Managing the Welcome Email
Whenever a new resident has a profile created or synced over from your accounting integration, they will receive a welcome email prompting them to log in to the app and portal, giving them their login name, and prompting a password reset. You can personalize your welcome email by following the steps below!
Managing the Body Text
Step 1
From the admin portal, select Settings located in the left menu and then select Email Templates.
Step 2
Select Edit Next to the User Registration email template.
Step 3
Personalize your welcome email to fit your property. Leave any words in brackets as they are, they are hardcoded and connected to your property's settings. For example, [apple_store] and [google_store] connect to your property's app in their respective app stores.
Step 4
After you have finished making your updates, select Save.
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Need a refresher on how to resend welcome emails? Check out this
article!
Adding a Banner
You are able to add your own branded banner to the welcome emails that get sent out to residents!
Step 1
You will need to create a link for the banner image that is to be used. The sizing should be 650px long by 100px wide. Use this website to convert the image into a link:
https://postimages.org/ Select Choose Images to select the photo you will be converting to a link.
Step 2
Copy the Direct Link.
Step 3
From the Property Management Portal, select Settings located in the left menu and then select Email Templates.
Step 4
Select Edit Next to the User Registration email template.
Step 5
Select the <> icon to access the source code of the email.
Step 6
Using this format, insert the link at the top of the source code.
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<p><img src="Insert Direct Link" width="650" height="100" /></p>
Step 7
The Banner has now been added. Select Save when you are finished with edits.
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If you would like to add your property specific header and footer to your emails please see this article about Managing the Parent Template Email.
Creating a New Email Template with a Yardi Integration
Yardi Integrated Properties are able to add additional Email Templates to be sent out to Residents. This allows you to send move-in surveys, assess Resident sentiment midway through their lease, or share move-out procedures in a completely automated way.
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Note: This feature can only be utilized by Yardi Sync Enabled Properties.
Step 1
From the admin portal, select Settings located in the left menu and then select Email Templates.
Step 2
Select New Template.
Step 3
Add the content and use the integrated editor to format text and link needed resources.
Step 4
Configure when the email is sent out to Residents, including setting a specific day or month after move-in or before move-out.
Step 5
Preview the email before you activate it to send to Residents. After you have reviewed, select Save & Activate.