If your Qondor office requires your customers to login with username and password to access offers, there is a way to skip this. To provide a seamless customer journey and faster sales, there is the option to eliminate the login page step for your customers, so that they will be directed to Customer Web instead.
This will be possible if your office has automatic login enabled. Customers will not need to create a login or enter a password to access the offer. If you would like this setting enabled, a Superuser or Super admin should send a request to support@qondor.com and we will then activate this setting for your office.
HOW IT WORKS FOR YOUR CUSTOMER
Customer receives offer link via email as normal.
The offer link will log the customer in automatically, (skipping the login page) making it possible for the customer to access the offer directly.
2. Customer clicks the link and is directed straight to the Customer web.
FACTORS TO BE AWARE OF
If you have already sent offers to customers with the username and password setup, those links will still work after enabling login-free access.
Lists cannot be shared on Customer web (as a menu item in the Offer) if automatic login is enabled in your office. This is for security reasons as the removal of password allows anyone with the link to access the offer.
The offer link is not exclusive for the offer recipient. Anyone who has the link can access and respond to the offer, as there is no password required.
Once this setting has been activated on your office, the setting will apply to all customers receiving an offer and they will skip the login page.
The menu icon with the logout option will be accessible in Customer Web. If your customer unintentionally clicks "log out" and needs to view the offer again, then they can simply click the link again to view the offer.
A project manager can revoke a login-free link to Customer Web by removing the customer contact person in the project, save Project settings and then add the contact person again. Then the already received link will stop working.
If login-free access has already been in use and Customer Web links have been sent to customer contact persons, the links will be invalid if login-free access is disabled. To solve this, offers must be sent again to customer contact persons so they can access the offer from the correct link and create a password for login in the same process. Alternatively, they can navigate to "Reset password" on Customer Web to set a password.
💡 As a Project manager, it is a good idea to test your offer in the way your customer will experience it. The article below shows you how 👇🏽