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Kick start your relationships on the right foot with a white-labeled portal that showcases your company’s brand and reinforces the value you provide. Please reach out to your Account Representative or support@setshape.com to enable the Portal for your system.
Once Shape’s customer portal has been added for you, and your users have been activated, start configuring the settings to your needs. Shape’s customer portal is pre-configured to industry standards, but each company has its own preferences. From the “Manage Customer Portal” settings page, you can easily alter the application, needs lists, custom questions, necessary fields, and more.
Using the “Manage Customer Portal” settings tab, upload your logo file. For the best look, use a high-quality.png file type with background transparency. You can also update the sidebar color and text to match your branding.
Manage Customer Portal: https://secure.setshape.com/manage-customer-portal
In the “Manage Customer Portal” settings page, you can easily add needs list document requests that are either for standard upload, or for eSignature. Add the documents at the top of the page, and create unlimited needs lists below.
Note: If you need to add additional portal footer content for legal reasons, you can navigate to the “Company Settings” page where you can add up to 2,500 characters of footer content.
Once the customer portal is enabled, your users will see a new “Portal” tab within the contact details pages to easily send applications via email or text, approve and decline documents, and more. Additionally, your users will get a new portal link in their user profile to add to email signatures, on your website, etc. to capture new lead applications, and gather needs list documents.
Share the white labeled portal URL that you created when you set up the customer portal on your website. When a new consumer registers for an account, the company-wide link instantly generates new leads in the system. The newly produced lead will be checked through duplicate management rules as well as distribution rules to assign to the appropriate user.
Each user who has been granted portal access will receive an individual portal URL that they can share. By clicking on their profile photo in the upper right hand corner of the screen in the navigation bar, they can access this link in their user profile settings. Under the “Personal Information” page, you’ll find a connection to the portal. To generate business, most users will include this URL in their email signature. Leads will assign to the particular user attached to the portal link as they sign up for the portal.
Any Record that you add under the Referral Partner record type will receive a Co-Branded Link for both branding with your business as well as a link for each portal user on your system!
These can be found within the “Portal” tab within the Referral Partners record.
Shape gives you the ability to add custom questions for those situations that fit outside of the norm. Since we can’t add these custom questions to the 3.2 file, we save the responses in the customer’s “Portal” tab within their record!
If there are specific questions that you do not want a customer to be able to get past without filling in, Shape gives you the ability to make any questions in the portal application mandatory to be filled out before moving on.
Shape comes out of the box with automation set to notify the user, as well as the customer, for updates regarding their application! We recommend reviewing these triggers to make sure that they work for your company’s needs.
This is most commonly due to user error on the part of the customer. However please submit a ticket to support@setshape.com and our dedicated support team will be happy to take a look at the logs for that record and find those docs!
On the Portal Tab within a record, you will find the “Download Zip” button which will download all of that record’s documents into a zip file.
The logo across your entire customer portal (in the top left) is managed from the Manage Customer Portal settings page. The logo on the left-hand side of the landing page will pull from the assigned user’s profile or the company settings page if using the general company link.
You can remove the existing questions and re-order how the fields appear, however, the questions themselves are not currently customizable.
