
Introducing Customised Email Templates

Image courtesy of Adobe
As a property manager, you need to communicate with tenants, guarantors, and owners frequently. Do you want to enhance the efficiency of your regular communications? Are you looking to give your tenants and contacts a more personalised and streamlined experience?
Why not make a bank of tailored email content to send out when specific occasions and instances occur?
With Concurrent, you can.
You can now create your own library of custom email templates within Concurrent to use when sending messages from the Contact Centre page. You can create email templates to send to three contact types: tenants, guarantors, and owners.
When setting up your template, you will be able to edit core information, including the email subject line, preview text, and body of the email. You can also edit specific variables, including contact type, tenancy address, tenancy dates, and tenant name.
You can attach relevant files to your templates, which recipients will be able to download from the email. To do this, you must add the file to File Manager in your Concurrent account. If necessary, you can also add buttons to your email that link to a specific URL to make it easier for recipients to complete certain actions.
Once you've completed a template, you can preview how the email will be displayed to the recipient. You can switch between desktop and mobile views to check that you're completely satisfied with the look and feel.
You can save templates as a draft to continue working on them later or publish them as soon as you're happy. Only published emails will be listed for you to send them out. You can send emails from your templates in the Contact Centre.
Ready to get started?
You must have a Concurrent Business account to create email templates in the Contact Centre. Upgrade your account or book a Concurrent demo today to start using customised email templates and streamline your communications.
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