Client Portals are logins that you can create for your client's staff or for the client him/herself. The purpose of client portals is so the staff can manually redeem customers' coupons for them, and add spends, and check-in points (used in Loyalty campaigns). This is useful for instance where customers don't have to hand over their mobile phone or tablet to the staff and also can be helpful in on-call deliveries.
In the Client Portal section, you can create a login (email & password) for the client's staff. They can log in using the same Contact Reach URL (https://contactreach.co/app/login
), or through your custom domain) that you use, but they'll only be able to redeem coupons by searching the customer's name or phone number...
Here's a preview of what the client portal looks like:
You can also change the logo in the client portal settings.
For the client or staff to redeem the coupon, they just need to search for the customer's phone number or their name. The search will show all the pages and coupons in the client's account which you can manually redeem for the customers. You can also add the Bill Total (for Loyalty spend) and a check-in point (loyalty) for that redemption.
NOTE: You can also use the client portal to add/subscribe new customers to a particular campaign manually.