EBS: Sending a Registration Email to Contacts in Everbridge Suite

Topic

How to send a registration email to contacts in Everbridge Suite.

Organizations that use a private member portal as a way to communicate with a set of contacts. Must send a registration email inviting those contacts to register for access to that portal.

 

1. Everbridge User Registration Invitation

 

Everbridge User Registration Invitation

2. Dashboard

In order to customize, and send that email.

Dashboard

3. Dashboard

Begin by hovering over the Settings tab.

Dashboard

4. Dashboard

Click Member Portal.

Dashboard

5. Member Portal

Member Portal

6. Portal Type - Private

Select Private as the portal type if it's not already selected.

Portal Type - Private

7. Custom Registration Invitation

To customize the registration email.

Custom Registration Invitation

8. Custom Registration Invitation

Simply click in the text box, and enter your text.

Custom Registration Invitation

9. Custom Registration Invitation

Custom Registration Invitation

10. Custom Registration Invitation

Custom Registration Invitation

11. Custom Registration Invitation

Custom Registration Invitation

12. Custom Registration Invitation

Just be mindful that you don't delete any of the key variable tokens, like the Registration URL.

Custom Registration Invitation

13. Custom Registration Invitation

If that happens by accident, those tokens can be re added by clicking the plus sign by the appropriate variable.

Custom Registration Invitation

14. Custom Registration Invitation

Click Save.

Custom Registration Invitation

15. Custom Registration Invitation

Now, to send the registration emails. Click Contacts.

Custom Registration Invitation

16. Contact List

Contact List

17. Contact List

You'll notice that the contacts all have an envelope icon next to their name. The envelope icon will not appear if the contact has previously registered.

Contact List

18. Send Registration Email

You can send a registration email to a specific contact by clicking the envelope icon by their name.

Send Registration Email

19. Send Registration Email

Click Yes to confirm.

Send Registration Email

20. Send Registration Email

Send Registration Email

21. Contact List

You can also send the registration email to all contacts listed.

Contact List

22. Send Registration Email - All Contacts

By checking the selection box at the top of the screen.

Send Registration Email - All Contacts

23. Send Registration Email - All Contacts

And then clicking Send Invitation Email.

Send Registration Email - All Contacts

24. Send Registration Email - All Contacts

Send Registration Email - All Contacts

25. Send Registration Email - All Contacts

Send Registration Email - All Contacts

26. Send Registration Email - All Contacts

Send Registration Email - All Contacts

27. Send Registration Email - All Contacts

Send Registration Email - All Contacts

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