From startups to enterprises, customer experience has taken a center stage in the business world. It plays a significant role in consistent business growth and success.

Customer service portals are the primary resources that provide customers with all the information and help them resolve their queries without assistance from the customer support team. This centralized portal is like a go-to platform for customers when they encounter problems. In fact, 84% of customers prefer using customer portals over speaking to a customer support agent. 

Customer service portals empower customers to be self-reliant and independent. Being available for customers 24*7, these portals enhance customer satisfaction and build their loyalty to the brand.

WordPress is one of the best content management systems to develop a customer service portal. It is easy to set up and secure. It offers multiple compact and user-friendly choices for website themes. 

WordPress also offers countless plugins and widgets for website customization and helps with SEO. All these features make it the best choice for creating your customer service portal. 

This article shares the ultimate checklist of customer service portal must-haves. Read on to find out more. 

The Ultimate Checklist of Every Customer Service Portal

#1. Choose a Domain

In simple words, a domain is the address or location of a website on the internet that helps users locate it with ease. Like the company website, the customer service portal needs to have a unique domain address so that it can be easily accessed by customers. 

There are two ways in which you can set up a domain address for the customer service portal.

  • Using a subdomain

Subdomain helps in separating the website into various sections. It can be an entirely different website. For example, many companies use a subdomain for their careers site or the company blog.

We have also used a subdomain to host our support forum. 

Themely subdomain


  • Using a subfolder

Subfolders (also referred to as subdirectories) work like traditional file storage systems. Every folder contains some web pages that are a part of the website.

The Themely blog is an example of a subfolder system.

Themely subfolder



Choose the desired naming system for the customer service portal while considering customer experience and website SEO.

#2. Install a Theme 

Choose a relevant theme from among the list of available themes. Customize the look and feel of the customer portal per your brand theme. WordPress themes by Themely are professional-looking and easy to customize.

Here are a few considerations when choosing the best theme for the customer service portal.


  • Responsive design – The portal should be accessible and perform well across various devices, such as laptops, tablets, mobile phones, and more. 
  • Browser compatibility – The theme must be compatible with different browsers irrespective of their version numbers. 
  • Social sharing features – Customers should be able to share portal content with others on social media, email, or any other communication medium.
  • SEO – The portal must be optimized for SEO. This includes content readability, sitemap, site speed, and other aspects. For example, the portal pages must contain a relevant URL or slug, just like blog posts. 
  • Security and support – The theme must be secure. The theme developers must provide adequate support in case you’re facing any issues. Hence, look up theme reviews online before installing it.

#3. Create Portal Pages

Based on the industry and audience you cater to, design a customer service portal that provides customers with product information, step-by-step tutorials, FAQs, and more.  

An effective customer service portal consists of the following pages. Customize these pages according to your requirements to provide exceptional customer service.

  •  Contact Form

The portal must contain a compact contact form that customers can use to submit queries, requests, or feedback without any hassles. Contact forms protect the email inbox from spam messages. It provides customers with a direct means to connect with the business by providing all the essential information.  

WordPress offers many plugins for installing contact forms on websites. These plugins can be configured to send these messages to your email inbox. 

To prevent such messages from landing up in the spam count on a customer service software like Hiver. The platform integrates with the email inbox seamlessly to deliver crucial customer messages to you on time. This smart Gmail add-on helps you handle all customer or visitor conversations seamlessly without the loss of any information. 

  • Frequently Asked Questions

FAQs offer a quick resolution to customer queries, thereby ensuring enhanced customer experiences. Instead of spending time answering emails or responding to comments or messages on social media, set up an FAQ page on the customer service portal and save your customer support team’s time. 

A well-written FAQ page contains short and sharp answers to customer questions and are presented in a clean layout. Here is an example of one of the best FAQ pages.

Airbnb Help Center


So, what should you include in the FAQ page?

  • Include the most common questions your customers often ask about product/service usage, pricing models, business hours, and more.
  • Write the FAQs in question-and-answer format from the point of view of the customers in simple language. 
  • Start your answers with a ‘yes’ or ‘no’. Writing definitive answers to questions sounds confident and saves the customers’ time.
  • Add a search box to the page to ensure these questions can be looked for without any hassles.
  • Update these questions on a timely basis by referring to the support queries, competitors’ websites, Quora, and more.
  • Knowledge Base

The knowledge base is an online library of information about a product or service. It offers customers access to detailed content in the form of guides, tutorials, troubleshooting tips, manuals, glossaries, and other helpful information. 

A knowledge base converts your customer service portal into a self-service one, thereby reducing the number of support tickets. Being accessible to customers 24*7, it helps you deliver the best experience to the customers. 

Follow these tips to create an informative and engaging knowledge base.

  • Present information in various content formats – text, images, video, infographics, and more.
  • Divide the topics into smaller chunks to deliver the right information at the right time.
  • Update the knowledge base with fresh content pertaining to product updates, service launches, and more.
  • Use a knowledge base management software like Hiver to create and manage your knowledge bases without any hassles.
  • Community Forum

Having a customer service portal does not necessarily mean handling customers on your own. Start an online community forum where customers can reach out and interact with one another for collaboration, advice, and support. 

An online community forum will encourage knowledge sharing among customers, thereby reducing the pressure on customer support teams for resolving queries. These forums could also be great a medium for sourcing user-generated content and topic ideas, thus creating a strong knowledge base. It will certainly help in streamlining the customer journey with your brand.

  • Live Chat

Live chat is yet another must-have for customer service portals. It helps deliver quick answers to customer queries and assist them with their problems. 

Live chat support enables you to foster long-term relationships with customers by providing them with real-time support. Around 42% of customers prefer live chat as it offers them a hassle-free way to reach businesses. 

Here are a few things to remember when configuring your live chat.

  • Configure the bot to automate conversations.
  • Improve response time with canned responses.
  • Personalize the messages to connect with the customers better.
  • Leverage built-in chat forms to capture customer information.
  • Categorize chats using tags and assign them desired priority.
  • Use live chat software that integrates seamlessly with Gmail inbox to respond to the customers seamlessly.
  • Generate reports to gain insights into live chat metrics and improve your strategy.
  • Feedback Options

The customer service portal aims at delivering enhanced customer experiences. Hence, understanding what your customers feel about the same is essential. 

Capture customers’ opinions using feedback questionnaires, exit-intent popups, star ratings, suggestion boards, and more. This feedback will help you understand what your customers like and dislike and aid you in improving your offerings. 

Collecting customer feedback lets your customers know that you value their opinions and creates the best customer experience. It boosts customer satisfaction and helps in retaining customers. 

Here are a few best practices to follow when collecting customer feedback.

  • Leverage different ways, such as long-form surveys, short in-app surveys, popups, and more to collect customer feedback. 

Here is an example of a short survey by Evernote.

Evernote Survey

  • Do not follow a one-size-fits-all approach for capturing feedback. Tailor your surveys according to customer behavior.
  • Analyze the collected feedback and incorporate those changes in your product or processes.

#4. Ensure Seamless Query Escalation

Although the customer support portal helps customers with finding answers to their questions, you must provide them with a solution to connect with the support team seamlessly. 

As certain queries may require a high level of support, the support team must be easily reachable. They must have access to customer information, chatbot conversations, purchase history, and more so that they can assist without any difficulties. This will ensure the timely resolution of queries that could otherwise result in customer dissatisfaction. 

Determine the cause of the escalated issue and take measures to resolve them. Always keep the customers updated about the issue resolution status. Focus on creating positive experiences by training the support team to be empathetic towards the customers.

#5. Optimize the Portal by Investing in SEO

SEO is essential for customer service portals as it determines its visibility on search engines, thereby ensuring that customers find it with ease. WordPress offers a few amazing plugins to optimize the site for SEO. YoastSEO is one among them.

WordPress SEO plugins can help in  –

  • Generating XML sitemap automatically.
  • Updating and managing title and meta description on each page.
  • Setting ‘noindex’ and ‘nofollow’ tags to keep duplicate content at bay.
  • Writing rich content and optimizing the same for desired keywords.
  • Building internal links while considering the link juice for your content.

Wrapping Up

These were some of the must-dos for developing a seamless customer service portal. Use this checklist as a guide for building a customer portal that wows your audience. So go ahead and build a fully-functional and informative portal that provides the right information at the right time.

Published by Gaurav Belani

Gaurav is a Senior SEO and Content Marketing Analyst at Growfusely, a Content Marketing agency that specializes in data-driven SEO. He has more than seven years of experience in Digital Marketing and loves to write about Blogging, Link Building, and Content Strategy to help clients grow their search visibility. In his spare time, he enjoys watching movies and listening to music. Connect with him on Twitter @belanigaurav.

Error: Please enter a valid email address

Error: Invalid email

Error: Please enter your first name

Error: Please enter your last name

Error: Please enter a username

Error: Please enter a password

Error: Please confirm your password

Error: Password and password confirmation do not match