Summary

When you turn on the Customer Portal, plan how you will tell your customers. Their login information stays the same. They need your new portal link and some basic information about the portal. This article gives you five ways to make the change smooth.

Steps

Step 1: Update Your Business Website and Social Media

1. Update every place that links to the current Customer Portal, such as your website and social media pages. Use your new Customer Portal URL.
2. Go to Left-hand Navigation: Admin » Portal Customization to find your link.

This page also shows a unique invite code. Customers use it to open your portal in the free Gingr for Pet Parents mobile app. The app is in the Apple App Store and Google Play Store.

The new portal URL and invite code show here only after you turn on the Enable New Pet Parent Portal setting. Until then, the old Customer Portal link shows.

Step 2: Send a Marketing Email Campaign

Use the Gingr Email Marketing Campaign feature to send customers the link to your new portal. We made a campaign template you can customize. It includes your new portal link, your invite code for the mobile app, a link to Get Started with Customer Portal, and this short video:

If you do not want to promote the mobile app, remove that part before you send the campaign.

Step 3: Import the Campaign Template into Gingr

1. Go to Left-hand Navigation: Owners and Pets » Marketing.
2. Select Manage Campaign Templates in the top right corner.
3. Select Import Campaign Template at the top.
4. Enter a name for the template, such as "Customer Portal 2.0 Release." Customers do not see this name.
5. Open the file attached to this article called "Customer Portal 2.0 Marketing Template Code."
6. Copy the whole string of code and paste it into the Data field on the Import Campaign Template screen.
7. Select Import Template!
8. Go back to Left-hand Navigation: Owners and Pets » Marketing after the success message.
9. Select Create a New Email Campaign.
10. Select the new template from the Pick a Template dropdown.
11. Edit the content. Add your unique Customer Portal link, remove parts you do not want, and add any other information, images, or notes.
12. Finish and send the campaign the usual way. See Email Marketing Campaigns.

Step 4: Share Portal Details with Clients

Post a flyer with your new portal information on the door or at the front desk. Use our 1-page template in Google Docs or Microsoft Word. Add your portal URL and mobile app invite code, then print or share it.

Step 5: Create a Custom QR Code for Your Office

1. Go to Left-hand Navigation: Admin » Portal Customization and copy your new Customer Portal link.
2. Make a free QR code with that link. We recommend qr-code-generator.com.
3. Display the QR code at your office. Customers can scan it with their phone camera and go straight to the portal.

Related Articles

• Go Live with Customer Portal Topic Outline
• Set Up Customer Portal How-To
• Test Customer Portal How-To

• Customer Portal Marketing Campaign.rtf30 KB