WordPress_Integrate Customer portal process

Here’s a structured guide to integrating a Customer Portal into your WordPress website:

Step 1: Log in to Your WordPress Account

1.    Open WordPress in your browser.

2.      Log in using your credentials.

Step 2: Access the Dashboard

1.    After logging in, access the Dashboard, which is WordPress’s control panel. 

Step 3: Create a New Page

1.    Navigate to the Pages menu on the left side of the dashboard.

2.    Click “Add New” to create a new page.

3.    Title the page “Customer Portal”.

4.    Click Publish, then select Edit with Elementor.

 Step 4: Configure the Page Layout

1.    In Elementor, click the Settings icon in the top toolbar.

2.    On the left-side popup, locate Page Layout and change it from Default to Elementor Canvas to hide the header and footer.

3.    In the Widget Search Bar (left panel), search for HTML or Shortcode.

4.    Drag and drop the HTML Widget onto your page.

Step 5: Configure the IntoAEC Application

1.    Log in to the IntoAEC Application.

2.    Navigate to Preferences > Website Navigation Menu.

3.    In the Website Configuration section:

o    Enter or paste your WordPress website URL (e.g., https://yourwebsite.com/).

o    Click “Add Website” (a success message will appear).

4.   Scroll down to copy the Embed Code for the Customer Portal.

Step 6: Add the Embed Code to Your Website

1.    Return to the Elementor editor for your Customer Portal page.

2.    Click on the HTML Widget and paste the Embed Code you copied from IntoAEC.

3.    Click Publish to save your changes. 

Step 7: Verify Customer Portal Integration

1.    Click the Preview Icon in Elementor to view the Customer Portal page.

2.     Verify that the Customer Portal is working as expected. 

If you encounter any issues, feel free to ask for assistance!