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
- As a function of time
- 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- Transaction type
- Paid=unpaid
- Created date= -7 days" - This means that 7 days after the transaction was created.
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 belowHow to view and send the appropriate email
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