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

Posted on by 2

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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  • Verified answer
    LeoAlt Profile Picture
    LeoAlt 16,329 on at
    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.

    community59.png

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

    community57.png

    Then find "Send Invitation" workflow in the page.

    community58.png

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

    community59.png

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

    Hope it helps.

    Best Regards

    Leo

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