Allow your customers access to all of their past history so they can track orders, review products, and earn money referring more customers to your site –all in a branded and customizable dashboard!
Use it for FREE!
Setup & Installation
Find the “Customer Portals by Monto” app in the app store and click Install.
In the Monto app, go to the Settings > Options page in the bottom left menu. Here you can upload your shop’s logo which will appear in your affiliate emails. You can also set your custom subdomain which is where customers can login to the portal.
On the Customize page, customize the customer portal to match your brand and ensure it fits with your voice. Edit the portal colors, add your brand’s social media links, edit the intro message, and more!
On the Configure page, you can choose whether to allow subscribers to pause/cancel subscriptions, let customers review past orders, and decide who you want to make the downloads tab visible to.
We recommend adding your custom subdomain link to your site’s menu or footer so that your customers can easily find the portal. You can also add it to order confirmation emails to immediately notify them once they checkout.
Add Downloadable Files to the Portal (optional) - Whether you’re providing software to customers or marketing materials to affiliates, the download tab lets you upload files that your customers can access.
Post Announcements to your Customers (optional) - The announcements tab lets you post information that is visible to any customer who visits the portal. This can be used for marketing efforts to notify customers about an upcoming sale or products that might be going out of stock soon and should be purchased fast!
Common Questions
How can customers access their customer portal?
The login page for the customer portal can be found in the Settings > Options page in the bottom left menu. Here you can set the custom subdomain for your store. This is the login page for customers. We recommend adding this to your site’s menu or footer and also in order confirmation emails.
How can I style the Customer Portal to match my brand?
You can set the main theme color in the customize tab. You can also add custom CSS to make further edits: https://help.monto.io/en/articles/8659808-customer-portal-css-classes
Additional Resources
Additional Help Articles:
Pricing
FREE!
Features
Let customers track past orders
Monto elevates your customer engagement and satisfaction by providing easy access to order status, package tracking, and their reviews – all in a streamlined and user-friendly interface.
Allow customers to instantly become affiliates & refer their friends
Your customers will have their own referrals page where they can see exactly how much money they've earned so far, recent orders, form submissions, payouts, and more!
Upload files that can only be accessed by customers or affiliates
With Monto's Customer Portal app, you can easily upload files to share with your customers and/or affiliates. Easily gate-keep affiliate ads, subscription software, or simply share relevant files with your customers!
Customize to Match Your Brand
Monto allows you to personalize your customer portal with ease. Upload your unique logo, integrate your distinct brand colors, link your social media profiles, and tailor the menu items to suit your specific needs.
Post announcements to keep your customers informed & motivated
Whether you are releasing a new product, having a limited-time sale, or want to give your past customers a discount code, you can now easily do it all in Monto's Customer Portal app!
Branded subdomain with secure and simple log-in flow
Customize your portal's URL and link to it on your site and in order confirmation emails so customers can easily keep track of their past orders. They can either receive a one-time link in their email or set a password for each access.
Add custom links, edit menu items, & give your customers a way to reach you
Easily arrange or hide menu pages in the portal. Include direct communication channels for assistance and integrate custom links to guide customers to targeted content on your website.