System Location: Web / Member Portal / Portal Settings / Global Settings
Global Settings affect configuration this used globally throughout the customer web portal.
- Portal Name - The internal name for the customer web portal.
- Program - The associated program. This is only relevant for systems with multiple programs (not common).
- Portal Timezone - The central timezone for the customer web portal. This will affect the display of time-specific dates, such as those found in activity grids.
- Business Unit - The business unit associated with the customer web portal. This will affect the locations displayed in the below selection.
- Location - The location associated with the customer web portal. This will affect the originating location of interactions, transactions, and other items generated by member usage.
- Default Country - The default country for selections were related input is displayed.
- Default Region - The default region for selections were related input is displayed.
- Login Module Type - Allows for selection of preferred login module type. This also changes the options leveraged within Portal Text.
- Login Module Pane - The general location of the login module.
- Default Menu After Login - The presented main menu or sub menu item that is displayed upon successful login.
- Hide Welcome Message in Banner Top Section - If enabled, the welcome message in the far upper-right banner section of the portal will not be present.
- Hide 'Home' Link in Banner Top Section - If enabled, the "Home" link in the far upper-right banner section of the portal will not be present.
- Force Password Change If Temporary Password - If true, a member logging in with a "temporary password" will be forced to change.
- Validate Input Character Set - If enabled, Regular Expression validation can be used to control characters input within member name and address fields.
- Email Reset Style - If a loyalty member requests "Password Help" and prefers non-offer by Email, but does not have an Email address on file, they will be required to verify the selected information in order to receive a password.
- Password Help Email Template - The Email template that will be sent when a member requests "Password Help". Templates are configured within the Campaign Content submenu.
- Mobile Reset Style - If a loyalty member requests "Password Help" and prefers non-offer by text, but does not have a mobile number on file, they will be required to verify the selected information in order to receive a password.
- Referrer Email Template - The Email template used when a loyalty member requests a "Referrer Email" be sent to a potential referral.
- Google Analytics Web Property Id - The property Id (Example: UA-12345678-1) within the Google Analytics account that the customer web portal will transfer associated data to. This Id is offered by Google Analytics after adding the appropriate profile for the https://x.customerentry.com address. Initial data may take up to 24 hours to appear within Google Analytics.
