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Portal Login Page

Last Updated: Aug 21, 2015 03:18PM EDT
Customize Login Page
Edit and create your own custom welcome on the login page. From the Customer Center Setup click Portal Login.

Use the Editor to customize your welcome message.  Insert images and links if desired. You can move the login box by using the [SWPORTALLOGIN] merge field.  When done click Save.

Self registration allows customers and prospects to fill out a form and provides them them access to an assigned default portal that you setup. This is great for prospects that are not currently in your database. 

From the Portal Login section click Portal Forms in the blue box on the left side of the page.

Locate the registration form you would like to use and click Insert to portal.

If you do not have a form to use, click New Form to create one. For detailed instructions on building forms review the Creating Forms article.

After inserting the form to your portal choose Yes for the question Would you like to activate the CustomerCenter Self Registration Form?
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