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Customer Portal When you originally signed up for your account, you received a Welcome Email containing your Customer Portal login and cPanel login information. For security reasons, the login information for the billing area is different from your hosting control panel.
- Connect A Domain
- Set Up Login and Authentication
- Customize Consent to Process Language
- Set Up Ticket Filters and Manage Access
- Select A Default Inbox
- Customize Ticket Templates and Branding
- Add A Support Form to Your Customer Portal
- Turn on A Customer Portal
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You can edit the URL slug in your customer portal settings. If you don't already have a domain set up for your knowledge base, you can connect one from your Customer Portal settings: 1. In your HubSpot account, click the settings settings iconin the top navigation bar. 2. On the General tab, under Customer Portal URL, click Connect Customer Portal ...
Your customers must login to access their customer portal. You can either require member registration to access the portal or provision access using single sign-on (SSO).
If you're allowing customers to self-register to access their customer portal, you should configure your consent notice to let them know how you will be using their data. Please note:while these features live in HubSpot, your legal team is the best resource to give you compliance advice for your specific situation. 1. In your HubSpot account, navig...
Using filters, you can customize which tickets appear in the customer portal. Only the tickets that meet the filter criteria selected here will appear in the customer portal. For example, if you only want the tickets created in your support pipeline to appear, you can set up a filtering rule to only include tickets in a specific pipeline. 1. In you...
You can select a default inbox for tickets in the customer portal that aren't associated to a conversation in the inbox. For example, if a customer calls your support phone line and a rep creates a ticket for the customer, the ticket will appear in the customer's portal but will not be associated with a thread in the inbox. When the customer logs i...
When a customer logs into their customer portal, they can view a list of their tickets on the listing page, then click into individual tickets to view the associated conversation. You can preview the ticket listing and detail page templates, review your branding settings, or add a support form to your portal so visitors can submit a new ticket. 1. ...
You can add a support form to your customer portal so that when a visitor is logged in, they can submit a new support request from their customer portal. A File a Support Ticketlink will appear in the customer portal navigation menu. 1. In your Customer Portal settings, click the Templates tab. 2. In the Connect a Support Form section, click the Fo...
Once you have completed the set up steps, you can turn on your customer portal by clicking to toggle the switch ON. Any messages sent from the customer portal to your team will appear in the conversations inbox and appear as an email engagement on the record's timeline.
Learn how to create a customer portal where customers can view, open, and reply to their support tickets. Follow the steps to connect a domain, set up login and authentication, customize consent to process, and manage ticket filters.
Mar 18, 2024 · Learn how to create, customize, and manage customer portals with Salesforce. This guide covers topics such as portal setup, user access, sharing sets, single sign-on, and more.
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1 day ago · If a customer portal has too many components or is hard to navigate, the customer won’t adopt it – they’ll leave and find another business with a more intuitive, personalised portal. By understanding what you’re trying to achieve and what your customers want, you can then create a portal that people will continuously log into and use – even before considering an agent.
- Proactively support customers. A customer portal can empower a business to proactively support its customers, rather than waiting for them to reach out for help, after issues arise.
- Better engage customers through education and community. A customer portal fosters customer engagement through education and community by bringing your knowledge base and community forum together, from a single access point.
- Enable always-on support. As customers’ appetite for immediate responses grows—51 percent expect a response in under five minutes on the phone and 28 percent expect the same on live chat—support teams are facing more pressure to provide always-on help.
- Foster a feedback loop. Customer portals can help your business improve your customer focus by fostering a feedback loop between you and your customers.
Learn how to create a customer portal with HubSpot Service Hub to empower customers to self-serve and minimize repetitive tasks for your team. Connect your help desk, knowledge base, and customize your portal without coding.
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