Contract Signed · Day 1

Customer Portal Template

Sent same day as the Welcome Email. Explains the portal, what access means, and how to grant it — all in under 3 minutes.
Send When
  • Sent same day as Welcome Email
  • After Email 1 is delivered
  • While billing is still being set up
Do Not Send
  • Before Welcome Email is sent
  • Before contract is fully signed
Variable Guide