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Portal Registration Email 'From' Field

Last post 01-21-2012 7:12 AM by Method_Paul. 3 replies.
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  • 01-20-2012 8:31 PM

    • dannas
    • Not Ranked
    • Joined on 01-19-2012
    • Virginia
    • Posts 4

    Portal Registration Email 'From' Field

    When a user registeres for our customer portal, they receive an email with their credentials; however, the 'from' field of this email is the direct email of one of our CRM users and not from a general mailbox.  We would like for this email to come from 'noreply@ourdomain.com' so that customers do not email one of our users directly.  How can we change this?  Thank you.

  • 01-21-2012 6:43 AM In reply to

    Re: Portal Registration Email 'From' Field

    Answer

    Every portal has a "portal administrator" user.

    Here's what you can do: create a new user (Customize>Users) in your account called "noreply", with this email address.  This user does not need sign in rights, so they are a free user).

    Then go to Customize > Portals and edit your portal. Set the portal administrator to the noreply user.

    BUT...I would caution you about this.  Do you *really* want to do this? If a user has trouble signing up for your portal, the 'contact us' registration form goes to the same portal administrator.  Also emails coming from the portal, such as cases and payment notifications are coming from this user too.  Having them come from a noreply email address might mean some frustrated customers who find its hard to get hold of you.  

    What we do here at Method HQ, with our portal, is have a special customer service email address and user, and that email address automatically distributes to everyone on our team who handles customer service.  That way everyone gets a notification and the first person available jumps on it.

    HTHs,

    Paul

  • 01-21-2012 7:03 AM In reply to

    • dannas
    • Not Ranked
    • Joined on 01-19-2012
    • Virginia
    • Posts 4

    Re: Portal Registration Email 'From' Field

    We have created a distribution list for portal support and followed your instructions.  That worked out great.  Thank you.

  • 01-21-2012 7:12 AM In reply to

    Re: Portal Registration Email 'From' Field

    Wow, you aren't wasting any time! :)

    Paul

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