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 |
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Opt-out By Default, the Tenant does not received the back up email notification and can choose to subscribe |
Then Save.