BetaSet up a customer success space in the customer portal

The customer success space in the customer portal is a collaborative workspace shared with customers. The space is tied to a project and provides a single place for customers to:

• View and complete assigned tasks.
• Submit forms.
• Follow project status updates.

Customer success spaces are accessed through your customer success portal.

Please note: the information in this article is intended for participants in the Customer Success Space in Customer Portal beta only.

Create a customer success portal 

1. In your HubSpot account, click the settings icon in the top navigation bar.

2. In the left sidebar menu, navigate to Customer Success. 

3. Click the Customer Success Portal tab. 

4. Click Set up Customer Success Portal. 
   
   

   

5. In the pop-up box, enter the following information: 
   • In the Display name field, enter the name that will be displayed to your customers in the portal (e.g., Support Portal).
   • In the Portal name field, enter the name that will be displayed to you and your team (e.g., Customer Ticketing Portal v2).
   • Click the Domain name dropdown menu and select the domain the customer success portal is hosted on (e.g., zenplant.com) 
   • In the Slug field, enter a slug that appears at the end of your URL (e.g., support)
   • Click the Portal type dropdown menu and select the type of portal being created (e.g., Customer Success portal). 
6. Click Create Portal. You'll be redirected to customer success portal settings to continue setup.

Configure customer success portal settings 

1. In your HubSpot account, click the settings icon in the top navigation bar.

2. In the left sidebar menu, click Portals. 
3. Hover over the customer success portal and click Configure. 
   
   
   
   
   
4. To edit the portal name, in the Portal name field, edit the name that will be displayed to you and your team (e.g., Customer Ticketing Portal v2).
5. To edit the domain the portal is hosted on, click the Domain name dropdown menu and select a domain (e.g., zenplant.com).
6. In the Slug field, enter a slug that appears at the end of your URL (e.g., support)
7. To grant specific contacts access to the portal, click the Access tab.
8. Select the Enable access group membership checkbox.
9. Click the Access group(s) dropdown menu and select access groups. If you don't assign an access group, access is managed through CRM associations. Contacts associated with the relevant company or project record will still be able to access their space.
   
10. If you have unregistered contacts, you'll be asked to approve the transactional emails sent to them. Registration emails are sent only to contacts who haven't received one yet.
    
    
    
     

Edit the portal's global theme 

Customize the theme of the portal, including style, fonts, and colors. 

Please note: all portals on the same domain share the same theme.

1. In your HubSpot account, click the settings icon in the top navigation bar.

2. In the left sidebar menu, click Portals.
   
3. In the dialog box, select a space to open the theme editor. Then, click Open theme editor.
4. In the theme previewer, use the styling options to make sure the support portal's appearance stays consistent with the rest of your website. Learn more about editing theme style settings.

If you make changes to the theme styles, these changes will apply to all pages in the customer portal.

Activate the customer success space 

Once you're done setting up your customer success portal, turn it on:

1. In your HubSpot account, click the settings icon in the top navigation bar.

2. In the left sidebar menu, click Portals. 
3. Click the customer success space.
4. In the top right, Toggle the Space is inactive switch on.
5. In the dialog box, click Activate 

Use customer success spaces

A customer success space is created automatically in the customer success workspace when a project with the Type property set to Service - Onboarding is created. You can set this when creating a project from the projects index page, or in the Projects tab within customer success workspace.

• When a space is created, users and customers receive access notifications and customers are guided to set up login credentials.

• Each space contains project records with task lists.
• Only tasks assigned to customers will appear in customer success space. 

• External users can view and complete assigned tasks, as well as viewing project status updates.

• When customers complete tasks in the space, those completions sync back to HubSpot and appear in the Projects object.
  

Access customer success space 

HubSpot users and customers receive an email with access information when a space is created. They'll be prompted to create a password and finalize registration. They can then access the space via the details provided in the email.

To access the customer success space from HubSpot: 

1. In your HubSpot account, click the settings icon in the top navigation bar.

2. In the left sidebar menu, click Customer Success. 
3. Click the Customer Success Portal tab.
4. Click the name of the Support portal. You'll be redirected to your customer success portal, where you can view and access all created customer success spaces.