NEW ✨ Client Portal
Client portal (new interface) streamline agency workflows by eliminating manual reporting tasks. With this, users can provide clients with real-time access to their workspace's overall stats while preventing them from accessing other workspaces or altering campaign settings.
Workspace still in the old UI? check out this guide: Switching from the Old UI to the New UI
In this article:
How does it work?
Users can create customized views on the Analytics page by adding tiles and selecting specific metrics. These views can then be shared with clients through a generated link, allowing access only to the relevant stats while restricting visibility to other pages in the workspace.
Overview
What metrics can I share in the Client Portal?
The metrics displayed in the client portal shows the overall metrics for all campaigns in the workspace. They can't be sorted by individual campaigns yet
Week 1 Stats
Data type: Open, Click, Reply, Positive Reply, Negative Reply, Bounce, and Unsubscribe
View: Percentage, Absolute
Attribution type: Per lead, Per email
Sender provider: Any, Gmail, Outlook, Custom
Recipient provider: Any, Gmail, Outlook
Weekly Stats / Metrics by Cohort
View: Percentage, Absolute
Data type: Open, Click, Reply, Positive Reply, Negative Reply, Bounce, and Unsubscribe
Attribution type: Per lead, Per email
Sender provider: Any, Gmail, Outlook, Custom
Recipient provider: Any, Gmail, Outlook
Pro Tip: If you'd like to know more about understanding Metrics by Cohort, check out this guide.
Sent Emails
Total sent emails from all campaigns in the workspace.
Future Emails (Only available in Workspace View)
Projected number of emails based on the number of leads in the Triggers, the number of leads that have not yet started in the campaign, and follow-up emails.
How to create a customized view of the Client Portal?
Agency View
Creating an Agency View enables users to apply a uniform template of views across all workspaces under an agency. This ensures consistency in how data is presented and simplifies the reporting process for all clients.
Note: Agency Views can only be edited in the Agency Dashboard Analytics
A default agency view is created automatically. If you'd like to create a new view or edit the existing one, go to the Analytics page in the Agency Dashboard
Workspace View
Workspace views are exclusive to the specific workspace where they were created.
How to add your agency's logo to the Client Portal?
Go to the the Agency Dashboard → Settings → General → Upload File (Max file size is 1MB)
How to generate a shareable link to the Client Portal?
Go to the workspace → Analytics → Menu → Share → Copy shareable link
Pro Tip: The shareable link does not expire, so the client can bookmark it and access the client portal anytime. Stats are also updated in real-time
Here's what the client portal looks like for your clients:
Note: Clients cannot edit the tiles or change the view, metrics, or attribution types.
FAQS:
- Are the stats reflected in real time in the client portal? - Yes
- Does the shareable link expire? - Nope
- Can I create multiple views? - Yes
- Is there a limit with creating views? - Nope
- Is there a way to share stats per campaign? - This is not yet available