How to create a customer portal in WordPress

Would you like to create a customer portal in WordPress?

A customer portal allows you to create a dedicated area for customers to log in to access documents, files, support, and more.

In this article we will show you how to easily create a customer portal in WordPress.

Why and who needs a customer portal in WordPress?

You can efficiently manage customer resources online via a customer portal. This reduces support calls, enables customers to help themselves, and provides them with a better user experience.

For example, if you run a photo website, your customers can download or upload files from their client dashboard.

If you run a graphic design or web design agency, you can also use a client portal where clients can access all the files and information they need.

Example of a customer area created in WordPress

Any company that needs to communicate with customers online can benefit from creating a customer portal in WordPress.

How to create a customer portal in WordPress

Every company has different requirements for its customer portal. For this reason, you need a solution that is flexible, works with other WordPress plugins, and can be easily customized for your business.

For this tutorial we are using MemberPress. It's the best WordPress membership plugin out there, and it allows you to easily create member-only content, create an account page, login and registration forms, and much more.

It has powerful viewing rules, full membership management, and the ability to create different levels of membership plans.

First you have to install and activate the MemberPress plugin. For more information, see our step-by-step guide to installing a WordPress plugin.

After activation you need to visit MemberPress »Settings Page to enter your license key. You can find this information under your account on the MemberPress website.

MemberPress license key

Next, you'll need to go to the Payments tab and select a payment method to accept payments for membership subscriptions. You can also create free subscriptions if you'd like, or add members manually yourself.

MemberPress payment

MemberPress supports PayPal and Stripe. You can also use Authorize.net with the Plus and Pro plans.

After choosing your payment method, you will be asked to provide your account details. Then click the Update Options button to save your changes.

Next, you can create a membership plan. This is the subscription that you are adding your customers to.

Just go to the MemberPress »Memberships Page and click the Add New button.

Add a membership plan

The next screen allows you to name your membership plan and set a pricing option. Depending on how you manage your customer contracts, you can choose between lifetime, expiring, or fixed expiring plans.

Customer subscription

Next you need to create access rules. This gives you control over which parts of your website should be protected and only available to members.

Just go to the MemberPress »Rules Page and click the Add New button at the top.

Add a new rule

On the next screen, you must first select which content you want to restrict under "Protected content".

MemberPress offers a whole range of options. You can select posts that match specific tags, categories, pages that are under the same parent page, individual posts, or any URL.

Set up access rules

For example, if you use a WordPress knowledge base plugin to manage documentation for customers, you can limit these articles to the membership plan. Similarly, you can also limit posts, pages, categories, or tags to customers only.

Below that you have to choose who should have access to the protected content. We have selected the membership plan previously created for our customers.

After adding the access rules, click the Save rule button to save your settings.

Creating a customer account page in MemberPress

With MemberPress you can easily create and manage an account page. This is the page your customers see when they log into their customer account.

Go to first MemberPress »Settings Page and switch to the Pages tab. From here you can choose the page you want to use as your account page.

Set up the client account page

By default, MemberPress creates and uses the "Account" page. You can use another page if you want. Then just click the Edit button to open and edit the page.

You can edit the page just like you would any WordPress page. Any content you add here will be visible to everyone, not just your customer.

Editing the account page in MemberPress

However, you can add custom text here and use the shortcode "(mepr-account-form)" to display the login form anywhere you want.

Account page preview

Customizing the customer account page in MemberPress

One way to customize the account page in MemberPress is to simply edit it. However, any changes you add here will be visible to everyone, not just your customers.

To add content that is only visible to your customers, you can hide it using MemberPress shortcodes.

For example, if you only want to show customers some content as part of the VIP membership plan, package your content as follows:

(mepr-active membership = & # 39; 186 & # 39;)

Only client content is displayed here

(/ mepr-active)

Don't forget to replace 186 with your own membership card. You can view the Member ID for all plans by visiting MemberPress »Memberships Page.

Find a membership plan ID in MemberPress

Save the changes you've made to the account page and visit your website to see them in action. You'll need to sign in with an account that has access to the membership plan you created earlier.

Account preview with member content only

Adding tabs to the account page in MemberPress

By default, MemberPress shows the tabs "Home", "Subscriptions", "Payments" and "Unsubscribe". If you are comfortable with adding custom code, you can customize it to add more tabs and display more customer-centric content there.

Add a tab with a contact form and another to list documents that customers can access through their dashboard.

Just add the following code to your theme's functions.php file or to a location-specific plugin.

Function mepr_add_some_tabs ($ user) {
$ support_active = (isset ($ _ GET (& # 39; action & # 39;)) && $ _GET (& # 39; action & # 39;) == & # 39; Premium Support & # 39;)? & # 39; mepr-active-nav-tab & # 39 ;: & # 39; & # 39 ;;
?>
<span class = "Premium support for mepr-nav articles ">
Premium support

<span class = "Premium support for mepr-nav articles ">
documentation

// here your contact form shortcode

// Shortcode provided by your Knowledge Base plugin to list articles or manually add content here

<? php
endif;
}}
add_action (& # 39; mepr_account_nav_content & # 39 ;, & # 39; mepr_add_tabs_content & # 39;);

As you can see, we've created two tabs, one to display our contact form created with WPForms and the other to display our knowledge base articles.

We used shortcodes provided in code by these two plugins. However, you can also manually add any other content here that you want.

Don't forget to save your changes and preview your account page. Here's what it looked like on our demo website:

Tabs on the account page

Adding custom content for a single customer

MemberPress also allows you to manually change the account page for individual members and customers. Just go to User »All users Click the "Edit" link under the user you want to change.

Edit user account

Scroll down to "Custom MemberPress Account Message" and add the content you want to display to that particular client.

Adding content for specific clients

This area works like a normal WYSIWYG editor with the formatting toolbar at the top. You can also add images, links, shortcodes, galleries, videos, audio and more.

Don't forget to click the Update User button to save your changes.

Client-specific message on the account page

Adding a link to the customer area with MemberPress

After you have created and customized the customer area. It's time to make it easily accessible to your customers.

Just go to the Appearance »Menus Page and add the account page you created earlier to your navigation menu.

Add the client area link to your navigation menu

You can click on the menu item to change its title. For example we changed it here in Client Area.

Don't forget to click the "Save Menu" button to save your settings. You can now visit your website to see your customer area in action.

Customer area

Clicking the link takes users to the account page where they can access client shortcuts after logging in.

Extending the customer portal with MemberPress

MemberPress is an extremely powerful and highly flexible platform for creating your customer portal in WordPress.

Not only can you use it to restrict access to resources for clients only. You can also use it to easily add all the functions you want to your customer portal.

1. File downloads

Do you want to allow your customers to easily download files from your website? MemberPress includes a file download addon that just allows you to easily manage downloads from clients.

The download page for the MemberPress file

Step by step, see our guide on how to manage file downloads in WordPress.

2. Add learning courses

MemberPress is also the best WordPress LMS plugin out there. You can easily create online courses and associate them with your membership plans. This way, your customers have easy access to learning resources on your website and can easily manage those resources.

Preview of the MemberPress courses

For more information, see our tutorial on how to easily create online courses in WordPress.

3. Add forms to the customer area

MemberPress works with WPForms, the easiest WordPress Form Builder plugin available.

In this way you can create feedback forms, testimonial forms, conduct customer surveys or add support request forms.

Do you need clients to be able to upload files as well? WPForms makes it easy to create forms to upload files to on your website. You can then embed this form on the account page or any member-only page on your website.

4. Collect payments and sell products

As a business owner, you may want to promote other products and services to your existing and previous customers.

Using MemberPress as a customer portal allows you to integrate with the best of email marketing services. This way you can stay in touch with customers and promote other products and services more efficiently.

MemberPress also works with all common payment gateways such as Stripe and PayPal. That way, you can easily collect payments for other services by selling them as a membership plan.

Alternatively, you can also add an online shop with WooCommerce and sell all the products you want on the same website.

We hope this article has helped you learn how to create a customer portal in WordPress. You may also want to see our comparison of the best small business business phone services and chatbot software to provide better support.

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