The Email Templates Policy allows you to customize messages that are sent to prospects. Property Vista has default email templates, but it is encouraged that administrators go through the templates and make changes where necessary.
This step-by-step guide will help you customize Email Templates.
STEP 1: Go to Administration > Policies > Templates > Email Templates.
STEP 2: To add a new email template policy, click Add New Email Templates Policy.
To edit an existing template, select the template in the list you would like to edit > click on the Edit icon (skip steps 3 and 4).
STEP 3: Choose the scope of the policy from the Scope list.
Scope options include:
- Organization
- Province
- Complex
- Building
STEP 4: Choose where that scope applies under the Applied To list (you can add more than one)
STEP 5: Select the Templates tab, choose the Category & Template Type applicable to the Template you are creating.
| Category: Password Retrieval | Template Type: Password Retrieval CRM; Password Retrieval Prospect; Password Retrieval Tenant |
| Category: Welcome/Invitation | Template Type: Prospect Welcome; Employee Welcome; Tenant Invitation; Direct Debit Account Changed; Direct Debit to sold Building; Direct Debit to Deactivation Tenant; Account Transferred |
| Category: Application | Template Type: Application Created Applicant; Application Created Co-Tenant; Application Created Guarantor; Application Approved; Application Pre-Approved; Application signed Documents |
| Category: Auto Pay | Template Type: Auto Pay setup Confirmation; Auto Pay Changes; Auto Pay Cancellation |
| Category: Payment | Template Type: One Time Payment Submitted; Payment Receipt; Payment Returned; Direct Debit to Inactive Account |
| Category: Communication Alert | Template Type: Ticket Assigned Alert; Message Received Alert; Message Received Guest Alert |
| Category: Lease Renewal/Notice | Template Type: Offers Published for Tenant; Offer Accepted by Tenant; Tenant Notice to Vacate; PMC Accepted Tenant Notice; PMC Declined Tenant Notice; Contract Renewal Notification; Notice/Renewal Reminder; Offers Notification to Subscribed PMC; Tenant Notice Due Notification |
| Category: Owner Communication | Template Type: Owner Communication |
| Category: Tenant Insurance | Template Type: Tenant Insurance Charges, Tenant Insurance Cancellation, TenantSure Payment Setup Changes, TenantSure Cancelled by Tenant |
| Category: Amenity Reservation | Template Type: Amenity Booking Approval, Amenity Booking Cancellation, Amenity Booking Rejection, Amenity Booking Reminder |
Continue filling the rest of the fields, add/edit the text and style as you see fit. Variables can be used here, such as tenant name, to give you increased flexibility with email templates.
To insert variables, click Insert under the Content section > select the variable you would like to insert.
STEP 6: Click Save.
Once you have completed these steps this task is complete.