Overview: Simplifying Access to ClientPoint for Prospects
ClientPoint provides a convenient way for prospects and clients to access specific ClientPoints directly from your website. By utilizing unique URL parameters, you can streamline the experience for your prospects, allowing them to access proposals and other materials seamlessly.
ClientPoint Access Using URL Parameters
URL Format for Direct Access: {base_url}/proposal/unlock-view/proposalId/{proposalId}/pin/{pin}/email/{email}
Parameters:
-
Base URL:
{base_url}— Your custom ClientPoint domain (default: login.clientpoint.net) -
Proposal ID:
{proposalId}— The unique ClientPoint ID. -
Recipient’s Email:
{email}— Allows tracking and analytics for each visitor. -
Proposal PIN:
{pin}— Provides an extra layer of security for ClientPoint access.
Application Workflow for Website Integration
To provide easy ClientPoint access directly on your website, follow these steps to build an access form for prospects:
-
Create a Webpage Form
- ClientPoint ID: This field can be completed by the prospect using the ID provided by your representative.
- Recipient’s Email: Helps in tracking engagement and analytics for each visitor.
- Proposal PIN: This secure code can be provided by your representative to ensure authorized access.
-
Redirect Prospects to the ClientPoint Access URL
- Once the prospect fills in the required fields, redirect them to the URL using the ClientPoint parameters listed above.
-
Programmatic Generation Option
- Alternatively, you can programmatically generate the access URL by integrating with ClientPoint’s API.
Important Considerations
- No iFrame Support: ClientPoint does not support iFrame embedding on third-party websites. If you need to enable iFrame for a specific use case, please reach out to your Client Success Coordinator for assistance.
- Custom Workflows: This workflow is a suggested implementation. You may adapt it based on your needs to create a unique user experience for your website visitors.
By following this guidance, you can offer direct, streamlined access to ClientPoint for your prospects, improving engagement and enhancing the accessibility of your materials.
Have any questions? Please contact us at support@clientpoint.net