Customer Portal: Invitation Template

Zoho Support provides you with a default e-mail invitation to invite your customers to access the customer portal. You can customize the invitation as per your requirements.

Customizing the Customer-portal Invitation

To customize the customer-portal invitation, follow the steps given below:

1. Click Setup
2. In the Customer Portal section, click Invitation Template
3. In the body of the e-mail, make the required changes
4. Click Save

You can preview the changes you have made before you send it.

Sending the Customer-portal Invitation

To send the customer-portal invitation, follow the steps given below:

1. Click Setup
2. In the Customer Portal section, click Invitation Template
3. Select the e-mail ID from which you want to send the invitation
4. Enter an e-mail ID to which you want to send the invitation
5. Enter an appropriate subject
6. Map the merge fields as required
7. Copy the merge-field value and replace the fields in the e-mail body with them
8. Preview the changes, if required
9. Click Save

You can re-invite users if required. After users accept the invitation, they can access the customer portal.