Feature Update: Communities Groups Can Be Assigned via Contacts Page Now

We’re thrilled to introduce CPContacts Integration feature for the client portal where user can view and manage Communities Groups and Courses offers for their locations

What’s New?

– Add Offers to Contacts Seamlessly :handshake:

– From the Contacts page, you can now assign offers to any contact with ease, improving how you manage deals and promotions without navigating away from the page.

– Group Management Made Easy

– Organise your contacts by adding them to groups directly from the Contacts page, whether it’s for targeted campaigns or audience management, simplifying the process.

– Password Management for Users

– Admins can now change passwords for users directly from the Contacts page or send a password reset link. This ensures quick and easy password management, improving the user experience for account recovery and security.

How It Works?

– The user navigates to the “Contacts” section and selects a contact.

Note: If courses are enabled for a particular location, the “Contacts” page will display the courses section, replacing the Client Portal.

If the Client Portal is enabled for a location, the “Contacts” page will show the Client Portal section, which includes community groups.

– Based on the specific contact, the user is presented with either the Client Portal or Courses options.

– The user can choose from a list of available community groups or course offerings and assign them to the selected contact.

– The “Set Password” and “Send Reset Password Link” options are available for setting or resetting the password.

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