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Customer portal

A company filter that can be publicly shared with the end customer.

M
Written by Manuela Rott
Updated over 2 years ago

Customer Portals are company filters that can be publicly shared with the end customer. This enables shipper customers proactively inform end-customers on multiple transports in real-time. This can be done easily from the Visibility Hub transport view.

Prerequisites

  • Company filters need to be configured by a company admin user

Feature description

To create a customer portal there are a few easy steps that you have to follow:

  1. Select the filters that you want to set

  2. Click apply

  3. Click "Save filter" and add a name

  4. Create a company filter (only by a company admin user)

  5. Click on the three dots next to the filter and enable the visibility portal access

  6. Your sharing link is ready now

Why is this feature valuable?

Shipper customers are able to offer real-time tracking information to their end-customers on demand. The customer portal shifts the transport updates from a push option for Shippers to pull for end-customers. End-customers can directly access the real-time status of their incoming transport with no interaction to their shipper needed.

How to add custom branding to the customer portal?

To give shippers a high recognition value with their customers the tracking link can be adapted to the shipper branding.

  • Consignee UI Logo – Shipper logo can be added to the tracking link

  • Consignee UI Background – Custom advertising space

Please send the logo and or background image with the shipper Transporeon ID to our Helpdesk. Visibility Hub will upload the files for the specific shipper account. Only one logo and background image can be added per shipper account. It is not possible to distinguish between different brands or sales organizations.

The logo in general is preferred in a vector format (such as an SVG), while the side-image is expected to have its main contents in the centre (i.e edges should be free of content that should not get cropped). All pixel measures should be doubled or tripled if they appear on high-density displays.

Please note that the background scheme of the customer portal is shared between the tracking link and the customer portal. Once set for a given shipper customer, both of these will display the same background.

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