Did you know that 88% of customers expect a company to have an online customer portal?
Without doubt, modern-day consumers need online self-service options to get help and answers. But what exactly is a customer portal? What are the benefits of setting up one on your webpage? And most importantly: what are the elements of an effective online customer portal?
To get all the answers, keep reading!
What is a customer portal?
An online customer portal is a website used by businesses to give current customers access to their account information, products, services, and any kind of related information they need.
Simply put, a customer portal acts as a digital sharing mechanism and information center between a company and its customers.
- A customer billing portal lets customers independently manage their subscriptions, payment details, and invoices. This minimizes the need for manual intervention and reduces administrative overhead.
- Customers can update their payment methods directly within the portal. This feature reduces failed payment instances, thereby improving cash flow and minimizing service disruptions.
Here’s what Freepik’s customer portal looks like as an example:
What are the elements of customer portal page?
A subscriber or customer billing portal is an interface that allows your customers to manage their subscriptions and billing details directly. It acts as a gateway that connects your customers to their financial interactions with your business, providing transparency and control over their subscriptions, invoices, and payment methods.
A customer portal may contain:
- account information;
- account history;
- payment information;
- case information;
- issued customer invoices;
- downloadable digital files;
- access to support mechanisms;
- means for customers to upload information;
- any other kind of relevant information.
Key features of a customer billing portal
How do customers benefit from your customer portal?
Most of the customers try to solve problems on their own before reaching out for help. Consequently, recent years have seen a big shift in customer support as technology rises to meet the evolving demand for customer self-service options.
An efficient customer portal significantly improves customer satisfaction by providing easy, round-the-clock access to essential tools and services. Setting up an efficient customer portal will definitely improve your customer satisfaction scores!
Here’s how:
1. 24/7 Availability
- Always accessible: Customer portals are available 24/7, 365 days a year, eliminating the need to wait for support agents.
- Immediate assistance: Buyers can resolve queries, find information, and request services on their own schedule.
By combining all of your buyers’ needs into a single customer portal, you may see an increase in ongoing customer engagement and satisfaction.
2. Streamlined user experience
- Versatile use cases include:
- Log service requests.
- Reset passwords.
- Manage purchase orders.
- Track order deliveries.
- Access invoices and FAQs.
- Unified platform: A single portal consolidates all customer needs, boosting engagement and satisfaction.
3. Improved support and transparency
- Support requests: Buyers can create and track support tickets, giving them confidence that their concerns are heard.
- Proactive communication: The portal keeps users informed, strengthening trust and reliability.
4. Stronger customer relationships
By integrating a customer portal, you deepen buyer engagement within your ecosystem. This creates long-term loyalty and improves your overall relationship with customers.
A well-designed customer portal empowers buyers with self-service options, leading to higher satisfaction, greater trust, and stronger engagement with your business.
What are the benefits of a customer portal for your organization?
A customer portal is not just helpful for your buyers—it can make a big difference for your organization too.
A customer portal makes life easier for your team, helps you learn more about your customers, grows with your business, builds strong customer connections, and works seamlessly with your existing tools.
Here’s how:
1. Customer portal makes work easier for your customer support team
- Handles simple questions: The portal answers common questions, so your support team can focus on solving tougher problems.
- Saves time: Agents can work more efficiently and provide better support.
2. Customer portal helps you understand customer needs
- Tracks activity: See how customers use the portal to spot common issues or new needs.
- Improves services: Use this information to fix problems and create better solutions.
3. Customer portal grows with your business
- Handles more customers: As your business grows, the portal helps you manage more customer relationships without extra effort.
- Keeps things organized: It makes managing customers simple and efficient.
4. Customer portal builds a community
- Customers helping each other: Some portals let customers ask and answer questions, creating a helpful community.
- Happy customers: Engaged customers are more likely to stick around and recommend your business to others.
5. Customer portal works with your other systems
- Connects everything: The portal can link to your systems like accounting, CRM, or ERP, so information moves automatically.
- Reduces mistakes: Automation cuts down on manual work and errors, saving time and money.
How to design the perfect customer portal?
If you think that any customer portal will yield the above benefits, we’ve some bad news for you: in order to motivate your customers to use your self-service portal, you need to create an engaging environment. Let’s see how to design a customer portal users will love!
1. Create a responsive design
In today’s world where consumers order lunch, pay their bills, socialize with friends and even do some of their work on the go, a responsively designed and mobile-optimized customer portal is simply a must!
Choosing a responsive WordPress theme might take some weight off your shoulders. However, if you’re not familiar with the building blocks of a responsive web design, we definitely recommend hiring an experienced developer!
2. Customize your portal
Your customer portal should feel like a natural extension of your brand. Make sure to edit the logo, headline, brand color, and accent color accordingly!
3. Personalize customer experiences
Your self-service portal should enlighten your customers with a personalized customer experience. What are some of the best techniques?
First, make sure to address each customer by name whenever they log in. Additionally, keep a record of their products or past services and display relevant topics of expertise. Use information from their past problems to help them locate what they need.
Finally, you can use your customer data as a cue to create content that addresses new needs and issues.
As we already mentioned, building an online community is a game-changer when it comes to strengthening relationships with current customers.
So, let users interact with each other! Use your customer portal as a place to discuss products and services, answer questions, and solve problems. You may even invite external service experts to write blog posts and participate in forums.
People won’t use your customer portal if they can get the information elsewhere. The second bad news is that fewer users mean fewer answers in your knowledge base, which in turn decreases the value of your community. How to break this vicious circle?
Make sure to provide exclusive content and updates within your community! Do you have a new product rolling out? Did a prominent expert join your company? Are new product features on their way? Don’t forget to share the latest news on your customer portal!
Additionally, to make users aware of this exclusive channel, make sure to inform them about your customer portal on your thank you page after payment and email receipt.
6. Create a secure website
No matter how much effort you put into increasing the all-around customer experience, if your customer portal is not secure, you’ll quickly lose the trust of your buyers.
Consequently, make sure to use encrypting practices by using HTTPS via Transport Layer Security protocol (TLS). Additionally, protect login information by enabling reCAPTCHA on your secure forms. To prevent DoS attacks and limit web scraping, you can use rate-limiting. We also recommend using whitelisting and/or blacklisting to control access.
Additionally, it’s also recommended to use the single sign-on (SSO) authentication method in bigger enterprise environments. Furthermore, don’t forget to create an effective password expiration policy to decrease your risk exposure.
To highlight the above measures for your customers, make sure to place security trust seals in strategic locations of your customer portal!
Should you build the portal yourself or use a pre-built solution?
There’s a dilemma most startups face: divert their own resources to build a customer portal or use a pre-built solution?
The answer is clear: the first option slows down your business by taking the focus off your core product. This, however, raises our next question: which pre-built solution is the best one to choose?
Stripe’s Billing portal might be the ideal product you’re looking for. Billing portal is a secure, Stripe-hosted page that lets your customers manage their subscriptions and billing details. It allows your customers to update, cancel and pause subscriptions, view their active subscriptions and current as well as past invoice history, update payment methods and billing information and download invoices, among others.
Furthermore, you can customize the portal to match your branding by editing your icon, logo, colors, and business information.
Additionally, users automatically see localized versions of the portal based on their browser settings. The customer portal also works with Stripe Tax which automatically calculates tax on your transactions and helps you stay compliant with EU VAT rules.
You might also like to read about Automated sales tax tool – Stripe Tax.
If you’re specifically searching for a WordPress customer portal and are using Stripe as your payment gateway, WP Full Pay’s self-service portal is another great option!
It allows you to choose from two authentication schemes: one-time login code sent via email or WordPress authentication. The latter can be used when you’d like to use your WordPress user accounts as customer accounts. In this case, you can use the WP Full Members add-on that will find each customer in Stripe by using their email address.
The customer portal can be embedded into any page or post by using the [fullstripe_customer_portal] shortcode.
📖 Read more about how to create customer portal page.
Customer portal – Key takeaways
People today want to be in the driver’s seat of their own experiences. That’s why setting up an efficient customer portal is indispensable to leaving a lasting and positive impression on your customers. Make sure to enlighten users with a mobile-friendly, secure, and community-focused customer portal that lays great emphasis on a personalized customer experience!