The Login email is used to send customers an email that allows them to access the contacts portal. If you're using the contacts portal, we recommend including the ‘magic login link’ tag in your regular email communications—this makes it easy for customers to log in seamlessly.
Regardless of whether you include the magic login link in other communications, a login email is still required. Follow the steps below to set it up:
1: Navigate to the email designer under ‘Marketing’ and select email type ‘Automated Emails’.
2: In the ‘content’ step of designing your email, navigate to the left side and click on ‘tags’.
3: Search for ‘magic login link’ and select the tag to copy it.
4: Drag and drop a 'button' into your email design.
5: Paste the copied tag into the URL field of the button so customers can click it to log in.
6: Under the ‘information’ tab of your email, make sure you choose the category ‘login email’.
7: Finally, connect your login email via 'settings'->'contacts'->'emails'.
