Give a customer their portal link
Create a private link that lets one customer see their own appointments, conversations and calls without phoning.
Where to find it
Campaigns › Prospects › (a contact) › Customer portal
Open this screen
Steps
- Open the contact and find the “Customer portal” card.
- Press “Create a link”. The full link appears once.
- Press “Copy link” (or “Preview” to open it) and send the link to the customer yourself.
- Later, press “Issue a new link” to replace it, or “Withdraw” so it stops working.
Settings on this screen
| Setting | What it does | Default |
|---|---|---|
| Create a link / Issue a new link | Makes a link valid for 90 days. Issuing a new one stops the current link. | 90 days |
| Copy link / Preview | Copies the link or opens it in a new tab. The link is shown only once. | — |
| Withdraw | The customer can no longer open the link. | — |
| Viewed / Not opened yet | Whether the customer has opened it, when first, how many times, and until when it is valid. | — |
Troubleshooting
I lost the link.
For security the link is stored only in a scrambled form and cannot be shown again. Press “Issue a new link”; the old one stops working.
Tips
- Call does not send the link for you; paste it into your own email or message.
Good to know
- The customer needs no account; anyone holding the link can open it until it expires or is withdrawn.