As previously discussed in the Make Your Cloud blog, customer portals are one of the best ways to maximize a CRM investment. They're dynamic and powerful system extensions that help streamline customer communications, improve customers support experiences, and solidify lifelong customer relationships.
If you’re an experienced vTiger user, you’re aware of the customer portal currently available for your system. However, the functionality is limited to support ticket and invoice functionality, file sharing and knowledge base access. That’s a great starting point, but we’ve made it our mission to supercharge the CRM experience for vTiger users.
The Make Your Cloud team has developed an enhanced customer portal for vTiger CRM. It’s helping our clients stand out from the competition and win loyal customers for life.
We expertly designed our system to include features such as social media functionality, seamless payment integrations, and PDF downloads. All of these features are exclusively available within the MYC customer portal.
For more details, check out the full feature comparison.
Ready to take an easy step towards enhancing your business’s level of customer service?
Get started with your free trial of the MYC Customer Portal. After completing the download, follow the steps before to complete the system installation.
Now that you’ve decided to take an important step in enhancing your customers’ service experience, it’s time to install the MYC customer portal. Installation is a simple, two-step process.
Follow the instructions below, and in a few clicks the MYC Customer Portal will be installed and ready for configuration.
After you’ve received the installation file, you’re going to download the zip file to your machine. After downloading, find the file “install-myc-portal.zip” and extract the installation file “install-myc-portal.php.”
We recommend you extract the file to a folder on your server, preferably the same server, host or subdomain where your CRM is located (but not in the root directory).
Once you’ve uploaded the installation file to your server, you’re going to perform a system verifications check.
During this step, you’ll verify requirements to proceed with the installation, such as permissions to folders, version of PHP installed, and the different PHP extensions required for the installation. Such extensions are usually defaulted extensions already present within your host environment.
To perform the system requirements check, open a browser and enter the following URL:
You should be redirected to the following page:
Upon accessing the page, the system requirements check should begin automatically. Once all the system requirements are satisfied, you’ll need to enter your software license key and click on “Install.”
Next, you’ll be asked to download and install the module for additional web services:
Remember, this is an automated setup wizard that will guide you through each step of the process.
After the module for additional web services is installed, the wizard will give you a verification that this step has been completed properly.
Once this is complete, you’ll need to input the URL for your vTiger system.
This is the same URL you use to access the system and should look similar to the following examples:
Now you’re ready to define the credentials for the Make Your Cloud Customer Portal.
At this point, you should determine the person in your organization that will be assigned the ‘API Username.’ This person will be the default assignee of portal operations and should have system administrator privileges in your CRM, as they’ll need this to access and properly use all portal functionality.
During this step, you’re going to assign the ‘API Key’ to the ‘API Username.’ To get the API key, go to the ‘Users’ section within your vTiger system preferences, click the user whom you’re setting as the default portal user, then click the ‘Details’ page. At the bottom of this page, you’ll see a field with the ‘API key.’
Next, insert these credentials - ‘API Username,’ ‘API Key,’ and ‘Email’ into the Customer Portal setup wizard.
Almost finished! In the last step, you’ll accept the Software License Agreement and move onto configuring the Make Your Cloud Customer Portal.
Please note, the first time you access the portal configuration area, you’ll have to insert the software license key to verify your Customer Portal installation and enable the portal functionality.
The MYC Customer Portal is intuitive and easy to set up, but if you have specific questions about setting up the portal functionality, please contact us.
As a starting point, we recommend integrating the Customer Portal with your company website.
Our mission is to enhance the vTiger experience for our clients and their customers. The vTiger customer portal from Make Your Cloud has helped our clients stand out from their competition and give their customers the best service experiences in their industries.
We expertly designed our system to include features such as social buttons, seamless payment integrations, multiple view types, customer profiles and PDF downloads. All of these features are exclusively available within the MYC Customer Portal, and you can try it free.
We hope you’ve found this Make Your Cloud Customer Portal tutorial helpful.
Remember, we’re vTiger CRM experts, so if you still have questions, need additional setup help, or any custom development, contact one of our support experts.
Stay tuned for additional helpful information about the MYC customer portal in our upcoming blog series.