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.
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.
Step 2: Navigate to Portal on the left panel
Step 3: Click Create Portal to build a new portal for customers.
Step 4: On this screen, you can do the following:
1) Configure settings- You can modify the following:
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Set status- Enable/disable the portal,
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Add a portal name- Give a name to your portal for easy identification
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Select inbox- Choose the agent from the dropdown list who will receive customer tickets from this portal,
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Set a custom domain- Add a subdomain
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Automatic invite- Activate/deactivate automatic portal invite to customers.
2) Manage notifications- Here, you can manage the following:
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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.
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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.
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Login Form- Upload your brand logo, set its alignment, and give a title to your login screen.
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Theme Settings- Set an image or solid color as the background.
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Login Button- Modify the button’s color & text.
You can turn on/off a portal from the Portal page or edit it. Click the portal name or the “>” arrow.
