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
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
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”
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
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