Managing the Welcome Email - Commercial

Asma Minhas
Asma Minhas
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Managing the Welcome Email

 

Whenever a new occupant 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!

 

In this article, you will learn how to:

 

Managing the Body Text

 

Step 1

From the Admin Portal, select Settings located in the left menu and then select Email Templates. 

 

Email_Templates_Nav_updated.png

 

 

Step 2

Select the three dots next to the User Registration email template, and then Edit in the drop-down.

 

email_template_edit_nav_updated.png

 

 

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. 

 

 

User_Registrations_Email_Template.png

 

 

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 occupants! 

 

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/
Click Choose Images to select the photo you will be converting to a link.
Post_Image_Choose_Images.png
Step 2
Copy the Direct Link.
Direct_Link_Postimage.png
Step 3
Select Settings located in the side menu and then select Email Templates.
Email_Templates_Nav_updated.png
Step 4

Select the three dots next to the User Registration email template, and then Edit in the drop-down.

 

email_template_edit_nav_updated.png

Step 5
Select the <> icon to access the source code of the email.
Welcome_Email_Source_Code_Nav.png
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>
Source_Code_Welcome_Email.png
Step 7
The Banner has now been added. Select Save when you are finished with edits.
Welcome_Email_with_banner_in_edit.png
If you would like to add your property specific header and footer to your emails see this article about managing the Parent Template Email.

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