Customizing Invitation Template

Once you have installed our CRM Extension, you can customize the email invitation to fit your brand and message. 

Start by going to Setup>Customization>Templates in Zoho CRM and choosing the New User Registration template. 

Once inside you can add additional elements and change the subject. 

 

Be sure not to change the URL in the button, this may break the invitation process

The button URL is populated with a variable that is pulled from ZPortals' CRM extension settings. It is important to enter the portal page in Zoho CRM>Setup>Marketplace>All, click into the Installed tab (if the extension has not been installed, search and install it):

For reference, the variable from the extension can be viewed (but not edited) here:

• Related Articles

• Intro to CRM Extension

  Our CRM Extension enables you to extend ZPortals plugin and automate user invites, auto approval, and a few other handy things. Once installed you can map your domain, customize the invitation email template, and start the setup for your invitation ...

• Add Wordpress Page(s)

  First thing first, Grab your shortcode. Navigate to ZPortals>Info>Portal Page Setup and copy your shortcode. The procedure is the same for both the Portal shortcode and Ecommerce shortcodes Once you have your shortcode copied navigate to the Pages ...

• Setting Up the Workflow

  When you install our CRM Extension it creates a Button and Workflow that you can use to send out invites. (Disabled by default). If you would like to use this workflow, go to Setup>Automation>Workflow Rules Toggle the Workflow "ZPortals Send ...