> For the complete documentation index, see [llms.txt](https://knowledge.out-smart.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/customer-portal/create-customer-portal-email-templates.md).

# Create Customer Portal email templates

Customer Portal uses separate email templates for portal actions.

Create these templates before you link them in the portal settings.

{% stepper %}
{% step %}

### Open Email templates

Go to **Settings → Email templates**.
{% endstep %}

{% step %}

### Open the Customer Portal section

Find the email template section for portal emails.
{% endstep %}

{% step %}

### Add the templates you need

Create templates for invitations, requests, internal notifications, and password resets.
{% endstep %}

{% step %}

### Save the templates

Check the subject, sender, and content.

Then save.
{% endstep %}

{% step %}

### Link them to the portal

Open **Settings → Portal settings → Email settings** and select the templates.
{% endstep %}
{% endstepper %}

### Frequently asked questions

<details>

<summary>Which templates do I usually need?</summary>

Invite, request, internal request, and lost password templates.

</details>

<details>

<summary>What happens if I skip one template?</summary>

That email is not sent.

</details>

<details>

<summary>Do I link the templates here?</summary>

No.

You create them first, then link them in the portal settings.

</details>

### Related topics

* [**Customer Portal**](/marketplace-packages-and-power-ups/power-ups/customer-portal.md)
* [**Configure email settings**](/marketplace-packages-and-power-ups/power-ups/customer-portal/configure-email-settings.md)
* [**Automations for Customer Portal**](/marketplace-packages-and-power-ups/power-ups/unlimited-automations/automations-for-customer-portal.md)


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/customer-portal/create-customer-portal-email-templates.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.