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Effectively, a customer portal is an online platform, usually a website or an application that allows your customers to access your services through the internet. With the help of a customer portal, they may be able to log into their account, see relevant information such policies and invoices, review past deliveries and orders, and adjust options to make your service suit their needs better.
Customer portals allow your business to have a way for customers to engage your business 24/7, without the need for any human intervention unless they request support every day. It depends on how your portal is built, but most are designed to work on desktops, laptops, smartphones, tablets, and other devices. Customer portals are also regularly known as self-service portals, or Client portals since they allow clients and customers to take care of many of their own needs.
There are a host of benefits associated with implementing customer portals. Here, we’re going to look at some of the ways they can help both employees and customers when it comes to accessing and updating relevant details:
Furthermore, new customer portals can be designed to be integrated with other tools that allow for much more effective and efficient service management. StandingPoint is a service management platform that combines the customer portal of our client-labeled interface with team management, workflow automation, and other tools.
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Not every business needs a customer portal, of course, but many of them prefer them. If you're looking to enhance your support team's effectiveness or avoid losing customers due to them having trouble locating the information they need, a customer portal might be the right solution. They're secure, they're convenient, and they can be customized to meet the needs of the business.
If your business relies on sharing documents such as welcome packs or making relevant information available, such as order and invoice histories, then a customer portal is one of the most effective ways to deliver it. Furthermore, if you run a relatively small support team and don't want to recruit additional ones while reducing the monotonous fact-finding work your team needs to do, customer portals can take some of the workloads of your support team.
Though customer portals tend to fit the definition stated above, the specifics of what features and functions they have can differ. Customer portals can be customized to meet your needs, especially with the help of service management platforms like StartingPoint. As such, here are a range of features to consider when you’re looking at the possibility of installing a customer portal:
Aside from the kind of functionality and benefits mentioned above, any customer portal or service management platform you work with should make an effort to incorporate the security that you need. Multiple levels of authentication, permission-based controls, and other features can all ensure that the data stored on the portal is kept as safe as possible.
Security features to look for can include the following:
At StartingPoint, we offer a full client service management and retention platform that includes, amongst other things, a client-labeled interface that can serve as the customer portal that allows your customers to better interface with your business. By streaming communications, allowing for smooth online engagement, and providing your team with the tools to quickly respond to client needs, you can offer your customers much more value.
Please take a look around the site to learn more about how our service management solutions can meet your needs. Then you can get in touch with us to start building the customer portal and supporting tools that can take your business to the next level.
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