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How to send the portal link to your customer?

How to send the portal link to my customer?

To share the portal link with your customers, you have two options:

Using the built-in follow-ups

When setting up your campaign, you can create an email sequence that will automatically be sent to your customers every time you create a new request. For example, you can send an email when the request is created and schedule follow-ups a few days later if they haven’t submitted the portal.

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These emails include a unique link to the portal. This way, your customers can easily access their requests without having to manually search for them.

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Sharing the URL manually

If you prefer to share the URL manually, you can do so by following these steps:

  • Navigate to the request you want to share.
  • Locate the 🔗 icon near the request name.
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  • Click on the "Share portal link" link.
  • In the new modal that appears, you will see the different recipients of this request and you will be able to copy the portal link for each one.
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By following these simple steps, you can easily share the portal link with your customers and ensure they have easy access to their requests. If you have any further questions or concerns, please do not hesitate to contact our support team.

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