How to Create & Edit an Automated Welcome Email
The purpose of this article is to guide users on how to enable an automated welcome email to be sent to any newly accepted leads.
What is the purpose?
The purpose of this article is to guide users on how to enable an automated welcome email to be sent to any newly accepted leads.
Step 1: How to Enable Automated Email
- Go to “Settings” in your Rental Beast portal.
- Under the “Application” section, click into the “Lead Management” tab.
- At the top of this page, click on the “Lead Intake Configuration” button.
- On the left side of the page next to “Lead Intake”, click the slider button to enable this feature. It should toggle from “Off” to “On”.
- Your settings are defaulted to automatically check the boxes to enable the options below. To disable these options, simply uncheck the boxes.
- Welcome email to lead
- Reminder text to myself
- Once you have adjusted your settings, click “Save Changes”.
Step 2: How to Customize Automated Email
- Go to “Settings” in your Rental Beast portal.
- Under the “Application” section, click into the “Lead Management” tab.
- At the top of this page, click on the “Lead Intake Configuration” button.
- Scroll to the middle of the page and click on “Advanced Settings”.
- This action will reveal a window that holds the content for the automated welcome email. To customize, click “Set Custom Content” to the right of the page.
- You are now able to edit the verbiage of the email as well as insert specific dynamic tags within your email.
Note: Dynamic tags are auto-filled with information that will be pulled from the Rental Beast system and are not editable.
- Once you have edited the content of your email, click “Save Changes”.
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