In this informative webinar, our Prism experts Kelli Raines, Lydia Yount, and Erol Ogunc discuss how to use Prism Communications to streamline CRE communications.
Watch the video to learn how to efficiently use the communication audiences, create messages, and set up communication templates.
Agenda:
- Communication audiences and setup
- Creating a communication message
- Creating an emergency message
- Setting up/editing communication templates
- Frequently asked questions
- Prism support center and Prism university
- Q&A session
Q&A Session:
Q: How do I update my logos on a communications message?
A: There are logos for account, property management, and property.
Account logo is in Admin > Settings.
Property management logo is in Admin > My Account > Company Logos.
Property logo is in My Properties, open property, Settings.
Q: What do I do if someone's saying they didn't receive a communications message?
A: Ask them to check their spam/junk folders and confirm their contact information is correct. If it is correct, contact support with their information and the message details.
Q: What other ways can we send communication messages besides push notifications?
A: You can also send messages via email, text/SMS, and post them to the tenant dashboard.
Q: How do I set up work orders with bill back amounts such as replacing access cards?
A: Add labor and materials to the work order. Make the bill-to company the tenant company and ensure the company is set up as billable in My Companies.
Q: How are Prism and myCOI related?
A: Prism has an insurance module called Prism Insurance. My COI is a separate company that also collects insurance.
Q: What is the best way to go about updating tenant information, tenant COIs, and vendor COIs? When setting up a vendor COI, will Prism notify a vendor when their COI is coming up on expiration?
A: Set up COI insurance settings at the property or company level. Reminders can be set up in Admin under Notifications for insurance contacts. Ensure an insurance contact is set up in My Companies, and notifications will be sent based on the admin settings.
Q: Is there spell check?
A: Unfortunately, there is no built-in spell check.
Q: For a tenant, they want specific memos related to ESG lease requirements to go to one contact, and memos related to another property operations to go to another contact from the boil list. Is there something? Is this something I can accomplish?
A: Create separate audiences for each contact. Then, in Prism , go to Messages and use the "additional recipients" section to include the specific contacts for each memo type.
Q: Will this discuss be available to watch again?
A: Yes, a link will be available in our support center and Prism University. You can access the support center by clicking the support button in the bottom corner of Prism . A follow-up email will also be sent.
Q: What is a push notification?
A: A push notification is a notification you receive on your mobile phone from an app. [
Q: When I go to the distribution list, select the tenant as a user, the users are showing that are not mine. Do I have to readd every tenant that I have in in my database?
A: You might be seeing tenants at other properties you have access to. If you believe something is incorrect, please contact support.
Q: For the desktop tenant dashboard. Is it visible to them on the app or just the desktop?
A: The tenant dashboard should be visible on the mobile app.
Q: We have just started using Prism for three properties. What is the best way to add history of closed work orders? We like to have them saved in one work order platform.
A: You can import work orders for historical purposes via Admin > Import Data. Download the template, fill in the required columns, and ensure issue types match Prism exactly.
Q: Have templates been fixed so you can add additional recipients as they change?
A: Please reach out to support for assistance with this issue.
Q: Is there a number to call for support?
A: The best way to reach support is through chat, email, or submitting a ticket. A troubleshooting call can be scheduled if needed.
Q: In the distribution audience, how do I add content, add my e-mail contacts if I have them under a group name in Outlook? Do I need to add each customer separately?
A: If the Outlook group is a single email address that reaches the whole group, use that. Otherwise, you may need to add the email addresses individually.