HubSpot Ideas

Damien

Ability to customize customer portal invitation email

Currently the invitation to access the customer portal looks like this:

 

2023-02-22_11-53-05.png

 

This is basically unusable for most businesses and our client cannot start using the Customer Portal functionality they are paying for because it would send the above email to hundreds of their customers. 

 

There needs to be the ability to customise this email, including the subject line. 

 

Right now it does not even mention the brand, it simply says "Help Centre" and there is no way to change this. 

 

Also it talks about access to content, which is vague and confusing. Our customers are being given access to a customer portal with their support tickets, not "content". 

 

There is also no way (according to support) to add someone to the CP without them receiving this email. 

 

(PS - the fact there is not even a category here in the Ideas forum for the customer portal, or even service hub in general, is concerning. "Tickets" was the closest thing I could find.)

 

7 Replies
kehokl
Member

I have the exact same question!

FGaletic5
Participant

We have the same need, currently the email shows an old logo and there's no way to change it

EKane
Member

We have the same issue - since our users must use the Single Sign On and we need to send them specific instructions to log on, as well as resources and how to guides. It would be nice if we could customize this message.

Alexa2358
Participant

Any updates here? We have the same issue.

jp-performance
Member

This feature is absolutely neccessary for us!

Hollyce
Contributor | Diamond Partner

Deperately need this feature as well. 

JasonCer
Member

This is possible, it's just a pain to find...

 

Settings (gear icon)...

Content dropdown (left menu)...

Private Content...

"Emails" tab...

 

There are four registration email templates that come up. Each has an "Actions" button underneath. Click that button and select "Create". This opens a new tab. From there, select a template and design the email. Once that's done and published, go back to the page mentioned above. The dropdown for each of the four registration emails will have your newly designed email as an option.

 

I agree that this is a pain. Hubspot's UI for setting this up leaves a LOT to be desired, but at least it's possible.