• Adding users to your customer portal

    This guide will walk you through adding new users to your customer portal as well as importing users from a CSV file.

  • Update the Help Page content

    This guide will show you how to update the content that your customer sees when they click on the Help link from the sidebar menu.

  • Allowing the portal to send emails through your domain

    Your Customer Portal may send emails such as welcome emails, order confirmations, or other types of correspondence to your customer or your employees. We use an email sending service from Amazon (Amazon SES) to send the emails from the portal. In order to send emails from your own domain, you…

  • Custom Fields

    You can add custom fields to the portal that can be used to collect additional information during checkout or added to contact us forms. You can specify the type of field input to use from these options: Text Field Paragraph Input Yes/No Drop Down Options Multiple Select Options You can…

  • Understanding Custom Order Status

    You have complete control over what you want your customers to see in the Order Status fields on the order. This information can be based on the Order Status field from Acctivate or a combination of the Order Status and Work Flow Status (if you use this module). For each…

  • Understanding Stock Availability Messages

    You have complete control over what your customers see about the quantity of products you have available. There are several options available: Hide the Stock Availability column on all pages Setting the “Show Inventory Availability” option to No will completely hide the Stock Availability column on all pages. Show the…

  • Headings and Subheadings

    The headings and subheading paragraphs that show above the order and invoice lists are completely customizable in case you need to provide disclaimers or instructions to your customers. You can leave the information at the default values or write your own headings and subheadings. Customizable headings are available for the…

  • Custom Contact Forms

    You can create custom forms for your customers to use to submit any type of support or service request. Common form types are: Warranty Registration Warranty Request RMA Issue with Order Service Call Request Billing Issue Change or Cancel an Order (there are special considerations for this listed below) Request…

  • Designing your Contact Us Page

    Included in your portal is a Contact Us page where you can include company contact information and also set up forms for customers to use to communicate with you. There are two sections on the Contact Us page where you will define the content you want to display.

  • Logos and Icons Used in the Portal

    The customer and rep portals allow you to style the site and its emails to complement your brand. There are several images that you can upload for various uses in the portals. Primary Logo The primary logo is used on the login landing page and, optionally, in the system generated…