Enabling Customer Portal Filters for Series
Customer Portal filters help customers quickly find series based on specific categories. By creating a tag and enabling it as a customer portal filter, you can improve the browsing experience and make it easier for customers to discover relevant series.
How to Enable a Customer Portal Filter
To create and enable a customer portal filter for series:
- Navigate to CRM from the side menu.
- Select Tags.
- Click Add Tag.
- Enter a Tag Name.
- Under Choose what can be tagged using this tag, select Series.
- Enable the Turn into a filter on Customer Application option.
- Under Filter Type, select Series.
- Click Submit to create the tag.
Assigning the Filter to a Series
Once the filter has been created, assign it to a series by following these steps:
- Navigate to Series from the side menu.
- Click Add New Series.
- Enter the required series details.
- In the Customer Portal Filters section.
- Select the filter you created.
- Complete the remaining series setup.
- Click Save to create the series.
The assigned filter will now be available in the Customer Portal, allowing customers to easily filter and browse available series.
- If you are facing any difficulties, get in touch with us via help.studiogrowth.com and we'll help you to get up and running in no time.