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Email Automation - Send Inspection Email

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Written by SnapInspect
Updated today

What Is Send Inspection Email

The Send Inspection Email is sent out to relevant stakeholders, notifying them that an inspection has been completed.

How to Set Up Send Inspection Email Automation

  1. Go to the Company Settings tab within the app.

  2. Select Settings, then choose Emails & Templates from the menu.

  3. Enter a name for your template in the designated field and select "Send Inspection Email" from the dropdown menu.

  4. Click on the "Add New Email Template" button to save your new template.

How to Edit Email Template

  1. Click on the area in the template where you want to insert the information.

  2. Select the option for Dynamic Field to access the available data fields.

  3. Select the type of information you wish to add to your template from the provided options

    • Company Logo

    • Address

    • Property Manager

    • Reference

    • Inspection Type

    • Inspection Date

    • Inspector

    • Web Share Link

    • Score

    • Internal ID

Please Note:

  • Dynamic information will be displayed in the email within [[ ]] for example [[Address]]

  • For additional Dynamic Fields, please contact support: support@snapinspect.com

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.

Save/Delete Template

  • After finalising your email template and settings, click 'Save Template.' If you wish to delete the template, click 'Delete.

How to Attach Multiple Email Templates to an Inspection Type

You can send multiple Send Inspection Email templates—such as one for the tenant and another for the Property Manager—by adding various inspection emails. While the email type remains the same, the body content can be customized using different templates to tailor the message for each recipient.

To set this up:

  1. Navigate to Inspection Types in the Checklists tab.

  2. Select the relevant Inspection Type.

  3. Go to Settings > General.

  4. Next to Send Inspection Email: click on Select Send Inspection Email.

  5. Choose the appropriate Email Template for the recipient (e.g., tenant or Property Manager

  6. Repeat steps 4–5 to add additional Send Inspection Emails with different templates.

For more information about Email Automation, Please Click Here

If you have any additional questions or need support, please contact the team at support@snapinspect.com.

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