If you have PropertyFile activated, you can customise your PropertyFile invite email so that the wording on the email is specific to your agency.
Note
You will need access to Admin. Your appointed office Admin will have access to these permissions
- Click Admin on the main homebar
- In the dropdown menu, click PropertyFile configuration
- The PropertyFile Dashboard will open. Scroll down and click Email Templates on the side menu
- If you would like to see how the email is currently configured, click Preview on the right-hand side of the email template box
- You can return to the previous screen by closing the preview tab of the email. Make any changes to your emails but remember to Preview your changes before you click Save
Note
- You can see where your clients contact name will be pulled through onto the email by the %contact_addressee% merge tags
For more information on Document merge tags, click here - If you make any changes to your emails and wish to return to the standard content we supply, you can click Use Default Templates and we will replace all emails with our standard content
Best practice
Before inviting your clients, why not invite yourself as a test vendor or landlord to experience receiving the PropertyFile invitation yourself. You can do this by using a different email address to that of your office email