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How to use automation to notify tenants of late rent x no of days after due date

This article is linked to Understanding automations

Notifying a tenant they are late for rent can be done by creating a customized trigger that is either

  1. As a function of time
  2. Manually triggered within a tenancy

As a function of time

Step 1

Go to preferences>add customized triggers

 

 

 

Step 1

This email is within financials as its a result of a transaction being unpaid

 

Step 2

Choose timed trigger

 

Step 3

 

Choose the conditions for the trigger

  1. Transaction type
  2. Paid=unpaid
  3. Created date= -7 days”This means that 7 days after the transaction was created.

 

 

To only send  emails to certain tenancy types and/or subtypes use the conditions that allow for this

 

 

 

Step 4

Now that the event has been created you are ready to add the “action” that delivers the communication. This is linked to how to add actions to triggers.

 

 

 

 

Send to: Tenants

Create the email and add the variable “Tenant Overdue Transactions”

 

Email sent

 

Manually triggered

Creating emails that send manually is done very much in the same way as above but at a Tenancy level. These emails will be created the once and sit ready for you to send at any time

Step 1

Chose manual trigger

 

Step 2

apply manually triggered

 

 

Step 3

Apply conditions if required

 

 

Step 4

Add an action email. This is linked to adding actions to triggers

Add several emails to this trigger and then send the appropriate one as shown below

 

 

How to view and send the appropriate email

 

 

 

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