You can now set up a customer portal directly from your monday.com account using monday service.
The Customer Portal is included as part of your monday service subscription.
Elevate your monday service account with the Customer Portal. This innovative support hub centralises all your forms, help articles, and information in one convenient location! Continue reading to discover how you can set up your very own Customer Portal in just minutes.
What is the Customer Portal?
The Customer Portal is essentially a centralised location for all internal knowledge and help. It acts as a hub containing everything an employee needs to get their questions answered. From links for request forms to self service articles, the Customer Portal will streamline your customer's needs.
How does it work?
Your Customer Portal is a website with an independent URL, external to monday.com, meaning that portal visitors do not have to be monday.com account users. Your portal features a signature color and title in the header, and in the lower half of the screen, there is a left pane listing content groups.
When a user clicks one of the groups, the links and forms related to the selected category will be displayed with a title and description. When you click a form, it will open up in a pop-up window and can be filled in right from within the portal. When you click a link, it will open in a new browser tab.
In your Customer Portal's settings, you'll be able to add forms or links. Here, you can rename, customise, and organise your content to make it easy and intuitive for customers to reach the relevant content on the live portal page.
To access the portal settings, you need be in an active monday service trial or paid subscription and do the following:
If you would like to edit the portal name, see the portal URL and change the custom portal colour you will need to navigate to the "General" tab.
To update the content on the portal, you will need to use the "Content" tab. This will allow you to update the categories, links and forms that appear on your customer portal.
To create a new group do the following:
Please see the video below showing you how to create a custom group for your customer portal:
After you create a group, you will be able to start adding your content in.
To add in a link or form, do the following:
Now you've put all your content in, it is time to reshuffle the groups, forms and links as needed. You can do this simply by clicking and dragging the dots to the left of each group, links or forms, we've outlined it in red below and also put in a short video showcasing how to do it.
If you would like to delete a group, simply press the trash button. (outlined in red below)
Is monday service for you?
If you are after a Client/Customer Portal that comes with the monday.com platform, you may consider using monday service's latest feature to meet your needs. If you would like to speak with an expert feel free to find a time here
About GACO (Great Automations Company)
We are a monday.com implementation partner based in Australia. Our bread and butter is CRM (Customer Relationship Management) and Customer Service Management. If you want to talk to one of our experts, you can do so by going to our homepage: https://gaco.au/