Client Portal Overview

The client portal is a client-side interface that is designed to allow clients and leads to interact with their respective accounts in a centralized platform, where they can access their affiliate commissions, participate in community groups, and enroll in membership courses. 

In this article, you will learn more about the features of this client portal and how to use it.

Cool features

  • You can set up your portal with a custom domain
  • You can customize it to reflect your brand identity: by adding your logo, favicon, and color palette
  • The portal facilitates communication between you and your clients. 
  • It provides easy ways to invite clients by sharing the portal URL directly
  • It can be used by many businesses and niches, some examples are: 
  • Marketing Agencies: If it manages several clients, each client could have their custom domain in the client portal. Clients will feel more ownership over their data and campaigns.
  • Retail E-commerce Businesses: An e-commerce business can use the client portal to invite loyal customers to a VIP program. The customers can log in to view exclusive offers, track their points or rewards, and participate in special community (upcoming) events.
  • Event Planning Companies: Event planning companies can customize their client portal to each event's branding. Clients can access event-related documents and updates and communicate directly with the planners.

Benefits

  • You can see all key functions and data (like affiliate commissions, community (upcoming) groups, and membership courses) in one place
  • Clients have the flexibility and power to take action, solve problems, and engage independently
  • The branding feature allows businesses to provide a consistent brand experience across all client interactions. 
  • Communication in one place with your clients

Client Portal Dashboard Overview

In the newly revamped client portal, you can:

  • Compare the number of portal joiners vs. invitations

  • Copy and share your client portal URL with ease

  • Create and send magic links to your contacts

  • Invite users to your client portal

How to set up your client portal?

Step 1: Configuring a Custom Domain:

  • Navigate to the Sites tab then the Client Portal section. 
  • Proceed to the "Domain Setup." area.
  • Click on the option for a Custom domain and input your desired domain name.

Note: Before you can successfully set up an A or CNAME record, you must ensure that you have already configured your domain registrar to point to the specific IP address or server provided to you. This is an essential step in ensuring that your domain correctly refers to your server, enabling it to function properly.

  • It's important to replace the "designated IP address or server" placeholder with your actual IP address or server information in the record. Make sure to fill out this field accurately, as it's essential to correctly configure your domain settings.
  • Once you have entered the DNS records in your Domain registrar, give it a reasonable time to propagate them (depending on your domain registrar (up to 24-48 hours for DNS propagation). Click Save
  • The message “Domain Setup is Pending!” means that before you can access and modify the branding settings for your Client Portal, you first need to complete the domain setup process.

Step 2: Access the Client Portal Section

  • Start by navigating to the client portal section within your account. This is typically accessed via Sites - Client Portals - Branding.

  • Go to Branding Option, you'll find various options once you're in the client portal section. Locate and select the "Branding" option to begin personalizing your portal

  • Within the "Branding" section, you can fully customize the look and feel of your client portal. Here are the options available:
    • Portal Name: This is the name that will be displayed prominently on your portal.
    • Portal Description: This description will be visible to your clients and should briefly describe your portal or its services.
    • Brand Color One: Choose the primary color (often used for buttons, headings, or highlights) to represent your brand in the portal. 
    • Brand Color Two: Choose a secondary color to complement your primary color. 
    • Favicon: Favicons are small icons that appear in the tab of a browser when your website is open. They should ideally be in a 1:1 aspect ratio, in SVG, PNG, or JPG format, with maximum dimensions of 16x16 pixels.
    • Portal Image: The "Portal Image" section in the Client Portal allows you to upload your brand's square (1:1 aspect ratio) image in SVG, PNG, or JPG formats. The image dimensions should not exceed 720 x 720 pixels. This image will serve as the main branding image in your Client Portal.
    • Logo: They should be in a 1:1 aspect ratio, in SVG, PNG, or JPG format, with maximum dimensions of 200x200 pixels.
    • Support Email: Specify an email address your customers can contact for support or questions related to the portal.
    • Copyright: You can enter copyright information here. This is typically something like "© 2023 Your Company Name." It helps protect your content and establishes your company's claim over the content.
  • After making all the desired changes, click "Save Settings".

Step 3: Invite Clients to your client portal.

Here’s how to invite your clients to the portal:

  • Direct Invitation from Child Applications: Your portal includes various child applications or services, such as a membership course, community platform, affiliate program, etc. You can extend invitations directly from these specific applications.
  • Membership Course: Existing membership users will have dual accessibility - they can access courses through the traditional method as well as through the client portal upon login. Their current username and password will function in both locations. 
  • Affiliate Program: You can extend an invitation from the affiliate management system to your affiliates. Head to Marketing> Affiliate Manager> Campaigns> Edit Campaign.
    • Copy the signup link to share with people you want to invite:

Note: This enables them to sign up as an Affiliate and access all their affiliate-related information through the client portal, such as their referral links, commission rates, and earnings.

  • Sharing the Client Portal URL: If you want to take a more direct approach or invite a large number of clients at once, you can share the URL of your client portal. You can easily copy this URL from the domain setup section of your client portal's settings.

Note: Once copied, this URL can be shared via email, text message, or any other communication channels you use to interact with your clients. You might consider adding this URL to a welcome email or newsletter for new clients or posting it in an announcement on your main website or social media platforms.

FAQs

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

It might be due to cache issues. Try clearing your browser's cache or try to view the portal in an incognito window. If the issue persists, please get in touch with our support team.

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

You can set individual branding for each account within your client portal. This feature allows you to tailor the visual elements of each portal, such as logos and color schemes, to represent its specific brand identity best. To do this, you must navigate to the account, access the "Branding" option, and customize it to your preference.

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

Ensure that the affiliates have the correct login details. Also, check if you've given them the right permissions to access their stats. If the problem continues, contact our support team for further assistance.

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 across the internet. It may not be reflected immediately if you've just recently made changes. If it takes longer than 48 hours, please get in touch with your domain registrar for support.

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 for the favicon is 1:1. The favicon should be in SVG, PNG, or JPG format and not exceed 16x16 pixels. If your favicon meets these specifications and you're still facing issues, please contact our support team.

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