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Add More Functionality to Your Portal With Extensions
Add More Functionality to Your Portal With Extensions

Extensions are a way to add extra functionality to your portal by embedding other tools and apps in your client portal..

Gabriel Lecointere avatar
Written by Gabriel Lecointere
Updated over 8 months ago

Extensions are a way to add extra functionality to your portal by embedding other tools from your stack.

With extensions you can bring together other apps you use under your ManyRequests portal to provide a great and integrated customer experience.

Here's a quick video:

How do extensions work?

Extensions allow you to embed other apps into ManyRequests.

Once you enable an extension, a new link will show up in the navigation sidebar and it will lead to a page where the extension lives.

Think of embedding Calendly pages to allow clients to book calls, ClickUp views to give your clients an overview of a project status, etc. With extensions, sky is the limit for what you can integrate into your clients experience.

Here's an example (from a client perspective) of a Calendly integration:

Extension types

When enabling an extension, you can choose between two types: Global and Local.

Global extensions

Global extensions present the same content or page to all of your clients. Think of resources you want to share across all your clients like a Calendly page to book a call, a YouTube educational video or an Airtable form.

Local extensions

Local extensions present unique content to each client. After enabling a local extension you need to "connect" each client to the right content or page you want to make available to them. Think of a ClickUp project where your client can stay on top of its progress or a SEO report data studio dashboard for each client.

Enabling extensions

To enable an extension go the Modules and Extensions section on Portal > Modules and Extensions. You only need the URL or the embed code snippet of the page or app you want to use. Find below instructions for each of the initial group of extensions we support.

  • AgencyAnalytics: Embed Automated Client Reports within ManyRequests with AgencyAnalytics. To enable AgencyAnalytics as an extension, you will need the shareable link from a Dashboard. You can learn more here.

  • Airtable: Embed tables and forms for project status reports or capturing user data. To enable Airtable as an extension, you will need the embed code snippet for the view, base or form you want to embed. You can learn more here.

  • Calendly: Allow users to book calls from your Portal with the Calendly Extension. To enable Calendly as an extension, you only need the URL of the calendar you want to use.

  • ClickUp: Embed ClickUp views to keep your clients aware of projects progress. To enable ClickUp as an extension, you will need the embed code snippet for the view you want to embed. You can learn more.

  • Google Data Studio: Keep your users in the loop with Data Studio Reports and Metric Dashboards. For enabling Google Data Studio as an extension, you will need the embed code snippet for the dashboard you want to embed.

  • Google Sheets: Embed Google Sheets in your Portal for Ideal for project status reports or metrics. To enable Google Sheets as an extension, you only need the URL of the sheet you want to use and set it to public by clicking "Publish to the Web".

  • Hubspot Meetings: Allow users to book calls from your Portal with the Hubspot Meetings Extension. To enable Hubspot Meetings as an extension, you only need the URL of the booking calendar you want to use.

  • Jotform: Embed Jotform Forms within your portal to capture clients data. To add Jotform forms as an extension, you'll need to get the Public form Link that's available after you "publish" the form.

  • Monday.com: Embed Monday.com views and keep your clients aware of projects progress. To enable Monday.com as an extension, you will need the embed code snippet for the view you want to embed. You can learn more here.

  • SERanking: Use SERanking to embed Client Automated Reports within ManyRequests. To enable this extension, you need to get a guest link. You can find your Project's guest link going to Select a project → go to Rankings/Analytics & Traffic/My Competitors → Guest link.

  • Typeform: Embed Typeform Forms within your portal to capture clients data. To add Typeform forms as an extension, you'll need to Inline Standard Embed snippet. You can learn how to get it here.

  • YouTube: Embed marketing or educational videos and playlists from YouTube in your Portal. To enable YouTube as an extension, you will need the embed code snippet for the video or playlist. You can learn more here.

If you have ideas for extensions that would make your life easier, make sure to let us know in the live chat.

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