You can customize the message sent to contacts when you invite them to the client portal.
When you invite contacts to Client Portal, TopLeft invites them with a default email. But you can customize this email to your brand.
To customize the email, do this:
- Go to the Client Portal settings page. In the main menu click the gear icon, then under Users click Client Portal.
- Click the Customize Email Invitations button.
- Complete the options you want to customize. The options are:
- Sender name
- Sender email- this is used as the Reply-To address on the emails.
- Subject
- HTML body template
- Plain text body template
- Click Save.
To test the emails, in your PSA software set up a contact for yourself in your company record. Invite yourself using the normal method in TopLeft.
Template Tags
The HTML and plain text body fields support special placeholders that are filled with the user's information and your client portal information.
The placeholders are:
| [first-name] | Contact's first name |
| [last-name] | Contact's last name |
| [username] | Contact's username |
| [init-account-url] | URL to initialize account with new password |
| [client-portal-login-url] | URL to log into client portal |
| [company-name] | Your company name |
Body Template Examples
This is an example HTML body template:
<html>
<body>
<p>Hi [first-name],</p>
<p>I'd like to invite you to [company-name]'s new client portal.</p>
<p>Please start by <a href="[init-account-url]">setting your password.</a></p>
<p>Your username is [username]</p>
<p>After setting your password, you can <a href="[client-portal-login-url]">log in and see the Kanban boards</a>.</p>
<p>
Regards,<br>
Jack
</p>
</body>
</html>
This is an example plain text body template:
Hi [first-name],
I'd like to invite you to [company-name]'s new client portal.
Please start by setting your password here: [init-account-url]
Your username is [username]
After setting your password, you can log in and see the Kanban boards here: [client-portal-login-url]
Regards,
Jack