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Customizing the ClientPoint Link

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Elayza Cataluna
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Customizing the ClientPoint link allows you to create a personalized and unique URL for your clients. This feature enhances professionalism, branding, and user experience by making the link memorable and relevant to your specific client or project.

How to Customize the ClientPoint Link

Follow these steps to create a personalized link for your ClientPoint:

  • Access the Settings Menu
    Navigate to the Settings section within the ClientPoint platform.

  • Edit the Default Theme

    • Locate the Themes tile.

    • Click on the tile and select Edit on the default theme.

  • Expand Advanced Settings

    • Open the Advanced Settings section to access customization options.

  • Create the Customized Link

    • In the provided field, enter the unique text you'd like to include at the end of the URL.
    • Note:
      • Merge tags can also be used to dynamically generate parts of the link.
      • Spaces in the text will be replaced with dashes automatically.

  • Save Your Changes

    • Once you've added the desired text, click Save Changes to finalize the customized link.

Benefits of Customizing ClientPoint Links

  • Branding: A unique URL reflects your company's professionalism and attention to detail.
  • Client Recognition: Personalized links make it easier for clients to identify and revisit their ClientPoint.
  • Consistency: If you use merge tags, the link dynamically updates to match client-specific information.

Troubleshooting and Tips

  • If spaces are included, they will be automatically replaced with dashes. For example, “John Doe Proposal” becomes “John-Doe-Proposal.”
  • Ensure that the unique text adheres to URL formatting rules (no special characters like &, %, or #).
  • If the link doesn’t behave as expected, double-check the Themes settings and contact support if needed.

Conclusion

Customizing the ClientPoint link is a simple yet effective way to enhance user experience, build your brand, and make your proposals stand out. By adding unique text or merge tags, you can create memorable URLs that align with your professional image.

For further assistance, contact support@clientpoint.net.

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