Support Help

Customer Portal : Home Page

As an administrator, you can customize and design the homepage of the Customer Portal. To start with, the homepage is split into 3 main areas namely, the Content Area, Right Panel and Trash.

Add, edit and delete contents

Add, edit, and delete widgets

Customize the right panel

Set your portal language

Contents

You can create, edit and trash contents from the homepage of the customer portal. By default, you're provided with 3 contents namely,

  1. Search Help Center
  2. Self-service and
  3. Solutions & Forums

You can do a drag-drop to rearrange the contents added to Content Area in your customer portal.

Adding New Content

You can add new contents to the homepage of the customer portal.

To add a new content, follow the steps given below:

  1. Click Setup .
  2. In the Channels section, click Customer Portal and then click Portal Customization.
  3. In the Portal Customization page, click Customize
  4. Now, under the Content Area, click Add New Content.
  5. Enter a name for the new content.
  6. Enter a description about the content.
  7. Select the display preference for the content between all users or only to the registered users accessing your portal.
  8. Click Save within the content.
  9. Again click Publish to add the content to your portal.

Editing Content

You can edit both the predefined and the custom contents.

To edit a content, follow the steps given below:

  1. In the Portal Customization page, click Customize.
  2. Under the Content Area, click displayed next to the content you intend to edit.
  3. Make the required changes in the content window.
  4. Click Save within the content.
  5. Again click Publish to update the changes to your portal.

Trashing Content

You can trash the contents that're no longer required, from you customer portal.

To trash a content, follow the steps given below:

  1. In the Portal Customization page, click Customize.
  2. Under the Content Area, click displayed next to the content you intend to trash.
    The content will be trashed immediately.
  3. Click Publish to update the changes to your portal.

Note:

  • You can trash both the pre-defined and the custom contents from the portal.
  • When a content is trashed, the widgets associated to it will not be displayed in the customer portal.
  • You can put-back the trashed contents from the Trash folder.

Widgets

You can add, edit and delete widgets from the homepage of the customer portal. By default, you're provided with 3 widgets namely,

  1. Add Tickets
  2. My Tickets and
  3. Knowledge Base

Adding Widgets

Besides the default widgets, you can add custom widgets to the home-page of your portal.

To add a custom widget, follow the steps given below:

  1. Click Setup .
  2. In the Channels section, click Customer Portal and then click Portal Customization.
  3. Under the Content Area, click displayed next to the "Self Service" content.
  4. In the Self Service pop, click Add New Widget.
  5. Now provide a name for the widget and a description about it.
  6. Enter the URL
  7. Select the display preference for the widget between all users or only to the registered users accessing your portal.
  8. Click Save within the widget and again in the Self Service pop.
  9. Click Publish to add the widget to your portal.

Note:

  • You can add widgets only to the 'Self Service' content of your portal.
  • You can drag-drop the order of the widgets within the 'Self Service' content.
  • The URL provided for a widget should start with http://

Editing Widgets

You can edit both the predefined and the custom widgets.

To edit a widget, follow the steps given below:

  1. Under the Content Area, click displayed next to the "Self Service" content.
  2. In the Self Service pop, click on the widget you intend to edit.
  3. Make the required changes to the widget.
  4. Click Save within the widget and again in the Self Service pop.
  5. Click Publish to update the changes to your portal.

Deleting Widgets

You can delete the custom widgets from the homepage of your customer portal.

To delete a widget, follow the steps given below:

  1. Under the Content Area, click displayed next to the "Self Service" content.
  2. In the Self Service pop, click on the widget you intend to delete.
  3. Click Save within the Self Service pop.
  4. Again click Publish to delete the widget from your portal.

Note:

  • You cannot delete the predefined widgets from the customer portal.
  • A widget once deleted from the portal cannot be retrieved from the Trash folder.

Customizing the Right Panel

You can customize the right panel of the portal's homepage by adding, editing or trashing the contents underneath it. By default, you're provided with 2 predefined contents namely,

  1. Customer Happiness and
  2. Contact Info

You can choose to edit or delete these contents.

Setting Portal Language

You can set the default language for your organization's customer portal. You can select a language from the following list:

  • English (U.S.)
  • Japanese
  • Chinese
  • Spanish
  • German
  • French
  • Turkish
  • Russian
  • Portugese

To set the default language, follow the steps given below:

  1. Click Setup.
  2. In the Channels section, click Customer Portal and then click Portal Customization.
  3. In the Portal Customization page, scroll down to Default Portal Language to select your preferred language.
    Your choice will be applied immediately.

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