A customer is asking for a link to pay an invoice, they already accepted the portal 2.0 invite but have deleted the page from their history. How do we resend the URL information to her?
Question
Portal URL
+2
+5I probably go the long way around but, I just go to the customer portal 2.0 page in configuration, and copy and paste the web address in an email to them.
+13- Employee
Aside from copying/pasting the link from your configuration page or browser, you can also resend the invitation email! When the customer clicks the link and already has an account, they’re sent to a “Welcome back” screen to sign in.
You might also consider updating your invitation email to include a reminder about bookmarking the portal link, or include the portal link in your invoice emails. I’ve seen both of those options help the more forgetful 😊
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