
|Notes||For scheduled programs and daily admission programs only (not pre-registered programs).|
See full details here.
Additional Settings for Program Item Types
|Flow||For event-based programs, select the Event Selection Flow. You have two options:|
Settings for Membership Item Types
|Items||Add term options (i.e. 1 year vs. 2 years).|
Settings for Donation Item Types
|Items||Add donation levels. You may select an amount, title, and a brief description. These will appear as seen below:|
|Notes||These are used for enabling tribute donations or comments from the donor.|
See full details here.
Settings for Custom Item Types
|Items||You may add either Programs or Memberships to a custom item page. When a customer adds products from a Custom page, they must select items from each program or membership separately. For example, if you have products from two separate programs, they will add their tickets from program 1 first, then they will remain on the Custom page and may add products from program 2.|
When adding a new product to a Custom page, you must select:
Items may be re-ordered as needed. Any items that fall within the same program will automatically be grouped when ordered together.
IMPORTANT NOTE: After making your updates to your page item settings, please click Update Item to confirm your updates, then click Save Changes to save your changes.
The Program Display Image and Program Endorsement
The program display image should be approximately 760 x 360 pixels. The program endorsement is a brief description of your program. These two elements represent your offering on the menu page.
The Program Details
The program details will give a much more robust description of your program along with any details the customer may require for purchase. The details are set in a WYSIWYG (what you see is what you get) editor that allows for many common text formatting options. The program details will display on the product page below the program display image.
The Donation option will enable you to collect donations as part of a customer order directly from the online sales portal shopping cart at checkout. This is similar to the additional donation options available in Altru. Click the Enabled checkbox and select a donation designation. Click the Round Up option to show a button that rounds up sales to the nearest dollar and applies that amount as a donation. Click the Custom Donations option to allow customers to input a custom donation amount. You may also add three suggested donation amounts.
Receipts and Messages
After purchase through the online sales portal, customers will be have the ability to view/print a receipt. They will also receive this receipt via email or text. Your receipt templates can be viewed/edited by navigating to Messaging > Templates.
Select the BBMS account for processing payments here.
Use the custom CSS editor to change the default styling of your online portal.
Follow the steps in our Google Tag Manager article, then add your Google Analytics 4 measurement ID (also known as web stream ID) in the box labeled Google Tag Manager Code.
Please contact us directly for assistance with Facebook integration.