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01

Sending and scheduling campaigns

When a campaign is built, previewed and tested, the last step is sending. PortalHQ supports immediate send, scheduled send and (when needed) drip-style staged sends. Send now From the campaign’s review screen, choose Send now. PortalHQ queues the campaign for …

02

Designing campaign content

PortalHQ uses a drag-and-drop email editor (BEE Free) for designing campaign content. You build the email by dropping content blocks onto the canvas and editing each block’s content and style. The editor layout Content blocks on the left — text, …

03

Newsroom Overview

Newsroom is PortalHQ’s full email-marketing and digital newsletter platform. It does three big things: Email campaigns — design, send and track email blasts to segmented audiences. Newsletter issues — collect contributions from staff into a structured newsletter, publish online and …

04

Role types and reviewing applications

Role types categorise job postings — Teaching, Administration, IT and Technology, Maintenance, Casual Relief. They’re used for filtering on the listings page and for reporting. Setting up role types Go to Jobs → Role types → New role type. Fields: …

05

Creating and managing job postings

Each job posting is an open position at the school. The form captures the role description, requirements, application instructions and posting metadata. Creating a posting Go to Jobs → New posting. Fields Title — the role as it appears in …

06

Single Sign-on — log in with your school's identity provider

Single sign-on (SSO) lets staff, students and parents log in to PortalHQ using their existing school identity — Microsoft, Google, or your school’s own identity provider — rather than maintaining a separate PortalHQ password. SSO is one of the highest-leverage …

07

PortalHQ APIs

PortalHQ exposes REST APIs so other systems at your school can read (and in some cases write) PortalHQ data. Common uses: feeding co-curricular participation into a reporting dashboard, pulling slip submissions into a compliance system, pushing data from PortalHQ into …

08

Edge integration

Edge is a K-12 SIS used by schools in New Zealand. PortalHQ’s Edge integration provides SIS data sync for New Zealand schools using PortalHQ. What PortalHQ reads from Edge Students — name, year level, gender, date of birth, status. Parents …

09

Compass integration

Compass is a K-12 SIS used by Australian schools, particularly in Victoria. PortalHQ’s Compass integration pulls students, parents, staff, classes and timetables. What PortalHQ reads from Compass Students — name, year level, gender, date of birth, status, photo. Parents — …

10

Wonde integration

Wonde is an SIS data aggregator — rather than connecting PortalHQ directly to your SIS, you connect Wonde to the SIS, and PortalHQ connects to Wonde. This adds a layer but means PortalHQ can integrate with any SIS Wonde supports …

11

Sentral integration

Sentral is a K-12 SIS used widely in Australian schools, particularly in NSW. Beyond pure SIS data, Sentral also handles attendance, behaviour and wellbeing notes — some of which can flow into PortalHQ. What PortalHQ reads from Sentral Students — …

12

Edumate integration

Edumate is a K-12 SIS used by Australian schools. PortalHQ’s Edumate integration pulls students, parents, staff, classes and timetables from Edumate on a daily and hourly schedule. What PortalHQ reads from Edumate Students — name, year level, gender, date of …

13

Synergetic integration

Synergetic is a widely-used K-12 SIS in Australia. PortalHQ’s Synergetic integration pulls people, classes and timetables from Synergetic and writes selected data back where supported. What PortalHQ reads from Synergetic Students — name, year level, gender, date of birth, status, …

14

TASS integration

TASS (The Alpha School System) is one of the most widely-used K-12 SIS systems in Australia. PortalHQ’s TASS integration pulls people, classes and timetables from TASS and writes co-curricular activity enrolments back so they appear on student transcripts and reports. …

15

Reviewing and exporting submissions

Submissions are filled-in forms — one per user per fill. The submissions view is where staff read responses, follow up where needed, and export the data for analysis or archive. Where to find submissions Go to Forms → Submissions. The …

16

Publishing and targeting forms

Designing the form is half the job. The other half is making sure the right people see it and the wrong people don’t, that it’s available when needed and closed when it isn’t. Publishing state Forms have three states: State …

17

Organising forms with categories

A school can easily end up with 50, 100 or 200 forms over a few years. Without categories, the user-facing forms list becomes an unmanageable wall of links. Categories group forms together so parents, students and staff can find what …

18

Creating a form

A form is a sequence of fields you ask users to fill in. The Forms module’s designer is drag-and-drop — pick a field type, drop it on the form, configure it. Starting a new form Go to Forms → New …

19

Adding and managing links

A link is a single entry on the dashboard. Each link points to a URL, an internal page or a mobile app, and is assigned to a link category that groups related links on the dashboard. Where to manage links …

20

Setting up link categories

Link categories are the headed groupings on the dashboard. Each link sits inside exactly one category, and categories appear as labelled sections on the user’s dashboard. Where to manage categories Go to Dashboard → Categories. The list shows every category …

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