How to Set up a Portal With Custom Domain for Customers

 

Create public portals for customers to register and take multiple actions associated with their queries. Customers can raise & track tickets, explore the knowledge base, and discuss in forums. ProProfs Help Desk lets you set up multiple portals with a custom domain.
 

Here’s what a help desk portal with a custom domain will look like. 

 

Portal with a Custom Domain

 

Creating portals with custom domains will let you:

 

  • Enable customers to keep track of tickets
  • Add transparency to the ticketing process and improve customer satisfaction

 

To create a portal with a custom domain:

 

Step 1: Go to help desk settings on the top-right.

 

Go to Settings

 

Step 2: Navigate to Portal on the left panel

 

Navigate to Portal on the left panel

 

Step 3: Click Create Portal to build a new portal for customers.

 

Click Create Portal

 

Step 4: On this screen, you can do the following:

 

1) Configure settings- You can modify the following:

  • Set status- Enable/disable the portal,

  • Add a portal name- Give a name to your portal for easy identification

  • Select inbox- Choose the agent from the dropdown list who will receive customer tickets from this portal,

  • Set a custom domain- Add a subdomain

  • Automatic invite- Activate/deactivate automatic portal invite to customers.

 

2) Manage notifications- Here, you can manage the following:

  • Notify to Customer on New Ticket Creation- Set up an email notification for customers when the support agent creates a new ticket for their query. You can use placeholders to modify the template.

  • Notify to Customer on User Response- Set up an email notification for customers whenever a user leaves a message on their query. Use placeholders to modify the email.

 

3) Add branding- Here, you can customize the look and feel of the help desk portal.

  • Login Form- Upload your brand logo, set its alignment, and give a title to your login screen.

  • Theme Settings- Set an image or solid color as the background.

  • Login Button- Modify the button’s color & text.

 

Set up your custom portal

 

Note: You can set up multiple portals, each having its custom domain.

 

You can turn on/off a portal from the Portal page or edit it. Click the portal name or the “>” arrow.

 

Portal List

 

 

 

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