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Create, edit or delete a system message template

Posted on 14/02/2024 at 3:38 pm. Messages

Create a system message template

To create an automatic system message template (tenant invitation, candidate invitation, home insurance reminder, etc.), follow these simple steps: Go to the “My Account” section, then click on “System Messages” and finally on the “New Template” button.

When you create a custom template, it will replace the default template of the same type offered by Rentila.

For each property, you can create only one template per message type.

For each template, you can enter the following information:

  • The type of message.
  • The template name.
  • The properties concerned (it is necessary to create the properties beforehand).
  • The content.
  • The status of the template (Enabled/Disabled).

When you customize a template, you have the opportunity to modify the following elements:

  • The content, including the template text.
  • The text format (font, style, etc.).
  • The pre-filled tags.

Tags, Tags

You have the opportunity to use pre-filled Tags (Tags), available on the right. Each tag contains specific information from your account, such as the property address, the name of the landlord or tenant, etc. You can simply drag and drop the tags and position them in the template text at the appropriate place.

Important!

It is essential not to delete dynamic tags and write hardcoded text in their place. In this case, it will be impossible for the software to replace these elements with dynamic data later on.

Edit a system message template

If you wish to edit an existing system message template, go to the “My Account” section, then “System Messages”, click on the “Edit” action to the right of the concerned template, make the necessary changes, and then click on “Save”.

Delete a system message template

To delete a system message template, go to the “My Account” section, then “System Messages”, click on the “Delete” action to the right of the concerned template.

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