What is Review Inspection?
The Review Inspection email is sent to selected stakeholders, notifying them that they need to review the linked inspection.
How to Set Up Review Inspection Email Automation
Go to the Company Settings tab within the app.
Select Settings, then choose Emails & Templates from the menu.
Enter a name for your template in the designated field and select "Review Inspection " from the dropdown menu.
Click on the "Add New Email Template" button to save your new template.
How to Edit Email Template
Click on the area in the template where you want to insert the information.
Click on the option for Dynamic Field to access the available data fields.
Select the type of information you wish to add to your template from the provided options.
Company Logo
Address
Reference
Inspection Type
Expire Date
Inspector
Review Link
Recipient Name
Recipient Email
Please Note:
Dynamic information will be displayed in the email within [[ ]] for example [[Address]]
How to Set Up Email Automation
Auto Email
Enable this option for emails to be sent automatically based on triggers. Once ticked, the email template will become live.
Auto Email To
Add all relevant recipients who need to receive the email. Using the format Contact (Tenant),Contact (Owner),Inspector,Property Manager,email address,[[Asset Custom Field Name]], ensures that only recipients associated with the specific asset will receive the email.
Please note:
Ensure there is no spacing between each contact/email address if you decide to send this to multiple recipients.
Choose Inspection Type
To automate emails for specific inspections, add the relevant inspection types by clicking the blue and white plus "+" symbol and selecting the inspections you want to include.
Save/Delete Template
After finalising your email template and settings, click 'Save Template.' If you wish to delete the template, click 'Delete.'
For more information about Email Automation, Please Click Here