Creating Email and Text Messaging Templates

The software is designed to help save you time from repetitive tasks by sending out automated emails that have been created for you and by letting you create your own email and text messaging templates with auto-populated fields to save you even more time.  

Edit or Create a New Email or Text Message Template

Not only does the system have built-in templates but those can be edited to be customized for your business needs. In addition, just like adding forms in the system, you can add unlimited email and text templates to reuse for sending individual or group messages.

In your Rentec Direct account: 

  1. Click Settings.
  2. Under Program settings click on Messaging Templates.  
  3. From this page you are able to either edit or create templates: 

    1. Edit Templates: You are able to customize the auto-emails that are sent out to your tenants with your own text and selected fields. The templates that the software uses to communicate information to your tenants are under the header System and are labeled with (System) in the title. Example: Account Overdue (System)

      System AdviceThe system templates are attached to behaviors in the software so we advise not changing the purpose of the system templates in your customization. For example, if you inadvertently edit the New Charge template to a different subject and change the data fields to something else, the system will still send this out to email enabled tenants when a new charge is added to their ledger regardless of your changes. 
    2. Create New Template: You are able to create your own templates using the +Add Template button and then choose Email or Text

      NoteData Fields are available from the drop-down list. These data points instruct the software to pull information (name, date, amount, etc) on your behalf when you send an email. 
  4. Click Save Changes after each addition or edit. 

TipDepending on the browser that you are using, you may be able to drag and drop or cut and paste images onto the template.

Once a template has been created, you can now use it to send to tenants, owners, and vendors. 

Further instructions on sending emails can be found here: Sending Emails to Tenants, Owners, and Vendors

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