Customer Support Portal Setup

Portal Page #

The User Portal is intended for direct use by end-users. Where users can view & use the dashboard to submit tickets. You can go through this easy guide to set up a User Portal in Fluent Support.

  • First of all, go to your Fluent Support dashboard & click on Global Settings. This will take you to the Global Settings page, where you can set up the portal page.
  • Select the page where you want to show the tickets for your customers in the Portal Page option. Add the shortcode [fluent_support_portal] on that page.

Global settings
Global Settings

Message for non-logged-in users #

  • The next option is Message for non-logged-in users, where you can show certain texts for non-logged-in users.
  • To show the built-in login form, you can place a login shortcode – [fluent_support_login]. A default message has been added beforehand; you can edit that if necessary.

Other Settings #

  • If you check the option Disable Public Ticket Interaction, only logged-in users can reply to the tickets. Otherwise, the URL will be signed, and the intended user can reply without logging in.
  • Fluent Support also accepts certain File types. To learn more about file attachment regulations, click here.
  • If you enable Delete all attachments on ticket close, it will automatically delete all attachments associated with a ticket when it is closed.
  • Enable Fluent Summary in Admin bar option to see a ticket summary from to nav bar.
  • Enable Draft Mode for accidental ticket closures by agents will save their written responses as drafts.
  • Enable the Customer Registration Form Field to get the below fields for collecting information in the customer registration form.
  • Lastly, click on the Save Settings button after making any changes.

Reset Password #

You can place a shortcode for resetting your password –

to show the Reset Password option in the login portal. It will only appear on the login form.

Reset password shortcode
Reset Password