Campaigns -
To invite all of your customers to create their online Customer Portal, you would use the campaign feature. Here is how to send a bulk email invite:
Company > Campaigns > Create Account Customer Invite.
Adjust the customer report settings accordingly, then click Generate Email. Select the Customer Invite email template. Each customer has a specific Create Account link associated with their User Account email Login. You have the opportunity to edit the verbiage before sending if you'd like to provide more specific details to the customer's about the portal. You'll then click Submit.
Comments
0 comments
Please sign in to leave a comment.