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Customer Web Portal Global Settings

System LocationWeb / 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.

 

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