The Client Portal can be an effective way to interact with your clients.
- How do I grant access to the Client Portal?
- How do I edit the Client Portal Invitation Email?
- Managing Opt-In with the Client Portal - video overview
How do I grant access to the Client Portal?
The Client Portal can be an effective way to interact with your clients, but must be set up before your clients are able to log in.
- To grant access to one or more clients, simply navigate to Settings > Client Portal > Client Access & Login
- You will then select on ADD CLIENTS and select the required client/s from the list as needed; clients who already have access will also appear within this list:
- Client Manager will then automatically send a system generated email inviting the client to set a password and login. You have the flexibility to adjust the wording and format of this email as needed.
How do I edit the Client Portal Invitation Email?
Once clients have been granted access to the Client Portal, Client Manager will send a system generated email, requesting a password be set.
This email can be customised to include additional wording, links, images and videos if required.
- To view and edit this email, simply navigate to Settings > Client Portal > Client Portal Mail Config
- Under the heading of Mail Configuration, you will see additional areas to interact with:
SUBJECT/BODY: This indicates to Client Manager which aspect of the email you are wishing to edit - either the subject line of the email or the body of text.
INSERT CODES: The codes drop-down allows you to drop in 'data components' that will dynamically update to reflect client information.
(ie. {receiver_firstname} would update to "John" when sent to the client John Smith)
NEW MAIL TEXT: This text box allows you room to type either the subject line of the email or the body of the email depending on what you have selected from the SUBJECT/BODY drop down
Managing Opt-In with the Client Portal