Adding a new customer to Ziggu
To add new customers to your customer portal, follow these 3 steps:
Add a customer as a contact (to your contact list).
Link your customer to a unit.
Invite the customer to your customer portal.
Important: Each contact needs a unique email address. This email address, combined with a secure password, ensures that each contact only gets access to an account with the unit(s) the customer purchased.
1. Add a customer as a contact
First, you must add your new customer as a contact person.
Go to Contacts
Go to the ‘Customer’ tab and click the ‘+ New customer’ button
Fill in their contact details. Only the first name and last name are mandatory.
Click 'Add customer' at the bottom of the page.
Important: If you add a customer as a contact, this customer does not yet have immediate access to the platform. Complete the next 2 steps for this.
2. Link your customer to a unit
Now that the customer has been added to your Contacts, it is time to link them to a Unit. You do this via the Project information.
For Projects consisting of multiple Units, go to the Unit you wish to link the customer to. You will then see a kind of "customer card." Mark the Unit as sold, link the customer and et voila!
How it looks for a single-unit project:
3. Invite the customer to your customer portal
Is all relevant information ready for the customer? Then it’s time to invite the buyer to the portal. Press the ‘Grant access’ button and an invitation email will automatically be sent to the customer.
4. Revoke or remove access and impersonate
Oops! Made a mistake? Is the purchase not going through? Do you only want to link one buyer to a unit instead of two?
Then you can revoke the customer's access or even remove the customer from the portal. Navigate within your projects to the unit information and click on the three dots next to the buyer's name. The first step is to revoke access, then you can also remove the customer via the same route. Moreover, you can use this button to simulate how the customer would see it via the impersonation button.
Important: When access is revoked, the portal is no longer available to the customer, although all information remains. When deleting, you also unlink the customer from all information on the customer portal: conversations, surveys, documents (including the signed ones!) linked to the customer are also deleted. Once you have removed this customer, we cannot retrieve anything on our end.
Email invitation
The invitation email is personalized with your organization's corporate identity. Both the colors and the logo are adjusted. In this email, the customer is invited to choose a secure password and log in. Here is an example:
The customer portal
This is what your customers will see:
Dashboard: news items and a list of to-do’s (Decisions and Surveys to be made).
Conversations: overview of all messages and the possibility to ask a new question.
Documents: every document you have uploaded that relates to their home, categorized by document type.
Decisions: everything related to the decisions they need to make. All proposals are collected, accepted, and/or signed here (per decision).
Inspirations: the ability to upload photos that inspire them.
Finances: invoices that need to be paid
Aftercare: statuses of points
FAQ: the frequently asked questions and answers you have provided.
Information: an overview of their home and the project. Here, customers can also export all their data, including conversations and documents.
Tip: Use the impersonation function to experience the portal through the eyes of a specific customer.