How to customize customer portal?
Customize
your customer portal to give show your brand identity and give your customers a
more personal experience.
There
are three steps to decorating a customer portal:
1. Go to the customer portal management page
to customize the customer portal.
2. Customize your customer portal from the
Customize design menu.
3. On the page, you can set images, themes,
colors, custom buttons, and more.
For
more information, check out our guide.
Get closer with your customers!
This
is Knowledge Base.
Knowledge
Base is a place where you can build up knowledge that you can share with your
customers and colleagues. Knowledge Base is created as a space for creating
FAQs by collecting frequently asked questions from customers. Questions and
answers to FAQ items can be edited and deleted right here in the Knowledge
Base. Knowledge is managed by a brand-specific book, and any member can freely
create and edit documents.
For more
information, check out our guide
Get closer with your customers!
This
is Knowledge Base.
Knowledge
Base is a place where you can build up knowledge that you can share with your
customers and colleagues. Knowledge Base is created as a space for creating
FAQs by collecting frequently asked questions from customers. Questions and
answers to FAQ items can be edited and deleted right here in the Knowledge
Base. Knowledge is managed by a brand-specific book, and any member can freely
create and edit documents.
For more
information, check out our guide
How to customize customer portal?
Customize
your customer portal to give show your brand identity and give your customers a
more personal experience.
There
are three steps to decorating a customer portal:
1. Go to the customer portal management page
to customize the customer portal.
2. Customize your customer portal from the
Customize design menu.
3. On the page, you can set images, themes,
colors, custom buttons, and more.
For
more information, check out our guide.
Using documents to share knowledge with customers
Sharing
documents with customers makes it easier for them to solve problem by
themselves.
OQUPIE
provides scope settings to set up access rights for customers, members, and
individuals. All documents that have their public scope set to “Public” are
fully visible to both members and customers. Scope settings can be changed on
the Categories / Folders / Edit Documents page.
For
more information, check out our guide.
Creating categories
Categories
are the largest unit for managing documents.
Categories
can hold folders or documents.
There
are two ways to create a category:
1. Select “Knowledge” located in the top menu
bar
2. Select the “Brand book” from the Knowledge
Base home.
3. On the top of the page click Create new
> Category
Or
1. Select “Knowledge” located in the top menu
bar
2. Select the “Brand book” from the Knowledge
Base home.
3. On the left side menu select ▼ next to new a
Using documents to share knowledge with members
Share
knowledge with your members with documents.
You
can set the documents to public / members / yourself through the scope settings
provided by OQUPIE. All documents that have their public scope set to “Members”
can only be shared among members. Scope settings can be changed on the
Categories / Folders / Edit Documents page.
For
more information, check out our guide.