WordPress_Integrate Customer portal process

Integrating Your Customer Portal – Seamless Access at Your Fingertips

Your Customer Portal is the gateway for clients to engage, access resources, and stay connected all from your WordPress site. Setting it up is simple and fast.

What You Can Do Here

• Open WordPress in your browser to get started.
• Log in using your credentials to access the dashboard.
• Bookmark your dashboard for quick, secure access anytime.

Pro tip: Treat your dashboard like mission control—keeping it handy makes managing your portal effortless.

Accessing the Dashboard – Your WordPress Control Center

Once logged in, the Dashboard is your hub for managing everything on your site. This is where you’ll control settings, view updates, and access all tools in one place.

• Navigate to the Dashboard immediately after logging in.
• Explore menus and panels to find what you need quickly.
• Monitor updates, plugins, and site settings from a single view.

Creating Your Customer Portal Page

This step brings your portal to life on your website. A new page is where clients will log in and interact with your content.

• Go to the Pages menu on the left side of the Dashboard.
• Click Add New to start a fresh page.
• Give your page a clear title, like Customer Portal, so visitors know exactly where to go.
• Click Publish, then select Edit with Elementor to customize the layout and design.

Pro tip: A well-named, visually appealing portal page makes a great first impression on your clients

Configuring the Page Layout

Now it’s time to shape your portal’s workspace. A clean layout ensures clients focus on the portal content without distractions.

• Click the Settings icon in Elementor’s top toolbar.
• In the left-side panel, find Page Layout and switch from Default to Elementor Canvas to remove the header and footer.
• Use the Widget Search Bar to find the HTML or Shortcode widget.
• Drag and drop the widget onto your page to start adding portal functionality.

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Connecting the IntoAEC Application

This step links your WordPress site with the IntoAEC Application so your Customer Portal comes to life.

Log in to your IntoAEC Application.

• Go to Preferences > Website Navigation Menu.
• In the Website Configuration section, enter or paste your WordPress website URL (e.g., https://yourwebsite.com/).
• Click Add Website and wait for the success message to confirm the connection.
• Scroll down to copy the Embed Code for your Customer Portal.

Pro tip: Keep the embed code handy—it’s the key to making your portal fully functional on WordPress.

Adding the Embed Code to Your Website

This is where your portal becomes interactive—embedding the code brings all functionality directly to your WordPress page.

• Go back to the Elementor editor for your Customer Portal page.
• Click on the HTML Widget and paste the embed code you copied from IntoAEC.
• Click Publish to save and activate your changes.

Pro tip: Double-check the embed code before publishing to ensure the portal displays correctly and works seamlessly for your clients.

Verifying Your Customer Portal Integration

Before going live, make sure everything is working smoothly so your clients have a seamless experience.

• Click the Preview Icon in Elementor to open your Customer Portal page.
• Check that all features are functioning correctly and the portal displays as intended.

Pro tip: Test on different devices and browsers to ensure your portal works perfectly for every visitor.

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