New Renter Onboarding Series

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Having a good landlord/tenant relationship requires frequent communication. Use this automation to welcome your new tenants and provide additional information.

Entry Event

Evaluate Contact Data

Automation Goal

Welcome your new renter to the community

How it works:

  1. Renters enter the automation when Move-In Date has passed.
  2. The first email is sent to welcome the renter and remind them about the importance of filling out the Move-In Checklist.
  3. The renter waits in a pause step for 3 days (or whatever time frame you decide).
  4. The second email is sent to provide information to ensure a good landlord/tenant relationship. For example, when rent is due, how to contact you if repairs are needed, etc.
  5. The renter waits in a Stop step.


  • A date-based custom field that identifies the Move-In Date
  • 2 Automated API email design

Get Started:

  1. Use this template to build the automation in your account.
  2. Design an Automated API email for each Send Email step.
  3. Update the Pause step if you want to use a different time frame between each email that is sent.

Pro Tips:

  1. Add as many Send Email and Pause steps as you want.  There is no limit on the number of emails in a series.
  2. Always have a Pause step after each Send Email step to ensure that multiple emails are not immediately sent to your renters.
  3. Collect your renters in a Stop step at the end of the automation. This gives you the ability to extend the automation at a later date, if desired.
  4. Still need assistance? Contact our team for help.

Ready to get started?

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