Summary
Learn how to enable and customise tenant E-Cards so tenants automatically receive a branded email after a routine inspection is completed and synced.
This article covers:
About tenant E-Cards
Tenant E-Cards let your office send a branded email to a tenant after a routine inspection is completed and synced from the mobile app to the CMS.
Enable tenant E-Cards for routine inspections
Before tenants can receive E-Cards, the feature must be enabled in the CMS.
Go to: Settings on the left-hand menu
Scroll to the Email Settings section
Turn on Enable E-Card to tenant on routine completion
Once enabled, any non-TAI routine inspection that has been completed and synced from the device back to the CMS will automatically send an E-Card to the main tenant on the tenancy.
Customise the E-Card design
After enabling the feature, you can customise the E-Card’s appearance to match your office branding.
Go to: Settings on the left-hand menu
Select E-card
Select Edit
Update the E-Card design as needed:
Change the accent colour
Change the text colour
Upload or replace the logo
Select a background image
Select Save when you have finished
Tip: If your office has strict brand guidelines, use approved HEX colour values when updating the accent and text colours.
(Optional) Enter your email address to send yourself a test and see how the E-Card will appear
Update the E-Card message
You can also change the message that appears on the E-Card sent to tenants.
Go to: Settings on the left-hand menu
Select E-card
Select Edit
Locate the text area in the E-Card preview
Edit the default message to suit your office communication style
Select Save