ClientPortal Builder Enhancement Pack

The ClientPortal Builder Enhancement Pack introduces several upgrades designed to streamline the launch and management of your branded mobile applications. These improvements focus on reducing setup time, managing subscription lifecycles more effectively, and automating key processes to help you launch faster and retain clients longer.

Key Benefits of the Enhancement Pack

This collection of features provides several core advantages for agencies and their clients:

• Faster App Launches: Guided onboarding assistance helps you complete the setup process more quickly.
• Improved Communication: Clear in-app messaging keeps end-users informed about their subscription status.
• Enhanced Automation: Better webhook integrations and automated subscription handling reduce manual work.
• Simplified Recovery: Streamlined processes make it easier to reactivate paused or cancelled apps.
• Actionable Insights: Capturing cancellation reasons provides valuable feedback for improving your service.

Guided Onboarding: Book a Call

Agencies can now schedule a guided setup session directly from within the ClientPortal Builder. This option is ideal for first-time launches or when you need expert assistance to navigate the submission requirements for app stores.

What to Prepare Before Your Call:

• Your desired app name and brand colors.
• Logo files, app icons in required sizes, and splash screen images.
• Access to your Apple App Store and Google Play developer accounts.
• Any necessary legal details, bundle IDs, or compliance information.

To use this feature, navigate to your branded app project within the ClientPortal Builder and select the Book a Call option. Choose an available time, confirm your contact details, and submit the request. Having your assets ready beforehand will make the session more productive.

Proactive Status Management: The Cancelled from Live Screen

When a user's subscription is paused or cancelled, they will now see a clear status screen within the branded app itself. This screen informs them that the app is no longer live and that action is required to restore access. It also emphasizes the impact on their customers, encouraging prompt renewal.

What Users Should Do:

• Follow the on-screen instructions to renew or resume their subscription.
• If needed, use the provided links to contact their agency or support for assistance.

After a successful payment, the status screen will disappear, and the app will function normally again.

Re-subscription Handling for Churned Apps

Bringing a previously cancelled app back online is now more straightforward. The system supports restoring an app to an active state while keeping subscription data, billing, and user access properly aligned. This minimizes the manual steps required for your team to reactivate a client's service.

Webhook Automation & Reselling Improvements

The enhancement pack includes more powerful webhook integrations for reselling and provisioning.

• Enhanced Reselling Webhooks: Provides cleaner integration workflows for partners managing branded apps.
• Automatic Subscription Creation: New customers can be provisioned automatically via webhook, eliminating manual setup.
• Comprehensive Lifecycle Coverage: Webhooks now better support the complete app lifecycle, including creation, pausing/cancelling, and resuming.

Implementation Tips:

• Ensure your webhook endpoints are secure and idempotent (able to handle duplicate calls safely).
• Log all incoming payloads and your system's responses for auditing and troubleshooting.
• Thoroughly test create, resume, and cancel flows in a staging environment before going live.

Capturing Cancellation Reasons

When a user cancels their subscription through the branded app, they may be prompted to provide a reason. This qualitative feedback is invaluable for understanding churn, improving your coaching or pricing strategies, and making informed product decisions. You can use these responses for reporting, targeted outreach, and overall process improvement.

How to Set Up and Use These Features

A. Using the Guided Onboarding Call

1. Open the ClientPortal Builder in your agency account.
2. Select your specific branded app project.
3. Click the Book a Call button.
4. Choose an available date and time, confirm your contact information, and submit the request.
5. Gather all required assets (logos, icons, store account access) before your scheduled call.
6. Join the call to finalize setup and clarify the next steps for app store submission.

B. Managing Cancelled from Live States

1. If the Cancelled from Live screen appears, review the message and the noted impact on service.
2. Use the provided call-to-action (CTA) button or link to renew or resume the subscription.
3. After payment is successfully processed, relaunch the app to verify the status screen is gone.
4. If the cancellation was intentional, provide the cancellation reason if prompted to help inform future strategy.

C. Enabling Webhook-Based Automation

1. Within your external integration system, configure webhook endpoints capable of handling create, pause/cancel, and resume events.
2. Map the data from the incoming webhook payloads to the appropriate fields in your CRM or other systems.
3. Ensure your logic correctly processes each event type to automate provisioning and lifecycle management.