Overview of using Client Connect to securely add your clients' social accounts

Client Connect allows you to manage your clients' social accounts without sharing their login details. It enables your clients to add their social media accounts as Sendible profiles via a page on your website.

Things to know

Find Client Connect in your dashboard under Profiles > Add profiles > Install Client Connect.
Client Connect allows clients to connect their social accounts to Sendible without sharing their login credentials.
Once connected, you can schedule and publish posts to those profiles.

Note: When a profile is added via Client Connect, account admins will receive an email notification. The profiles will be added to the main admin user on the account—even if the widget has been set up when logged as another user when setting up Client Connect. The main admin may need to transfer or share profiles, possibly in bulk, to other user accounts.

How to add Client Connect to a website

You can find Client Connect within your dashboard. Please follow these steps:

Go to Profiles > Add profiles, and then click the Install Client Connect box on the right side of the page.
Once prompted, enter your website domain name, for example, https://www.mywebsite.com.
Important: The target domain must be the exact site address. For example, if www is missing, then only add https://mywebsite.com.
You must include the "https://" part.
From the drop-down list, select the types of profiles you would like to add to your Client Connect widget.
Then click the Generate Code button.

Caution: Instagram Reminder and WordPress profiles cannot be added via Client Connect.
Click the Copy To Clipboard button and paste it into your website. Once you've copied it, click the Done button to close the window.
Your Client Connect widget with the selected profile types will now appear on your website. Your clients can use it to add their social profiles to Sendible.

Caution: If you are embedding the code into a Wix blog when you are in edit mode, you will receive the error 'Client Connect is not available on this domain'. However, once you publish the page, the widget will display.

Tip: All profiles added through Client Connect will appear under the main admin's 'My profiles' list.

Note: Sendible only provides the widget code; we do not provide support for installing or customising it.

How clients use Client Connect

Share the URL of the web page you've embedded the widget code on, and your clients can click on the desired social platform to add their credentials in the same way you would add them directly to Sendible. See the appropriate articles for further details on how that works.

FAQs

Can I change how the buttons look?

For the best experience with Client Connect, we recommend adding styling to the connect buttons through CSS.

Client Connect appears as a button (or buttons) with text and a logo identifying the profile. The widget includes basic CSS styling to improve the button's appearance. You can decide to use these styles or create your own.

Can I have more than one Client Connect widget?

Yes, having one Client Connect widget on more than one domain is possible. Separate the desired domains with a comma in the 'Target domain field'.

Note: The widget will be identical on all the specified domains; you cannot customise the selected profiles by domain.

Does the client need to be a Sendible user to add profiles?

The client does not need to have their own specific user account. By default, profiles added via Client Connect are always added to the main admin user's account. You can then share or transfer those profiles with other admins or team members on the account as required for your business needs.

Can I change the email address for Client Connect profile reconnection notifications?

When a profile is added via Client Connect, there is a prompt to add an email address. If that profile ever needs to be reconnected, Sendible will send an email with a reconnection link to that email address so that the person can reconnect the profile without having to log into the dashboard. At the present time, you cannot change that email address.

If the email address used to add the profile through Client Connect is no longer accessible and the profile requires reconnection, it is possible to copy the reconnection URL from the 'My profiles' dashboard and send it to the client's new email address and reconnect that way.

Is there a way of tracking which users have set up their profiles?

Sendible will email the main admin when someone adds a profile through Client Connect.

What happens when profiles need to be reconnected via Client Connect?

When someone adds a profile via Client Connect, they will be prompted to add their email address. If the profile needs to be reconnected, the system will send an email containing a reconnection link so that the person can reconnect the profile without having to log into the Sendible dashboard.

What happens if someone adds a profile via Client Connect for a social account that was already in Sendible?

In this case, Sendible will update the profile if the same exact settings are used, but even if one change is made, it will create a duplicate profile.

If the profile is being added for an account that was previously set up as a profile via Client Connect AND all the settings are the same, Sendible will update the existing profile.
If the profile is being added for an account that was previously set up as a profile via Client Connect BUT the settings differ from the previous profile setup, Sendible will create a second profile.

Can you specify which user account Client Connect profiles are added to?

No. Currently, by default, profiles are added to the main admin account. Even if you generate the widget code from another account under the company, the profiles will be added to the main admin account.

However, the main admin can share or transfer profiles to other admins or team members as required by the business needs.

Have more questions?

We'd be happy to help!

Please submit a support ticket with your questions. Providing screenshots or a video to explain what you expected or wanted will help get answers more quickly!