Sending and Tracking Emails & SMS in Revela

Overview

• Purpose: This guide explains how to send and track emails and SMS messages to tenants within Revela.

• Target Audience: Property managers, leasing agents, and administrative staff.

Step-by-Step

1. Sending an Email or SMS to a Tenant

1. Navigate to the tenant's profile in Revela.

2. Click Actions > Send Email or Send SMS.

3. A pop-up box will appear where you can type your message.

4. Click Send, and the message will be delivered to the tenant's email or phone number on file.

5. Message Tracking:

   • The sent message, along with any responses, will be logged in the tenant’s Activity Log for reference.

2. Viewing Previously Sent Emails & SMS

To access past communications, go to:

✅ Messaging > Email or SMS

• Email Section:

  • View all sent emails, including:

    • Recipient details

    • Message preview

    • Read/unread status

  • Filtering Options:

    • Search by contact name, subject, or email body.

    • Filter by whether the email was read or unread.

  • Click on any specific email to view full details.

• SMS Section:

  • View all sent text messages, including:

    • Date sent

    • Recipient details

    • Message preview

  • Click on a specific SMS to see full details.

3. Tracking Email Receipts & Read Status

• Click "Receipts" in the upper-right corner of the Email section to view:

  • Which emails have been opened and how many times.

  • Delivery status and other key tracking details.

• Filtering Options:

  • Sort messages by date range, contact, and other parameters.

• This feature is useful for verifying if a tenant has successfully received and read a message.

Best Practices & Tips

✔ Use email tracking to confirm important messages have been read.
✔ Check the Activity Log for a record of all tenant communications.
✔ Filter messages by status to easily track unread emails and follow up as needed.

Common Issues & Troubleshooting

Issue 1: Tenant Not Receiving Emails or SMS

• Solution: Verify that the email or phone number in their profile is correct.

Issue 2: Unable to Find a Sent Email or SMS

• Solution: Use Messaging > Email or SMS and apply filters to locate the message.

Issue 3: Unread Messages But No Response

• Solution: Check Receipts to confirm whether the message was opened before following up.

Additional Resources

• Managing Tenant Communications in Revela

• Tracking Read Status for Tenant Emails

• Sending Bulk Messages to Tenants

By leveraging Revela’s email and SMS tracking features, property managers can enhance communication, verify message delivery, and ensure effective tenant engagement. 🚀