For clients: find your way around your portal
See what your agency is working on, what is waiting for you, and how your website is performing.
The written steps below are complete. The Video script tab shows exactly what the video will cover.
Your agency invited you so you can follow the work without asking for updates. The portal shows what needs your decision, what was done this month and how your website is doing.
By the end you can
- Accept the invitation and sign in
- Find what is waiting for your review
- Read the performance summary and download a report
Screens used
- Your project portal
Steps
- 1
Accept the invitation
On: Invitation emailOpen the invitation email from your agency and follow its link. Create your account with the same email address the invitation was sent to. The link works for 7 days.
You should see: Your project portal opens.
- 2
Check what is waiting for you
On: PortalAwaiting your review at the top lists anything that needs your decision, such as an article to approve.
You should see: A list of items, or nothing waiting.
- 3
Read the performance summary
On: PortalPerformance summary shows how many times people clicked through to your website from search in the last 7 days, and visits and conversions in the last 30. See dashboard opens the detail.
You should see: Recent numbers for your website.
- 4
See this month's work
On: PortalThis month's work shows what was published and what is in progress. Coming up shows what is planned next.
You should see: You know what your agency did this month.
- 5
Download a report
On: PortalUnder Monthly reports press Download on a month.
You should see: The report for that month downloads.
Tips
- On a phone your bottom bar has Projects, Requests, Messages and Account.
- Use Messages to ask your agency a question about the project.
Troubleshooting
- The invitation link has expired.
- Ask your agency to send a new invitation.
One row per shot, in the same order as the guide. Estimated length 2:04, recorded signed in as Client. Use made-up data only. How to record
Say: For clients: find your way around your portal. See what your agency is working on, what is waiting for you, and how your website is performing.
Hold until you see: Lesson title on screen for three seconds.
Say: Open the invitation email from your agency and follow its link. Create your account with the same email address the invitation was sent to. The link works for 7 days.
Hold until you see: Your project portal opens.
Say: Awaiting your review at the top lists anything that needs your decision, such as an article to approve.
Hold until you see: A list of items, or nothing waiting.
Say: Performance summary shows how many times people clicked through to your website from search in the last 7 days, and visits and conversions in the last 30. See dashboard opens the detail.
Hold until you see: Recent numbers for your website.
Say: This month's work shows what was published and what is in progress. Coming up shows what is planned next.
Hold until you see: You know what your agency did this month.
Say: Under Monthly reports press Download on a month.
Hold until you see: The report for that month downloads.
Say: That is for clients: find your way around your portal. The written steps are on this lesson's page in the ItzSEO course.
Hold until you see: End card with the lesson link.
Mark it complete to keep your place in the course.
Related lessons
Send a request with what you need, when you need it and how urgent it is.
Preview the client's view of a project: items awaiting review, performance, this month's work and monthly reports.
Read an article your agency wrote for you, then approve it for publishing or say what should change.