What Is Web Share Inspection Email
The Web Share Inspection Email is sent out to relevant stakeholders, providing them with a web share link to the inspection report.
How to Set Up Web Share Inspection Email Automation
Go to the Company Settings tab within the web app.
Select Settings, then choose Emails & Templates from the menu.
Enter a name for your template in the designated field and select "Web Share Inspection Email" 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
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) ensures that only recipients associated with the specific asset will receive the email.
Please note:
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.
Ensure there is so spacing between each contact/email address if you decide to send this to multiple people
Save/Delete Template
Once you've finished editing your email template, click 'Save Template' to keep your changes, or 'Delete' to remove the template.
How to Attach Multiple Email Templates to an Inspection Type
You can send multiple Web Share Inspection Email templates—such as one for the tenant and another for the owner—by adding various web share 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:
Navigate to Inspection Types in the Checklists tab.
Select the relevant Inspection Type.
Go to Settings > General.
Next to Web Share Inspection Email: click on Select Email Template.
Choose the appropriate Email Template for the recipient (e.g., tenant or owner).
Repeat steps 4–5 to add additional Web Share 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.