Overview: Customer Portal
The Sitejet customer portal offers you many advantages when working with your customers. In this article, we will introduce you to the available options and how the Sitejet customer portal can support you.
Table of contents
Sitejet was developed from our own practical experiences with the entire web design process in mind. In particular, interaction with the customer, such as feedback, file management, and messaging, can be organized all from within Sitejet. Sitejet thus combines a powerful website builder with a sophisticated customer management tool.
The Customer Portal is divided into two areas: The " General" section, which deals with all information relating to the customer, and the " Website" section, which covers the functions relating to the website itself.
In order to help you explain the customer portal and its benefits to your clients, we created a Word document that you can adjust to your liking. You can download the Word document here.
Next, we'll show you what is possible in the Customer Portal and how to do it.
You can access the customer portal from Sitejet at any time without having to log in separately. On the website overview page, you will find the "Customer View" link for each project. Clicking it opens a drop-down menu, which you can use to jump to the individual sections of the customer portal. Depending on the status of the project, some of the options in the menu may be unavailable.
Features at a glance
From the "Customer View" menu, if you click "Start" you will find, depending on the project status, topics relevant to the customer.
If, for example, the project is in the "Preparation" status, during which you want to capture the customer's ideas, the "Wishes" area is displayed here. In the project "Feedback", which is about receiving feedback from the customer on the website design, the topic "Feedback" is displayed.
As soon as your customer logs in for the first time, their password is assigned. The note "Set password" indicates that your customer has never logged in before.
Manage customer data
Under "My Data" you can enter company information relevant to your customer, such as the company name, managing director, address and contact details. This can be easily done by your customer.
This information is transferred to the CMS for the first time when the website is created using the Website Generator, and will remain available to you as variables you can use across the website. By using variables, you can change names, phone numbers or email addresses quickly and easily without having to change the information manually via the CMS in each respective place it appears on the website.
In addition, your customer can change their own password here if they wish.
Manage email accounts
Depending on the project status and the elements used, there are various functions on the website in the "Website" section that we will now introduce to you.
The menu item "File Management" is available to your customer in all phases of the project, because they may ask you to exchange files, pictures, or text at any time.
In the file manager, your customer can comfortably upload files from their computer by dragging and dropping them, making them available to you instantly. All files that your customer uploads are immediately available in the Website Builder (CMS), which means no more "download from Dropbox and upload to an FTP server" annoyances and no more searching emails for attachments.
In addition, Sitejet's notification system automatically notifies you when the file(s) have been uploaded.
Under "Wishes" your customer can enter their ideas. They can enter all points concerning the website including general structure, logo, colors, text content, etc.. This information can then be automatically integrated into the website using the Website Generator, so that you don't have to create individual sections or copy texts manually.
More information about how your customer can enter wishes can be found at the link.
The feedback tool is available to you and your customer from the "Feedback" status onwards. With this tool, your customer can mark the points directly on the website with a few clicks and add comments on what they want to have changed. This makes communication during the review process much faster and easier.
You can also give your customer the opportunity to edit individual elements or even entire pages. Your customer can do this via the customer CMS. This is a simplified version of the Sitejet Website Builder (CMS) just for your customer. The "Edit Website" option becomes available to your customer as soon as you release the first element in the Website Builder for editing by your customer. You can find out how to do this in our customer CMS article.
Tip: In order to avoid confusion during the creation process, we recommend from our own experience to release areas for editing only after they have been put online.
Statistics are activated as soon as the website is online.
This is where you and your customers can get analytics data about website visits.
View form entries
As soon as you insert a form (for example, a contact form) on the website, the "Form entries" page becomes available. The individual form entries that website visitors entered on the website are listed here. As long as the website has not yet been published, there shouldn't be much to see here, unless you or your customer submits a form for testing purposes.
As soon as the website has been published and website visitors enter information into the form, the submissions will be listed here and sent by email to the email address specified either in the contact details or in the form settings.
Tip: We recommend that you leave the email sender activated in the form settings in the "Email" section of the Website Builder (CMS) so that Sitejet also notifies you of form entries via email.
Products offered in the shop can be managed in the e-commerce area. Accordingly, this option only appears if a shop element has also been inserted on the website. We have established a partnership with Ecwid for the integrated shop solution. If you want to use a third-party shop, you are welcome to do so via the options described in the linked article. In this case, however, direct integration within the Sitejet customer portal is not possible. Your customer will have to use the shop's own customer portal for shop administration.