The Portal
Administrator Login
The Portal
Finish setting up your staff account.
The Portal
Administration
CRM
Contacts, customers and ticket buyers
Calendar
Events, meetings and deadlines
Inbox
Instagram and TikTok conversations
Analytics
Customers, events, revenue and promo performance
Events
POSH buyers, event dashboards and customer lists
Door Mode
Fast attendee lookup and event check-in
Editors
Private footage downloads for Owners and Editors
Staff
Roles, access and customer-tag settings
SMS Center
Staff reminders and opted-in customer messaging
Audit Log
Track important actions inside Portal Admin
Live Overview
Next Event
Recent Activity
Analytics
POSH customer and event performance
Customer Breakdown
| Customer | Orders | Events Booked | Tickets | Total Spend | Last Purchase |
|---|---|---|---|---|---|
| Loading... | |||||
Event Performance
| Event | Orders | Buyers | Tickets | Revenue | Avg. Order |
|---|---|---|---|---|---|
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Promo Codes
| Promo Code | Uses | Revenue |
|---|---|---|
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Promotion Comparison & Intelligence
Automatic visit tracking and POSH order attribution are now available below. The earlier manual analytics form is retained for legacy data.
Compare POSH tracking links across channels and events. Import a CSV or enter figures manually. Entries are saved only in this browser, not synced to POSH or Supabase.
| Link / Campaign | Event | Method | Visits | RSVPs | Check-ins | Conversion | Cost / Check-in | Score | |
|---|---|---|---|---|---|---|---|---|---|
| No tracking links added yet. | |||||||||
Effectiveness Analysis
Scores combine RSVP conversion (25%), verified check-in rate (35%), cost efficiency (25%) and attributed attendance volume (15%) when those inputs are available. Missing check-in/spend inputs reduce evidence coverage rather than being treated as zero performance. Rankings compare only links with comparable reported metrics.
Add tracking link data to generate evidence-based recommendations.
Automatic Campaign Tracking
Create a trackable redirect to a POSH event. Use the corresponding POSH tracking link as the destination so POSH orders can also be attributed. Clicks are recorded automatically in Supabase. POSH orders sync through the existing webhook.
| Campaign | Event | Link | Tracked clicks | POSH orders | Tickets | Order conversion* | Spend / order |
|---|---|---|---|---|---|---|---|
| Load Promotion Intelligence to view campaigns. | |||||||
*Order conversion is orders attributed by POSH divided by Portal-recorded clicks. POSH attribution may include orders that came through another URL, and a single buyer can place multiple orders. Treat this as a directional metric, not verified visitor-to-purchase conversion.
POSH Data Sync Health
Displays database totals by event so you can compare against POSH. Orders are not ticket counts. The current webhook only processes new_order events; cancellations/refunds are not guaranteed current. Compare event-level figures against the POSH dashboard before relying on performance calculations.
| POSH Event | Orders in Supabase | Tickets booked | Attributed orders | Cancelled / refunded | Last purchase |
|---|---|---|---|---|---|
| Loading... | |||||
Legacy manual tracking-link results
Note: Visits and attributed RSVPs must come from matching tracking-link reports. Check-ins and revenue should only be filled when attribution is verified. For free tickets, enter $0 revenue only if verified; leave blank if unknown. RSVP counts may exceed visits for multi-ticket orders.
Search Everything
Contacts, Instagram usernames, email, phone, POSH orders and events
Events
Portal events, RSVP automation, POSH customers and check-ins
Portal Events
Manage event details, Calendar sync and Instagram RSVP automation.
Portal Event
Instagram comment-to-POSH conversion tracking.
| Source Post | Comment | Commented | Public Reply | DM | POSH RSVP | Order | |
|---|---|---|---|---|---|---|---|
| No RSVP activity loaded. | |||||||
Add Portal Event
{{POSH_URL}} will be replaced with this event's POSH link.
Unmatched POSH RSVPs
Manually connect a POSH RSVP when the attendee used a different Instagram handle.
All POSH Events — Including Historical Events
Ticket buyers, revenue and event attendance pulled from POSH.
Door Mode
Fast attendee lookup and check-in
SMS Center
The Portal • Twilio + Supabase
Campaigns are saved once to a server-side queue after checking owner/admin access and consent. Live campaign delivery is not enabled yet. Toll-free verification is required for live US/Canada messaging.
Compose Message
Choose recipients above, or enter a manual number for testing. Recipient consent is checked by the server when submitting. Maximum 250 recipients per submission.
0 / 1600 characters • Include your identity and STOP information.
System Details
Twilio number: (855) 814-8354
Customer signup: text PORTAL, then YES. Staff reminders require separate staff consent.
Select up to 250 opted-in recipients per campaign. Campaigns are held in the server queue; automatic dispatch, scheduling, and delivery callbacks are not yet enabled.
Campaign History
Staff
Portal Admin roles and CRM automation settings
Staff SMS Registration
Staff register through the Staff SMS Registration Form. Owners and Admins can verify a submitted form and activate staff reminders under Staff Accounts. A checked staff profile box alone does not prove consent.
Invite Staff
Enter their email and role. The Portal will email them a secure invite so they can create their own password.
Staff Accounts
Role Permissions
Owners can choose which Portal Admin sections each staff role can access. Owner access is always full and cannot be disabled.
Automatic Tag Settings
Audit Log
Recent important actions inside Portal Admin
CRM
Contacts and customers
Filters
Possible Duplicates
Contacts are flagged when they share an email, phone number, or Instagram username. Choose which contact to keep. POSH history, Instagram links, tags, and missing contact information will be moved into the contact you keep.
Tags
Contact Preferences
Activity Timeline
POSH History
Add Contact
Edit Contact
Calendar
Events, meetings and deadlines
Add Event
Owners always have access. People still need Calendar permission for their role.
SMS Reminders
Text selected staff at a scheduled date and time.
Add SMS Reminder
Edit Event
Owners always have access. People still need Calendar permission for their role.
Inbox
Instagram and TikTok conversations
Select a conversation
Incoming Instagram and TikTok conversations will appear here once the accounts are connected.
Instagram replies are available for conversations Meta currently allows you to message.