With this tutorial, you’ll learn how easy is to connect your website or your blog with your support portal to allow your customer to login or register for new credentials directly in your CRM, with the possibility to do all this, without leaving your website.
The first thing to do is to ensure to have MYC Customer Portal PRO updated to the most recent version to be sure that this feature is present, so you can log-in to your portal configuration area and click on the “Customer Profile” section from the left sidebar, at this point you need to go to the new tab “Registration Form” from the top menu.
Here we have everything we need to achieve the purpose of this tutorial, in this section you will be able to achieve the following three actions:
- Allow Customers (and Organizations) to self register in your CRM
- Set the Google ReCaptcha Key to use for the Registration/Login/Reset
- Get all the needed code to paste in your website to get the Modal
1 - Allow Customers (and Organizations) to self register in your CRM
In the first section of this page you can choose to allow or not the self-registration of new customers in your customer portal, you can choose which fields they can fill in the new registration form and also preset auto-compiled field in your CRM, for example, you can choose to automatically set a field “Lead Source” to MY WEBSITE in your CRM.
It’s important to understand the preset feature as this is a key value of all the MYC Portal system, and in many cases, you should use it to achieve what you need and especially to interact with custom workflows in your CRM.
In this example you may surely need to use this feature to automatically set the value of the checkbox “Portal User” to “On” in your CRM when a new contact is created, this will automatically trigger the standard CRM workflow for portal mail and credentials (if enabled and configured), so your contact will immediately receive a new mail from your CRM with the new login credentials to your portal.
The same thing can be done for the Organization, you can choose to enable or not the organization registration if enabled a new organization will be created on customer registration and the new contact will be automatically related in your CRM.
Enabling the customer registration your customer will see a new button on the login screen that will switch to the registration screen allowing a new customer to send registration requests. (see image below)
2 - Set the Google ReCaptcha Key to use for the Registration/Login/Reset password operations
Here you can configure your Google reCAPTCHA Keys to enhance the security of your login, reset password and registration form, so preventing spam requests.
To get your google reCAPTCHA key and enable this feature you need to visit the Google reCAPTCHA Console and login with your Google account credentials, at this point you'll need to register a new website using the box at the bottom of the page, then label it for example "MYC Portal" and select "Invisible reCAPTCHA" as reCAPTCHA type, now just add the domains where you want to enable the usage of these recaptcha keys, accept the terms and press on "Register" button. You should now see your new keys "Website Key" (Recaptcha Client Key) and "Secret Key" (Recaptcha Server Key), just copy it and paste into the boxes here.
At this point, you can enable the reCAPTCHA feature and all your external forms will be automatically protected, you’ll notice the typical reCAPTCHA logo on the right bottom side of the screen when visiting the form pages.
3 - Get all the needed code to paste in your website to get the external Login/Registration Modal
With only one line of code, you’ll be able to quickly integrate a beautiful theme-agnostic but customizable modal to allow your customers to login to your portal or self register in your CRM without leaving your website. Our quick login/register button is compatible with all the platforms independently of the theme and libraries used, the only thing you need is to put the following code in your html template, preferably before closing the </head> tag:
Then you should simply add the class “myc-open-login-modal” (to open login modal) or “myc-open-register-modal” (to open the registration modal) to any type of clickable element (buttons, links, images etc) you want to use to open the modal.
If you don’t have a button or don’t have particular style need, you can simply put this code where you want to show the button in your HTML template:
If you have a website or blog made with Joomla, WordPress or any CMS or simply HTML, you could now easily integrate your CRM with your Website thanks to MYC Customer Portal. If you have any question, please feel free to ask for information by contacting us .