Client Portal for Affiliates

Client Portal for Affiliates

What is the Client Portal?

The client portal is a client-side interface located on the subdomain clientclub.net. It serves as a centralized platform designed to allow clients and leads to interact with their respective accounts in a streamlined manner.

Key Features:

• Centralized Platform: Access to affiliate commissions, community groups (upcoming), and membership courses in one place.

• Custom Domains: Personalize the portal with a custom domain.

• Brandable Interface: Customize the portal to reflect your brand with logos, favicons, and color schemes.

• Improved Communication and Client Autonomy: Secure communication and independent client actions.

• Easy Invitation: Invite clients by sharing the portal URL directly.

Strong Usage Cases:

1. Online Education Business (E-Learning Platforms): Simplifies access to courses, tracks progress, and fosters community (upcoming).

2. Software as a Service (SaaS) Companies: Provides affiliates a platform to monitor referrals and commissions.

3. Fitness Industry (Online Training Programs): Members can access workout plans, participate in fitness communities, and track progress.

4. Marketing Agencies: Allows clients to manage their campaigns and data, fostering better communication.

5. Retail E-commerce Businesses: VIP programs for loyal customers to access exclusive offers and track rewards.

6. Event Planning Companies: Clients can access event-related documents and updates.

Benefits of the Client Portal:

• Streamlined Access to Information: Centralized platform for easy access to key functions and data.

• Improved Client Autonomy: Clients can independently take action, leading to increased satisfaction.

• Enhanced Client Engagement: Community (upcoming) groups facilitate better engagement and loyalty.

• Consistent Brand Experience: Customizable branding for a consistent client experience.

• Easier Client Onboarding: Simplifies the onboarding process with a single platform.

• Increased Credibility with Custom Domains: Custom domains enhance credibility and familiarity.

• Efficient Communication: Centralized communication with clients.

How to Set Up Your Client Portal:

Configuring a Custom Domain:

1. Navigate to Domain Setup:

   • Go to the Sites tab, then the Client Portal section, and proceed to "Domain Setup."

2. Add a Custom Domain:

   • Click on the option for a Custom domain and input your desired domain name.

   • Configure your domain registrar to point to the specific IP address or server provided.

3. Add A or CNAME Records:

   • Login to your Domain Registrar's dashboard.

   • Navigate to the DNS settings and add a new record.

   • For an A record, enter the IP address. For a CNAME record, enter the target domain.

   • Save your changes and allow up to 48 hours for DNS propagation.

Branding Your Client Portal:

1. Access the Client Portal Section:

   • Navigate to the client portal section within your account.

2. Go to Branding Option:

   • Select the "Branding" option to begin personalizing your portal.

3. Customize the Portal's Appearance:

   • Enter a portal name and description.

   • Choose primary and secondary brand colors.

   • Upload a favicon, portal image, and logo (in 1:1 aspect ratio, SVG, PNG, or JPG format).

   • Specify a support email and enter copyright information.

4. Save Settings:

   • Click "Save Settings" to apply your customizations.

Inviting Clients to Your Client Portal:

Direct Invitation from Child Applications:

• Membership Course: Existing users can access courses via the client portal with their current login details.

• Affiliate Program: Invite affiliates from the affiliate management system. Copy the signup link to share with affiliates.

Sharing the Client Portal URL:

• Copy the URL from the domain setup section and share it via email, text message, or other communication channels.

FAQs:

1. I've branded my client portal, but the changes aren't showing up. What could be the issue?

   • Try clearing your browser's cache or view the portal in an incognito window. If the issue persists, contact support.

2. Can I set different branding for different accounts in the client portal?

   • Yes, you can set individual branding for each account by navigating to the account and accessing the "Branding" option.

3. My affiliates need help accessing their stats on the client portal. What should I do?

   • Ensure they have the correct login details and permissions. If the problem continues, contact support.

4. I've set up the DNS records for my client portal correctly, but it's not accessible. Why?

   • DNS changes can take up to 48 hours to propagate. If it takes longer, contact your domain registrar for support.

5. I want to customize the favicon for my client portal, but it's not uploading. What's the ideal format and size for the favicon?

   • The recommended aspect ratio is 1:1, in SVG, PNG, or JPG format, and not exceeding 16x16 pixels. If issues persist, contact support.