Notify Customers of Customer Portal (How-To)

Introduction

Once you are ready to enable the Customer Portal, you will want to have a plan to let your customers know about the new portal. All log-in information will remain the same, so you will just need to provide them with your new portal link and some basic information about the new portal. Here are a few ideas for how to make this transition as smooth as possible for your customers.

 

Step 1: Update Your Business Website and Social Media

If you have the current Customer Portal linked on your business website, social media pages, or anywhere else, you will need to make sure to update those links to your new Customer Portal URL. This will allow your current and future customers to easily find the correct site for them to log in.

You can easily find your link for the Customer Portal by navigating to Left-hand Navigation: Admin » Portal Customization.

This is also where you can locate a unique invite code that will allow your customers to access your portal using the free Gingr for Pet Parents mobile app which is available in the Apple App Store and Google Play Store.

The correct URL and mobile app invite code for the new portal will only display here after the 'Enable New Pet Parent Portal' setting has been enabled. If this setting is still disabled, the 'old' Customer Portal link will be listed here.

 

Step 2: Send a Marketing Email Campaign with Details on the New Portal

You can use the Gingr Email Marketing Campaign feature to reach out to your customers in bulk and provide them with the link to access your new portal.

We have created an Email Marketing Campaign template that you can customize to make it easy for you to reach out to your customers. This template will include your new portal link and unique invite code for the free Gingr for Pet Parents mobile app, a link to our article Get Started with Customer Portal, and this brief tutorial video:

 

If you do not wish to promote the use of the mobile app with your pet parents, you are welcome to exclude that portion from your marketing campaign prior to sending to your customers. For more information about the mobile app, please see our article Get Started with Customer Portal 2.0.

 

Step 3: Import a Marketing Campaign Template into Gingr App

  1. Navigate to Left-hand Navigation: Owners and Pets » Marketing.

  2. Click Manage Campaign Templates in the top right-hand corner.

  3. Click Import Campaign Template at the top.

  4. Provide your Template with a name like "Customer Portal 2.0 Release". (The name of the template will be for internal purposes only, and will not be visible to your customers).

  5. Open the file attached to the bottom of this article called "Customer Portal 2.0 Marketing Template Code." Copy and paste the entire string of code into the Data field on the Import Campaign Template screen in Gingr.

  6. Click Import Template!
  7. Once you receive the success message, return to Left-hand Navigation: Owners and Pets » Marketing, and click Create a New Email Campaign.

  8. Under Pick a Template, select the newly imported template from the dropdown.

    Important:  Customize the content to include your unique Customer Portal link, remove any portions that you may not want to include, and add any other additional information, images, or notes as you choose.

  9. Finalize and send the email marketing campaign following the standard process.

For more information on editing and sending email marketing campaigns, please see our article Email Marketing Campaigns.

 

Step 4: Share New Portal Details with Clients

Posting a flyer with your new portal information on the door or at the front desk can be an easy way to connect pet parents with your portal when they are onsite at your facility. We've created this simple 1-page template that you can open in Google Docs or Microsoft Word to customize with your unique portal URL and mobile app invite code, and then print or share with your clients any way you'd like!

 

Step 5: Create a Custom QR Code for Your Office

Creating a custom QR code will be a great way to seamlessly connect customers with their new portal if they ask about it while they are onsite at your facility. Instead of having to type in or send the new link to them, they can easily scan the QR code with their smartphone camera and be instantly connected.

You can create a free custom QR code online, and all you will need is the link for your new Customer Portal which you can access from Left-hand Navigation: Admin » Portal Customization. Here is a website that we recommend: https://www.qr-code-generator.com/.

 

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