Automatically create WordPress users but NOT send them a Welcome Email

If you’d like to automatically create a WordPress user for each Jetpack CRM contact that is created, but NOT send them a welcome email, here’s how:

Note: It’s important to follow the steps in order, or all of your current contacts will receive welcome emails after saving the setting in step 5.

1. Go to Jetpack CRM > CRM Settings > Mail Templates.
2. Click the “Your Client Portal” mail template to open it.
3. At the top right of the template, click the “Inactive” button, to switch the template from active to inactive.
4. Go to Jetpack CRM > CRM Settings > Client Portal. Make sure the “Generate WordPress users for new contacts” option is enabled (checked), and save the settings.

Once you’ve completed those steps in order, your new contacts will automatically get WordPress accounts created for them, but they will not get the usual “welcome to the client portal” email.