This article will show you how to embed and share the reporting Portal.
Important Notes
The use of the Portal embed may require assistance from your website administrator
Visit the Embed a SeeClickFix Reporting Portal on a Central Site page on our Municipal Websites Central Help Center for instructions detailing how to embed a SeeClickFix 311 CRM reporting portal on your Municipal Websites Central website
Instructions
Select your Profile Icon and click Manage Organization:
Navigate to the Settings tab under the Web Portal heading:
Click the Embed and Share button:
Configure Embed and Share options:
Starting Page: The place that your portal starts allows you to designate whether the link that is generated within the URL field will start with the entire list of Request Categories, with one specific category, a specific starting location, starting from an image, or with a list of existing requests to browse
Note:
This setting is impacted by the 'Allow reporting to all SeeClickFix organizations' toggle on the Portal Settings page.
If the setting is disabled, the Starting Page dropdown provides options for 5 items: start with the entire list of Request Categories, with one specific category, a specific starting location, an image, or explore requests on the map.
If the setting is enabled, the Starting Page dropdown is limited to only 3 options: "Explore requests on the map", "Report starting from a location", and “Report starting from an image”.
Category: If the starting page is a Report starting from a specific request category, choose the category to link directly to
Prompt for Sign-in: This will turn on a pop-up asking the user to sign in, which ensures that users only have access to the categories that they are supposed to see
URL (Recommended): For the best user experience, the portal should open in a new window using the URL option. This will ensure that the display of the portal is optimized properly for the screen that is viewing the portal
Copy the link from the URL field:
Paste the URL into a link or a button on your organization's website
When clicked, the link or button will open the Portal in a new window, where the resident can begin a new report
Embed Code (Advanced): You can embed the portal with the JavaScript embed code provided. Simply paste this code snippet where you'd like to embed the portal:
Responsive Width: We recommend that you use the Responsive Width option. This will always use 100% of the width of the container it is in:
Width: Cannot edit width, will resize to fit its container
Height: Choose a height that will fit in most browsers: we recommend between 600 px and 750 px based on average browser data
Fixed Size: Set fixed width and height for the embed (Not Recommended):
Note:
To avoid double scrolling on mobile devices, which is especially problematic when embedded, the portal will automatically convert to a button when sized below 400 px in width or 550 px in height.
Recommendations for Placing the Portal Link
The Portal link is a copy-and-paste solution for you to send residents straight to report an issue. Making the Starting Page a specific request category is a great way to encourage residents to report seasonal issues so that your city staff can efficiently respond.
In many instances, the link on an organization's website to "Report an Issue" will go to a page within the organization's website that contains the widget. One method to use the Portal instead of the widget would be to change the link destination for "Report an Issue" to the Portal-generated link.
To give users the best context for what other issues have already been reported, we recommend using the option to Explore requests on the map.