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Setting Expiry and Enabling/Disabling ClientPoint Links

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Elayza Cataluna
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Overview

ClientPoint allows you to set an expiry date on a ClientPoint link, ensuring that customers can only access it within a specified timeframe. This can be helpful when you need to manage access for time-sensitive information or control the availability of the content shared. Additionally, you have the option to enable or disable the link, offering you full control over the accessibility of your ClientPoint.

How to Set an Expiry Date for a ClientPoint Link

  1. Go to the Send Section:

    • When your ClientPoint is ready to be shared, navigate to the Send section.

  2. Set Expiry Date:

    • Locate the option "Date to disable link so prospect can no longer view".
    • Click on the dropdown to open a calendar and select your desired expiration date.

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    • Alternatively, for a quicker setup, you can choose from preset options: 30, 45, 60, or 90 Days. Selecting one of these options will automatically set the expiration date based on your choice.

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  1. Client Access After Expiry:

    • If a client tries to access the ClientPoint after it expires, they will be directed to a landing page where they’ll be prompted to enter their email address.

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    • This feature provides tracking analytics, allowing you to monitor who attempted to access the expired link.

  2. Client Experience Upon Expiry:

    • Once expired, clients will see a 'ClientPoint is Disabled' message, confirming that the content is no longer available.

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How to Enable or Disable a ClientPoint Link

  1. Access the Manage Section:

    • Navigate to the Manage section, which can be accessed from the top-right corner of the page or the main homepage.

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  1. Toggle the Link Status:

    • Select the ClientPoint you wish to Enable or Disable.
    • Use the toggle at the top labeled ‘Disabled’. You can switch it as needed to control the accessibility.

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  1. Quick Toggle in Manage Screen:

    • The Manage screen allows for a quick toggle of multiple ClientPoints. Select the desired ClientPoint and flip the status between ‘Enabled’ and ‘Disabled’ based on your requirements.

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ClientPoint's expiry and enable/disable options provide an easy way to manage link accessibility for your clients. Setting an expiration date or toggling the link’s status can ensure content availability aligns with your timeline and client needs.

For additional assistance, please contact support@clientpoint.net.