websitepipeline™

university

Customer Logins

AGENDA

Customer and Account relationship How to add Customers to the website

CUSTOMER LOGINS

Terminology Differences: Website vs ERP systems

Accounts in Website = pulled over from ERP Customers in Website = Users that are

created in the site

CUSTOMER LOGINS

Accounts: Come from ERP system Synched from ERP whenever a new

account is added Can have multiple Customers (users)

mapped to a single account

CUSTOMER LOGINS

Customers: Require a username / password to login

and order Are mapped to a single Account in the

website

CUSTOMER LOGINS

Customers need to be added to the website: Do not come from ERP system Created by either:

Client (back end) or Customer themselves (front end)

CUSTOMER LOGINS

Creating Customers – Client (back end): WebDriver add-edit customer page Uploads

Template provided

CUSTOMER LOGINS

Creating Customers – Users (front end): New Login (Self-Create) to Existing

Account: Create a Login for Existing Account (with

Customer Number / Billing Zip Validation) New Login and New Account (Self-Create):

Create "Customer" (Account and Login) Page with Email Confirmation

Existing Modules (if in scope) See your PM for additional information

CUSTOMER LOGINS

Communicate to your customers their new credentials Written communication (invoicing) Email marketing software WSP solution:

Modifying system emails to send login information

Check with your PM

CONCLUSION

Will greatly enhance your website’s marketability by giving your customers their own gateway to your pricing, discounts and featured products