New Property Onboarding
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Onboarding Email Template
This snippet use the Form Text command to capture the customer's name, and the Form Toggle command for optional text that you can decide whether or not to include in real-time.
Onboarding Email Template
Hi {formtext: name=Jeffrey}
I hope you are doing well! My name is Jon and I will be your main point of contact for your property. I left you a voicemail just now. I look forward to working with you!
Make Ready: We plan to visit the property{formtoggle: name=once we have keys; default=yes}once we have keys{endformtoggle}
{formtoggle: name=Walkthrough Visit Date; default=no}{formtext: name=date of MRS}{endformtoggle}. We will be in touch within one business day after we visit the property with an inspection report detailing the turnover services necessary to get the property rent ready.
{formtoggle: name=Select if in HOA; default=yes}HOA: If your property is in an HOA, please contact them to update the point of contact to example@example.com.
This will direct all HOA newsletters or violations to us directly so that we can handle them accordingly. Additionally, please send over the Rules & Regulations. It is important for us to review the Rules & Regulations right away to avoid any violations with scheduling vendors or showing the property.{endformtoggle}
Please let me know if you have any questions or concerns. My direct line is: 555-555-5555. Thanks!
I hope you are doing well! My name is Jon and I will be your main point of contact for your property. I left you a voicemail just now. I look forward to working with you!
Make Ready: We plan to visit the property{formtoggle: name=once we have keys; default=yes}once we have keys{endformtoggle}
{formtoggle: name=Walkthrough Visit Date; default=no}{formtext: name=date of MRS}{endformtoggle}. We will be in touch within one business day after we visit the property with an inspection report detailing the turnover services necessary to get the property rent ready.
{formtoggle: name=Select if in HOA; default=yes}HOA: If your property is in an HOA, please contact them to update the point of contact to example@example.com.
This will direct all HOA newsletters or violations to us directly so that we can handle them accordingly. Additionally, please send over the Rules & Regulations. It is important for us to review the Rules & Regulations right away to avoid any violations with scheduling vendors or showing the property.{endformtoggle}
Please let me know if you have any questions or concerns. My direct line is: 555-555-5555. Thanks!
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