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.
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
- Quick access to courses, invoices, messages, and community groups.
Mobile App view:
- Contract/Document Signing:
- Send contracts or documents for digital signing.
- Contacts can view and sign documents via their personalized dashboard.
- Signed documents can be downloaded with one click.
Client Portal Dashboard Overview
In the client portal, you can:
- See help text on the Client Portal Branding page to clarify the use of each part on the Dashboard.
- 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
- Global Magic Links:
Global Magic Links allow creators to add contact-level login links to membership portals, giving them more flexibility. These links are no longer dependent on course-specific triggers, enabling seamless integration across all template structures.
Integration Areas:
Global Magic Links are integrated with workflow email actions, workflows, custom email templates, and smart list conversations, providing seamless automation and communication within the portal.
For workflows, navigate to SubAccount → Automation → Workflows → Create New → Email Action → Select from Client Portal Contact Custom Values.
For email templates, navigate to SubAccount → Marketing → Emails → Templates → Select from Membership Contacts Custom Values.
For contact emails, navigate to SubAccount → Contacts → Contact Details → Email → Select from Client Portal Contact Custom Values.
- Temporary Magic Links for Enhanced Client Portal Security: The Temporary Magic Links feature introduces a 15-minute expiration window for client portal access links, significantly enhancing security by reducing risks associated with unauthorized access and link misuse. This helps prevent link theft and replay attacks, offering a more secure and trustworthy platform experience. To use this feature, simply request a magic link through the usual login process—users can generate new links for up to 90 days since their last login. This feature is fully backward compatible, ensuring existing links remain valid until new ones are requested.
- Invite users to your client portal
- Send login email. This sends an automatic email to your contacts with a quick login button.Your clients can use the login button in the email to login to the client portal with requiring them to enter their password.
Note: You can select multiple contacts and send them login email together
How to set up your client portal?
Step 1: Configuring a Custom Domain:
- Navigate to the Sites tab then the Client Portal section and select settings.
- 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.
A Record, also known as an Address Record, maps your domain to an individual server IP address. On the other hand, a CNAME record, or Canonical Name record, is used to map your domain (or subdomain) to another domain name.
Here’s a step-by-step guide on how to add A records and CNAME records:
- Login to your Domain Registrar’s dashboard.
- Navigate to the DNS settings.
- Here, you will find an option to add a new record.
- Select the type of record you want to add (A or CNAME).
- Enter the details – for an A record, this would be the IP address 34.67.19.69
- ; for a CNAME record, this would be the target domain preview.clientclub.net
- Save your changes.
- 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 Update Domain
- 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 – Settings – 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 16×16 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 200×200 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.
- Affiliate Portal: Affiliates using the affiliate manager can log in to view their leads, customers, revenue generated, and commissions earned. They also can access their affiliate links.
- Memberships: Current members can continue using their membership as usual. Additionally, we’ve introduced a client portal for an enhanced experience.
There are several ways to invite affiliates to use the client portal:
- All existing affiliates will receive a Welcome Email with instructions to log in to the client portal.
- You can share the client portal URL by copying it from the Client Portal configuration screen (Sites -> Client Portal).
- All newly added affiliates will receive a welcome email to log in to the client portal.
- 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 16×16 pixels. If your favicon meets these specifications and you’re still facing issues, please contact our support team.