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Customize Project Invitation Emails

Create a customized project invite experience for ClientLink™ and TeamLink™ Contacts.

OBJECTIVE

To customize the text for project invitation emails sent to ClientLink™ and TeamLink™ Contacts.

BACKGROUND

ConstructionOnline's Project Portals allow construction companies to invite clients, subcontractors, vendors, and more to individual project teams. With separate Portal designations for ClientLink™ and TeamLink™ Contacts, Company Employees can customize what project information is available via Portal login for clients & subcontractors respectively. Companies can personalize the Portal experience from the very beginning by customizing the text that appears in project invitation emails.

THINGS TO CONSIDER

  • Company Employees can customize the body of the email that is sent to invite ClientLink™ or TeamLink™ Contacts to a project.
    • Without customization, project invitation emails will use default text provided by ConstructionOnline.
  • All Company Employees can view and edit the text of project invitation emails.
  • Project invitation emails are designed for global Company use—only one ClientLink & one TeamLink project invitation email can exist at a time for the Company Account.
    • If a Company Employee edits the text of an invitation, the changes will be applied company-wide.
  • To use custom project invitation emails, ClientLink and/or TeamLink Contacts must be added to a Project that is set to Live. 
  • ClientLink/TeamLink Settings cannot be accessed from the ConstructionOnline Mobile App.

STEPS TO CUSTOMIZE PROJECT INVITATION EMAILS

  1. Locate the Company Dropdown Menu found in the top right corner of ConstructionOnline.
  2. Under Public Profile & Portals, select ClientLink/TeamLink Settings.
  3. Select the Email Message tab.
  4. Enter the desired text for the ClientLink or TeamLink Project Invitation in the corresponding Message Content field.
     
    1. To view your custom project invitation before sending, click the Send Preview button.
      1. Select a contact to receive the preview. Only Company Employees are permitted to receive the invitation preview. 

      2. Click the blue Send button.
  5. Click the blue Save button to save your custom project invitations for future use.

TIPS & TRICKS

  • For a more personal touch, try adding a variable to your email text!

    • When a project invitation is sent, variables will automatically populate with the recipient's contact information.
    • Variable choices include: Contact Full Name, Contact First Name, and Contact Last Name.

HAVE MORE QUESTIONS?

We're here to help! Chat with a Specialist by clicking the orange Chat icon in the bottom left corner or contact UDA support for additional options.