Set up customer portal invitation emails

The following article outlines how to set up and edit the automated customer portal invites sent to contacts and registrants.

If you are using Arlo's SSO functionality in the checkout, the customer portal instructions will not be included in emails (as you will be using an external IDP to authenticate users).

Edit customer portal instructions sent upon registration approval

The customer portal instructions is sent as part of the course instructions to contacts who have registered for a course, whether they are a first-time user or have an existing portal account.

This set of instructions are designed to encourage first-time users to create a portal account and existing portal users to access and login to their portal account.

Open the Settings menu item.

From the Website section, select Customer portal.

Select the Communication tab.

Press Edit on the Customer portal instructions email.

Customise the content of the email.

Ensure that you include the [PortalLink] replacer, or the user will not be able to access your portal.

Press Save.

Press Save changes.

Customise invitations to create a new portal account for non-registrants

The Invitation to create account is an email that can be sent to contacts manually, inviting them to create a customer portal account. No registration is required for this email to be sent.

Open the Settings menu item.

From the Website section, select Customer portal.

Select the Communication tab.

Press Edit on the Invitation to create account email.

Customise the text of the email.

Ensure that you include the [PortalLink] replacer, or the user will not be able to access your portal.

Press Save.

Press Save changes.

Edit the verification email sent when creating new portal account from website

The verification email is sent to users who sign up for a new portal account from the website, asking them to verify their email. No registration is required for this email to be sent.