Invitation email templates
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.
Donโt forget to list the benefits of joining your customer portal and include a clear call to action to achieve the best results.
What is an invitation email? Why is it important?
An invitation email serves also as a calendar event reminder. Itโs 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.ย
Considering the amount of work it costs to create a customer portal, and how valuable this resource is for clients and users, itโs worth going the extra mile to promote it.
Invitation email subject line examples
- Want to make the most out of [product/service]? Join [customer portal]
- Join [customer portal] nowย
- [customer portal] is waiting for you
- Did you know that thereโs a [customer portal] available for all our clients?
- Itโs time you joined [customer portal]
- We donโt want to brag, but users love our [customer portal]
- Hereโs why you should join [customer portal]
- Youโre invited to join our portal!
- Weโve added new modules to [customer portal]. Join it now and check them out!
- Get to know all the features and possibilities that [product/service] brings
- We built it for you to grow and learn new things about [product/service]
Invitation email ideas
Invitation email template 1
Hi [customer name]!
Weโve 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
Invitation email template 2
Hi there!
How much time are you spending [dealing with a customer pain point]? I bet itโs too much!
[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].
Weโre so happy that youโre taking [company] for a spin, and weโd love you to create a customer portal account and join our user community!
Weโll 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
Invitation email template 3
Hey!
Itโs 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]
,,,
Hereโs what some other [users of your customer portal] are saying:
[Testimonial 1]
[Testimonial 2]
Register now
Best,
The [customer portal] team
Invitation email template 4
Hi [name],
Iโd like to invite you to keep track of the work we do together via the [customer portal].
Using this secure online system, youโll 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
Invitation email template 5
Hi [name]!
We are inviting you to use our new [customer portal], which will give you a better overview of all thatโs 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
Invitation email template 6
Hello [name]!
Youโve 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
Invitation email template 7
Hello,
Youโve been invited to our [customer portal], where youโll 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?
LiveAgent is the most reviewed and #1 rated ticketing software for small to medium-sized businesses. Try it today with our free 14-day trial. No credit card required.
Frequently asked questions
How should an invitation email look?
An invitation to join a customer portal should attract the recipientโs attention right away and convince them to make the effort to create an account. Thatโs why making it visually appealing by using an HTML-based email template is a good idea.
How many follow-ups of an invitation email should I send?
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 doesnโt join your customer portal after youโve sent them one or two messages, it may mean that youโre not successfully communicating the value of the platform.
When should I send an invitation email?
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.
We appreciate your recent sign up for a LiveAgent.
A message will be sent to your email address containing login details, right after your account is installed.
If you wait for a while, after installation is complete you will be able to access your account directly from here.
After the process is over, we will send the login details to your mailbox.
Our website uses cookies. By continuing we assume your permission to deploy cookies as detailed in our privacy and cookies policy.