Sign-up form is now available for CRM portals
Hello everyone!
We are happy to announce the sign-up form for portal users. Until now, portal users had to be invited from Zoho CRM, but with this enhancement, users themselves can create an account in an organization's portal via the portal form.
The main purpose of the portal form is to allow customers, vendors, and partners to invite themselves to use an organization's portal account. Only valid customers can be added into a portal account. Zoho CRM will validate the customer and only then will they be added into the portal account.
The main purpose of the portal form is to allow customers, vendors, and partners to invite themselves to use an organization's portal account. Only valid customers can be added into a portal account. Zoho CRM will validate the customer and only then will they be added into the portal account.
Creating a portal form
Based on the user type, different portal forms can be created in the form builder. The landing page URL is given by default and cannot be edited.
Click Save to generate the sign-up URL. Copy the URL and host the form on your website. Once the portal form is live, customers can use it to access your organization's portal.
You can access your portal forms in the Webforms tab and see their status, perform A/B testing, get Zia's suggestions, and view analytics data.
Five portal forms can be created for one user type.
Authenticating signed up portal users
Once the portal form is available on your organization's website, customers can directly access your company's portal. Only legitimate customers will be added into the portal, so to validate the customer, an OTP is sent after they submit the form.
Customers only need the OTP during their initial signup. Later, they can log in using their credentials. Only after the customer verifies themselves with an OTP will they be initially logged into the portal.
Using email templates, you can create welcome emails for sign-up portal users. Always remember to add the portal URL link in the email template. An error message will appear if the portal URL is not added in the email template.
Waiting for Portal Access view
When the portal users limit is reached, external users may continue to sign up for portals. Since these are potential customers, it is important not to lose them. So, every time a customer signs up for the portal after the limit is exceeded, they are stored in a different view called the Waiting for Portal Access view.
A maximum of 100 such customers will be added to this view. Users who sign up after that will not be added to this view. Instead, the details about those customers will be sent in an email to the CRM user, and they will have to add them to the portal manually.
In the portal user type page, you can see the portal user count available for your account. From here, you can purchase additional portal user slots directly.
Edition limitations
- For the trial edition, only one portal form can be created.
- Portal forms is supported in Enterprise and Ultimate editions. Up to five portal forms can be created per user type.
- User count for Waiting for Portal Access:
- For the trial edition, the system can hold 10 users.
- For other paid editions, the system can hold 100 users.
To learn more about this feature, please see: Sign up forms in portals.
Do try it out and share your feedback in the comments below!
Do try it out and share your feedback in the comments below!
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