The customer portal is a way to have your customers login and view their sales, shipping, subscriptions and more. Granular permissions allow you to grant customers the ability to modify or create entities within their customer account.

Secure Registration

A customer will have to register an account specific to a customer portal you create. RevCent is hosting the portal, customer data and user registration. RevCent is therefore responsible for knowing and verifying who is logging into a portal.

This requires the customer to register directly within your specific portals’ registration page, regardless if they have already an account on your store, web app, etc. The email the customer enters during registration is used for matching to an existing customer in your RevCent account. The customer must verify their email before RevCent will grant them access to the portal, preventing unauthorized users from accessing a customers’ information.

View Customer Portals

View all customer portals by clicking Tools > Customer Portals in the sidebar or go to https://revcent.com/user/customer-portals

Create A Customer Portal

Click New portal when viewing customer portals, or go to https://revcent.com/user/new-customer-portal. Enter the portal details, select a tracking domain with an active SSL certificate, and supply its reCAPTCHA v2 site and secret keys. Click Create customer portal when ready.

Name

Enter a name for the customer portal. Required.

Description

Enter a description for the customer portal.

Status

Set the status of the customer portal.

Once the customer portal is created you will be forwarded to the Edit Customer Portal page for the new customer portal. You can then add filters and settings for the customer portal.

Edit A Customer Portal

Edit an existing customer portal by clicking the edit icon when viewing all customer portals.

Details

Name

Enter a name for the customer portal. Required.

Description

Enter a description for the customer portal.

Status

Set the status of the customer portal.

Custom Domain

You can use an existing tracking domain, which has DNS set up correctly, as the hosting domain for the portal. This will also allow you to embed the portal as an iframe on the same domain without browser restrictions.

reCAPTCHA

Enter the reCAPTCHA v2 “I’m not a robot” site and secret keys for the domain associated with the selected tracking domain. The saved secret stays hidden.

Portal URL

The main portal url. If customer is not logged in they will be re-directed to the login page. If customer is logged in they will be re-directed to the account page.

Register

The portal customer registration page. If customer is logged in they will be re-directed to the account page.

Login

The portal customer login page. If customer is logged in they will be re-directed to the account page.

Account

The portal customer account page. If customer is not logged in they will be re-directed to the login page.

Display

Display Name

Add a company name for the customer portal. This is what will be displayed to customers using the portal. If blank, portal name in details tab will be used.

Footer HTML

Add HTML to the bottom of the account page when a customer is logged in. Useful for contact information, etc. JavaScript will be removed.

Settings

Create Non-Existing Customer

This switch controls whether registration can create a new customer. RevCent shows account data based on the portal account email and matching customer email.

• Off: Registration requires an existing customer with the submitted email address.
• On: If no matching customer exists, RevCent can create one using the selected new-customer campaign.

New Customer Campaign

Required when Create Non-Existing Customer is on. Select the campaign assigned to newly registered customers.

Campaign Filter

Select campaigns to require customers to be associated with at least one selected campaign before accessing the portal. Leave the selection empty to omit this requirement.

Shop Filter

Select shops to require customers to be associated with at least one selected shop. Leave the selection empty to omit this requirement. Click Save changes after editing the portal settings.

Customer Emails

Customize your portal emails for both registration confirmation and password reset. Each email type has its own options and template HTML. RevCent will send the emails to the customers’ email address in question.

SMTP Profile

Select an existing SMTP Profile to use for sending the customer emails. Required.

Email Type Tabs

Click Confirmation or Password Reset to customize the respective template.

From Email

The from address. Required.

From Name

The friendly from name, i.e. display name the recipient will see alongside the from email address. Optional.

Cc

Enter email addresses separated by comma.

Bcc

Enter email addresses separated by comma.

Subject

Email subject. Shortcodes not supported.

HTML Editor

Enter the HTML for the email template.

Customer Permissions

Set granular permission for customers logged into their account. By default all permissions are disabled.

Permissions