Client Portal Overview

Client Portal Overview

The client portal is a user-friendly interface designed for clients and leads to manage their accounts in a centralized location. Through the portal, users can access affiliate commissions, participate in community groups, and enroll in membership courses. This guide will walk you through the features of the client portal and how to utilize them effectively.

Cool Features of the Client Portal

• Custom Domain Setup: You can configure the portal with a custom domain to match your brand.

• Brand Identity Customization: Personalize the portal by adding your logo, favicon, and color palette to reflect your brand identity.

• Enhanced Communication: The portal serves as a communication hub, facilitating direct interactions between you and your clients.

• Easy Client Invitations: Invite clients by sharing the portal URL, making onboarding simple and straightforward.

• Versatile Applications: The client portal is adaptable for various businesses and niches, such as:

  • Marketing Agencies: Manage multiple clients, each with a custom domain, enhancing the sense of ownership over their data and campaigns.

  • Retail E-commerce Businesses: Use the portal to invite loyal customers to a VIP program where they can access exclusive offers, track rewards, and participate in community events.

  • Event Planning Companies: Customize the portal to reflect the branding of specific events, providing clients access to event-related documents and updates, with direct communication to planners.

Benefits of Using the Client Portal

• Centralized Management: Access key functions like affiliate commissions, community groups, and membership courses all in one place.

• Empowered Clients: Clients have the flexibility to take action, solve problems, and engage independently within the portal.

• Consistent Branding: The portal's branding features allow businesses to deliver a cohesive brand experience across all client interactions.

• Unified Communication: Streamline all communications with your clients through a single platform.

Client Portal Dashboard Overview

In the updated client portal, you can:

• Compare the number of portal joiners vs. invitations.

• Easily copy and share your client portal URL.

• Create and send magic links to contacts.

• Invite users to join your client portal.

How to Set Up Your Client Portal

Step 1: Configuring a Custom Domain

1. Navigate to the Sites tab and then to the Client Portal section.

2. Proceed to the Domain Setup area.

3. Click on the option for a Custom Domain and enter your desired domain name.

   • Note: Ensure your domain registrar is configured to point to the specific IP address or server provided. This step is crucial for your domain to function correctly.

4. After entering the DNS records in your domain registrar, allow time for propagation (up to 24-48 hours). Click Save.

5. If you see the message "Domain Setup is Pending!", complete the domain setup before modifying branding settings.

Step 2: Access the Client Portal Section

1. Go to the client portal section within your account by navigating to Sites > Client Portals > Branding.

2. In the Branding section, you can customize the portal's appearance:

   • Portal Name & Description: Enter a name and description that will be visible to your clients.

   • Brand Colors: Choose primary and secondary colors to match your brand.

   • Favicon: Upload a small icon (16x16 pixels) in SVG, PNG, or JPG format for the browser tab.

   • Portal Image & Logo: Upload images that represent your brand (up to 720x720 pixels for the portal image and 200x200 pixels for the logo).

   • Support Email: Specify an email for customer support inquiries.

   • Copyright: Enter copyright information to protect your content.

3. Click Save Settings after making the desired changes.

Step 3: Invite Clients to Your Client Portal

1. Direct Invitations from Child Applications:

   • Use child applications like membership courses, community platforms, or affiliate programs to invite clients.

   • Membership Course: Users can log in with their existing credentials and access courses through the portal.

   • Affiliate Program: Invite affiliates from the affiliate management system by sharing the signup link.

   • Affiliates can log in to view leads, customers, revenue, and commissions.

2. Sharing the Client Portal URL:

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

   • This URL can be included in welcome emails, newsletters, or social media announcements.

FAQs

1. Why aren't my branding changes showing up?

   • This could be due to cache issues. Try clearing your browser cache or using an incognito window. If the issue persists, contact support.

2. Can I set different branding for different accounts?

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

3. What should I do if affiliates can't access their stats?

   • Verify that affiliates have the correct login details and necessary permissions. Contact support if the issue continues.

4. Why is my client portal not accessible after setting up DNS records?

   • DNS changes can take up to 48 hours to propagate. If the portal is still inaccessible after that time, contact your domain registrar.

5. What's the ideal format and size for the favicon?

   • The favicon should have a 1:1 aspect ratio, be in SVG, PNG, or JPG format, and not exceed 16x16 pixels. Contact support if you encounter issues.