Domain Settings

This is an abridged version of the user guide, highlighting essential features. To access the full version with detailed steps, kindly reach out to your dedicated Account Manager.

In the Domain Settings page, you can configure the domain for both your Client Portal and Back Office. This feature enables you to add multiple domains for various purposes, such as catering to different client regions or organizing promotional events.

Benefits of using different domains include:

1. Regional Customization: Assign specific domains to different client regions, delivering a localized experience tailored to their preferences and needs. This ensures personalized and targeted engagement with your clients.

2. Promotional Events: Create dedicated domains for specific promotional events or campaigns. By utilizing separate domains, you can track the success rate of each event through the promotional links tab. This allows you to analyze the effectiveness of your marketing efforts and make data-driven decisions for future events.

3. Personalization for IBs: Allocate different domains to individual IBs, providing them with their own personalized CRM Client Portal domain. This enhances their experience and enables you to track the performance of each IB via the promotional link tab.