Customize Client (Membership) Portal

Overview

Before launching your membership portal, it's essential to customize various sections to ensure a seamless and user-friendly experience for your visitors. The following guide walks you through the necessary steps to set up key areas of your portal, including site details, branding, domains, email settings, and app configurations.

Site Details

This section allows you to establish the foundational information and branding for your membership portal.

Site Info:

• Title: Set the title of your membership portal. It’s advisable to use your company's name, as this will represent the entire portal.
• Subdomain: Customize the subdomain to something memorable for easy access. This will be the link visitors use to log in.
• Support Email & Phone Number: Add contact details where visitors can reach your support team for assistance.
• Magic Link: Generate a magic link if you want to provide access to a course without requiring payment or subscription. This can be useful for special promotions or internal use.
• Advanced: Manage additional features like Custom JS, CSS, and tracking codes.
  
  

Branding:

• Logo: Upload your brand’s logo with recommended dimensions of 640x640. This will be displayed across your site.
• Favicon: Add a favicon with recommended dimensions of 32x32. This small icon will appear in the browser tab.
  
  

Custom Domains

Customizing your domain is crucial for professional branding and easy access.

Connect Existing Domain:

• Generate and add your custom domain. Ensure you set up the necessary CNAME record in your domain settings to link it properly.
  
  

Email Settings

This section enables you to customize the automated emails sent to your visitors.

Email Customization:

• Send Welcome Message: Toggle on to send a welcome email to new members. Customize the template as needed.
• Send Drip Message: Automatically send emails when new content is available in a drip sequence.
• Send Offer Access Email: Enable this to notify members when they gain access to a new offer.
  
  

App Settings

Customize the user experience for both desktop and mobile versions of your portal.

Enable PWA (Progressive Web Application):

• Turn this on to allow your portal to function as both a web page and a mobile app across devices.

App Details:

• App Name & Short Name: Define the app’s name and a shortened version if the full name is too long.
• App Icon: Upload icons in the recommended dimensions (512x512 and 192x192). These icons will appear in app drawers and splash screens.
  
  

App Colors:

• Choose a color palette to ensure your app aligns with your brand’s aesthetics.
  
  

Finalizing Your Setup

Once you’ve configured all the settings, make sure to save your changes to avoid losing any edits.

This guide will help you tailor your membership portal to reflect your brand and enhance the user experience, ensuring that all elements are aligned with your business objectives before you go live.