In today's dynamic business landscape, maintaining effective communication with clients is paramount for success. However, the process of onboarding clients to a portal system can sometimes be cumbersome, requiring multiple authentication steps and user registrations. This article explores the concept of Gradual Client Engagement—a seamless approach to client onboarding that enhances communication while simplifying the portal access process.

The Evolution of Client Engagement

Traditionally, onboarding clients to a portal system involved complex authentication procedures and user registrations. However, the gradual client engagement approach revolutionizes this process by seamlessly integrating clients into the portal ecosystem directly from email conversations. 
Clients can access their portal account directly from the email link, enhancing their interaction with the business while eliminating unnecessary barriers to entry. 

How It Works

Imagine you're a business employee communicating with a client via email. With gradual client engagement, you can continue this communication seamlessly while implicitly adding the client to the portal system. This is achieved through a passwordless Magic Link embedded within the email, granting the client access to their portal account with a simple click. 

What are Magic Links?

Magic Links operate on a simple principle: they provide users with a seamless way to access their accounts without the need for passwords or complex authentication procedures. Similar to a one-time password (OTP), Magic Links are sent to the user's email address and act as a secure gateway to their account.

The gradual client engagement flow

Let's break down the entire user flow into easy-to-understand steps:

  1. User visits Clientele portal: The user navigates to the application and adds a client with verified email and phone number. 

  2. Client Welcome message: User navigates to 'Messages' page and starts drafting a message by clicking 'New Message' button.

  3. Email Entry: The Message modal prompts the user to enter the client's email address. The user inputs the client's email address into the designated field.

  4. Add Magic Links : Into the description box, user adds the Magic link(s) of his/her Documents/ Home page/ Messages page. The application generates a unique token for the Magic Link and forms the link. 

  5. Click Send: The application sends the Magic Link URL to the client's email address. For detailed insights of how a user can send message, visit here > How to send a secure message.

  6. Email Click: The client opens their email and clicks on the Magic Link.

  7. Endpoint Reception: The application receives the query at the Magic Link endpoint and logs the client in without requesting any password.


By embedding Magic Links within email conversations, businesses can effortlessly integrate clients into the portal system, eliminating the need for cumbersome registrations or authentication processes. 


Optional Permanent Registration

At later stages, clients have the option to register permanently with a password, further enhancing their portal experience. This optional registration provides additional security and access control while preserving the seamless nature of the client engagement process.

Conclusion

Gradual client engagement represents a paradigm shift in client onboarding, offering a seamless approach to portal access that enhances communication and fosters stronger client relationships. By integrating clients into the portal ecosystem directly from email conversations, businesses can streamline the onboarding process while providing clients with a frictionless experience. Embrace the power of gradual client engagement and revolutionize the way you interact with your clients today.