Give clients a one-stop destination where they can provide information and feedback during the initial site buildout and submit support requests once their website is live.
After downloading the plugin file, log in to your WordPress admin dashboard, click “Plugins” and then “Upload Plugin.” Drag the ZIP folder into the upload window and click “Install Now.”
Go to Settings > Client Portal and follow the instructions to add your team’s Motion.io API key. Then, select the Motion.io project you’d like to use and enter the URL of the web page you plan to embed the client portal on.
Open the WordPress editor for the page you specified in the plugin settings, and add a new shortcode block to the page. Enter the Motion.io portal shortcode and save or publish the page.
Learn the platform in less than an hour. Start elevating your client experience in less than a day.