This ready-to-use email template invites a new or returning customer to set up their Customer Portal login and add a payment method — the single biggest step in getting invoices paid online instead of chased down by staff. It uses the same clean, modern layout as the Invoice Email template, so every email a customer gets from you looks and feels like one consistent system, and it includes a built-in nudge toward AutoPay so account setup and payment collection happen in a single email instead of two. It's built for pasting straight into Sharper's Raw HTML template editor.
Test before you send this to customers. Sharper saves template edits immediately with no staging or preview mode, and there is no built-in "send test" button. After pasting the HTML below, send yourself a real copy first — see Testing Your Template in System Settings - Templates — and confirm every variable resolved and every link works before selecting a customer list.
Adding the Template to Sharper
Go to System Settings → Templates.
Click Add New.
Name it something you'll recognize, such as "Customer Portal Invite".
Set Type to Customer Marketing Email, fill in Email Subject and Email From.
Switch the editor to Raw Editor mode.
Copy the HTML block below in full and paste it into the editor.
Click Save.
Note: Once a template's content is built in the Raw Editor, keep editing it there. Switching to Content Editor afterward can strip or simplify the HTML — see System Settings - Templates - HTML Authoring Guide.
Template Variables Used
These placeholders fill in automatically when the email sends — do not remove or rename them when copying the HTML.
Variable | Fills In |
{{customer_first_name}} | The customer's first name. |
{{outlet_name}} | Your marina or campground's name. |
{{outlet_logo}} | Your outlet's logo image. |
{{outlet_portal_site_url}} | The link to your Customer Portal login page. |
{{outlet_phone}} | Your outlet's phone number. |
{{outlet_address_1}}, {{outlet_city}}, {{outlet_state}}, {{outlet_zip}} | Your outlet's mailing address, shown in the footer. |
Raw HTML
Copy everything between the two lines below.
<table style="background-color: #f0f4f8;" role="presentation" border="0" width="100%" cellspacing="0" cellpadding="0"><tbody><tr><td style="padding: 30px 10px;" align="center"><table class="email-container" style="max-width: 600px; margin: 0 auto;" role="presentation" border="0" width="100%" cellspacing="0" cellpadding="0"><tbody><tr><td style="background-color: #ffffff; border-radius: 16px 16px 0 0; padding: 28px 40px 20px;" align="center"><img style="display: block; width: 200px; max-width: 200px; height: auto;" src="{{outlet_logo}}" alt="{{outlet_name}}" width="200" /></td></tr><tr><td style="padding: 28px 40px 28px;" align="center" bgcolor="#0c3b5e"><div style="width: 48px; height: 3px; background-color: #3db8e8; margin: 0 auto 16px; border-radius: 2px;"> </div><div style="font-size: 30px; line-height: 36px; color: #ffffff; letter-spacing: -0.5px; font-family: 'DM Serif Display', Georgia, serif;">Set Up Your Account</div><div style="padding-top: 10px; font-family: 'DM Sans', Helvetica, Arial, sans-serif; font-size: 15px; line-height: 22px; color: #b8d4e8;">{{customer_first_name}}, {{outlet_name}} is ready for you to view statements and pay online.</div></td></tr><tr><td style="background-color: #ffffff; padding: 28px 40px 8px;"><p style="font-family: 'DM Sans', Helvetica, Arial, sans-serif; font-size: 15px; color: #334155; line-height: 24px; margin: 0 0 16px;">{{outlet_name}} uses Sharper MMS for account management. Your new Customer Portal account lets you view and print statements, and pay your balance online, any time.</p><p style="font-family: 'DM Sans', Helvetica, Arial, sans-serif; font-size: 15px; color: #334155; line-height: 24px; margin: 0 0 16px;">To view your balance and pay online, set your password and add a payment method the first time you log in.</p><p style="font-family: 'DM Sans', Helvetica, Arial, sans-serif; font-size: 15px; font-weight: bold; color: #1e293b; line-height: 22px; margin: 20px 0 8px;">How to log in for the first time:</p></td></tr><tr><td style="background-color: #ffffff; padding: 0 40px 20px;"><table role="presentation" border="0" width="100%" cellspacing="0" cellpadding="0"><tbody><tr><td style="padding: 10px 20px; border: 1px solid #e2e8f0; border-radius: 10px 10px 0 0; font-family: 'DM Sans', Helvetica, Arial, sans-serif; font-size: 14px; color: #334155;"><b>1.</b> Go to the Customer Portal using the button below.</td></tr><tr><td style="padding: 10px 20px; border-left: 1px solid #e2e8f0; border-right: 1px solid #e2e8f0; font-family: 'DM Sans', Helvetica, Arial, sans-serif; font-size: 14px; color: #334155;"><b>2.</b> Click “Forgot your password?” and enter this email address.</td></tr><tr><td style="padding: 10px 20px; border-left: 1px solid #e2e8f0; border-right: 1px solid #e2e8f0; font-family: 'DM Sans', Helvetica, Arial, sans-serif; font-size: 14px; color: #334155;"><b>3.</b> Open the reset link we email you and set a password.</td></tr><tr><td style="padding: 10px 20px 16px; border: 1px solid #e2e8f0; border-radius: 0 0 10px 10px; font-family: 'DM Sans', Helvetica, Arial, sans-serif; font-size: 14px; color: #334155;"><b>4.</b> Log back in with your new password to view statements and pay online.</td></tr></tbody></table></td></tr><tr><td style="background-color: #ffffff; padding: 0 40px 24px;"><table role="presentation" border="0" width="100%" cellspacing="0" cellpadding="0" bgcolor="#0c3b5e"><tbody><tr><td style="padding: 24px 30px;" align="center" bgcolor="#0c3b5e"><table role="presentation" border="0" cellspacing="0" cellpadding="0" align="center"><tbody><tr><td style="border-radius: 10px; background-color: #3db8e8;" bgcolor="#3db8e8"><a style="display: inline-block; padding: 16px 48px; font-family: 'DM Sans', Helvetica, Arial, sans-serif; font-size: 16px; font-weight: bold; color: #0c3b5e; text-decoration: none; letter-spacing: 0.5px;" href="{{outlet_portal_site_url}}">Go to Customer Portal →</a></td></tr></tbody></table></td></tr></tbody></table></td></tr><tr><td style="background-color: #ffffff; padding: 0 40px 32px;"><table style="border: 1px solid #bfdbfe;" role="presentation" border="0" width="100%" cellspacing="0" cellpadding="0" bgcolor="#eff6ff"><tbody><tr><td style="padding: 18px 24px; font-family: 'DM Sans', Helvetica, Arial, sans-serif;" bgcolor="#eff6ff"><div style="font-size: 15px; font-weight: bold; color: #1e40af; line-height: 22px;">Want your bill paid automatically?</div><div style="font-size: 13px; color: #3b82f6; line-height: 20px; margin-top: 4px;">Once you're logged in, save a card or bank account under “Saved Payment Methods” and set it as your default to enroll in AutoPay.</div></td></tr></tbody></table></td></tr><tr><td style="background-color: #ffffff; padding: 0 40px 32px;" align="center"><p style="font-family: 'DM Sans', Helvetica, Arial, sans-serif; font-size: 13px; color: #64748b; line-height: 20px; margin: 0;">Questions about setting up your account? Call us at <span aria-label="Call {{outlet_phone}}">{{outlet_phone}}</span>.</p></td></tr><tr><td style="padding: 28px 40px; border-radius: 0 0 16px 16px;" bgcolor="#0c3b5e"><table role="presentation" border="0" width="100%" cellspacing="0" cellpadding="0"><tbody><tr><td style="font-family: 'DM Sans', Helvetica, Arial, sans-serif; font-size: 12px; color: #5a8aad; line-height: 20px;" align="center">{{outlet_name}}<br />{{outlet_address_1}}, {{outlet_city}}, {{outlet_state}} {{outlet_zip}}</td></tr></tbody></table></td></tr></tbody></table></td></tr></tbody></table>
Sending the Template
This template is a Customer Marketing Email type, so it's selected manually each time rather than sent automatically:
Navigate to CRM → Customers.
Select Marketing Email near the top right.
Select the Customer Portal Invite template you just saved.
Select an individual customer, or select a Customer List Report to send it to everyone on that report.
For step-by-step instructions on pasting this HTML into a template, pointing Sharper at it, and sending yourself a test copy before it goes out to customers, see System Settings - Templates.