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Client Portal Overview & How to Navigate

Discovery the different actions you can take in our client portal.

Chris Ross avatar
Written by Chris Ross
Updated over a month ago

Welcome to the Eight Digit Media Client Portal! Here, you can manage your webinars, seminars, advertising campaigns, and much more. Below is a detailed guide on what you can do in each section of the portal:


Home

Welcome to your new home! This is where you can find all the information you need to get the most out of our services. In this article, we will go over the different features of the Dashboard and how to use them.

Support Hours

Our support team is available to assist you during our support hours, which are 8:00 AM - 5:00 PM CT. If you need help outside of these hours, please leave us a message and we will get back to you as soon as possible.

Contacting Us

If you have any questions or need assistance, you can easily reach us through the messenger widget located in the lower right corner of the screen. Simply click on the widget and type in your message. Our support team will respond to you as soon as possible.

If you have any further questions, please don't hesitate to reach out to us through the messenger widget or by emailing us at [email protected] or give us a call at 214-393-1820.


Calendar

The calendar feature allows you to easily view all of your requests in one place. This can help you keep track of your upcoming events and appointments.

When you first open the calendar, you will see a monthly view with all of your requests marked on the corresponding dates. You can navigate between months by clicking on the arrows on either side of the current month's name.

To view the details of a specific request, simply click on the event on the calendar. This will open a modal that contains all of the information related to that request. From the modal, you can see the date, time, location, and any other important details for the request.

If you need to make any changes to the request, you can do so directly from the modal. This includes editing the date, time, or location, as well as adding or removing any additional information.

If you need to cancel a request, you can also do so from the modal. Simply click on the "Cancel" button and confirm your decision. This will remove the request from your calendar and notify the necessary parties.

The calendar feature is a convenient way to manage all of your requests in one place. It allows you to easily view and edit your requests, making it easier to stay organized and on top of your schedule.

Thank you for using our calendar feature. If you have any further questions or need assistance, please don't hesitate to contact our support team.


Prior Requests

As a user, you have the ability to view your prior event requests, change requests, and cancelations. This can be helpful if you need to reference a previous request or make changes to an existing one.

Viewing Prior Event Requests

To view your prior event requests, simply navigate to the "Prior Requests" section on your account page. Here, you will see a list of all your previous requests.

Searching for Requests

If you need to find a specific request, you can use the search function. You can search by request ID, title, topic, or date. This can be helpful if you need to quickly locate a specific request.

Filtering by Type of Change

In addition to searching, you can also filter your prior event requests by type of change. This can be useful if you only want to see requests that involve a certain type of change.

Viewing Change Requests and Cancelations

In addition to event requests, you can also view your change requests and cancelations in the "Prior Requests" section.

Searching for Change Requests and Cancelations

Similar to event requests, you can search for change requests and cancelations by request ID, title, date, or the person who submitted the request.

Filtering by Type of Change

Just like with event requests, you can also filter your change requests and cancelations by type of change.

Viewing Request Details

If you need to view the details of a specific request, simply click on it. This will open a modal with all the information related to that request. From here, you can review the details and make any necessary changes.

Thank you for using our help center. We hope this article has been helpful in understanding how to view your prior requests and make changes if needed.

Understanding Event Requests

Funnel requests are an essential part of creating successful marketing campaigns for your business. They allow you to target specific audiences and promote your products or services effectively. In this article, we will discuss the different elements of a funnel request and how they can help you achieve your marketing goals.

Funnel ID

The first element of a funnel request is the Funnel ID. This is a unique identifier for your funnel that is used to track and manage your requests. It is important to keep track of your Funnel ID as it will be referenced in all communication regarding your request.

Funnel Type

The next element is the Funnel Type, which can be either a webinar or a seminar. This indicates the format of your funnel and helps us understand the best way to promote it. Webinars are online events, while seminars are in-person events.

Topic

The topic of your funnel is a crucial aspect of your request. It is the main subject or theme of your event, such as Taxes In Retirement or Retirement Planning. This information helps us understand the target audience for your funnel and how to promote it effectively.

Title

The title of your request is the name of your funnel. It should be concise and descriptive, giving potential attendees an idea of what to expect from your event. A good title can attract more attendees and increase the success of your funnel.

Seminar Type

If you have requested a seminar, you will also need to indicate the type of seminar you want to host. This can be educational, dinner, or lunch & learn. Each type of seminar has its own unique benefits and can help you reach different audiences.

Venue

The venue is the location where your seminar will take place. It can be a physical location or an online platform for webinars. Choosing the right venue is crucial as it can impact the attendance and success of your event.

Age To Target

Knowing your target audience is essential for any marketing campaign. The age range you want to target for your funnel is an important factor in determining the success of your event. It helps us understand the demographics of your audience and how to tailor our promotions accordingly.

Meta Budget

The Meta ad budget is the amount of money you are willing to spend on promoting your funnel. This budget is used to create targeted ads and reach a larger audience. It is important to set a realistic budget to ensure the success of your event.

Presenter Name

The presenter is the person who will be leading your event. It is important to choose a presenter who is knowledgeable and engaging to keep your audience interested. The presenter's name is also used in promotional materials to attract attendees.

CTA Link

The CTA (call to action) link is a link that directs potential attendees to take action, such as registering for your event or purchasing tickets. This link is crucial for driving conversions and should be easy to find and use.

Now that you understand the different elements of a funnel request, you can create a successful marketing campaign for your business. Remember to provide accurate and detailed information to ensure the best results for your event. If you have any further questions, please don't hesitate to contact our support team for assistance.

Leads

Leads are potential customers who have shown interest in your business by registering for a webinar or seminar. In this section, you can view all of your leads and their details, such as name, email, phone number, and the specific webinar or seminar they registered for.

If a lead has registered for a seminar and invited a guest, you can also view the guest's name here.

Viewing Leads

To view your leads, simply navigate to the "Leads" section of your account. Here, you will see a list of all your leads with their corresponding details.

If you have a large number of leads, you can use the search and filter options to find specific leads quickly.

Searching for Leads

If you know the name, email, or phone number of a lead, you can use the search bar to find them. Simply enter the information you have and click the search button.

The search results will display all leads that match your search criteria.

Filtering Leads

If you want to narrow down your leads by a specific webinar or seminar date, you can use the filter option. Select the date you want to filter by and click the filter button.

The results will display all leads who registered for a webinar or seminar on the selected date.

Exporting Leads

If you want to export your leads for further analysis or marketing purposes, you can do so by setting your search or filter parameters and clicking the export button.

The exported file will contain all the details of your leads, including their name, email, phone number, and the specific webinar or seminar they registered for.

Viewing Lead Details

If you want to view more information about a specific lead, you can do so by clicking the "open" button next to their name.

This will open a new page with all the details of that lead, including their registration information and any additional notes or comments.

Now that you know how to navigate and use the Leads section, you can easily manage and track your potential customers and turn them into loyal clients.

How to Schedule a Meeting with Your Account Manager

At our company, we want to make sure that all of our clients are satisfied with our services. That's why we offer the option to schedule a meeting with your account manager. This allows us to address any concerns or questions you may have in a more personalized and efficient manner.

Using Calendly to Schedule a Meeting

Our preferred method for scheduling meetings is through Calendly. This online scheduling tool allows you to easily view your account manager's availability and choose a time that works best for you. To schedule a meeting, simply follow these steps:

That's it! You will receive a confirmation email with all of the details for your scheduled meeting.

When to Schedule a Meeting

While we are always happy to schedule a meeting with you, we do ask that you first reach out to us via email or messenger. Many concerns or questions can be resolved without the need for a meeting, saving you time and allowing us to assist you more efficiently.

If you do need to schedule a meeting, please provide us with as much detail as possible about the topic you would like to discuss. This will allow your account manager to prepare and ensure that your meeting is as productive as possible.

We appreciate your cooperation and look forward to meeting with you!

Company

Your company profile is a great way to keep track of all the members who are a part of your company. This includes their contact details, making it easy for you to stay connected with your team.

To view your company profile, simply navigate to the "Company Profile" section on your dashboard. Here, you will see a list of all the members in your company, along with their names, email addresses, and phone numbers.

Inviting Team Members

Need to add a new member to your team? No problem! Our platform makes it easy for you to invite new team members to join your company.

To invite a team member, simply click the "Invite Team Member" button on your company profile page. This will bring up a form where you can enter the new member's name, email address, and phone number. Once you have entered all the required information, click "Send Invitation" and your team member will receive an email with instructions on how to join your company.

It's that easy! Now you can easily keep track of all your team members and stay connected with them through our platform. Happy collaborating!

How to Manage Your Billing Details

At Meta, we partner with Stripe for billing. This allows us to provide you with a secure and reliable payment process. In this article, we will explain how to access the Stripe billing portal and manage your billing details.

Accessing the Billing Portal

The Stripe billing portal is only accessible by the individual who is the primary billing contact for the company. Generally, this is the person who paid during sign up and onboarding. If you are not the primary billing contact, you will not be able to access the portal.

Updating Your Billing Details

To update your billing details, follow these simple steps:

It's that easy! If you have any trouble accessing the billing portal or updating your billing details, please don't hesitate to contact our support team for assistance.

Conclusion

Managing your billing details with Meta is simple and secure. By following the steps outlined in this article, you can easily access the Stripe billing portal and update your billing information. Thank you for choosing Meta!

Welcome to Our Help Center

Thank you for choosing Demio as your go-to platform for hosting webinars and events. We understand that sometimes you may need a little extra help navigating our client portal, and that's why we've created this help center to provide you with all the information you need.

Support Options

At Demio, we strive to provide the best support for our users. We offer multiple support options to ensure that you can reach us in the way that is most convenient for you.

Help Articles

Our help center is filled with articles to guide you through using the client portal, understanding our FAQs, and learning about the meta info and how your funnel works. We are constantly updating and adding new articles to ensure that you have all the information you need to succeed with Demio.

Support Hours

Our support team is available to assist you during the following hours:

We hope this help center provides you with all the resources you need to make the most out of your Demio experience. If you have any further questions or concerns, please don't hesitate to reach out to our support team. We are always happy to help!

Thank you for choosing Demio!

Uploading Files

Uploading files is a great way to securely share documents with others. Our platform allows you to upload a variety of file types, including video files. This article will walk you through the process of uploading files and viewing them once they have been uploaded.

Uploading Files

To upload a file, simply click on the "Upload" button located on the top right corner of your screen. This will open a window where you can select the file you wish to upload from your computer. Once you have selected the file, click "Open" and the file will begin uploading.

Once the file has been uploaded, you will see a record of it in your account. This record will include the file name, the date and time it was uploaded, and the name of the person who submitted it. This makes it easy to keep track of all the files you have uploaded.

Viewing Files

To view a file, simply click on the link for it. This will open the file in a new window, allowing you to view or download it as needed. If you need to share the file with others, you can simply copy and paste the link to send it to them.

And that's it! Uploading and viewing files on our platform is quick and easy. If you have any further questions or need assistance, please don't hesitate to reach out to our support team. We're always happy to help!

My Profile

Your profile is where you can customize your account information and make changes to your personal details. This includes uploading a profile picture, updating your name, email, and password.

Uploading a Profile Picture

To upload a profile picture, follow these steps:

Updating Your Name, Email, and Password

If you need to make changes to your name, email, or password, follow these steps:

It's important to keep your profile information up-to-date so that other users can easily identify and communicate with you. If you have any further questions about managing your profile, please don't hesitate to reach out to our support team for assistance.

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