Customer Center and Customization Overview

Andrew BNovember 08, 2022 16:06

In this article, we will cover an Overview of the Customer Center and Customization located on Site and Funnels. Below is a video to help you get started!

Prior to getting started, you will need to have the following: 

• An active ClickFunnels 2.0 account.
• Access to a Workspace and a Site in the ClickFunnels 2.0 account.

Enable contact access to update payment methods, view order history, download digital assets, and manage subscriptions.

Edit Settings

Control what information customers are able to access within the Customer Center’s “Customer Portal” page. Access can be controlled for:

• Order History
• Billing Information, including Email Address and Billing Address
• Payment Method Updates
• Subscription Updates
• Subscription Cancel
• Subscription Pause
• Course Enrollments
• Conversations

A Privacy Policy URL and a Terms Of Service URL can also be provided.

To edit these settings, click the “Edit customer center” button.

Customize

Parts of the Customer Center can be customized. To customize these pages, open the ClickFunnels Page Editor.

Customer Center

The main Dashboard page for the Customer Center. This will be displayed when the customer logs in.

Member Login

The login page is used by customers to enter their credentials to access the Customer Center.

Course Library

Courses that the customer enrolled in will show up here.

Action Steps:

1. Enable customers to access all information on the Customer Portal page.
2. Add a link to a Privacy Policy page and a Terms Of Service page.
3. Customize the Member login and Customer Center page.

If you have any questions about this, please contact our Support Team by clicking the Support Icon in the bottom right-hand corner of this page.