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Jul 8, 2020
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WordPress Client Portals

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Client Portals No matter what type of business you run, communication between you and your customers plays a major role in stability and success.

Now, there are some ways that you can maintain two-way communication with your customers. You can set up a live chat system where customers can contact your customer service representative directly or you can implement. A ticketing system where customers can create tickets for their queries and wait for the representative to respond.

Another effective way to maintain communication between your business and your customers is to set up a customer portal. A client portal is a safe online platform. That allows the sharing of important information such as confidential documents, support ticket history, billing history, and account information.

In this article, I will take you through some important information that you need to know about client portals before implementing one on your business website.

Let’s start!

What is a client portal?

Before I dive into the technology of client portals, let me first understand what client portals are and how they work.

The client portal is a dedicated client area on your business website. Yes, you need a site to set up a client portal for your business.

Once your customers sign up in their portal areas, you will provide them with a secure username and password. Which they will use to access their dedicated areas with customer-specific information and request information.

Here is an example of a client portal where a client can access information without emailing a representative and waiting for a response.

When do you need a Client Portals?

Now that you know what a client portal is, the next question is “when do you know you need one?”.

To answer this question, here are some things you have to ask yourself:

Is there a constant exchange of information in your business with your customers?

Client portals reduce the constant back and forth of the email between you and your client as they get all the important information from their dedicated fields. In addition, using a client portal will reduce the load on your customer support as customers can go through the attached knowledge base without engaging live chat.

Do your customers often need to revisit their membership or membership to renew or cancel?

Membership sites require more client portals than any other website. Customer portals on membership sites enable members to manage their membership such as upgrading to a higher plan, subscribing to a new service, or any other important information. Members can also view their activity logs on forums such as threads that they have started or interact with that they are a part of.

Do you have an eCommerce site where your customers need to check information such as order history, billing and shipping addresses, gift card vouchers?

Ecommerce sites require client portals for their customers to check their order history and their current orders in the process. Customers can also track their orders through their customer portal, update their delivery details, request for returns or exchanges, and edit their orders.

Do you run a virtual classroom where your students need access to textbooks, teaching materials, digital copies of exam results?

Online education platforms can benefit from client portals as they can streamline communication between instructors and students. Instructors will not have to share the same information separately with each student; Instead, they can upload it to LMS and it will be displayed on a dedicated area for students.

Benefits Of Having Client Portals

Now that you have understood that you need a client portal, focus on the benefits of integrating with your business.

Saves A Lot Of Time

One of the obvious benefits of client portals is that it saves the customer and business from the hassle of sending and answering emails. Client portals enable customers to search for information, documents, and data on their own rather than writing emails and then wait for a response.

Data Security

Cloud-based client portals are specifically equipped with security features such as firewalls, SSL certificates, and malware protection to ensure that client data is protected and protected. Additionally, you can also define the level of access users based on different factors, such as a subscribed package.

Increasing Product

While they save you and your clients a lot of time, client portals also make your tasks more productive. You have more resources to devote to business processes rather than having them tied to communication.

Improves Cooperation With Customers

A client portal greatly enhances your relationship with your customers because it is the technology that talks. As a result, there is no inconsistency or inaccuracy within the information shared with the customer. This improves collaboration and creates a healthy relationship between you and your customers.

Improve Your Cash Flow

Having client portals gives customers the option of making online payments. This leads to frequent and timely payments, improves your cash flow, and eliminates any possibility of delayed payments.

Features Of A Great Customer Portal

Client portals benefit your business in many ways, but they must have certain features to be useful to your business.

Here are some features that make for a good customer portal.

Security

Client portals are effective only when the data they handle is secure and unauthenticated. Having said that, cloud-based client portals are the most secure because they comply with all the necessary security requirements, including TFA, firewalls, and malware prevention. Also, since they are based on cloud technology, they are quite difficult to hack due to end to end encryption.

Integrated Technology

The Best client portal lets you integrate various options that extend the capabilities. A good example is PayPal for online payment and intercom for live chat support.

Always Accessible

Customer portals enable users to enter their dedicated area whenever they want. This is one of the benefits of a cloud-based client portal as it can offer up to 99% due to highly available cloud servers and globally located data centers.

Intuitive Design

Finally, the client portal should be easy to use for your users. The information should be presented clearly and each tab or option should be in a separate section. To make it easier to find and locate the portal.

Ways you can use client portals on your WordPress site

A client portal is a great way to streamline communication between your business and your customers. Not only do they greatly benefit your business, but they are also easy to implement, especially if your business is running on WordPress.

One of the forefront features of WordPress is its ability to integrate various functionalities through plugins and client portals are no exception. With the use of WordPress client portal plugins, you can implement client areas on your WordPress site in just a few clicks.

This is the part of the article where you will learn how you can install client portals on different types of WordPress websites. So let’s start!

Client Portals for Virtual Classroom – LearnDash

LearnDash is one of the best LMS plugins that help set up virtual classrooms with billion features such as course builder, advanced quizzing, and more. You can also use it to create WordPress client portals on your site. The plugin comes with a user profile feature that creates a separate user area for your students where they can get important information such as their progress, courses entered into their course, exam dates, results, and much more.

Client Portals for Membership Sites – Memberhouse

Memberhouse is a top WordPress membership plugin used to create forum sites where users can create their own profiles and engage in discussion. On various threads that make this plugin ideal for creating WordPress client portals for your business Let’s make. You can use the Protect Content feature to restrict content based on user access levels. Which will make your portal more secure. In addition, you can schedule content for users and even analyze user statistics based on their activities.

Client Portals for Support – Great Support

Awesome Support is a great support plugin that enables you to install a WordPress client portal on your website. That lets users check their support ticketing history, receive a customizable notification, and even support May also come in contact with an agent. So if you want to set up a customer portal to provide better customer service to your customers, then this is the plugin for you.

Client Portals for Freelancers – Freelance Manager

Freelance Manager is a great plugin for freelancers who want to better manage their customers and help them manage their payments, projects, and more. The plugin helps you create a client area for your customers that will give them access to important information about your projects that you are working on such as full date, progress, and drafts.

Last word!

WordPress client portals provide an automated communication channel that is consistent and accurate, resulting in a healthy business-customers relationship. In this article, I tried to provide a deeper understanding of client portals and why it is important for businesses to have dedicated customer areas to exchange and distribute information in a timely and systematic manner.

I also discussed how businesses can implement WordPress customer portals on their website through different plugins.

If you already have a client portal on your website, share your experience. And if you are facing difficulty in setting up a customer portal for your business, leave a comment in the comments section and we will get back to you soon.

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