GroupMetrics allows you provide ‘Client Access’ to your GroupMetrics Campaigns.

Once you sign into your GroupMetrics Account.
From your User Account drop down menu, Click on “My Account” (top right corner).

 

GroupMetrics Client Access

Click on “Client Access”

Adding a Client will immediately send them a notification email with their username and an auto generated password.

If you need to test out the client functionality before this, you can add yourself as a client, then go to the client access area and log in.

GroupMetrics Client Access

Enter your ‘Client’s Name’
Enter your ‘Client’s Email’
Enter ‘Your Title’ or Company Name

Then Click on ‘Add’.

Finally you need to assign the Client Access to whichever of your Campaigns you want them to view.

Simply Click on the “Client Name” to assign access to the Campaigns.

GroupMetrics Client Access

Under Campaign Name in the drop down menu, you can select the Campaigns you wish to give access to by clicking on the Add Button.

You can also enable access to

– Compare Campaigns
– Download PDF Reports
– Download CSV Data

Here you can also :

Delete Client
Resend Login Details to Client

The Client can then Login Via the GroupMetrics Website to view the Campaign(s).

GroupMetrics Client Access

Once logged in they can View any Campaign they have Access to.

Here is an example of what they will see.

GroupMetrics Client Access

Note : They can also Download this to a CSV File or a PDF File.

As always, if you have any questions or need some help along the way, don’t hesitate to contact our technical support team.

Comments are closed.