Blog Insights

Read, learn and contact us if you need.

Adding users to your customer portal
This guide will walk you through adding new users to ...
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Update the Help Page content
This guide will show you how to update the content ...
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Setting Up Your Customer Portal
We know how daunting learning a new process can be! ...
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Allowing the portal to send emails through your domain
Your Customer Portal may send emails such as welcome emails, ...
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Custom Fields
You can add custom fields to the portal that can ...
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Understanding Custom Order Status
You have complete control over what you want your customers ...
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Understanding Stock Availability Messages
You have complete control over what your customers see about ...
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Headings and Subheadings
The headings and subheading paragraphs that show above the order ...
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Custom Contact Forms
You can create custom forms for your customers to use ...
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Designing your Contact Us Page
Included in your portal is a Contact Us page where ...
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Logos and Icons Used in the Portal
The customer and rep portals allow you to style the ...
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Acctivate Product Information
Below is a series of screenshots from the Acctivate product ...
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Set the Product Fields to Show
The portal allows your users to view product details. This ...
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Preparing your product data for the portal
There are a few things to consider when planning for ...
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How to set up your portal URL
When we create your Customer Portal site, the URL in ...
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How To Help Us Provide Better Support
We understand the frustration you experience when you have a ...
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Managing Your Theme – Logo
Getting Started Now that you have set up your customer ...
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Customer Portal for Acctivate User Guide
Add a intro and table of contents here.
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Care plans: Health insurance for your website
The scariest thing for a business owner to hear may ...
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How do the Web Portals for Acctivate access my data?
The web portals we design for you at Excelss access ...
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6 Reasons you need a B2B Portal
Businesses in today's world expect to be able to do ...
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7 Buyer Personas a B2B seller should know
7 Buyer Personas B2B Sellers Should Know We all know ...
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Magento 2 Product Sync Special Functions
Below you will find a reference of the special functions ...
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How to Update Acctivate Database Information in our Secured Client Portal
1. Go to this link: https://www.excelss.com/clients 2. Login with the ...
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How to set up a Magento 2/Acctivate custom web service
This article will walk you through the steps required to ...
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Best Practices on how to save images for websites
Top 4 Image format for web JPG / JPEG - ...
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8 Things You Can Do Now To Generate Customer Reviews
Did you know that online reviews can be one of ...
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Send us your account passwords through our secure portal
We occasionally need access to come of your 3rd party ...
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Get API login and keys from Authorize.net
Create API login and keys in Authorize.net so that you ...
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Customer Portal Configuration
Once you have your admin login credentials, you are ready ...
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Getting Started with your New Customer Portal
We are excited that you are joining our community of ...
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How to set up your server for the Acctivate Connector
You will be provided with the IP address for our ...
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Using Google Maps For Geo-location APIs
Below is a link to the Google Maps Platform https://cloud.google.com/maps-platform/ ...
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Setting Up A Google Billing Account
First, you will need to determine which type of billing ...
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7 Digital Marketing Blogs We Love For Our Clients
I was looking through my Feedly for a blog on ...
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Why we don’t respond to RFPs (Requests for Proposal)
We occasionally receive an email asking us to submit a ...
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