Key Steps
1. Accessing Email Settings 0:03
Navigate to the Settings page in VR Trust.
Select Emails to access the email templates.
2. Understanding Email Types 0:22
There are two types of emails sent to owners:
Owner Invitation: Invites owners to the portal for viewing their statements.
Owner Statement Notification: Notifies owners when a statement is published.
3. Editing Owner Invitation Template 0:35
Select the Owner Invitation template.
Ensure the logo is added in the owner portal settings (it will appear in the top left corner of the email).
Modify the following as needed:
Email Subject
Preview Text
Email Message
Send a test email to preview the changes.
4. Editing Owner Statement Notification Template 0:53
Select the Owner Statement was published template.
Edit the necessary details as required.
Save the template after making changes.
Helpful Tips
Double-check the logo and branding elements to ensure consistency with company standards.
Use dynamic attributes like User, Listing, and Date to personalize emails.