Explore invitation email templates on LiveAgent to effectively promote your customer portal. Discover subject line ideas, templates, and tips to engage clients and highlight portal benefits. Try LiveAgent’s top-rated ticketing software with a free 30-day trial.
How can you promote a customer portal and encourage your clients to join it? One of the most efficient ways is to simply email them, informing them about the existence of the platform.
Don’t forget to list the benefits of joining your customer portal and include a clear call to action to achieve the best results.
An invitation email serves also as a calendar event reminder. It’s a message informing your clients or users about the availability of your customer portal, encouraging them to join the platform. You should send this type of email to every customer who is eligible to join the customer portal.
It is vital to send your customers invitation emails. Otherwise, they may not know that the platform exists and that they can join and take advantage of it.
Considering the amount of work it costs to create a customer portal, and how valuable this resource is for clients and users, it’s worth going the extra mile to promote it.
We’ve given you access to our portal so that you can manage your journey with us and get to know all the possibilities offered by [product/service].
If you want to create an account, please click on the following link: [link]
Enjoy!
Best,
The [customer portal] team
[product/service] is an intuitive [purpose of your product/service] tool that will help you drive meaningful results on [issue your product/service helps with], and give you more time to focus on other areas of your [area] strategy, such as [one of the activities].
We’re so happy that you’re taking [company] for a spin, and we’d love you to create a customer portal account and join our user community!
We’ll walk you through the platform and share our best tips and tricks first.
Then you can start learning more about [product/service] and, when you feel like it, contribute to the community and share your own knowledge.
Register Now
Best,
The [customer portal] team
It’s time to focus on other things! We created [customer portal] so that you can get to know [product/service] and spend less time on dealing with [pain point].
Join our portal to learn:
[benefit 1]
[benefit 2]
[benefit 3]
,,,
Here’s what some other [users of your customer portal] are saying:
[Testimonial 1]
[Testimonial 2]
Register now
Best,
The [customer portal] team
I’d like to invite you to keep track of the work we do together via the [customer portal].
Using this secure online system, you’ll keep track of our work, collaborate with our other customers, and stay up to date with [product/service]! It gives a real-time view and is a great way to remain in sync.
Access your account now
Looking forward to working together!
Best,
The [customer portal] team
We are inviting you to use our new [customer portal], which will give you a better overview of all that’s happening with [product/service].
This platform will help you get the most out of [product/service].
Check out the portal below:
GET STARTED!
Best,
The [customer portal] team
You’ve been invited to join [customer portal]. You can use it to raise requests and get help. To set up your account, simply click on your [link]
Hope you will find [customer portal] useful!
Best
The [customer portal] team
You’ve been invited to our [customer portal], where you’ll be able to safely exchange messages, files, and updates with other users.
The button below will take you to the registration page, where you can create your account.
[button]
Best,
The [customer portal] team
Ready to put our invitation templates to use?
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Start by clearly stating the purpose of the meeting and the agenda. Be sure to include the date, time, and location of the meeting, as well as any relevant information or materials that attendees may need to review beforehand. It's also important to communicate the importance of the meeting and why the recipient's presence is necessary.
Ideally, you should send an invitation email after a few days (or weeks, depending on the complexity of your product/service) after a customer starts using your product/service. Lead them through the onboarding process first, then let them get to know your product and absorb all of the available information. Once the new client is more familiar with your products, invite them to join your customer portal, which they can use to solve more complex challenges related to your product/service and share their knowledge with other users.
Two follow-ups sent within one week are more than fine. However, remember not to be too pushy and to observe the reactions of recipients. If they ask you to stop sending them messages, just do so. If a new customer doesn’t join your customer portal after you’ve sent them one or two messages, it may mean that you’re not successfully communicating the value of the platform.
An invitation to join a customer portal should attract the recipient’s attention right away and convince them to make the effort to create an account. That’s why making it visually appealing by using an HTML-based email template is a good idea.
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