Step 1: Create a Custom Field for Email Recipients
Log in to your SnapInspect Web App.
Navigate to Settings → Custom Fields.
Select Asset as the field type (since recipients will vary per property).
Create a new Custom Field (e.g., Primary Contact Email or Vice President).
Choose the Type = Textbox to ensure correct formatting.
Save your new custom field
Step 2: Assign the Custom Field to Assets
Go to Assets tab in your SnapInspect Web App.
Click Action on an asset/property.
Navigate to Custom Fields and enter the appropriate recipient’s email address in the custom field you just created.
Repeat this step for each asset in your portfolio.
Please Note:
You can import Asset custom fields in bulk by using an import spreadsheet. Please CLICK HERE to learn about bulk asset import/export.
Step 3: Configure Email Automation Rules
Navigate to Company Settings → Email & Templates.
Choose the Email Template type, and select Add New Template.
Under Auto Email To, type in your Custom Field label within double square brackets (e.g., [[Vice President Email]]).
Enable Auto Email
Define parameters like which Inspection Types to associate this email automation with.
Save the automation.
If you have any additional questions or need support, please contact the team at support@snapinspect.com.