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How to Publish the Contacts Web Portal

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CRM.COM offers a pre-built contact web portal that can be branded by the business and accessed by its contacts. The portal includes various features and functionalities, many of which can be enabled or disabled by a business user from the CRM.COM back-end.

Preparing the portal requires following a procedure, and this document will walk you through the whole process step-by-step. The business user can complete some of the steps, whilst other steps need to be managed by CRM.COM.

Here’s a brief overview of the steps involved:

  • A business user creates and configures the web portal via the CRM.COM back-end and notifies CRM.COM that they wish to be provided with their portal for review.

  • CRM.COM provides the web portal for the business to review and possibly make some adjustments.

  • Your business distributes the portal URL to its contacts.

Let’s Get Started

Step 1 - Create the Portal

Create the portal configuration and enable the required settings. Then, read CRM.COM’s app configuration guide to learn how to select additional optional features.

Step 2 - Request a Version of the Web Portal for Review

Once you're satisfied with your portal's configuration, the next step is to notify CRM.COM that you wish to receive a version of the portal for review. To do this, click the Request to Publish button on your portal's data screen. This will send us a notification to CRM.COM to prepare a portal for you.

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Step 3 - Review the Portal

You will receive a version of the portal to review. This is a great opportunity to revisit the portal settings and explore additional options, or configure new features like Donations or Promotions to see how they appear on the portal. If you make any changes through the back-end system, be sure to save them, then close/refresh the portal screen to see the updated settings applied.

Step 4 - Ready to Go

When you are satisfied with the portal, you can distribute the URL to your contacts so they can register and access the various self-service features.

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