Why the Portal Experience Matters

Your portal is often the first touchpoint for attendees. If it looks generic or confusing, people drop before they ever experience your captions, translations, or interpreted audio.

InterScribe portal customization lets you align branding and navigation with your event strategy while preserving fast multilingual access.

What You Can Customize

From portal settings and related session controls, teams can configure:

• Portal name and slug.
• Logo and banner imagery.
• Color/theme alignment.
• Welcome messaging and resource visibility.
• Session assignment/visibility behavior.

Plan note from documentation: Launch includes one portal; Engage and Elevate support multiple portals. Elevate supports custom domain setups.

Step-by-Step Portal Build

1. Open portal settings in dashboard

Go to Portals to view or create your portal.

2. Define naming and URL structure

Choose a clear portal name and slug aligned with attendee expectations, not internal org structure.

3. Upload visual identity assets

Add logo and banner (recommended 16:9 format) sized for fast loading and strong mobile rendering.

4. Apply brand colors and visual tone

Set primary/secondary colors with readability in mind for multilingual text-heavy viewing.

5. Write a useful welcome message

Explain in plain language what attendees can do: join sessions, choose language, access resources, and follow captions/audio.

6. Configure session visibility behavior

By default, sessions can appear broadly; for segmented audiences, assign sessions to specific portal contexts.

7. Optimize event card metadata

Ensure every session has clean title, date, and description so attendees can choose quickly.

8. Add resources and FAQs where relevant

Surface recurring documents, instructions, and support links directly inside portal context.

9. Validate on desktop and mobile

Check banner crops, button visibility, language selector discovery, and join flow from first-time user perspective.

10. Launch with a share kit

Provide staff with portal URL, QR asset, short join instructions, and escalation contact for live events.

Portal Copy That Converts Better

Strong attendee copy focuses on outcome, not platform jargon. Examples:

• "Choose your language and follow live captions."
• "Listen in your preferred language with AI or interpreter audio when available."
• "Join in seconds from your phone."

Quality Review Checklist

• Branding looks intentional on both mobile and desktop.
• Session cards are understandable without internal context.
• Language access value is visible before click.
• Private sessions show the expected access flow.
• Resources are attached where attendees expect them.

Common Design and Ops Mistakes

Mistake	Impact	Fix
Treating portal as static landing page	Low engagement and repeated support questions	Keep portal content aligned with active sessions
Overloading page with internal terminology	Attendee confusion	Use plain attendee language
No mobile QA pass	Broken first impression	Validate all key flows on phone before launch
No session assignment discipline	Wrong audience sees wrong sessions	Review visibility/assignment before each event window

Domain Strategy Notes

If custom domain is available in your plan, map the portal to your brand domain for trust and continuity. For event teams, this reduces friction in invitations and improves return visits because the link feels native to your organization.

Team Workflow

• Brand/marketing owner: visual consistency and welcome messaging.
• Event operations owner: session assignment and access configuration.
• Accessibility owner: language instructions and support readiness.

A portal succeeds when design and operations are managed together, not separately.

Final Checklist Before You Publish This Process Internally

• The workflow names the exact InterScribe menu path for every critical action.
• Your team has a pre-event test session and a post-event review rhythm.
• Staff can explain fallback behavior in one sentence.
• Attendee-facing instructions are short, visible, and multilingual.
• Ownership is clear for setup, go-live monitoring, and post-event follow-up.

When these five points are true, the process is no longer theoretical. It is operational, trainable, and repeatable.