We've rebuilt your client portal — a cleaner design, and a lot more you can do yourself. Here's a quick roadmap of what's new and where to do things now. Each item links to a short how-to.
Important: request changes in the portal, not by email
Any change to a specific event now goes through Request a change on that request. The form covers just about every kind of change we could think of — date, time, budget, copy, landing page, webinar video, and more — and if something's missing, tell us and we'll add it. Handling changes in the portal gives everyone a clear record of who asked for what and when, so nothing gets miscommunicated or missed. (For a quick question, Chat with us is always there.)
New: automated attendee RSVPs (especially for in-person events)
Your 24-hour reminder email and text now include a link registrants tap to tell us whether they'll attend. Their answers appear on your My Leads page in a new RSVP column — Confirmed (they're planning to come), Declined (they're not), or Pending (no response yet; the status lands shortly after they reply). It's an easy way to see who's actually planning to show up. See RSVP Reminders and the RSVP Column.
Already send your own confirmations? If your team runs its own RSVP or confirmation messages, just let us know — we'll turn this off so you're not double-confirming and stepping on each other's toes.
Using Catchlight for dinner seminars? We can also turn on asset filtering so only registrants who meet your investable-asset criteria are confirmed (everyone else gets a polite declination) — and you'll see who was Confirmed vs. Declined right in that RSVP column. See Registration Outcome.
The biggest wins
See who attended — automatically — attendance now syncs to each webinar on its own. Log in and see who attended, who didn't, and who left early, without having to log into Demio.
Request changes yourself — one form to change a date, budget, copy, landing page, or webinar video, right from My Requests.
Recurring requests — set up a repeating series once instead of submitting each date. (Something many of you have asked for.)
Your Ad Library — view, copy, and download the ad copy and creatives approved for you — and request removal of anything you no longer want us running.
Creative & venue performance — in Analytics → Events, see which creatives and which venues perform, including cost-per-lead by venue.
Two-way texting — reply to your leads by SMS right from Messages.
Requesting & changing campaigns
Submit a new event request — a webinar or seminar, including recurring series.
Request a change — event details, ads & landing pages, webinar video, or something else.
Pause, cap, or cancel — and we'll handle notifying registrants.
Track requests & change history — every edit is recorded.
Statuses & timelines — what each status means and how long things take.
Getting your leads, assets & links
Finding & exporting your leads — now with automatic attendance and RSVP status.
Finding your campaign links — landing page, confirmation, and replay links.
Analytics — performance by event, venue, and creative.
Getting your campaign assets — what's self-serve and what to ask us for.
Approvals & proofs
Reviewing & approving proofs — approve in-portal, and re-open or download approved proofs as a PDF.
Your webinars
Demio overview — a 7-part video course on hosting your webinar (in Help → Demio Training too).
RSVP reminders & the RSVP column — how attendee confirmations work.
Your account & team
Managing your account, company & team — profile, billing, and adding or removing teammates.
Logging in & resetting your password — now a quick 6-digit code.
New here? Start with these
Finding your way around the portal — a map of every area.
Getting help & booking a call — chat, the help center, and Demio training.
Can't find something? Use the Chat with us button at the top of any page and we'll point you to it.