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How to Send Verification or Invitation Emails to Contacts

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Sometimes, customers may report cases of unreceived invitation/verification emails sent when a new account is created. Agents can resend the verification email to the unverified contacts by following these steps:

  1. Go to Contacts module > Contacts > Unverified Contacts.

  2. Click on More Action and select Send verification. A verification email will be sent to the contact.

    Sending_verification_email.png

Alternatively, you can use the Send Verification Email option in the Contact profile page.

  • This option will not be visible if the contact is already verified, deleted, or blocked.
  • Contacts cannot be invited through the customer portal. Instead, they can sign up directly, be added via the Contacts module, or be created automatically when they email the support address. A verification email is sent to activate their account.

To perform this action, an agent should have the Create or edit contact permission enabled for them.

Create_or_edit_contacts_permission.png

To send the verification emails to contacts, enable the Contact Verification and Contact Activation event notifications under the contacts tab in the email notifications settings.

Contact_verification_notification.png

Related Articles

  1. Manually Verifying an Unverified Contact
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