Using the Customer Portal Email Template

This communication is intended for exiting publishers, new takeover publishers, and existing publishers who need to reset client expectations. It provides a consistent message encouraging clients to utilize the Customer Portal for ad submission, agreement reference, billing management, and overall account access, aligning all partners with current best practices.

Hi {{recipient.fName}},

I hope this message finds you well! Thank you for your continued partnership with [PUBLICATION NAME] City Lifestyle and for supporting our magazine. As we strive to improve our processes and streamline your experience, we are making sure all our partners are fully onboarded and utilizing our Customer Portal.

If you haven’t yet used the Customer Portal to submit your ads or manage your account, we are here to help you get started.

Why Transition to the Customer Portal?

Our Customer Portal is specifically designed to simplify your experience by providing an easy and efficient way to manage your ads and account information. We understand that some of you may have previously worked with us directly for ad submissions, but using the Customer Portal will now be the best practice for all ad management moving forward. This will ensure a more streamlined and timely process.

Customer Portal Navigation

By using the portal, you’ll be able to:

Your Customer Portal is your access point for managing the following tasks:

• Upload Your Print-Ready Ad
• Print Ready Ad Design Production Process
• Submit Your Ad Design Request (Design Services Required)
• Creative Ad Design Production Process
• View Past and Current Agreements
• View and Manage Your Billing Profile
• Set Up Your Digital Listing (Presence on citylifestyle.com)
• Write and publish articles (Premium Digital Accounts)
• Create Promos and View Digital Leads (Premium Digital Accounts)

You can access your customer portal at CityLifestyleHQ. 

**Please watch our HQ Customer Portal Video for a quick tutorial on navigating your customer portal.**

Important Ad Submission Deadlines

Ad Upload and Requests Deadline: [Enter 1st Deadline] of each month prior to print, 11:59 PM CST

• Design Requests: Submit your ad design request. You will have up to six proofing rounds with our design team (if design services are in your agreement).
• Print-Ready Ads: Upload your finished ad. Our QC team will review and inform you if any revisions are needed.

Final Ad Deadline: [Enter Final Deadline Day] of each month prior to print, 10:00 AM CST:

• All revisions and design edits must be completed, with the ad in approved status, by this deadline.
• If your ad status does not say "Ad Approved" by the final deadline, a City Lifestyle house ad will be run in its place, and you will still be invoiced.

Payment Processing Date:

• Autopay will be processed, and invoices are due on [ENTER PAYMENT PROCESSING DATE] each month, before printing.

Additional Information

• Advertising Specifications for ad sizing, resolution tips, templates, and presets
• Content Guidelines for City Lifestyle's Brand Policies

If you need any assistance or would like to schedule an onboarding call to review how the portal works, don’t hesitate to reach out. We’re here to support you every step of the way.

Thank you for your cooperation. We look forward to continuing our partnership with you.