Customized email for welcoming client to portal
ID131
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👍 Gathering votes
We would like to welcome clients to the portal in our own way, with our own messaging - including the link to the video that shows them how to use the portal and with our own personal tone.
It could be set up similarly to the contract where we use a {clientname} in the message to personalize the message.
Rachel Waldron
1 year ago
One vote
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🎉 Feature