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

Modified on Wed, 8 May at 2:26 PM

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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