The Customer Portal Login Link Email Notifications feature allows you to send customers a secure login link via email, giving them instant access to their portal without needing to remember passwords or create accounts
Simplify Access with Secure Customer Portal Login Link Emails
How to Manage Customer Portal Login Link Email Notifications
Follow these simple steps to customize and manage Customer Portal Login Link Email Notifications settings:
Navigate to the Notification Settings page in your dashboard.
In the General section, click the Pencil icon next to Customer Portal Login Link option.
Add your staff’s email addresses in the BCC section so they receive copies of the customer portal link email notifications.
Edit the Subject line to align with your brand's messaging.
By default, the email includes a secure login link to the customer portal.
The email also contains key variables such as:
{:company-name} – Your company’s name
{:login-button} – Clickable login button for the customer portal
{:divider} – Add a divider line for visual organization
{:company-email} – Your company's email
Add or remove content and variables to match your brand’s communication style.
Click Save to apply the updates.
Click Preview Email to review how the updated notification will appear to customers.
If you need to revert to the original settings, click Reset to Default and confirm by selecting Yes, Reset.
Visual Guide
To ensure you fully understand how to manage your customer portal login link, watch the following visual guide.
With the Customer Portal Login Link Email Notification, you provide customers with seamless, hassle-free access to their accounts—improving their overall experience with your platform. If you need any assistance or help, don't hesitate to reach out our support team.