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website pipeline ™ university

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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website pipeline ™ university

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  1. websitepipeline™ university Customer Logins

  2. Customer and Account relationship How to add Customers to the website Agenda

  3. 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

  4. 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

  5. Customers: • Require a username / password to login and order • Are mapped to a single Account in the website Customer Logins

  6. 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

  7. Creating Customers – Client (back end): • WebDriver add-edit customer page • Uploads • Template provided Customer Logins

  8. 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

  9. 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

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

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