MYC's vTiger Customer Portal: 3 Easy Steps To Website Integration
In our second installation of the Make Your Cloud Customer Portal tutorial, we’re going to talk about website integration.
The best way to get the full value of the Make Your Cloud Customer Portal for vTiger CRM is to set up seamless integration with your company website.
By embedding the portal directly on your site, you’ll streamline customer communications, improve your customers’ support experience, and enhance your company’s brand.
For new vTiger users, it’s important to note the traditional vTiger customer portal functionality is limited to support ticket and invoice functionality, file sharing and knowledge base access.
Make Your Cloud has made several enhancements to the traditional portal in the form of social buttons, payment integrations, and PDF downloads. All of these features are exclusively available within the MYC customer portal.
You can see the full comparison here.
MYC Customer Portal to website integration is a quick, 3-step process. After you download and install the portal, follow the steps below to seamlessly integrate the MYC Customer Portal for vTiger CRM with your company website.
If you have any questions during the process, feel free to reach out to our support team.
Ok, let’s get started.
If you have a website or blog made with popular content management systems, such as Wordpress or Joomla (or if your site is HTML-based), it’s easy to set up integration to the Make Your Cloud customer portal for vTiger CRM.
Website integration is one of the most important features of the customer portal, as it will enable your customers to login directly to your system. This is an easy way to enhance your business’s level of customer service. After all, most customers prefer to find answers on their own, rather than waiting on the phone for a customer service representative.
In order to enable customer access to your system, the first thing to do is to ensure to have MYC Customer Portal PRO updated to the most recent version.
Next, log in to your portal configuration area and click on the “Customer Profile” section from the left sidebar. At this point, you need to go to the “Registration Form” tab from the top menu.
Once the above steps are complete, you’ll take the following three actions:
1. Configure the registration form for customers and organizations.
2. Set the Google ReCaptcha key to use for registration, login and reset.
3. Enter the HTML code into your website platform.
1. Configure the registration form for customers and organizations.
In this step, you’ll allow self-registration of new customers in your customer portal and choose which fields to include in the registration form.
First, you need to set the “Registration Enabled” form to the ‘On’ value. Next, you’ll choose the information you’d like the customer to provide during registration under the “Contact Fields” section.
You’ll also be able to set predefined values based on your preferences. For example, you can choose to automatically set the “Lead Source” field to “My Website” in your CRM. Please note the predefined feature will match the key values you’ve already set in your vTiger system.
We recommend you automatically set the value of the checkbox “Portal User” to “On” in your CRM when a new contact is created.
This will automatically trigger the standard CRM workflow for portal email and credentials (if enabled and configured), so your contact will immediately receive a new email from your CRM with the new login credentials to your portal.
All the above steps can also be taken for organizations. You can choose to enable organization registration and set the appropriate contact fields and predefined values.
Once the registration form is enabled, your customers will see the registration option on your portal’s login screen. Selecting the registration option will take the customer to registration form you’ve configured using the steps above.
2. Set the Google ReCaptcha key to use for registration, login, and password reset.
The second step of website integration is setting the Google reCAPTCHA key for your registration and login forms, in addition to the password reset form. This is a free service that will enhance the security of forms and help prevent spam requests.
To get your Google reCAPTCHA key and enable this feature you need to visit the Google reCAPTCHA Console and log in with your Google account credentials.
On this page, you'll need to register a new website and label it appropriately. For example, you could use the label "MYC Portal.” Next, select "Invisible reCAPTCHA" as reCAPTCHA type and add the domains where you want to enable the usage of the reCAPTCHA keys. Accept the terms and click the "Register" button.
Once you register, you’ll see two keys.
Now you’ll need to paste these keys into your ‘Recaptcha Preferences’ page in your MYC Portal’s settings.
Paste the "Website Key" (reCAPTCHA Client Key) and the "Secret Key" (reCAPTCHA Server Key) into your the ‘Recaptcha Preferences’ page and click “Save.”
Once you’ve completed this step, you’ve enabled reCAPTCHA feature. All forms MYC portal forms for customer login, registration, and password reset are now protected.
To confirm you’ve done this properly, check for the reCAPTCHA logo on these forms.
3. Enter the HTML code in your website platform.
With only one line of code, you’ll be able to quickly seamlessly integration the Make Your Cloud portal into your website or blog, allowing your customers to register and login to your Customer Portal.
Seamless integration means your customers won’t have to leave your website and your branding will stay consistent, further enhancing the customer service experience.
Our quick login/register button is compatible with all major content management platforms, such as Wordpress or Joomla. It does not matter what theme you’re using for your site.
Once you’ve created a page for your customer portal and added it to your site menu, you simply need to input the following code, preferably before closing the </head> tag:
Next, you need to add the following to any type of clickable element (buttons, links, images etc) you want to use to open login or registration forms:
“myc-open-login-modal” (to open the login form) or “myc-open-register-modal” (to open the registration form)
If you don’t have a button or don’t have particular style need, you can use the following code where you want to show the button in your HTML template:
Login link: <a class="myc-open-login-modal">Login</a>
Registration link: <a class="myc-open-register-modal">Register</a>
That's the final step; you're done!
After you’ve completed the each of the steps described above, the MYC Customer Portal for vTiger CRM will be seamlessly integrated with your website.
Now your customers and organizations will be able to quickly register and login directly from the portal embedded on your company’s website.
Our mission is to improve the CRM experience for vTiger users, and we’re proud of the positive impact the MYC Customer Portal has had on businesses around the world.
As the only full-service customer portal for vTiger CRM, it’s given businesses of all shapes and sizes the ability to enhance their brand and give their customers world-class service experiences.
The MYC Customer Portal for vTiger CRM is designed to act as an extension to the existing system for vTiger users.
By seamlessly integrating it with your company website, you’ll have the ability to accept customer payments and connect your social media accounts. But these are just a couple of the important benefits.
For a full feature list and comparison to the traditional customer portal for vTiger CRM, click here.
We hope you’ve found this MYC Customer Portal tutorial helpful. If you’ve read this post as a precursor to download and installation of the customer portal, click here to get started for free.
We’re vTiger CRM experts. Our team is always ready to explore more ways to enhance the CRM experience for vTiger users.
If you’re looking for a special feature or customer solution, contact us for a free consultation.