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3.2.1 Bundle Pages

What are Bundle Pages?

With Bundle Pages you can create unlimited pages and add specific Bundles to each page. By default, all your Bundles will appear on the URL https://agency.clientrol.com/username/bundle

Bundle Pages allow you to create pages and assign Bundles to each page. For example, you might want to separate Support Bundles from Marketing Bundles or if you wanted to create Bundles for a specific Client.

How do I create a Bundle Page?

Admin Dashboard > Retainers > Bundle Plans

Create a New Bundle Page by selecting Create New Bundle Page.

Enter the following information

  • Bundle Page Name: The name of your page
  • URL Name: The url generated will use the Bundle Page Name, both can be changed.
  • Status: Publish or Unpublished the Bundle Page
  • Description: A Public view description of the Bundle Page

Select Save or Save & Exit to Finish. Your Bundle Page will now be created, the URL to view will be the URL name.

How do I view the Bundles assigned to a Bundle page?

Select the Drop down filter to view a Bundle Page and the Bundles assigned to it.

 

How do I link it to my website?

You can create a Button on your website linking directly to the Page URL generated in Clientrol.

If you want to use your own domain, please contact: support@clientrol.com and we will get it setup for you.