Topics in this article:
Assigning Roadmap Templates to a Single Transaction
Assigning Roadmap Templates to Multiple transactions
What should I do next?
Use the table of contents on the right side of the screen to jump to a particular topic.
Assigning Roadmap Templates to a Single Transaction
You can also assign roadmap templates from within individual transactions in Sisu. Once you assign a roadmap template to a transaction, a new roadmap is created in the client's Client Portal and the template's steps are applied to the roadmap.
In Sisu, go to Transactions > Transactions. This opens the Transactions screen.
Click in-line with a transaction to open it.
Click the Client Portal tab.
Click a template in the Roadmap Templates column and then click the right arrow. This adds a new roadmap in Client Portal that mirrors the chosen template. Changes are saved automatically.
Assigning Roadmap Templates to Multiple transactions
In Client Portal, you can assign multiple roadmap templates to multiple transactions at once. Once you assign a roadmap template to a transaction, a new roadmap is created in the client's Client Portal and the template's steps are applied to the roadmap.
Go to client.sisu.co/auth/login and log into Client Portal. The Dashboard opens by default.
In the Transactions section of the Dashboard, use the search bar to find a transaction. You can enter one of the following client details to pull up the transaction:
name
email
phone number
address
Click the checkboxes on the left to select multiple transactions.
ℹ️ Note
If you want to select all transactions, click the checkbox in the header next to ID.
Click the Select Roadmap Templates drop-down, and click the checkbox of any template(s) you want to associate to the transaction.
Click the Assign button. Now when your client logs into Client Portal, they'll be able to see their personalized roadmaps (as long as it doesn't have a trigger).
What should I do next?
Next, instruct your clients to log into Client Portal by going to client.sisu.co and entering in their name, phone number, and email.
⚠️ Important Note!
In order for clients to log in, the Mobile Phone Number field and the Contact Email field must be in a Sisu form and they must contain the client's accurate information.
If you have a branded Client Portal, you can send them a branded link that puts your own branding on the login screen as well.
📖 Note
For help sending your clients a branded Client Portal link, check out this article in our Knowledge Base.