Another great feature that we have to offer is that you can add more than just files to your ClientPoints! Something that has so much versatility, is adding a webpage into your ClientPoint. You can add your company website in for your prospects to explore, you can include a survey for your new clients to fill out so that you can get to know them, or you can add a link to your scheduling platform so prospects can easily book more time with you.
Things to know:
- To embed a webpage into the ClientPoint viewer, the weblink should be secure (i.e. https)
- If the link is not secure (https), it will be opened into a new tab in your browser
- If you or your ClientPoint recipients are having trouble with the webpage in the viewer, there's a chance that the site has iframe issues. Here's some information on site Configuration to add clientpoint.net as an allowed site to iframe the website into the viewer:
Content-Security-Policy: frame-ancestors https://clientpoint.net https://*.clientpoint.net; X-Frame-Options: allow-from https://*.clientpoint.net
Tip: If you website is not secure or does load within the ClientPoint viewer. We suggest setting the webpage link to Open into a new tab.
Here's how to set it up:
- During your ClientPoint build out in the files stage, choose Add to ClientPoint
- Find Add webpage
- In the popup window, provide all of the necessary information, and choose Insert Webpage. Note, the website must be a secure webpage to stay within the ClientPoint viewer.
- You may drag and drop the webpage to be in its correct place in the viewer.
- Once you're done, be sure to hit Save & Continue
This is what your web link looks like when embedded in a ClientPoint!
