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How do I change the email template for Send Invitations to customer portal?

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Posted on by Anlai888

I'm able to see where to use Send Invitation now, and the instructions says that you can customize the Invitation email, but I can't find where the workflow is to do that. Can you point me in the right direction please?

docs.microsoft.com/.../invite-contacts

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Portals

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LeoAlt 16,331 Moderator on at

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RE: How do I change the email template for Send Invitations to customer portal?

Hi Anlai,

According to the article you provided, you could get the workflow follow the picture bellow.

If you want to find this workflow, you could go to Settings->Customizations->Customize the System.

Then find "Send Invitation" workflow in the page.

Deactivate it first and then open the workflow, click on "set properties" behind "Email" and then you could customize the template as you wish.

After you customizing the email, remember to Activate the workflow again.

Hope it helps.

Best Regards

Leo