Allow customers to update their details using the customer portal

The following article outlines how you can let your contacts and registrants update their own personal details using the Arlo portal.

Enabling and editing the customer portal form

You can choose to allow contacts to edit and update their own personal details within your customer portal.

Contacts can edit their personal information on the My Profile page. You can modify the profile form on this page by adding sections, headings and descriptions, and choosing which fields to display.

Fields updated by the portal user will automatically be updated in the Arlo management platform CRM.

If you want to allow customers to update their details using a source outside of Arlo, for example, an external CRM, you can forward registrants on to make changes there instead. Learn more.

Open the Settings menu item.

From the Website section, select Customer portal.

Select the Customer profile tab, and click Edit forms.

Press Add heading to add a heading to the first section of the form. Press Add instructions to add a description to the section.

Press Add field and select a field you wish to add to the form.

If you do not want the customer to be able to update a particular piece of information, do not include the field on the form.

To reorder or edit the field, press the More button.

Enter a Label if you wish to change the default name of the field on the form.

Enter Instruction text to provide additional instructions to the user on how to use/update the field.

Add Help text for further clarification or guidance to the user, e.g. why you might need a certain piece of information.

Choose whether or not the field is Required.

Press OK when you are done modifying the field.

Once you have added all of the sections and fields you would like to display to your end users, press OK.

To allow customers to use the form to update their detail, from the Update profile section select Allow customers to update their profile details. If this is not enabled, customers will be able to view their contact details but not change them.

If you want to allow customers to update their details using a source outside of Arlo, for example, an external CRM, you can forward registrants on to make changes there instead. Learn more.

Press Save changes.

Send customers to an external system to update their details

If your central CRM is external to Arlo, for example Salesforce, you can choose to send customers to an external site from within your portal so that they can update their contact details.

Open the Settings menu item.

From the Website section, select Customer portal.

Select the Customer profile tab.

From the Update profile section, tick Allow customers to update their profile details.

Select Use an external site and enter the site details and instructions.

When users navigate to the profile form on your customer portal, the instructions entered will be displayed and the update details button will link to the external site listed.