Managing the Welcome Email - Residential

Managing the Welcome Email - Residential

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.
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.
<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.



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.
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.

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