Contents:
How to change the title of the Portal
How to change the URL of the Portal
How to add or update the description of the Portal
How to edit the width and height of the Portal
How to change the background color of the Portal
How to access the embed code of the Portal
How to add a tag to new customer feedback placed on the portal
Overview
Feedback Portals are customizeable to reflect on your brand color in background and it can be embedded into your site or application with the right width and height settings.
To access the Portal's settings follow these steps:
Access the "Portal" menu
Select the Portal you want to customize
Visit the "Settings" menu
💡 Tip - Learn more about How to create or update the Feedback Portal
General settings
Under the General settings menu you can modify the following details:
title of the portal
URL of the portal
description of the portal
remove StoriesOnBoard branding
Embed settings
Under the Embed settings you can customize the portal's appearance as following:
width of the portal
height of the portal
color of the background of the portal
access embed code
Insights settings
Under Insights settings you can update the tagging settings for new customer feedback placed on the portal. You can select any of the following tagging options:
off (no tagging)
create a tag by the portal's title
create a custom tag
💡 Tip - Learn more about the Insight inbox
If you select the "Create a tag by the portal's title" or "Create a custom tag" and anyone will place a new feedback on the portal, the new insight in the Insight inbox will be created and automatically be tagged by the selected tag associated with the portal particularly.
This is how the new feedback will appear in your Insight inbox:
Learn more about: