5 Major Reasons You Need A Wordpress Client Portal

By Author: Maulik Shah
Total Articles: 138
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WordPress has this image of building a neat and easy to use website that is also creative. WordPress sites are best to attract more visitors and its interface ensures the visitors can easily navigate. But not all content is for everyone. What if you want to show specific content to a particular set of audience? This thing can be achieved with portals. With portals, users will be given access to a specific content and content that is not relevant is restricted.

Let us learn more about the client portal and what it does.

What is a Client Portal?

A client portal is a virtual lock that can only be unlocked by your paying clients. With WordPress you can have as many layers of lock as you want. The customers can access the locked part as per the plan they subscribe for. The portal can offer the facilities to paying clients and help in enhancing their customer experience.

WordPress Client portals can serve different purposes, depending on how you intend to use them. Most common way to do this is dividing paid and free content access. The paying clients will have access to premium content and non paying ones ...
... have access to only free content. You can further divide the paying customers in different categories as per the plans that they choose. Based on their plan the access to content will also change. Also, if a user has a monthly plan then they can only have access to the premium content for a month. 

You can define the content and its access as per your business workflow. This will help your business in organizing content in a much better way and offering the quality content to your paying clients.

When and Why Do We Need a Client Portal?

Now that we have an understanding of what a client portal is, the next step is to understand when a business needs a client portal. Here are some questions that you can ask yourself to figure out the rest.

Does your business require frequent exchange of data and information?

Client portals play a major role in reducing the constant back and forth of emails between you and your client. Because the customers have access to all the relevant information. The incoming tickets also reduce after adopting portals as it has a knowledge base and other self-service features.

Does your business require your clients to renew or cancel their subscription or membership?

Businesses having a membership or subscription based model require portals the most. The portal will allow the clients to manage their subscription or membership and renew or cancel it at times. They can view the activity log on the dashboard for them to keep track of all these things.

Do you have an ecommerce store where your customers need to view order history, invoices, shipping and billing addresses?

For an ecommerce site, all the order related information can be shown on the portal. Customers can track their order and can request for return or exchange. They can update their profile, add gift cards, check order history and many other things from the portal.

Do you have online classes for students where they need to access multiple things?

The portals can work as a medium between you and your students. Teachers do not have to share the same information again and again. All the course details, ebooks, exam papers, results, etc. will be available on the portal. The student will be able to see all the details of the course they are enrolled in.

Do you struggle with customer support service?

If offering customer support on call and emails is getting difficult then it is high time to have a portal. Portals have a knowledge base loaded with content that can help customers or clients to solve their doubts. The self service feature has multiple options like chatbot, FAQ page, articles, videos, etc.

Conclusion

The WordPress customer portal is a one stop solution to all the problems your business is facing in delivering satisfactory customer service. You as a business owner will have more control on the process that is going on. To have a  clear view on the process and making necessary changes as and when required helps a business grow. If the answer to the above question is yes, then you must consider leveraging a portal.

For more information: https://www.crmjetty.com/wordpress-customer-portal/

Mr. Maulik Shah is the founder & CEO of CRMJetty, hub of innovative customer relationship solutions, provides ready to CMS integrate portal solutions for SuiteCRM, Sugar CRM, Salesforce customer portal, and Dynamics CRM including WordPress Customer Portal. Maulik is a tech enthusiast and writes about the various aspects of ecommerce technology.