Empowering Your Customers with the Free cPortal - shopVOX Pro

Crystal Richard Updated by Crystal Richard

You're already equipped with a robust set of tools to manage your business, if you are using shopVOX Pro. But did you know that shopVOX also offers a free Customer Portal (cPortal), designed to strengthen the connection between you and your customers?

This free cPortal provides a seamless way for your clients to interact with their orders, review jobs, and approve proofs—right from their own dashboard. While it shares many features with the powerful paid Ecommerce add-on, the free version focuses on enhancing communication and transparency by allowing customers to track their jobs and transactions, without displaying products for purchase.

Imagine giving your clients access to a custom, branded portal where they can stay updated on every aspect of their order, without needing to reach out directly. The free cPortal provides that touch of professionalism and self-service, making your business feel larger and more efficient. And when you're ready to take things further, the paid Ecommerce version offers even more customization, including the ability to display and sell your products, all with tailored pricing per customer.

By unlocking the potential of the cPortal, you’re not just offering convenience—you’re building trust and creating an elevated customer experience that will set your business apart.

How to Enable the Free cPortal for a Customer:

  1. Go to Customers
    • From the main toolbar, select "Customers."
  2. Choose a Customer
    • Find and select the Customer for whom you want to activate the free cPortal.
  3. Enable Customer Portal
    • Click the blue action button and choose "Enable Customer Portal."
  4. Edit Portal Settings
    • Once the cPortal is enabled for the Customer, click the pencil icon to access and adjust the available settings.
  5. View cPortal Options
    • You can now view the cPortal options for that Customer.
  6. Update Customer Settings
    • Click "Update Customer" to save your cPortal Setting selections.

Enabling the Free cPortal for a Contact:

  1. Open Customer Information
    • From the Customer screen, click "Show All Information" or the "Show All" shortcut next to Contacts.
  2. Locate Contacts
    • Scroll down to the "Contacts" section at the bottom of the page.
  3. Select a Contact
    • Choose the contact you'd like to enable the cPortal for and click directly on the customer's name to open the next screen.
  4. Activate the Free Customer Portal
    • Using the blue action button, select "Enable Customer Portal."
  5. Click "Send Invitation" to send the contact login Credentials
    • The contact's email will auto populate into the email field.
    • A confirmation email for the cPortal will be automatically generated and sent to the contact’s email address.
  6. The customer receives an email requesting confirmation and to create a password.
  7. Return to Contact Screen
    • Click the link at the top of the page to return to the Customer screen.
  8. Access the free cPortal
    • Once back on the Customer screen, click "Show All Information" to reveal the link to the cPortal
    • Click the external link to access the portal. Or access the portal login site by visiting portal.shopvox.com from a browser.
      The contact will receive the portal ink in their activation email, which must be confirmed within 1 hour of sending the confirmation email.
  • Click the Customers & Vendors navigation icon

  • Click "Customer Portal Users"

  • View confirmed and pending customer portal users

Free cPortal - Portal User Activation and Logging In:

  • After clicking the link in the activation email, users are taken to the cPortal login screen to set their password.
  • The user can have access to multiple company portals. There is an option to select the correct company for this log in session.
    The email and password will remain the same for all companies provided this email address remains the same. This simplifies the log in process for contacts. Selecting the company takes the user to the company dashboard.
  • Once logged in, your customer will have access to the following features:
    • Dashboard: Customers can view all orders that are in process from their dashboard where this user is the Primary Contact.
    Transactions on the dashboard are prioritized where this contact is the Primary Contact on the transaction.

    If the user has access to all transactions or is the accounts payable contact, the user can view all transactions via the Transaction Icon or "Show All" link next to each transaction type.
    For example:
  • List of ALL Sales Orders
    • Job Board: The user can access their job board to track ongoing jobs.
    • Proof Approvals: Customers can review, reject, or approve proofs directly from the cPortal.

Empowering Your Customers with the Free cPortal

The free cPortal empowers shopVOX Pro users by allowing their customers to engage directly within your shop’s shopVOX system. From reviewing orders to tracking jobs and managing proof approvals, the cPortal streamlines the communication between you and your customers. By simplifying these interactions, it not only elevates customer satisfaction but also frees up valuable time for your team.

But if you're looking for even more functionality, consider upgrading to the paid eCommerce version of the cPortal. This powerful add-on takes things a step further by allowing you to selectively display products for purchase, while also giving you the flexibility to adjust pricing per customer. Whether you need to increase or decrease prices based on specific customer relationships, the paid version helps you fine-tune your sales strategy and maximize revenue.

With both versions, shopVOX Pro offers unmatched flexibility in customer management, helping you deliver a personalized, high-quality experience that keeps your customers coming back.

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