Setting up multi-brand portals
I may have posted this twice - apologies if that's the case.
We have two brands: A and B. Each brand has its own support department (department A and department B.) We have set up two portals - one for each brand. We have unique users so any one user will only ever log into one of the two portals.
Brand A's portal is the default portal set up when we activated Desk. It is linked to Department A and is accessed by support.mydomain.co.uk. Brand B's portal is new and is linked to Department B. We have set up a second URL (brandbsupport.mydomain.co.uk.) Both sub-domains are mapped to Zoho via a CNAME entry and Zoho have set up SSLs for both sub-domains.
I don't know the best way to set this up and Zoho's documentation is not clear on multi-branding. Do all customers (brand A or B) access the support.mydomain.co.uk site and then, via some sort of link, login to either the support portal or the brandbsupport portal? Or do they access the portals via their associated sub-domains?
We have CRM and new contacts are synced one-way from CRM to Desk. We also send a custom field which identifies if the contact uses brand A or brand B. As mentioned above, these contacts are unique. Depending on the value of the custom field, is there a way to have Desk automatically send an invite for the correct portal to the new user? For example, if new customer D uses brand B, when they are synced into Desk, can Desk be set up to automatically invite new Customer D to the brandbsupport portal? Equally, if customer E uses brand A, can Desk send them an invite to the support portal?
Mike
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We have two brands: A and B. Each brand has its own support department (department A and department B.) We have set up two portals - one for each brand. We have unique users so any one user will only ever log into one of the two portals.
Brand A's portal is the default portal set up when we activated Desk. It is linked to Department A and is accessed by support.mydomain.co.uk. Brand B's portal is new and is linked to Department B. We have set up a second URL (brandbsupport.mydomain.co.uk.) Both sub-domains are mapped to Zoho via a CNAME entry and Zoho have set up SSLs for both sub-domains.
I don't know the best way to set this up and Zoho's documentation is not clear on multi-branding. Do all customers (brand A or B) access the support.mydomain.co.uk site and then, via some sort of link, login to either the support portal or the brandbsupport portal? Or do they access the portals via their associated sub-domains?
We have CRM and new contacts are synced one-way from CRM to Desk. We also send a custom field which identifies if the contact uses brand A or brand B. As mentioned above, these contacts are unique. Depending on the value of the custom field, is there a way to have Desk automatically send an invite for the correct portal to the new user? For example, if new customer D uses brand B, when they are synced into Desk, can Desk be set up to automatically invite new Customer D to the brandbsupport portal? Equally, if customer E uses brand A, can Desk send them an invite to the support portal?
Mike
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