This increases the transparency and quality of your service. This is now possible with the brand new customer portal functionality within HubSpot! How does the HubSpot Customer Portal work? A customer portal is a place where customers can view, open and answer their support tickets online - behind a login. This customer portal can logically be accessed via the aforementioned knowledge base, but it is also possible to share a direct link to the portal with your customers. Of course you have the option to apply your branding to it. Interesting for the end customer As an end customer you receive a personal login and you can log in via a URL within the customer portal.
After logging in, the portal recognizes you as a user and you, as an end customer, see an overview of your submitted tickets, including the status. You can sessions Singapore phone number list you open these tickets to add files, for example. You can also post a comment. If customers want to submit a new ticket, they can do so directly from the home screen as shown below. Interesting for the Customer Service team The great thing about this new functionality is that it fits seamlessly within the current HubSpot platform. As a Customer Service employee, you can see tickets coming in or respond to tickets from your old familiar conversations inbox in HubSpot.
No extra place you have to go to view and/or answer customer questions. Features of the HubSpot Customer Portal Authentication To be able to log in to the customer portal, end users use the following methods: HubSpot registration SAML SSO JWT SSO Customer portal authentication is powered by the so-called private content tool that is currently already available in HubSpot's knowledge base and used for pages in CMS Hub. Registration This makes it possible for visitors to the customer portal to create a login if they have not previously created an account for private content from a knowledge base, for example.