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 portal instructions for first-time portal users (sent upon registration)

The First-time registrant portal invitation is sent as part of the course instructions to contacts who have registered for a course, and do not have an existing portal account.

This set of instructions is designed to encourage first-time users to create a portal account.

Open the Settings menu item.

Open the Settings menu item.

Open the Settings menu item.

From the Website section, select Customer portal.

Select the Communication tab.

Press Edit on the First time registrant portal invitation 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.

Edit portal instructions for existing portal users (sent upon registration)

The Existing portal user registration confirmation is sent as part of the course instructions to contacts who already have an existing portal account.

This set of instructions is designed to help existing portal users remember their account details, for example, you can include a 'reset password' link, as users may have had a long period since last logging in and have forgotten their details.

Open the Settings menu item.

From the Website section, select Customer portal.

Select the Communication tab.

Press Edit on the Existing portal user registration confirmation 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.