Admin - Accounts - Invitation
Module: Customer Portal
Path: Admin > Accounts > Invitation
Topic: Invitation
OLX Version(s): 5.1
OLX Editions: Commerce, Call Center
From the
Create Account screen customers will fill out the required and optional fields then click the Send Link button at the bottom of the screen. Once the Send Link button has been clicked an email will be sent to your customer.
To configure this email navigate to Admin > Accounts > Invitation.
Subject
The subject line is what will display within the subject of the email that is sent to your customer.
Alias
The alias options will insert where the cursor is placed within the Subject and within the Body.
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- Place the cursor where you want to use the alias
- Click on the alias you want to insert
HTML Editor
The HTML editor has many features available to make your Customer Portal look professional and engaging.
Left to right, top row to bottom row:
- Source
- Save
- New Page
- Preview
- Print
- Templates
- Cut
- Copy
- Paste
- Paste as Plain Text
- Paste from Word
- Undo
- Redo
- Find
- Replace
- Select All
- Spell Checker
- Form
- Checkbox
- Radio Button
- Text Field
- Text Area
- Selection Field
- Button
- Image Button
- Hidden Field
- Bold
- Italics
- Underline
- Strike through
- Subscript
- Superscript
- Remove Format
- Insert/Remove Numbered List
- Insert/Remove Bulleted List
- Decrease Indent
- Increase Indent
- Block Quotes
- Create Div Container
- Align Left
- Center
- Align Right
- Justify
- Text direction from left to right
- Text direction from right to left
- Set Language
- Link
- Unlink
- Anchor
- Image
- Flash
- Table
- Insert Horizontal Line
- Smiley
- Insert Special Character
- Insert Page Break for Printing
- Frame
- Formatting Styles
- Paragraph Format
- Font Name
- Font Size
- Text Color
- Background Color
- Maximize
- Show Blocks
- About CK Editor
- Technical information regarding the version and guide information for HTML editor being used
For instructions on how to use a specific editing feature please review the
CKEditor Guide
Body
The body is located between the HTML Editor and the Footer.
Here you will use the above features to design your customer's Invitation message
Footer
- The left side of the footer lets you you know where your cursor is placed within the Body.
- The information shown here will adjust every time the cursor is moved to a new location within the body.
- The right side of the footer has a right diagonal arrow that will adjust the sizing of the body with click and drag.
- Update will save all changes made
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