websitepipeline ™ university Customer Logins

 Customer and Account relationship  How to add Customers to the website

 Terminology Differences:  Website vs ERP systems  Accounts in Website = pulled over from ERP  Customers in Website = Users that are created in the site

 Accounts:  Come from ERP system  Synched from ERP whenever a new account is added  Can have multiple Customers (users) mapped to a single account

 Customers:  Require a username / password to login and order  Are mapped to a single Account in the website

 Customers need to be added to the website:  Do not come from ERP system  Created by either:  Client (back end) or  Customer themselves (front end)

 Creating Customers – Client (back end):  WebDriver add-edit customer page  Uploads  Template provided

 Creating Customers – Users (front end):  New Login (Self-Create) to Existing Account:  Create a Login for Existing Account (with Customer Number / Billing Zip Validation)  New Login and New Account (Self-Create):  Create "Customer" (Account and Login) Page with Confirmation  Existing Modules (if in scope)  See your PM for additional information

 Communicate to your customers their new credentials  Written communication (invoicing)  marketing software  WSP solution:  Modifying system s to send login information  Check with your PM

 Will greatly enhance your website’s marketability by giving your customers their own gateway to your pricing, discounts and featured products