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How to Log in to the Customer Portal. Single Sign-On will allow you to review your invoices and navigate through both your cPanel and Billing area with ease, just by logging in at https://www.hostgator.com/my-account/login.
- 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.
Jul 25, 2024 · Your Customer Portal and partner portal users appear in the role hierarchy, however, they’re external contacts who don’t need access to your organization's internal data. When setting up a Customer Portal or partner portal, you can use the Convert Portal User Access
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A customer portal is an interface (often found on a business’s website) where customers can get the help they to need to either answer questions or find resolutions to issues they might be having.
Connected to your HubSpot shared inbox, your customer portal keeps ticket conversations going between customers and reps, and gives your customers clarity on how their issues are being handled. Connect customer portals to your company’s knowledge base, customize it to match your brand's look and feel, and provide a seamless experience for ...
Provide self-service functions to your customers by setting up a customer portal. You can configure it entirely in the Dashboard, or implement more powerful features, such as multiple configurations for different customers or for connected accounts, using the API.
