Eight Digit Media

Chris Ross

Everything you need to know about navigating our client portal.

Client Portal

A quick map of where everything lives in your portal.

Finding Your Way Around the Portal

A quick roadmap of everything new in your portal — and where to do things now, with links to short how-tos.

What's New in Your Updated Portal

A tour of your portal Home dashboard — your campaign snapshot and quick actions.

Your Dashboard at a Glance

Portal Basics

How to request a new webinar or seminar campaign from your client portal, step by step.

Submitting a New Event Request

The questions on your sign-up form, and the options inside each dropdown, are fully customizable — add, remove, or reword them (including an opt-out like "Prefer not to disclose") with…

Customizing Your Registration Form

Need a date sooner than the normal lead time? Your account manager can issue a one-time bypass code that lets you submit the request anyway — here's how to get…

Submitting a Late Request (Bypass Codes)

Your event's landing page and confirmation (Thank You) page are built for you and customizable — add a video, a booking button, extra copy, or a disclosure. Send a change…

Customizing Your Landing and Confirmation Pages

How to edit an event or ask our team for any other change to a campaign.

Requesting a Change to an Event

How to check a request's status and see every change made to it.

Tracking Requests and Change History

What each request status means and how long campaigns take.

Campaign Statuses and Timelines

Where to find your landing page, confirmation page, and webinar links.

Finding Your Campaign Links

How to pause your ads, close registration, or cancel an event — and what happens next.

Pausing, Capping, or Canceling a Campaign

Requesting and Managing Events

How to unsubscribe a registrant from your automations yourself on My Leads, block a repeat sign-up, and handle opt-outs.

Removing or Blocking a Registrant

The standard texts and emails we send your registrants automatically — what goes out and when, for both seminars and webinars — plus where to read the exact wording.

What Your Registrants Receive: Emails and Texts

Why the same person — or an event you didn't expect — can show up on My Leads, what it actually means, and how to get a duplicate cleaned up.

Understanding Your Leads: Duplicates and Multiple Events

How to browse, filter, and export the registrants from your webinars and seminars.

Finding and Exporting Your Leads

How registrants confirm attendance through the automated 24-hour reminder, what the RSVP column shows, and how to avoid double-confirming.

RSVP Reminders and the RSVP Column

Why is the lead data blank for this registrant?

Leads and Registrants

How to review and approve your ad copy, creative, and final campaign proofs.

Reviewing and Approving Proofs

View, copy, and download the ad copy and creatives approved for your campaigns — and request removal of anything you no longer want us using.

Your Ad Library

How to read your event performance, registrations, and attendance in the Analytics tab.

Understanding Your Analytics

The shared space for documents between you and your account team.

Files and Resources

Where to find your leads, links, ad copy, creatives, reports, and replays — and how to request the rest.

Getting Your Campaign Assets

Proofs, Reports and Assets

Where to update your company details, personal profile, billing, and teammates.

Managing Your Account, Company, and Team

If you manage more than one company with us, how to switch between them in the portal — and what changes when you do.

Switching Between Your Companies

How to invite a new team member to your portal or remove someone, from your Company settings.

Adding or Removing a Team Member

Manage who on your team receives compliance approvals, lead-reply alerts, and portal access.

Who Gets Your Notifications and Approvals

How to manage your team staying up to date

Account, Team and Notifications

Get notified the moment a lead comes in, RSVPs, attends a webinar, or gets enriched — sent straight to Zapier, Make, your CRM, or any tool. Includes a one-click test…

Using Webhooks to Send Your Lead Events to Any CRM or Tool

Send every Calendly booking to us automatically as a booked call - one token, no Zapier. Includes the exact permissions your token needs and how to choose which meetings count.

Connect Calendly (Automatic Booked Calls)

The no-setup way to send us booked calls, new clients, seminar attendance, or lead ratings — upload a CSV right in the portal. Includes the exact template for each type…

Uploading Your Conversion Data from a Spreadsheet (CSV)

How to automatically send us booked calls, new clients, seminar attendance, and lead ratings from your CRM, Calendly, Zapier, Make, or n8n — the exact data format, ready-made recipes, and…

Sending Us Your Conversion Data (Booked Calls, Clients, Attendance)

Learn how to send and receive data to your client portal

Integrations & Apps

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

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