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To promote a customer portal, an efficient way is to email clients about its benefits and encourage them to join. An invitation email serves as a reminder informing clients about the availability of the portal. It's important because clients may not know about the platform's existence. Invitation email templates serve as a way to make it visually appealing and persuade recipients to create an account. Two follow-ups within a week are enough, but one should not be too pushy. Ideally, an invitation email should be sent after a few days or weeks after customers start using the product or service.

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LiveAgent is a free live chat software that allows businesses to connect with their customers within seconds. The software routes new incoming chats to the right team members and adapts chat availability with agent logins and logouts. LiveAgent saves time and erases customer service setbacks. According to Statista, 12% of Americans rate slow response times as their top frustration with customer service. Dimensional Research found that 72% of consumers view having to explain their problem to multiple people as poor customer service, while Microsoft reports that 72% of consumers expect agents to know their purchase history and previous engagements. LiveAgent is a highly-rated help desk software for SMBs offering a free live chat solution and unlimited ticket history.

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