Here is a breakdown of the different templates that are provided to your Property Vista environment and a general overview on how to utilize them.
Step 1: Create a New Communication Category
Go to Administration -> Settings -> Communication -> Communication Categories -> + New Communication Categories
Choose between the type of category:
- New Message Category: A message concerns one recipient.
OR
- New Broadcast category: A broadcast is generally used to send to many recipients.
| Category Name | Type | Explanations |
| Application Reminders | Broadcast | Allows you to remind your Applicant to complete his application as soon as possible in order to ensure to get the unit |
| General Announcements | Broadcast | General information to be shared with your Tenants/Employees. |
| General Messages | Message | General information to be shared with your Tenant/Employee |
| Important Announcements | Broadcast | Allows to remind the Tenant to fill in his payment method or his proof of Insurance |
| Maintenance | Ticket | Any message concerning the Maintenance Request sent/received by your Tenant or by your company |
| Move in Reminders | Broadcast | Some relevant information you would like to communicate to your new Tenant |
| New Resident Welcome | Broadcast | A message to welcome the new resident |
| Renters Insurance Alerts | Broadcast | Reminder to supply the Insurance |
| Rent Reminders | Broadcast | Reminder to pay the rent |
| Rent Warning | Broadcast | Reminder if the rent is due or overdue |
| Requisition System | Notification | To receive a notification when a Purchase Requisition is generated |
| Requisition Approval System | Notification | To allow the approval of a Purchase Requisition |
| Resident Portal Registration | Broadcast | A message to invite the Tenant to register on the Portal |
| Tenant | Ticket | Any message from the Tenant |
| Website |
Ticket | Any information related to the website you have with Property Vista |
Step 2: Enter the following information
| Access Roles | Select who will be able to read to this communication | |
| Response Group | Select who will be able to respond to this communication | |
|
Opt-Out Enabled By Default the Canadian Anti-Spam Legislation (CASTLE) propose this setting.
Select Opt-Out Enabled to allow the tenant to unsubscribe for the back up email notification |
Consent Action |
Request On the Portal, a message pop up will ask if the Tenant agrees for back up email notification |
|
Opt-In By default, the Tenant receives the back up email notification and choose to unsubscribe |
||
|
Opt-out By Default, the Tenant does not received the back up email notification and can choose to subscribe |
Then Save.