Managing the Welcome Email for Multi-Family Admins

Courtney Luzarraga
Courtney Luzarraga
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Managing the Welcome Email



Whenever a new resident has a profile created or are 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_Registration_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 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/
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.

 

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

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


Email_Templates_Nav_updated.png

 

 

Step 2

Select New Template.



Email_Template_New_Template_Nav.png

 

 

Step 3

Add the content and use the integrated editor to format text and link needed resources.



new_email_template.png

 

 

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.



Send_Email_Template_Time.png

 

 

Step 5

Preview the email before you activate it to send to Residents. After you have reviewed, select Save & Activate.



 

 

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