Add customer data
With the Customer Portal, you can benefit from the efficiency of integrating your customers directly into the website creation process. In this article, we show you how your customers can enter their contact data into their portal themselves.
Table of contents
Basic knowledge
As soon as you have stored your customer's email address in the customer data in Sitejet, you can invite them to your project. How to do this is shown in the article on customer onboarding. Your customer can then access the Customer Portal, where their contact details can be stored as described below.
Add contact data
If your customer clicks on "My Data" from within the Customer Portal, they will be taken to the view shown in the screenshot below.
Here is where you can enter basic information about the customer or their company, for example:
- The owner/managing director of the company
- The contact person for the website (if not the owner/managing director)
- The address of the company
- Telephone number, mobile number, fax number, and email address
This information is transferred to the Website Builder (CMS) when the website is first created so that it is available to you in the form of so-called "Data bindings". Data bindings are variables that you can insert into the website. If the customer data is changed centrally in the Website Builder (CMS), the Website Builder will then update the information wherever the variables are inserted across the site globally.
How to change and use customer data in the Website Builder (CMS) is explained here.
In some cases, it is necessary by law to include a reference to the German Consumers' Dispute Settlement Act (also known as VSBG) in the imprint. You can find out if you have an obligation to do so by answering the questions at the bottom of the page. Based on the information given, a link to the online dispute resolution will be added to your imprint.
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. You can join the Sitejetters community here.
