Send a customer their portal link
Create a private link to a customer’s portal, send it, and withdraw or replace it when needed.
Where to find it
Campaigns › Prospects › (a contact) › Customer portal
Steps
- Open 📣 Campaigns › Prospects and open the customer’s contact page.
- In “Customer portal”, press “Create a link”.
- Press “Copy link” and send it to the customer. Use “Preview” to see what they will see.
- Later, the card shows whether the link was viewed, how often, and until when it is valid.
- Press “Issue a new link” to replace it, or “Withdraw” to stop it working.
Settings on this screen
| Setting | What it does | Default |
|---|---|---|
| Create a link | Makes a link that is valid for 90 days. | — |
| Issue a new link | Replaces the link; the old one stops working. | — |
| Withdraw | Stops the link working at once. | — |
Troubleshooting
I lost the link.
For security it is shown only once. Press “Issue a new link” and send the new one.
Tips
- Each customer has at most one working link at a time.
Good to know
- Anyone holding the link can open the portal until it expires or is withdrawn, so send it only to the customer.
Related how-tos
- Customer portal: bookings A private link for one customer that shows their bookings, messages and calls, and lets them change a booking where you allow it.
- Prospects (phone book) See everyone your team calls in one list or pipeline board, find a contact, move them between stages and open their record.