Customize B2B portal email templates

Customize B2B portal email templates

The B2B Portal includes the following standard email templates that are sent to B2B portal users:

  1. Invitation to B2B – a standard email invitation sent to customers that contains a link to your B2B portal

  2. Invoices for orders – a standard email template containing invoices for selected orders pulled from the B2B Orders page

  3. Reset Password – a standard email template containing a link to the Reset Password page.

You can edit these templates from the Email templates tab of a B2B portal. Use Supported keywords to dynamically enter customer information into the email template. The editor accepts HTML code so you can copy and paste content from an existing email template or edit directly in the HTML editor (< > symbol).

Once you are done editing a template, click Save.  

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