Difference between revisions of "Invite Contacts to the Service Portal"
From AgileApps Support Wiki
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# Click '''Actions > Invite to Portal'''<br>[[File:ActionInvite.png]] | # Click '''Actions > Invite to Portal'''<br>[[File:ActionInvite.png]] | ||
#* This choice appears only when the contact is not already registered as a [[Service Portal]] user | #* This choice appears only when the contact is not already registered as a [[Service Portal]] user | ||
#* When clicked, an email that contains the invitation is sent to the user, using the [[Service Portal Invitation]] | #* When clicked, an email that contains the invitation is sent to the user, using the Service Portal Invitation template | ||
===Service Portal Invitation template=== | |||
'''[[File:GearIcon.png]] >Email Templates > Service Portal Invitation''' | |||
This [[Email Template]] is used to send a link to the [[Service Portal]], inviting the recipient to use it. When they visit the portal, they are prompted to register using their {{SocialID}}. | |||
<noinclude> | <noinclude> | ||
[[Category:{{HD}}]] | [[Category:{{HD}}]] | ||
</noinclude> | </noinclude> | ||
Revision as of 21:57, 14 March 2013
Typically, contacts are invited to use the Support Portal when Self Registration is turned off. (If it's turned on, you only to send them a link, or put the link on your website.)
To invite a contact to use the Support Portal:
- Go to the Contacts tab
- Click on the contact you intend to invite
- Click Actions > Invite to Portal
- This choice appears only when the contact is not already registered as a Service Portal user
- When clicked, an email that contains the invitation is sent to the user, using the Service Portal Invitation template
Service Portal Invitation template
>Email Templates > Service Portal Invitation
This Email Template is used to send a link to the Service Portal, inviting the recipient to use it. When they visit the portal, they are prompted to register using their Facebook, Twitter, or Google ID.