How to Communicate and Educate your Customers on the Portal

Stacey Bray
Stacey Bray
  • Updated

Communicate and educate your customers

The fun part! Now you get to communicate with your staff and customers about the launch of the Customer Portal in your business! 

We always recommend releasing the Customer Portal to your customers after a few months of being onboard with you. This way their graphs will populate and reports will become available so they can explore their new Customer Portal! 


Template for staff communications about the Customer Portal launch.

Keeping the team up to date on the Customer Portal launch is essential to its success. Not sure how to tell them? Start with this template!

Subject We're launching a[Business Name]Customer Portal!


We have exciting news. On[date]we will be launching a Customer Portal in FireMate. 

The[Business Name]Customer Portal allows our clients (and us) to save time by using features like on-demand reports, approving quotes and viewing invoices.  

To learn more about the Customer Portal, click here for a full library of educational articles.


[name of sender]

Template for Customer communications about their new Customer Portal.   

Want to tell your customers about their new Customer Portal but are stuck for words? Customise this template!

Subject You're getting access to the[Business Name]Portal!


We have exciting news. Your new Customer Portal is now ready to use!

Our Customer Portal allows you to save time by taking advantage of features like on-demand reports, approving quotes and viewing invoices

Contact our office if you require help navigating the Portal.

You can expect to receive a separate Welcome Email that will provide directions on how to log in. We hope you enjoy this experience!


[name of sender]

Customer Portal Video Guides

Here are some Video Guides for your Customers so they feel ready and confident to use the Portal. Feel free to share these with your Customers should they have any questions.



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