Rainex Customer Portal is your trusted tool to make it easier and more convenient for your customers to interact with your product on a subscription basis.
Follow the written instructions below or the video guide to set up the Portal in minutes and get started with your customers.
Go to the Customer Portal page.
Please note that you can create more than one Portal. To do so, click on the New Portal button to the right of the existing tab with filled in data.
General settings #
Fill in the Subdomain field that corresponds to the name of your business or product. Please note that the format of yourtext.rainexportal.io subdomain is mandatory.
Select the Brand the branding of which, including brand color, logo and favicon will be inherited by this Customer Portal.
Please note that this appearance is customizable in a special Branding Section.
Determine which Products will be available to customers through the Portal. Select all or only those from the list that will be displayed in this Customer Portal. Please note that multiple selections are available in the Products list field that appears.
Please note that you may choose to display products in the Portal that are not related to the selected brand, however, this may cause inconsistencies between the design of the Portal and the notifications and invoices received by the customer. To avoid this, please ensure that the products you select are related to the selected brand.
Select from the drop-down list the Language in which the Portal will be displayed to your customers. If you need the Portal to exist in more than one language, create the required number of portals accordingly to the required number of languages.
The list shows the languages that are currently available in Rainex. We can add the languages you need upon your request to support@rainex.io.
Tip: You select a product for the Portal and the related plans, addons and charges are displayed in the Portal. We do not translate the data you enter into the system for confidentiality reasons. If you want to create a Portal in both French and German, for example, create separate products and plans for them with names and descriptions in the required languages. In this way you will improve the localization of the product through the Portal.
By the way, thanks to dynamic pages, the Portal will reflect only those pages that are filled with data. For example, your business does not use addons or charges, or you have checked the box not to reflect in the Portal. In this case, empty pages will not be shown to the customer.
Subscription settings #
Configure a subscription that will be available to customers using this Portal.
As for a standard subscription, set the billing cycle point for generating and sending invoices. For the in advance invoices, fill in the Days before invoicing fields and optionally set the number of days to remind about payment (before dunning).
Select whether autopayments will be enabled or disabled. Please note that the Invoice creation setup and Auto-collection fields are related, and the Billing period end and Auto-collection enabled settings are mutually exclusive.
Select the subscription activation condition that will determine the status and features of the subscription once it starts.
The Start date of the subscription can only be immediate. Please note that if the plan includes a trial period, it is the trial period that will start, not the activated subscription.
Billing cycles and trial period availability will depend on the product and plan selected by customers.
Determine whether value added tax will apply to subscriptions created, managed and paid for through this Portal.
Configure the customer’s ability to edit the subscription. Choose whether the customer will be able to switch between more expensive and cheaper plans, as well as to add to and remove addons from their subscription. And also determine when the changes made by the customer will take effect, i.e. an updated invoice will be generated and credit notes will be created (possibly).
Select and enable the subscription cancellation option that will be available to customers through the Portal.
If you enable customer self-cancellation, select which type of cancellation will be available in the Portal.
When all fields are filled in with the required data, click Create Portal in the upper right corner of the page.
After creating a Portal #
When your Portal is created, copy the link to it from the Preview and place it in a preferred resource, such as a button on your website.
Use this link to navigate to your Portal yourself and make sure everything is displayed correctly.
There are a few additional features for the finished Portal.
Payment Link. Choose a combination of items from which to generate your own payment link to copy and send to your customers in messengers, for example.
Custom Agreement. This feature allows you to attach your Terms of Service, Privacy Policy and any other official documents requiring customer consent to the sign up page.
Sorting of items. Customize the arrangement of items in the Portal as you see fit. Read more about how to do this by clicking here.
Disable. If you want to discontinue this Portal, this button will allow you to do so.
Finally, don’t forget to Save changes after any Portal edits.
