Client Portal for WordPress
What Is A Client Portal?
What we mean by “client portal” is a section of your website that is exclusive to your paying customers. If you don’t have a username and password, you won’t be able to access some areas. A “portal” allows users to access a more customised version of your website if they have a login and password (which you would supply to your clients).
They can make changes to their profiles, check out their purchases, contact assistance more quickly, gain access to more materials, and even save various files.
Benefits Of Using A Client Portal
By providing them with a client portal, you may improve their time spent on your website and earn their loyalty. There are several advantages for both your company and your customers if you establish a client portal.
Client portals are a great way to streamline customer communication and keep track of your company’s inbox. If you don’t provide a unified way for clients to contact you, they will likely use multiple methods, making it more difficult to monitor your inbox.
Provide A Better Customer Experience
A customer portal demonstrates to potential buyers that you care enough about their needs to create a website specifically for them. Your clients will be grateful for the convenience of your services, which include easy access to information, prompt responses from support staff, and simple methods of contact.
The customer portal’s flexibility in letting you personalise your visit to the site is another feature that will boost satisfaction. Providing a satisfying service to your customers will naturally lead to increased brand loyalty.
Centralize Point Of Information
Customers greatly appreciate client portals because they provide easy access to their account details.
The portal serves as a central hub where clients can go to access their account information, personalised recommendations, and other useful tools and services. When this data is compiled in one place, it becomes more convenient for your consumers to look up.
Reduce Customer Support Costs
The primary goal of a client portal is to enhance customer service, but it can also help you save a lot of money on that front. Customers can access a self-service help desk via a client portal.
This system may, for instance, contain tools to assist consumers in resolving typical concerns. Using your customer portal, users can take care of minor issues without contacting a support staff member. When fewer people contact your customer service department, your expenses in that department will decrease.
Increase Upselling And Cross-Selling Opportunities
While email is still a useful tool for upselling and cross-selling, a client portal will allow you to provide insider information about new offerings to all of your existing customers. The homepage of your customer portal is a great place to promote new offerings.
The portal facilitates the dissemination of information about upselling and cross-selling opportunities to all clients and piques their interest in learning more about these offerings. Inquisitive consumers will have a much simpler time exploring the upselling and cross-selling prospects you give them with if they can access all of the relevant information in one place, such as your client portal.
What Makes A Good Client Portal?
In order to implement a client portal on your WordPress site, you will need to install a client portal plugin. Fortunately, WordPress supports a wide variety of plugins, and this includes a number that serve as client portals.
You should have a firm grasp on what makes a great client portal before settling on one. It would be a huge mistake to pick the wrong plugin for the client portal. Customers may become dissatisfied if the client portal on your website is badly constructed.
These are some factors that contribute to an effective client portal
Strong Security Features
Make use of a customer portal that has multiple safe login options. It’s crucial to ensure the safety of your customers’ private data. Customers’ faith in your company would be seriously dented if their personal information were compromised through your portal.
The client portal you choose should include
- SSL encryption
- SSL (secure sockets layer) (secure sockets layer)
- LDAP (lightweight directory access protocol) (lightweight directory access protocol)
- One-Time Password
- The Use of “IP Whitelists”
- Policy for Changing Passwords
An Intuitive Interface
Client portals are meant to streamline the experience of using your website for the customer. Enhancing the quality of their service to customers is a primary focus. Inadequate usability of your portal’s UI will negatively impact your relationship with users.
The gateway you select should provide an easy-to-use interface that is also well-documented.
Consider carefully who can access the sensitive client information available through your customer portal. When using permission-based restrictions, you may quickly limit access for certain workers and revoke that access whenever you need to (such as if an employee with access leaves your organization).
Verify if the plugin can be easily installed and activated on your WordPress site without causing any problems. You might take payments through your portal by installing a plugin that integrates with your customer relationship management system or a payment processor.
Best Client Portal Plugins
Unfortunately, there are so many client portal plugins that it might be confusing. Here are eight of the top client portal plugins for WordPress websites to assist you save some time.
A WordPress membership plugin is not all that Ontraport is. It includes all necessary tools for administering a complex WordPress portal (or a more secure one using their page builder without using WordPress at all).
This is an additional advantage of their main CRM and automation suite. With Ontraport, we have created several client portals over the past five years, and it continues to be our top recommendation.
When we first started using WordPress, MemberPress was one of the first plugins we installed for creating a client portal or secure area. We were always happy with their service and only ceased using them when we began implementing Ontraport for the majority of our portal requirements.
If you need a quick and easy solution for restricting access to specific pages or posts within WordPress, then this premade plugin is perfect for you.
You and your customers can use MemberMouse to transfer files of any size and format to one another. You can also quickly and easily import your current customers into the MemberMouse site. Serving up different landing pages to different consumers based on their membership tier is one of its more interesting capabilities.
All payment and email integrations, in addition to 1-click purchases and upsells, are part of their $29/month Builder package (or $24.08 if invoiced annually).