Applications leverage the process that you pre-defined in a template. Applications are also called 'Client applications' although the recipient can be anyone you work with. In a nutshell, a recipient starts an application once they join the application portal or when you manually invite them via email as explained in this tutorial.

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In this tutorial, we will cover the following topics. 

  • How application & portals work
  • Publishing your application portal
  • What is the reference number
  • Closing a portal after the deadline
  • Avoiding duplicate submissions
  • Adding custom fields on the application portal
  • 🆘Questions/Answers🆘

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  • How application & portals work

An application portal or Client portal if you prefer, is a secure (and mobile-friendly) place where you recipients (clients, tenants, providers, suppliers, hires) can log in to access the things you need them to provide.
Application portals are therefore process or service based not client based like some client portals. 

  • Publishing your application portals

It's very easy to publish your application portal. Go to Resources>Client portals where you'll find our builder

Step 1: Decide how recipients should access it
If you pick from a Branded Clust page, your portal will be hosted on a Clust page. You can always customize your domain name so they don't see Clust on the portal.

Step 2: Set up your portal
Choose with template will drive the experience and who in your team should be the owner of incoming applications.
Define whether of not you want to color tag these incoming applications using Clust folders. 

Step 3: Grab your portal URL
Grab your portal access URL on the right side and share it with the world or put it on your website, social medias online ads or email signature.

  • What is the reference number

When accessing your portal, recipients will receive an automated email notification from Clust with a reference number. This reference will be required to log back into their portal. It's not possible today to customize this email.

  • Closing a portal after the deadline

When editing a template in Configuration>Timeframe & Stages you may have seen an option allowing you to block a 'template'. This will automatically block access to your application portal when the defined deadline is reached.

  • Avoiding duplicate submissions

If you do not want clients to join several times your defined process aka application portals. You can activate the related parameter from the Resources>Client portals page before you grab and publish your link.

  • Adding custom fields on the portal page

There are 3 essentials fields needing to be filled out in order to enter the application portal: email, first and last name.
These 3 fields cannot be deactivated. 

However, you can ask for more information. In order to keep your conversion rates high, we want to keep the list of additional information to the strict minimum. You can always create an online form to ask for more information once the client as started an application.

Go to your Template then Configuration> General to activate additional fields.
You can also create another field or even a dropdown where recipients can choose from. 

- Collect phone number: will allow recipients to enter their phone number which can be useful if you've activated the SMS Notifications Booster.

-Collect company name: will ask recipients for their company name when they land on the portal page

-Collect custom information: This could be anything else you want to capture. Eg. Log number for example. 

-Collect answer from dropdown: List there the different possibilities from which recipients should pick an answer.

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