Definition #
The Customer Portal allows you to design your loyalty page by customizing the homepage banner, logo, and brand colors. Additionally, the portal allows you to enable and configure various features that enhance the customer experience, such as a reservation system, a feedback collection tool, a referral program to encourage customer engagement and retention, and more.
How to Create The Customer Portal? #
Step 1: Select “Customer Portal Design” From your Dashboard. #
Step 2: Click “New Customer Portal” #
Step 3: Fill out all the required information and choose “Style” to customize the design. #
You can click “Where is this used?” to see which part of the design you need to edit. Below the upload box, you’ll find size recommendations and supported file formats for the image.
You can also enable the features you want to use in your loyalty program.
Step 4: Click “Create” to complete the setup. #
Finally, you have created the layout and design of the loyalty program. It will appear on the front page of the customer portal design. To see how it looks when used, click “View On Front Page” (the button will always be at the top right corner while editing).
Can I add another theme for a specific event without changing the default design? #
Yes, you can create an additional portal with a unique design specifically for the event, allowing you to keep the default theme unchanged.
Click “New Customer Portal” > Fill out all the information similar to the default (add images, logos, features, and other elements according to the theme) and set the duration (it will automatically switch back to the default when the time ends) > Click “Create” and it will appear in the list.
Feature #
Ordering System #
You can enable the Ordering System if your brand sells products, operates a restaurant, or offers similar services. Pixalink provides two options to set up the ordering system:
- Custom Link: If you have your own website with an existing ordering system, you can attach your URL, and it will redirect customers to your site.
- Beep By StoreHub: If you don’t have your own ordering system, you can use Beep by StoreHub. However, you need to purchase their services to use this option. If you are already a member, you can use this option.
Custom Button #
A Custom Button is a button located on the profile page that redirects to a specific link, such as your social media or brand’s website. Additionally, you can assign an announcement to the button (Note: you must create an announcement first) and choose the “Announcement Pop-Up” option.
Legal #
Legal is where you can edit the content of the Terms & Conditions and Privacy Policy. You can choose from the following options for how you want to display them:
- Default (Pixalink Default): This will redirect customers to the Pixalink website, where the Terms & Conditions and Privacy Policy have been prepared for you.
- Text: You can write the content yourself, and when customers click it, the Terms & Conditions and Privacy Policy will be displayed directly on the page without leaving the page.
- Link: This option redirects customers to a link you provide, such as your website or a Google Drive file.
- File: If you have a PDF or any other file, you can attach it for customers to download.
