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 is 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.
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.
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.
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.
Ready to put our invitation templates to use?
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