Codup built a robust and powerful online B2B portal on WordPress. The website’s front end comprised static pages built on the Divi Child Theme and Divi Builder plugin. We used the look and behavior of the existing website to build the new B2B online portal. We custom-built the incentive programs, bookings and communication systems, and reporting tools for the website.
The project was divided into multiple milestones having a well-defined scope of work. The Key functions we developed were:
- User (Travel Agent) Registration
We set up a custom registration form for the users (travel agents) on which the admin can enable the registration feature for the non-members to create their accounts on the website. The admin can also customize the user registration form with various fields as requirements for registering at the website.
The Sponsor dashboard will be created by the admin where they will be able to view the bookings made by the travel agents and perform actions required to accept or deny the rewards for the eligible agent. The dashboard also includes a custom messaging feature where the sponsor can send messages to any listed agent.
- Incentive programs (with bookings)
This function allows the admin to log bookings on behalf of the sponsors. It is a CPT including fields and information that can be added/edited/deleted by the admin and viewed by the agents to book a particular incentive program. Sponsors on the other hand can only view the incentive program associated with them when logged in to their dashboard.
- User (travel Agent) Dashboard
When the travel agent has registered and logged in, they will be directed to the user dashboard where they can view incentive programs and add bookings to earn rewards. They are able to view the points they have earned on bookings and have the option to claim and redeem them based on the terms and conditions of each incentive program selected.
The sponsors and agents will be able to send messages directly through the custom messaging feature.
Admin is able to view data and generate reports for the incentive program. they can see the bookings of a particular user and export information through CSV files.