🎓 Editing unit rental email templates
In this video, you'll learn:
- How to access and edit self-storage-related email templates in Storeganise’s main settings.
- Modifying key templates like “Unit reserved,” “Unit occupied,” “Unit rental statement,” and “Upcoming rent change” emails.
- Customizing template content by inserting variables for personalized customer information and rental details.
- Using the “Preview” function to review changes before saving.
By the end of this video, you'll know how to tailor self-storage email templates to enhance communication with your customers in Storeganise.
Next up in this module: Editing invoice email templates
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View the transcript
To edit self-storage-related emails in Storeganise, start by going to the "Main settings."Click on your name in the top right corner, then select "Main settings" from the dropdown menu.
Next, go to the "Emails" tab in the left-hand menu. Here, you’ll find a list of standard email templates used for customer notifications.
The "Unit reserved" email is automatically sent when a reservation is made.
The "Unit occupied" email is triggered when the customer’s move-in is completed and the move-in date has been reached.
The "Unit rental statement" email can be sent manually by going to the unit rental page, then to the "Invoices" section, clicking on the three dots in the upper right corner, and selecting "Send statement."
The "Upcoming rent change" email can be scheduled when setting up a rent change for a unit rental.
To edit any of these templates, simply click on the template title. This will open the default template, which you can customize with your preferred text.
You can also insert variables, such as customer information, rental details, custom fields, or other data points available in the system. These variables will be automatically populated with specific information for each customer.
When you’re finished editing, click "Preview" to see an example of how the email will appear. Note that custom fields won’t display in the preview.
Once you’re satisfied with your edits, click "Save" to apply them.