Create Customer Portal email templates

Create the templates used for portal invitations, requests, and password resets.

Customer Portal uses separate email templates for portal actions.

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

Go to Settings → Email templates.

Find the email template section for portal emails.

Create templates for invitations, requests, internal notifications, and password resets.

Check the subject, sender, and content.

Then save.

Open Settings → Portal settings → Email settings and select the templates.

Which templates do I usually need?

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

What happens if I skip one template?

That email is not sent.

Do I link the templates here?

No.

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

Last updated 3 months ago

Was this helpful?