Customizable Portal Welcome Message

Welcome tenants and owners to their portal with a message with a compliant message that reflects your brand.

This article reviews:

• Accessing Login Message Templates
• Pre Formatted Fields
• Adding Custom Data
• Automatically Send Your Portal Welcome Message

Accessing Login Message Templates

The following steps will guide you through easily accessing your portal welcome message.

In your Rentec Direct account

1. Click on Settings
2. Under Program, click on Message Templates
3. Click on one of the two Login Message Template options
   1. Tenant Login Information
   2. Owner Login Information (For PM accounts only)

Pre Formatted Fields

The template for both tenants and owners will have the same format with 7 pre-formatted data fields on each template with corresponding information for the Portal and App links.

1. Subject - This section will be the email subject for your message. It will also be the name of your template when you reference it in the future
2. Company or Full Name - This will automatically display the recipients company name or full name, as it is saved in your software
3. Username - This will automatically display the recipients email address as a system generated username
4. Temporary Password - This will automatically display the system generated temporary password for their portal
5. Owner Portal Button /Tenant Portal Button - This button is a link to the login page
6. Owner iOS App - This button is a link to the Apple app store to download the Owner Portal App (a corresponding button is displayed for the Tenant Portal in the Tenant Login Information template)
7. Owner Android App - This button is a link to the Android app store to download the Owner Portal App (a corresponding button is displayed for the Tenant Portal in the Tenant Login Information template)

Customizing the Portal Welcome Message

There are several options for customizing your message:

• Quickly add, edit, or delete text using standard sms text/data entry steps
• Copy and paste your logo or other images into the message
• Use the toolbar to change:
  • Font size, style, color
  • Highlight information you want to emphasize
  • Change the alignment of the message
  • add horizontal lines or tables
  • Add links to your website or other helpful information using a url
• Add data from your software using the same data fields used through the software in messages, templates, and custom forms.
  • Place your cursor on the page where you would like the information to populate and click on the Data Fields drop down to select from the options

Automatically Send Your Portal Welcome Message

In your Rentec Direct account:

1. Click on Tenants
2. Right-click on the tenant and click on Edit Tenant
3. Under Tenant Portal, check the Enable box
4. Under Password, click on the paper/pencil icon
5. Enter a New Password or click on the circular arrow to auto-generate a password
6. Check the Email Tenant box to include your custom Portal Message
7. Click on Submit to send your message
8. Click on Update Tenant to save changes