How to Edit Appointment and Report Notification E-mails

To add or edit notification e-mail templates for appointments and reports, follow the steps below for each: 

• Edit Appointment Notification Templates
• Edit Report Notification Templates
• Disabling Agreement/Contract Signed Email
• Creating and Using a Custom Report Notification Template

Edit Appointment Notification Templates

1. Go to your HomeGauge Dashboard. Click Appointments - Notification Templates.
2. You'll see a drop down list for Notification Type on the left and Recipient Type on the right. Choose the template from the left you'd like to edit, and then the recipient type. Each combination is a unique template.
3. Once selected, the template can be edited below. Once done, you can save the template, restore to the system default, or preview. You'll also see an option to view a list of Replacement Variables that can be used in the template.

Edit Report Notification Templates

1. Go to your HomeGauge Dashboard. In the My Reports section of the page, click Edit Report Emails.
2. On the page that loads, you'll see a list of templates in the top drop down menu. The default is the "Report Notification For Home Buyer/Seller". Modify as needed, making sure not to remove or alter the Username and Password information. You'll see a list of available "replacement variables" that you can add to the template.
3. At the bottom of the page click Save Template.
4. Repeat these steps for any other template in the drop down menu. You can also click Start New on any of them to create a new template within that category.

Disabling Agreement/Contract Signed Email

1. Go to your HomeGauge Dashboard. In the My Reports section of the page, click Upload / Email Options.
2. Scroll to Customer Event Notification Options and check the box.
3. Click Save.

Creating and Using a Custom Report Notification

HomeGauge offers a variety of notifications templates useful for sending notifications to customers and REPs under different contexts. It is possible to create new notifications if you had special or unique messages that needed to be sent regarding the report.

Creating a Custom Report Notification

1. Go to your HomeGauge Dashboard. In the My Reports section of the page, click Edit Report Emails.
2. Click the Start New Button inside of the Templates For: area.
3. Type in a new Template Name, Subject, and Message. Inside the Message area, use the text tools to format the message to your linking.
4. If you wanted to save this message as the default template, check the box for Use as Default Message right below the message editing area.
5. Scroll to the bottom of the page and click Save Template.

Using a Custom Report Notification

1. On your HomeGauge Dashboard, click My Reports > All Reports.
2. Locate a report that you would like to send a custom notification.
3. Right above the inspection report title, click Viewing > Send Notifications Emails.
4. Below the header "Customize your messages...", use the drop down associated with the Buyer Email Template and choose the newly created template.
5. Your browser will ask if you want to switch templates. Click OK.
6. You will see the body of the message change to the new template.
7. Verify that the users whom you want this message sent to have the box under Send Email? checked.
8. Click Send Emails.