System Location: Web / Member Portal
The Member Portal (or Customer Web Portal) refers to the public-facing web site that is integrated with Kognitiv Loyalty. This web site allows direct access to the loyalty program with the primary purpose of allowing members to interact with the program from their home computer. Members can perform a variety of tasks that include: reviewing transactional activity, accessing recent news content, changing account settings, accessing the reward store, and much more.
The standard customer web portal is fully configurable from within Kognitiv Loyalty at the aforementioned location. However, external customer web portals can be created with the assistance of web services to provide a similar level of integration.
- Getting Started
- Managing the Customer Web Portal
- Using the Customer Web Portal
- See Also
- Related Documents
The customer web portal consists of three vertical data columns or panes; left, body (center), and right, with a banner at the top and a footer at the bottom. The location and form of the navigation varies by theme (see below).
Portal Main Menu Items are used to create new tabs (or menus depending on the theme), with Sub Menu Items being the "child" items to the main menus. Portal modules are then used to populate the menus, with content being inserted into those modules.
Main Article: Customer Web Portal Themes
Currently, Kognitiv Loyalty customer web portal is available in three separate themes; dropdown, tab, and left pane, one of which is selected before proceeding with implementation of the customer web portal.
The various colors, fonts, and images can be defined using the pages displayed above.
Each menu item can be set to display to all viewers, members only, or guests only. Furthermore, "members only" pages can be targeted to only specific segments and can utilize "members only" modules that reference account-specific information.
Before proceeding with portal content gathering, it is a good idea to access the customer web portal module types page to view the various types of modules that are available.
Main Article: Global Settings (Customer Web Portal)
There are some options here, specifically related to the "Login Module", that should be reviewed and tested before proceeded.
Main Article: How To - Configure a Banner
The banner area occupies the top-most portion of the entire portal.
Main Article: Portal Main Menu Item
Main menu items (or pages) make up the major areas of content and navigation of the site.
Main Article: Portal Sub Menu Item
Optional sub menu items (or pages) allow for extended navigation within main menu items.
Main Article: Portal Access Settings
Portal Access Settings govern who can log into the portal.
In order to use portal images or portal flash movies within the customer web portal, they must first be uploaded into Kognitiv Loyalty database.
Main Article: Customer Web Portal Module Management
Main Article: Customer Web Portal Settings
A variety of customer web portal settings are available to customize the functionality that is available.
Main Article: Languages
Through the portal text functionality (mentioned below), alternate languages are supported as of 2014.2 within the desktop version of the customer web portal and the mobile portal. Members can select their desired language upon visiting either portal, which is then saved in a browser cookie for future utilization. This requires extensive system-wide setup for all items displayed in the portal.
Main Article: Customer Web Portal Text
General phrases and error messaging is used throughout the customer web portal. However, this can be customized to provide a more customer-friendly experience and also to support additional languages.
If a member has forgotten or does not have a portal password set, they can enter their login ID in the appropriate text box, then click the "Forgot Password?" button. If an Email address is on file, they will automatically be sent an Email. If not, they will be asked further questions before proceeding.
Marketing Whitepaper - CustomerPortal.pdf
HTML Editor Overview - HTML_Editor.pdf