Driving Resident Engagement at Launch

Proptia provides a simple way to notify residents and invite them to register for the platform. Follow the steps below to send a welcome email to unregistered residents.

Steps to Send the Resident Welcome Email:

1. Log in to Proptia:

   • Access your Proptia account using your property manager credentials.

2. Navigate to Global Options:

   • Go to Organization Settings and select Global Options.

3. Send the Resident Welcome Email:

   • On the Global Options page, click Send Email under the resident section.
   • This will send an invite to all residents who have not yet registered for Proptia.

4. Frequency:

   • It is recommended to send the welcome email at least once a week during the initial setup phase to encourage residents to log in and begin using the Proptia Visitor Management System.

This guide helps property managers efficiently notify and invite residents to register in Proptia. For additional support, contact your Proptia dealer.

FAQ PM Driving Resident Engagement 

What is the goal during Proptia onboarding? 

The goal is to drive resident registration and engagement, ensuring more residents are registered than unregistered over time. 

Why is resident registration important? 

Registered residents can: 

• Manage their own visitors  

• Reduce calls to the guardhouse  

• Improve efficiency and reduce delays  

• Use Proptia’s full feature set  

Where can I track registered vs. unregistered residents? 

On the dashboard using widgets: 

• Registered Residents  

• Unregistered Residents  

These widgets provide a real-time view of adoption. 

What is a good benchmark for onboarding success? 

Within the first 60–90 days, your goal is: 

• Registered residents > Unregistered residents  

What is the difference between registered and unregistered residents? 

• Registered: Resident accepted the invite and created an account  

• Unregistered: Invite was sent but not completed  

What should I do if a resident says they didn’t receive the invite? 

1. Go to Directories → Residents → Unregistered  

2. Search for the resident  

3. Open their profile  

4. Verify their email  

5. Click Edit → Save & Send Invite  

Can I resend registration invites to all residents at once? 

Yes. 

1. Go to Organization Settings → Global Options  

2. Select Send invite email to all unregistered residents  

3. Click Send Email  

How often should I resend registration invites? 

Set a consistent cadence: 

• Recommended: 1–2 times per week during onboarding  

Why should I resend invites regularly? 

Regular reminders increase the likelihood that residents: 

• Open the email  

• Complete registration  

• Begin using the platform  

How does this improve visitor management? 

When residents are registered: 

• They manage their own visitor lists  

• Calls to the guardhouse decrease  

• Entry processing becomes faster and more efficient  

Can this process be used for members (e.g., clubs)? 

Yes. The same process applies to members in communities like: 

• Country clubs  

• Golf clubs  

What are the key actions to drive adoption? 

• Monitor registration metrics via dashboard widgets  

• Resend invites consistently  

• Verify resident contact information  

• Encourage self-service usage