Once you have added contacts and designed a system for a project, you will have the option to invite the assigned contact to view the interactive MyEnergy page.
To do this:
- Visit the Project Page of the project for which you wish to send the invitation (by clicking on it from the Customers Page)
- Ensure that the contact details are correct (the email invitation to view will be sent out to all active contacts on the project page). You can edit them by clicking on the name of the contact.
- Click on the button. (if the button is not green, ensure that you have added a contact with an email and that you have designed a system for the project.)
Customising Your Email
You can also create a custom Subject and Message for your email invitation.
How This Will Appear to the Customer
The customer will only have access to the MyEnergy page as shown: