Adding 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 e-mail address. This e-mail address, combined with a secure password ensures that each contact can access an account with only the unit(s) the customer purchased.
1. Add a customer as a contact
First, you need to add your new customer as a contact.
Go to Contacts
Go to the ‘Customer’ tab and click the ‘+ New customer’ button
Fill in their contact details. Only first name and surname are required.
Click ‘Add customer’ at the bottom of the page.
Important: When you add a customer as a contact, this customer does not yet have immediate access to the platform. To do this, go through the 2 following steps.
2. Link your Customer to a Unit
Now that the customer has been added in your Contacts, it's time to link it to a Unit. You do this via the Project information.
For Projects consisting of several Units, go to the Unit to which you want to link the customer. Next, you will see a kind of ‘customer card’. Mark the Unit as sold, link and customer et voila!
For Projects that consist of only one Unit, you also go to the Project Information, but do not have to select a Unit. Next, you will see a kind of ‘customer card’. Link a customer to the Project, et voila!
3. Invite the Customer to your customer portal
Is all the relevant information ready for the customer? Then it's time to invite the buyer to the portal. Press the ‘give access’ button and an invitation email will automatically be sent to the customer.
4. Revoke or remove access
Oops! Made a mistake? Does the purchase not go through? Do you want to link only one buyer to a unit instead of two?
Then you can revoke the customer's access or even remove the customer from the portal. Within your projects, navigate to the unit information and click on the three bullet points next to the buyer's name. The first step is to revoke the access, then you can also remove the customer via the same route.
Important: When withdrawing access, the portal is no longer available to the customer, although all information remains. When deleting, you also disconnect the customer from all the information on the customer portal: conversations, surveys, documents (including signed ones!) to which the customer is linked are deleted along with it.
Email invitation
The invitation email is personalised with your organisation's corporate identity. Both colours and logo are customised. 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 ability to ask a new question.
Documents: any document you have uploaded that relates to their home, arranged by document type.
Decisions: everything related to the decisions they have to make. All proposals are collected here (by decision), accepted and/or signed.
Inspirations: the ability to upload pictures that inspire them.
Finances: invoices to be paid
Aftercare: statuses of items
FAQ: the frequently asked questions and answers you provided.
Information: an overview of their property 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. More info.