Client portal - a welcome message
Created:
2018-07-03
Last updated: 2019-12-16
Last updated: 2019-12-16
Post view count: 1919
After signing up to the portal, your client will receive a default welcome message, which looks like the one below:
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However, if you'd like your message to be more personal, you can create your own template. Just select Settings > Email settings > Email templates and add a new template. Set the type as An activation email.
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Then, click on Email settings and in the field an activation email select the template you've created. Click on Save.
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This way a client will receive your custom activation email:
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However, if you'd like your message to be more personal, you can create your own template. Just select Settings > Email settings > Email templates and add a new template. Set the type as An activation email.

Then, click on Email settings and in the field an activation email select the template you've created. Click on Save.
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This way a client will receive your custom activation email:
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