A simplified questionnaire work flow where a customer can go through a guided walk through that ends up at the checkout with all their services and pricing filled in, so they can pay. When they pay we will capture the information and create a members account and send the appropriate emails. (account, and "hey guys we are getting started XYZ". All of the emails sent will be configurable by your team. Note you will also be able to check "al cart items" from the gravity questionare that will need to be totaled correct in the cart.
We would create a custom post type called customers, with categories for search niche you are targeting. you will be able to filter by niche or search. When you get ready to full-fill an order you customer service will login (with the correct role) and update the files and generate a preview link for you to review. Once you approve and click submit it will send an email to the client saying their order is ready. (Not that difficult to add a front-end upload either)
Clients information will be auto filled if they are repeat customers
Client Portal will allow our customers to log in, and privately view their finished properties as thumbnails. They would then click on the property thumbnail and be able to view all of the delivered content.
Portal will automate emails etc. for the deliverables.
Client portal should be a "front-end" dashboard.
Customer Service portal will be in a WordPress backup, with the proper roles so they can only see what they are allowed
Portal and Checkout flow will be built using industry standard tools that allow for extension and growth.
32 威客就此工作平均出价 $542
Hello, we are interested in Your project. We are familiar with Wordpress more than 8 years. Glad to help with Your project. Waiting for Your reply for discussion.