📄 Sending SMS and Email Messages in Proptia (Property Managers)
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Sending SMS and Email Messages in Proptia (Property Managers).

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Proptia allows property managers to send SMS and email messages to residents, members, tenants, and other users directly through the platform. Follow the steps below to communicate efficiently using Proptia’s built-in messaging tools.

Steps to Send an Email:

  1. Log in to Proptia:
    • Use your credentials to log in to the platform.
  2. Navigate to Messenger:
    • Go to Communication and select Messenger.
  3. Compose a New Email:
    • Click the Compose button and select Email.
  4. Customize the Email:
    • Use the email editor to compose your message. You can:
      • Choose fonts and styles.
      • Add bold text, outlines, images, links, and attachments.
  5. Select Recipients:
    • Choose who to send the email to:
      • All Residents or Select Few.
      • Groups (e.g., board members, managers, vendors).
      • Specific Users or Members.
  6. Finalize and Send:
    • Enter the subject line, compose your message, and attach any necessary files.
    • Click Send to deliver the email.

Steps to Send an SMS:

  1. Compose a New SMS:
    • In Messenger, click Compose and select SMS.
  2. Customize the SMS:
    • Write your text message in the provided field.
  3. Select SMS Recipients:
    • Filter recipients in the same way as email:
      • Choose residents, specific roles, groups, or members.
  4. Send the SMS:
    • Once your message is ready, click Send.
    • Residents who are set up to receive text messages will receive the SMS.

Ensuring Residents Receive SMS:

  1. Verify Resident’s Information:
    • If a resident is not receiving SMS notifications, ensure their cell phone number is listed in the system.
    • Search for the resident in the Directory, select their profile, and add their phone number if missing.
  2. Add Phone Provider Information:
    • Ensure you have the resident’s phone provider listed in their profile to allow SMS communication.
  3. Save Changes:
    • After adding the phone number and provider, click Save. The resident will now receive SMS messages.

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