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.
- New Broadcast category: A broadcast is generally used to send to many recipients.
|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|
||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|
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
On the Portal, a message pop up will ask if the Tenant agrees for back up email notification
By default, the Tenant receives the back up email notification and choose to unsubscribe
By Default, the Tenant does not received the back up email notification and can choose to subscribe