In this video, I’ll walk you through setting up a customer center for your WordPress membership site.
If you run a membership site, having a customer center can really save you some time. It makes it easy for your members to do things like update their contact info on their own, instead of sending you support tickets for those tasks.
A customer center also puts your members in the driver’s seat. They can manage their usernames and passwords, update payment details, review past purchases and more.
So let’s dig in to how to:
Enable your customer center
Customize your settings, and
Set up your redirects
To enable your customer center, you should already have your membership site integrated with PilotPress. If you haven’t done that yet, check out our video called “How to integrate PilotPress with your site” first.
Then log in to your WordPress site, go to your “Settings” and click “PilotPress.”
Check the “Enable Customer Center” box in the “Ontraport Integration Settings” section.
Click the “Save Changes” button at the bottom.
When you hit “Save Changes,” PilotPress will automatically create a new page for you with your new customer center.
You can check it out by clicking on “Pages.” There, you’ll see your new customer center.
Like any other page, you can link to this customer center page from anywhere. The one difference is that it’ll automatically be protected — only your members will be able to see it.
Now you can Customize your settings.
There are three settings you’ll use to customize the overall look of your customer center.
You can add a custom header image, pick a primary color for your headers and choose a background color in the “Customer Center Settings.” Tweak these settings to make your customer center fit your brand.
To Set up your redirects, go back to your PilotPress “Settings.”
In the “Post Login Redirect settings” section, pick the page you want your customers to go to when they log in. You could choose your new customer center or maybe your homepage.
You’ll notice that PilotPress comes with two kinds of centers — your customer center and your partner center. Check out our “Create an affiliate center” video to learn more about setting that up.
But let’s say you have a member who is both a customer and a partner. In that case, you’ll need to decide which page you want them to be redirected to when they log in.
In the “Which center has priority when redirecting?” dropdown, choose either “Partner Center” or “Customer Center.” For this example, I’ll pick “Customer Center.”
Click “Save Changes” down at the bottom, and you’re all done!
And with that, you now know how to set up your own customer center. Over time, this will be a really valuable resource for both you and your members.
Check out the rest of our PilotPress video series to learn more about setting up and managing your membership site on WordPress.