Hi HubSpot Community,
I recently created a customer portal, I have set up a support form to allow for tickets in relation to customer enquiries.
However, I set myself up as a “member” using my personal email. I created some test support tickets which I can see in HubSpot Tickets as Open.
My issue is when I log in as a customer and view my tickets nothing displays and I have no idea why. I have set it to show tickets associatied with the contact and havent applied any filters.
Can anyone help?
Hello @DavidJKenton thank you for the information provided! I would like to invite our top experts to share their ideas, @Bryantworks @Indra @SNigam any recommendations to @DavidJKenton ?
Thank you,
Pam
Hello @DavidJKenton ,
Thank you @PamCotton for tagging me.
David I got your pain, You just need to setup “Control Audience access” settings.
So first you need to visit Service->Customer Portal then if you scroll down you will see section of Control Audience access-
Sp you have 2 options here, I recommend to create a list of contacts with this filter-
Any associated Ticket has
Pipeline is any of Support Pipeline[You can select your pipeline name]
So now you have a list and you just need to select this list in Customer portal settings, so after setting up this all those contacts falling in list will get email notification of customer portal URL because all these contacts have at least one associated ticket in your ticket pipeline. And at last if you login through your customer account in customer portal you will see your tickets.
For refernce you can refer this knowledgebase - Set up a customer portal
If any issues you face finding the settings and you can drop me a message I will help you.
I hope this will solves your issue.
Thank you
Shubham Nigam
Thank guys fro your suggestions. In the end everything was working correctly, it was the simpliest of things that was causing the error… It was my cache.
Always clear your cache guys!
Good To hear that.
