ClientPoint offers the ability to go beyond traditional file uploads by embedding webpages directly into your ClientPoints. This feature is incredibly versatile, allowing you to:
- Showcase your company website for prospects to explore.
- Include a survey link for new clients to complete, helping you gather valuable insights.
- Share a scheduling platform link to make booking appointments seamless for prospects.
Key Considerations:
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Webpage Security:
- To embed a webpage into the ClientPoint viewer, the link must be secure (i.e., use HTTPS).
- If the webpage is not secure, it will open in a new browser tab rather than being displayed within the viewer.
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Viewer Compatibility:
- If you or your recipients face issues viewing the embedded webpage, it might be due to iframe restrictions on the website.
- To resolve this, the website's configuration should allow iframe embedding from ClientPoint by adding these settings:
Content-Security-Policy: frame-ancestors https://clientpoint.net https://*.clientpoint.net;X-Frame-Options: allow-from https://*.clientpoint.net
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Best Practices:
- If the webpage doesn’t load or isn’t secure, you can configure the link to open in a new browser tab for uninterrupted access.
Here's how to set it up:
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During the Files stage of your ClientPoint build:
- Click Add to ClientPoint.
- Select 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.
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Drag and drop the webpage link to position it appropriately in your ClientPoint viewer.
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Ensure the webpage is secure to allow seamless embedding in the viewer.
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Once complete, click Save & Continue.
This is what your web link looks like when embedded in a ClientPoint!
Conclusion:
Embedding a webpage in your ClientPoint enhances interactivity and provides an all-in-one platform for prospects to access critical information. Whether you want to direct clients to your website, share surveys, or make scheduling more efficient, this feature makes it possible. For the best experience, ensure the webpage is secure and compatible with the ClientPoint viewer.
If you encounter any issues, ClientPoint’s support team is available at support@clientpoint.net to assist.