Rentopian includes standard automated emails with every account. These emails can be sent automatically when certain actions happen in Rentopian.
You can choose which automated emails your business uses, edit the email templates, and exclude certain client types when available.
Find Your Automated Emails
Go to Settings in the main navigation menu.
Click Emails and Templates.
Click the Automated Emails tab.
Screenshot: Settings > Emails and Templates > Automated Emails
Choose a Location
If your Rentopian account has multiple locations, automated emails can be customized for each location.
Use the Locations field to switch between locations and review the automated email settings for each one.
Tip: If you have multiple locations, make sure you are viewing the correct location before making changes.
Understand the Automated Emails List
The Automated Emails tab shows the available automations and how each one is set up.
Column | What It Shows |
Event | The action in Rentopian that triggers the automated email. |
Category | The type of activity the event is usually connected to. |
Template | The email template connected to the automation. Click the linked template to make changes to the email. |
Enable Automated Emails | Shows whether the automated email is currently enabled. |
Excluded Client Types | Shows any client types that are excluded from the automated email. This will be blank if none are excluded. |
Actions | Lets you manage excluded client types when that option is available. |
Turn an Automated Email On or Off
Use the Enable Automated Emails option to control whether an email is being sent.
Green check mark: The automated email is enabled. The system will send the email when that event happens.
Red X: The automated email is disabled and is not currently being sent.
You are in control: You can enable as many or as few of the included automated emails as work for your business.
Edit an Automated Email Template
Each automated email is connected to an email template.
Click the linked template in the Template column to open it and make changes to the email.
Exclude Client Types
Some automated emails allow you to exclude specific client types.
Use the Actions column to add client types that should not receive that automated email.
Any client types already excluded will appear in the Excluded Client Types column. If the column is blank, no client types are currently excluded.
Don't see an option to exclude client types? Some automated emails are designed to go to your Rentopian users instead of clients. These emails will not have the option to exclude client types.
Need Help?
If you have questions about enabling or modifying the automated emails included with your Rentopian account, contact us at [email protected].