Wednesday, 22 November 2017

CRM Portal - Send Confirmation Email to User after Successful Registration

Hello CRM Folks,

Currently, there is no out of box way to sent confirmation email after successful registration on Portal.

But by creating a simple System Workflow we can make this possible and send the user an email notification after successful registration.


Write a workflow on Contact Entity and Trigger it on below field change.


Add a condition 'If Login Enabled = Yes then only add a step to send email to user"














Note: 'Login Enabled' field value changes to true only one time as soon as the user clicks on Register button on Portal. So this workflow will trigger only one time when user registered on the portal.

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