Previous article : How to integrate customer portal ? (1/2)
Automated support
Many events can lead to contact the Customer: sending an invoice, card soon to expire, payment failures, direct debit notices …
By default, the links present in ProAbono’s e-mail notifications send to a non-integrated version of the customer portal. It is possible, with a very fast integration, to have a perfectly integrated version of the customer portal.
Customer Portal & Workflow
The API and the backoffice generate two types of links to your customers:
- Customer Portal : support links, invoice downloads, consultation, changing options, …
- Workflow : Workflow for subscription or change of offer, with or without payment.
Integration
In the previous article we built the ‘Subscription’ page of your site.
In the following example, the URL of the ‘Subscription’ page is
https://mon-app.com/Subscriptions
We will review this page to connect the automatic support of ProAbono, as well as subscriptions to custom offers.
Step 1/2 – Configuration
In the ProAbono backoffice, go to Settings / Segment Settings / Customer Portal
If your account has the rights: Actions / Modify
In the URL fields of the integrated form and URL of the integrated portal, enter the URL of your ‘Subscription’ page.
From now on, the links generated from the backoffice and the backoffice API will point to this page.
Example : https://mon-app.com/Subscriptions?crylk=https%3a%2f%2fmon-app.via.proabono.com%2fsubscribe-offer%2f0p9i35O1V9_JJRfC0nIeE96ot9e1LcN349
Step 2/2 – Integration
In your site, in the generation code of this page (server side), retrieve the URL parameter crylk
Example : crylk=https%3a%2f%2fmon-app.via.proabono.com%2fsubscribe-offer%2f0p9i35O1V9_JJRfC0nIeE96ot9e1LcN349
If this parameter exists, make an URL decoding.
Example : https://mon-app.via.proabono.com/subscribe-offer/0p9i35O1V9_JJRfC0nIeE96ot9e1LcN349
Check that the domain name ends with proabono.com.
If everything is ok, use this link instead {hosted-home} of the previous article.
Example :
<iframe style="width: 100%; height: 700px;" src="{hosted-home}" frameborder="0"></iframe>
<iframe style=”width: 100%; height: 700px;” src=”https://mon-app.via.proabono.com/subscribe-offer/0p9i35O1V9_JJRfC0nIeE96ot9e1LcN349″ frameborder=”0″></iframe>
If the parameter crylk does not exist or is not valid, continue to use the link returned with the Customer object.
That’s it !
From now on, the notifications sent by ProAbono will send your customers directly to the appropriate page in your site.
The same will happen if your sales team creates a custom subscription from the backoffice and sends the link to the customer.
Next steps :
Integrate ProAbono in your registration process >
Synchronizing your service with ProAbono >