3. Invite & Engage
How to Invite & Engage
Step 1. Invite Customers to Your Customer Portal
Learn best practices around inviting customers to your portal and download an email template to send to them.
Step 2. Promote Your New Customer Portal
Learn how to promote your Customer Portal to your customer base.
Step 3. Engage Customers with Notifications
Learn about the different types of notifications, and how to configure them for you and your customers.
Helpful Resources
Email Template to Invite Customers to Your Customer Portal
Use this email template for inviting customers to your new Customer Portal.
Email Campaign Template to Promote Your Customer Portal to Customers
Use this email campaign template to promote your new Customer Portal for customers who did not accept your initial invitation.
How-To Videos of the Customer Portal
Use these how-to videos to quickly answer frequently asked questions from your customers.
How-To Guide on using the Customer Portal
Use this How-To Guide on the Customer Portal to share with your customers so they can easily get started.
One-Pager Explaining the Benefits of Your Customer Portal
Use this one-pager as a Customer Portal brochure to share with your customers.
Recommended Notification Settings
Use these recommended notification settings as a starting point in deciding which notifications you want you, your teams, and customers to receive.