Eight Digit Media

What's changed in the updated portal, and where to find things.

What's New in Your Updated Portal

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

Submitting a New Event Request

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

Your Dashboard at a Glance

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

Finding and Exporting Your Leads

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

Managing Your Account, Company, and Team

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

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

Getting Your Campaign Assets

How to remove someone from an event, stop their reminders, or block a repeat registrant.

Removing or Blocking a Registrant

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

Who Gets Your Notifications and Approvals

Why is the lead data blank for this registrant?

Chris Ross

Everything you need to know about navigating our client portal.

Client Portal

Find answers and get help from Intercom Support and Community Experts

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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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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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