Client Portal
Branding your Client Portal
Inviting clients to your client portal enhances their experience with your services and fosters a sense of community (upcoming). The client portal serves as a central location for your clients to access important information, updates, and resources pertinent to the services they've availed of from your business. There are two primary methods 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. For those locations with no existing courses, they will need to set up directly in the client portal.
Community Platform:
What is communities? Read more here.
Affiliate Program:
You can extend an invitation from the affiliate management system for
your affiliates. Head to Marketing> Affiliate Manager> Campaigns> Edit Campaign.
Copy the signup link to share with people you want to invite:
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.
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 incorporating this URL into a welcome email or newsletter for new clients or posting it in an announcement on your main
website or social media platforms.
Remember, your client portal is a hub for all your services. So, when sharing the URL, make sure to highlight the benefits and resources clients will
gain by accessing the portal.
This could include exclusive content, direct support channels, access to community (upcoming) discussions, and more.
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