We’re excited to present the Connectly CP<>Contacts Integration feature for client portal where user can view and manage Communities, Groups, and Course offers for their locations.
What’s New?
– Add Offers to Contacts Seamlessly
From the Contacts page, you can now assign offers to any contact easily, improving how you manage deals and promotions without needing to navigate away from the page.
– Group Management Made Simple
Organise your contacts by adding them to groups directly from the Contacts page. This feature allows for targeted campaigns or audience management, simplifying the process.
– Password Management for Users
Admins can now change passwords for users directly from the Contacts page or send a password reset link. This ensures quick and easy password management, improving the user experience for account recovery and security.
How It Works:
The user navigates to the “Contacts” section and selects a contact.
Note: If courses are enabled for a particular location, the “Contacts” page will display the courses section, replacing the Client Portal. If the Client Portal is enabled for a location, the “Contacts” page will show the Client Portal section, which includes community groups.
– Based on the specific contact, the user is presented with either the Client Portal or Courses options.
– The user can choose from a list of available community groups or course offerings and assign them to the selected contact.
– The “Set Password” and “Send Reset Password Link” options are available for setting or resetting the password.