Invitation email templates

How can you promote a customer portal and encourage your clients to join it? One of the most efficient ways is to simply email them, informing them about the existence of the platform.

Don’t forget to list the benefits of joining your customer portal and include a clear call to action to achieve the best results.

What is an invitation email? Why is it important?

An invitation email serves also as a calendar event reminder. It’s a message informing your clients or users about the availability of your customer portal, encouraging them to join the platform. You should send this type of email to every customer who is eligible to join the customer portal.

What is an invitation email? Why is it important? - App - Uploads - 2020 - 08 - LiveAgent Promo Email.gif
Example of an invitation email

It is vital to send your customers invitation emails. Otherwise, they may not know that the platform exists and that they can join and take advantage of it. 

Considering the amount of work it costs to create a customer portal, and how valuable this resource is for clients and users, it’s worth going the extra mile to promote it.

Invitation email subject line examples

  • Want to make the most out of [product/service]? Join [customer portal]
  • Join [customer portal] now 
  • [customer portal] is waiting for you
  • Did you know that there’s a [customer portal] available for all our clients?
  • It’s time you joined [customer portal]
  • We don’t want to brag, but users love our [customer portal]
  • Here’s why you should join [customer portal]
  • You’re invited to join our portal!
  • We’ve added new modules to [customer portal]. Join it now and check them out!
  • Get to know all the features and possibilities that [product/service] brings
  • We built it for you to grow and learn new things about [product/service]

Invitation email ideas

Invitation email template 1

Hi [customer name]!

We’ve given you access to our portal so that you can manage your journey with us and get to know all the possibilities offered by [product/service].

If you want to create an account, please click on the following link: [link]


The [customer portal] team

Invitation email template 2

Hi there!
How much time are you spending [dealing with a customer pain point]? I bet it’s too much!

[product/service] is an intuitive [purpose of your product/service] tool that will help you drive meaningful results on [issue your product/service helps with], and give you more time to focus on other areas of your [area] strategy, such as [one of the activities].

We’re so happy that you’re taking [company] for a spin, and we’d love you to create a customer portal account and join our user community!

We’ll walk you through the platform and share our best tips and tricks first.

Then you can start learning more about [product/service] and, when you feel like it, contribute to the community and share your own knowledge.

Register Now

The [customer portal] team

Invitation email template 3


It’s time to focus on other things! We created [customer portal] so that you can get to know [product/service] and spend less time on dealing with [pain point].

Join our portal to learn:

[benefit 1]
[benefit 2]
[benefit 3]

Here’s what some other [users of your customer portal] are saying:

[Testimonial 1]
[Testimonial 2]

Register now

The [customer portal] team

Invitation email template 4

Hi [name],

I’d like to invite you to keep track of the work we do together via the [customer portal].

Using this secure online system, you’ll keep track of our work, collaborate with our other customers, and stay up to date with [product/service]! It gives a real-time view and is a great way to remain in sync.

Access your account now

Looking forward to working together!

The [customer portal] team

Invitation email template 5

Hi [name]!

We are inviting you to use our new [customer portal], which will give you a better overview of all that’s happening with [product/service].

This platform will help you get the most out of [product/service].

Check out the portal below:


The [customer portal] team

Invitation email template 6

Hello [name]!

You’ve been invited to join [customer portal]. You can use it to raise requests and get help. To set up your account, simply click on your [link]

Hope you will find [customer portal] useful!

The [customer portal] team

Invitation email template 7


You’ve been invited to our [customer portal], where you’ll be able to safely exchange messages, files, and updates with other users.

The button below will take you to the registration page, where you can create your account.

The [customer portal] team

Ready to put our invitation templates to use?

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Frequently asked questions

How should an invitation email look?

An invitation to join a customer portal should attract the recipient’s attention right away and convince them to make the effort to create an account. That’s why making it visually appealing by using an HTML-based email template is a good idea.

How many follow-ups of an invitation email should I send?

Two follow-ups sent within one week are more than fine. However, remember not to be too pushy and to observe the reactions of recipients. If they ask you to stop sending them messages, just do so.

If a new customer doesn’t join your customer portal after you’ve sent them one or two messages, it may mean that you’re not successfully communicating the value of the platform.

When should I send an invitation email?

Ideally, you should send an invitation email after a few days (or weeks, depending on the complexity of your product/service) after a customer starts using your product/service. Lead them through the onboarding process first, then let them get to know your product and absorb all of the available information. Once the new client is more familiar with your products, invite them to join your customer portal, which they can use to solve more complex challenges related to your product/service and share their knowledge with other users.

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