Sending the ClientPortal in bulk
Apart from sending the ClientPortal to a single person, you can also send the portal in bulk via email or letter template using a QR code.
Creating a template with the "portal" merge variable
Navigate to your Reporting page
Click the "Templates" button at the top
Click "New Template" and "Blank Template."
Go ahead and give your template a name and template type
Draft whatever communication you want displayed in your template from within the editor.
Click the "merge tags" icon in the editor toolbar (first icon on the left), and then choose which portal version placeholder you want to be inserted on the template.
If your template is a letter, choose the QR code version of your portal. This will insert a QR image that the recipient can scan.
Sending the template
Once you have saved your template, click the"Reports & Marketing" button next to "Templates"
Use your report builder to assemble the list you want to send.
Click "Actions" and then either "Send Emails" or "Send Mail"
Pick the template you want to use and then send it.
