Navigating the Synx Growth Portal

We'll dive into what the Synx Growth Portal is, how to use it, and what to expect.

What is the Synx Growth Portal?

The Synx Growth Portal was developed with your experience in mind. We wanted to develop a platform our customers (and prospective customers) could use to gain information related to their programmes with Synx. 

A typical program with us, whether it be onboarding or an always-on retainer, will undoubtedly come with a lot of communication and touchpoints. Our end goal in developing the portal was to help eliminate some of those emails and make your time with us as seamless as possible. (Not, that we don't want to talk to you, because we do! We just want to make your experience as enjoyable as can be 😀)

So, in a nutshell, the growth portal is your one-stop shop for project-related tasks, deliverables, assets, and even can be used to communicate with us. 

How to use the Synx Growth Portal

First things first, sign up! 

If you did not receive your account sign up information and confirmation, please whitelist these IP addresses 

54.174.60.0/23143.244.80.0/2018.208.124.128/2554.174.53.128/30158.247.16.0/2054.174.59.0/2454.174.63.0/243.93.157.0/2454.174.52.0/24139.180.17.0/2454.174.57.0/24)

Sign up complete? ✔️

Once you're logged in, your initial dashboard screen will look like the following image. 

This is the homepage of our portal and from here you can navigate through different sections of our portal by using the menu on the left-hand side of the screen or the icon boxes in the dashboard. 

Latest Notifications

Our goal is to have lines of open communication going with you and with the help of the growth portal, we can streamline those communication efforts there. When working with us on a project or retainer, we will input our project notes, items needed, etc. here so you can login to review and chat with us. 

Don't worry about always needing to be logged in to see a new note. We'll ensure that when the notes are updated, you're notified by email like the image below. 

Keep scrolling past the icons and you will notice your company's goals and metrics that we defined together during our discovery phase. Putting these into the growth portal keeps us both in check and on track with what we're hoping to achieve. 

Lastly, you will notice there is a chatbox embedded on the page. Looking to get ahold of your Strategic Account Manager? Simply pop your message into the box.

Contracts 

The contracts dashboard is meant to give you insight into what existing and past work you have with Synx. You'll see the name of the contract, the dates, the type--retainer or project--and the cost. 

Projects are once-off, fixed-fee pieces of work whereas retainers are ongoing partnerships, paid monthly. They give clients access to a range of marketing, sales and service activities across their customer journey, and provide flexibility for the scope of work. 

Projects - Epics

This section of the portal is where you'll get all of the details related to the body of work you have open with Synx. It is divided into two sections--the project - epic overview and what deliverables are related to open projects - epics.

You will also have the ability to show 'Closed Projects' and 'Closed Deliverables' by clicking on the three dots in the top right hand corner of each table. 

With projects, you will notice the dates surrounding the project, the amount of points assigned to the project, the risk level, and where it is within our current process. This is a good place to check to see how your project is progressing. 

What do points mean?

Points are the units of measurement we use for expressing an estimate of the overall effort required to implement a project. We take into account the complexity, amount of effort required, number of resources needed, potential risks and how much time it will take to complete the task.  This is then broken down further in the actual deliverables related to the project as you will see in the second table. 

The deliverables table is set up almost the same except it is broken down to points, due date, the project the deliverable falls under, and wherein our production studio it sits. 

As projects and deliverables move throughout our internal processes, you will be sent emails alerting you of such. Any questions or concerns related to these items can be taken up with your Strategic Account Manager through the chat section of the portal. 

Business Assets

When we develop pieces of work for your business, we want to ensure you have readily available access to those assets when you need them. That's where the Business Assets dashboard of our portal will come in handy. 

In here you will be able to view and download all assets we have put together for you. The assets will be broken down by category and the go live date as you can see in the picture above. 

Get Support

Looking for help from one of our team members? Head to the Get Support tab where you'll be able to fill out a form with your request. Additionally, you'll be able to see any open support tickets you have and where they sit with our team. 

Growth Toolbox

Our mission is to help your business grow better. With that being said, we have put together a few assets you and your team can download and use. You'll find those under the Growth Toolbox section of the portal. 

HubSpot Tips + Tricks

In this section of the portal, you will find videos we have put together to help you with learning and setting up HubSpot. Stay tuned to this space as we continue to develop it with more videos ranging across a variety of topics like account setup to more complex reports. 

We will categorize the videos by HubSpot Hubs and organisational divisions. 

Update Profile

This one might be a bit self-explanatory, but we'll quickly run through why it's important for you to fill it out.

It all comes back to the customer experience. We want to ensure we deliver the best experience for you and by filling out this information we not only get to know you better, we get insight into what we can do to help you achieve your goals. 

An added bonus? You might get some free swag.