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Do you like to build a WordPress customer portal?
You can build a customer portal that allows you to communicate with clients, to access info, files and support.
We’ll show you how to create your WordPress consumer portal easily in this post.
Why and who’s got a customer site for WordPress?
You can easily handle customer services online through a customer portal. This removes the need for assistance, helps consumers and gives them a stronger user experience.
For example, if you run a picture website, you can upload or download your customer files from your dashboard.
Similarly, you should use a client platform where clients have access to the files and tools they require, regardless of whether you are a graphic designer or a web design firm. In order to create a consumer portal in WordPress, any organization who wants to contact their clients online can have fun.
How to build a consumer site for WordPress?
For its consumer portal an organization has various specifications. That’s why you need a compact solution that can quickly be expanded to suit your business with other WordPress plugins.
For this guide, we’ll use MemberPress. This is the best on the market WordPress membership plugin that helps you to quickly generate membership-reserved content and create an account profile. First of all, the MemberPress plugin has to be installed and enabled. See our step-by-step guide to building a WordPress plugin for detailed information.
When you are allowed to enter your license key, please visit MemberPress »Settings. On the MemberPress website you can find this in your account. Then, go to the “Payments” tab and choose a payment option to enable membership subscriptions to be paid. Free subscription plans can also be built if you choose,or add members by yourself manually.
MemberPress sponsored PayPal and Stripe. Authorize.net can also be used for its services Plus and Pro.
You will be asked to enter your account information if you have chosen your payment form. Once done, you can save your improvements by clicking the button “Update options.”
Then you are ready to create an affiliate kit. You should connect your consumers to this subscription kit.
Only click the Add New button to go to the Membership Press only.
You should offer a name and specify a price preference for your subscription package. You may have a set schedule to live, mature or expire, depending on how you treat your client contracts.
The access rules must then be established. This enables you to track those sections of your website which only members wish to encrypt and open.
Only go to the »Page Rules of the MemberPress » and click on the Add New button above.
The material you want to delete under ‘Protected Content’ must be chosen first.
MemberPress offers a variety of options. The items that fit such marks, categories, pages below the same parent list, articles or URLs may be chosen.
You can, for instance, confine these things to a loyalty bundle if you use a WordPress knowledge base plugin to handle document for customers. You may also limit customers to only any object, tab, category or tag.
Below, you must choose which contents you will have access to. We choose the membership bundle for our customers which we built earlier.
Click the Save Rule button to save your configuration after you have added the access rules.
Create a customer account tab in MemberPress.
You can quickly build and maintain an account profile with MemberPress. This is your website as you log into your customer account.
Go to MemberPress for »Page Settings first, then go to the tab Pages. The page you want to use as an account page can be selected from this.
The default “Account” tab is created and used by MemberPress. If you like, you can use a different website. After that, simply open and update the page by clicking the Edit button.
You should just like any WordPress blog, alter this page. All the stuff that you introduce here, and not just the customer, will be made available.
You can add custom text, however, to display your login form where you want to, using the shortcode ‘[mepr-account-form].’
Customizing the page in MemberPress for the consumer account.
One way to configure the MemberPress account page is to update it easily. However, any shift you make, not just your clients, is open to all.
You can cover content using short MemberPress codes to include content that is only available to your customers.
You will store it like this, for instance, if you only want to see the client content in the VIP membership kit.
[mepr-active membership='186'] Client only content goes here [/mepr-active]
Don’t hesitate to substitute 186 for a membership ID of your own. By visiting Member page »MemberPress Memberships, you can see the membership ID for all plans. Save updates to the Account tab and search for improvement on your website. You need to log in to an account which provides access to your previously generated membership package.
Tabs have been added to the list of MemberPress Accounts.
The Home, Subscribe, Pay and Disconnect tabs are seen by default by MemberPress. You can configure it to include more tabs to display more customer-centered contents in order to be convenient with the inclusion of custom code.
Let us list the documents customers view from their dashboards using a feedback form and another tabs.
Only add the code that follows to the functionality of the theme.php or a Browser extension.
function mepr_add_some_tabs($user) {
$support_active = (isset($_GET['action']) && $_GET['action'] == 'premium-support')?'mepr-active-nav-tab':'';
?>
<span class="mepr-nav-item premium-support <?php echo $support_active; ?>">
<a href="/test4/account/?action=premium-support">Premium Support</a>
</span>
<?php
$documentation_active = (isset($_GET['action']) && $_GET['action'] == 'documentation')?'mepr-active-nav-tab':'';
?>
<span class="mepr-nav-item premium-support <?php echo $documentation_active; ?>">
<a href="/test4/account/?action=documentation">Documentation</a>
</span>
<?php
}
add_action('mepr_account_nav', 'mepr_add_some_tabs');
function mepr_add_tabs_content($action) {
if($action == 'premium-support'): //Update this 'premium-support' to match what you put above (?action=premium-support)
?>
<div id="custom-support-form">
// your contact form shortcode here
<?php echo do_shortcode(''); ?>
</div>
<?php
endif;
if($action == 'documentation'): ?>
<div id="documentation">
// shortcode provided by your knowledge base plugin to list articles or manually add content here
<?php echo do_shortcode(' [knowledgebase] '); ?>
</div>
<?php
endif;
}
add_action('mepr_account_nav_content', 'mepr_add_tabs_content');
As you will see, we have produced two tabs, one for our WPForms-based communication form and the other for our knowledge base papers.
These two plugins in the code we used shortcodes. Any other requested material can be added manually here, however.
Don’t forget your modifications saved and your account tab previewed. This is what on our demo site it looked like.
Person client customized content added.
For individual members and clients you can even change the account tab manually. Only go to “All users” Users and press the “Change” link you want to edit. Scroll down to the ‘Custom Account Message for MemberPress’ and apply the material to that particular client.
This field acts like a traditional WYSIWYG editor with a toolbar on top of it. Photographs, connections, shortcodes, galleries, images, etc. can also be included. More detail is available.
Click on the “User Update” tab to log the changes.
With the support of MemberPress, add a link to the customer room.
The consumer room has now been developed and personalized. It is time for the consumers to make it convenient.
Only go to the »Appearance menu and include the account you have built before.
To change its heading, you can click on the menu object. We modified it to customer space for example here.
Do not fail to save your preferences by clicking on the Save menu tab. You are now visiting your website and seeing your customer space.
Users are forwarded to an account page by clicking on the connection, where after signing in they can use client shortcuts.
Extension to MemberPress’ customer portal.
MemberPress is a very strong and scalable tool to build WordPress’ consumer portal.
Not only will access customer services be restricted effectively. It encourages you to incorporate all of the functionality that your customer portal wants quickly.
1. Downloading file.
Will you want your customers to open your website files easily? MemberPress has an additional download module which enables you to conveniently handle only customer downloads.
See our file management guide in WordPress for more step-by-step details.
2. Courses to be added.
MemberPress is the best plugin on the market for WordPress LMS today. It lets you build and connect courses with your membership plans conveniently online. This allows you consumers to quickly access your website’s learning tools, while also facilitating the management of these resources.
See our guide for more detail about how to quickly build online classes in WordPress.
3. Add customer area forms.
MemberPress operates with WPForms, the simplest possible module for WordPress forms. It enables you to provide input forms, provide evidence, perform consumer inspections, or add support request forms.
Do clients really need files to download? You can conveniently make download file forms from your website with WPForms. This form will then be added to the account or other page that is reserved for users of the website.
4. Recovery for payment and selling of incentives.
As a corporate owner, your current and former clients may continue to advertise those goods and services.
You will integrate with the best email marketing services with MemberPress as a consumer portal. This enables you to remain in contact and market your goods and services more efficiently.
MemberPress also deals with all popular payment gates including PayPal and Stripe. This way, fees for other services can conveniently be received by selling them in a membership kit.
You may also use WooCommerce to install an online store and sell the merchandise on the same website.
We hope you learned how to create a consumer portal in WordPress in this post. You will ought to review our comparison of small business’ best technical telephony systems and best chatboot applications to provide better assistance.
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