Onboard your customers

In addition to the Website Builder (CMS), Sitejet also provides you with a powerful CRM (customer relationship manager) with which you can manage your customer communication. Your customers can send you their wishes and ideas for the website and give feedback on the project directly in the customer portal. This saves you valuable time and optimizes your customer communication process. Find out what the customer portal can do and how to invite your customers to it in this article.

Table of contents

Set up customer data

An important part of managing your customers is maintaining their data in an organized way. In the Detail View of the website, click on "Customer Portal" and then on "Customer data" to add current contact info.

Here is where you enter basic customer information. It is advisable to maintain these because this will make some steps easier later on. Keeping the data up to date is especially helpful if you want to quickly manage many customers. In addition, this data can also be inserted into the website quickly and conveniently from within the editor. You can store the following data:

  • Owner or manager
  • Contact person for the website (when the contact person is different from the owner or manager)
  • Address
  • Country and language
  • (Mobile) phone / fax numbers
  • Email addresses

The login email address is particularly important. This is the email address with which your customer logs in to the customer portal. For the sake of simplicity, it is best to use an email address that your customer owns and uses regularly. This email address can only be assigned to one website project so that the assignment is unique.

The contact data is automatically used, for example, when a domain is registered via Sitejet, since domains are generally registered on behalf of the customer.

Under "Customer Portal" in the Detail View of the website you will also find "Invitation links". Here you can generate direct links to the Customer Portal, which you can send to your customers. Simply copy the link with the push of a button. By clicking on "Start" you can also create direct links for other areas of customer management ("Start", "Customer data", "Emails", "File management", "Wishes", "Form entries", etc.).

Once you've copied the link, you can then send it directly from Sitejet, or you can use an external email tool if you have not yet configured your email address in your company settings. To send the invitation link in an email directly within Sitejet, just click "Send invitation by email message". This will automatically open the "Messages" window for the project, and from there, you can set the recipient from the "Recipient" list and craft a short message which includes the invitation link.

Under "Messages", you can create an email template that automatically inserts the link and sends it with your message. You can find the template management area by clicking on "Message to customer" in the message window and then on "Manage templates". The variables will help you to easily place data automatically in the template to customize it. You can then directly select these templates in emails to customers under "Email Templates".

If you have activated white labeling and are in your own portal ("partner.your-domain.com"), then all invitation links are automatically created with your domain instead of "sitejet.io".

Set up the password

As soon as your customers click on the invitation link, they will be asked to set a password.

The credentials always use the provided email address and the assigned password. Now, your customer can log in to their Customer Portal under "my.sitejet.io" and get in touch with you. If you have activated white labeling, the customer portal with your design can be reached via "my.your-domain.com".

Gather requirements

Requirements generally refer to your customer's requirements for the website, i.e. the design and content. Here, your customer can enter however many sections they would like to have, specify how these should be named, what should be in them, which pictures should be visible, etc. You can also specify the color scheme, the general design, and much more. These requirements are collected in the section called "Wishes". 

It is our strong recommendation that you show your customer this view in a first meeting - if necessary with templates and other already created websites - to show them what is possible. This enables them to enter as much information about their preferences and their company as possible, which will then save you a lot of time and give you the chance to focus on your actual task of creating websites.

In the subsection "Content", the exact structure is defined and the content for the individual sections is indicated. In addition, your customer can upload images to be used directly from this view, or select images that have already been uploaded via the file manager. Your customer can even check their own contact data again and tweak it if necessary. Our ticket system will automatically inform you about any changes your customer makes, so you never miss a beat.

Become a part of our Community!

Exchange ideas with other web designers about current developments, tips and tricks and show your favorite sites. Get advice and talk to us about possible features you would like to see on Sitejet. Here you can go directly to our community. If you need help with your Slack account, please e-mail us to help@sitejet.io .

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