Learn about the steps we’ll take to invite customers to your Customer Portal.
Learn best practices around inviting customers to your portal and download an email template to send to them.
Learn how to promote your Customer Portal to your customer base.
Learn about the different types of notifications, and how to configure them for you and your customers.
Use this email template for inviting customers to your new Customer Portal.
Use this email campaign template to promote your new Customer Portal for customers who did not accept your initial invitation.
Use these how-to videos to quickly answer frequently asked questions from your customers.
Use this How-To Guide on the Customer Portal to share with your customers so they can easily get started.
Use this one-pager as a Customer Portal brochure to share with your customers.
Use these recommended notification settings as a starting point in deciding which notifications you want you, your teams, and customers to receive.