Portal user experience

[HenryAscoli]

Hi all,

We currently have the vast majority of our services available to “anonymous” users, but for better visibility of customer interactions/reporting, we are looking at moving these behind a portal login.

As part of this work and in preparation for LGR, we want to review our portal customer journeys and user experience - for example, if a customer clicks a link for a specific form on the website, ideally we want to redirect them to that form once they are logged in.

Is/has anyone else recently done any work in this area that could share their insights, or could we work together on defining some solutions that would work for everyone?

Thanks

Henry

[JonathanFS]

@HenryAscoli

As part of this work and in preparation for LGR, we want to review our portal customer journeys and user experience - for example, if a customer clicks a link for a specific form on the website, ideally we want to redirect them to that form once they are logged in.

I believe this should work out of the box.

We have set up both Anonymous and Logged in services.

Glad to help if I can?

Regards
JonathanFS - EHDC

[HenryAscoli]

Thanks for picking this up, Jonathan - I’d appreciate a chat just to understand any learnings from having services behind the portal versus anonymous in terms of trends/traffic/user journeys and duplicate person records etc.