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website pipeline ™ university. Customer Logins. Customer and Account relationship How to add Customers to the website. Agenda. Terminology Differences: Website vs ERP systems Accounts in Website = pulled over from ERP Customers in Website = Users that are created in the site.

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Presentation Transcript
slide1

websitepipeline™

university

Customer Logins

agenda

Customer and Account relationship

How to add Customers to the website

Agenda
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
customer logins1

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
customer logins2

Customers:

    • Require a username / password to login and order
    • Are mapped to a single Account in the website
Customer Logins
customer logins3

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
customer logins4

Creating Customers – Client (back end):

    • WebDriver add-edit customer page
    • Uploads
      • Template provided
Customer Logins
customer logins5

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
customer logins6

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
Customer Logins
conclusion

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

Conclusion