Managing and Resending 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 Google Drive Direct link for the banner image that is to be used. The sizing should be 650px long by 100px wide.
Upload the image to Google Drive.


Step 2
Select Get link and ensure the settings are set to Anyone with the link. 


google_drive_header.png



Step 3

Copy Link and extract the fileID. The fileID is after "file/d/" and before "/view." 

 

Step 4

Insert the fileID into the following Direct Link format for Google Drive.

https://drive.google.com/uc?export=view&id={fileID}



Step 5

 

Select Settings located in the side menu and then select Email Templates.



Email_Templates_Nav_updated.png



Step 6

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 7
Select the <> icon to access the source code of the email.



Welcome_Email_Source_Code_Nav.png



Step 8
Using this format, insert the link at the top of the source code.

 

<p><img src="Insert Direct Link with fileID" width="650" height="100" /></p>



welcome_email_header_source_code.png



Step 9
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.



Resending the Welcome Email

 

There are two ways to resend the Welcome Email to your occupants. You can individually select the occupant you would like to receive the Welcome Email or choose to send the Welcome Email to all occupants not yet logged into the platform.

 

 

Resending the Welcome Email to Individual Occupants

 

Step 1

After logging into the Admin Portal, select Operations from the left navigation menu and select Occupant Management. In the drop-down menu, select Occupants.


Occupants_Navigation.png

Step  2

Select the check box(es) next to the name(s) of the occupant(s) you would like to resend the Welcome Email.


Select_Occupant_Checkbox_com_nav.png

 

Step 3

Use the Select Action drop-down box at the top of the occupant list to select Send Welcome Email and then select Submit.

 

Send_Welcome_Email_Com_Nav.png

 

Note: You will be asked to confirm you would like to resend the Welcome Email.  Select Yes to confirm. 

 

 

Resending the Welcome Email to all Occupants not yet Logged into the Platform

 

Step 1

Select Operations from the left navigation menu and select Occupant Management. In the drop-down menu, select Occupants.


Occupants_Navigation.png


Step  2

Select the More button in the top right corner, selecting Resend Welcome Email from the drop-down.


Resend_Welcome_email_More_Com_nav.png

Note: You will be asked to confirm you would like to resend the Welcome Email to all occupants who have not yet logged in. Select Yes to confirm. 

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