Setting up a customer center

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Home > PilotPress: Ontraport's WordPress plugin > Setting up a customer center

Once you have your membership site integrated with PilotPress, add a customer center so your subscribers can update their contact info, login credentials, payment details and more.

In this lesson you'll learn:

The benefits of adding a customer center to your membership site
How to enable your customer center
How to configure your customer center settings
Tips for setting up your redirects

Return to: PilotPress: Ontraport's WordPress plugin

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Transcript

If your membership site runs on WordPress with PilotPress, it has a customer center built in. Members log in and take care of their own account. They can see their purchase and payment history, update their credit card, and change their login details, without having to contact you. Anything they change updates their contact record in Ontraport, so your records stay current and future payments go through. WordPress membership sites are available on Plus and above. First, make sure your site is connected to Ontraport with PilotPress. The "How to integrate PilotPress with your site" lesson covers that. Then log in to WordPress as an administrator, and go to Settings, then PilotPress. In the Ontraport Integration Settings section, check Enable customer center, and click Save Changes. That's it. Members can use the customer center as soon as they log in. To log in, they need WordPress membership access, which you give them with the Give WordPress Membership Access action in an automation, as covered earlier in this course. On Pro and above, contacts can keep more than one card on file. In the customer center, they click Update Payment Info to edit a card, and Use this Card to make one their default. They can delete any card except the default. Changing the default card doesn't change existing payment plans or subscriptions, which keep using the card they started with. Next, make it look like your site. On the same PilotPress settings page, find Customer Center Settings. Add a custom header image to show at the top of the page, then choose a primary color for the headers and a secondary color for the section backgrounds. Now decide where members go when they log in. Under Post Login Redirect Settings, use Customers Redirect To to pick the page customers land on. If you also run a partner program on this site, there's a Partners Redirect To setting as well. Some people are both customers and partners. Back in Ontraport Integration Settings, choose which center takes priority for them, the customer center or the partner center. Then click Save Changes. The "Create a partner center" lesson in the Ontraport for marketing course covers the partner center. If your site is built with Ontraport Pages instead, which Ontraport recommends for most businesses, you can still give customers a customer center. Build one on an Ontraport membership site with the Customers page elements, or use the ready-made My Account app. The "Customer center" lesson in the Ontraport for payments course walks through both. So: turn on the customer center in Settings, then PilotPress, brand it with your header image and colors, and set where members land when they log in. That wraps up the Ontraport for memberships course. Next up: the Reporting in Ontraport course, where you'll learn to track how your business is doing.