This feature is currently being tested by a small number of customers and will be available to all Storable Edge customers at a later date.
Abandoned move-in lead reminders help your facility recover unfinished rentals by automatically following up with prospective tenants who leave the online move-in flow before completing their rental. When enabled, Edge can identify abandoned move-ins, send reminder communications, and help tenants return to the move-in flow.
Quick Start
Go to Settings > Software Settings > Lead > Settings.
Turn on Send Lead Reminders and choose the facilities that should use the setting.
Select the reminder timing and delivery method: Email, SMS, or Both.
Enable the Abandoned Lead Reminder templates in Documents > Emails and/or SMS.
Open Leads to review abandoned move-in leads and confirm reminders are working as expected.
Prerequisites
Your facility must use Storable Websites Online Move-In (OMI)
To enable the settings, you must have permission to update lead settings and communication templates at the Corporate level of Edge.
Please note: Both the setting and the templates shown below must be enabled for the reminders to be sent. Email opt-out rules, SMS consent, and communication blackout settings will apply to reminder delivery.
Enable lead reminders
1. At the Corporate level of your software, go to Settings > Software Settings > Lead > Settings. |
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2. In the Send Lead Reminders section, select Yes to enable reminders. Expand the facilities list and choose which facilities should use lead reminders if the setting should only apply to some facilities. |
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3. Choose when the reminder should be sent based on when the lead is created. The minimum is 30 minutes, which helps prevent follow-up while a tenant is still actively completing the move-in. |
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4. Select the reminder method: Email, SMS, or Both, then save your changes. |
Enable communication templates
1. At the Corporate level of your Software Settings, go to Documents > Emails or SMS. |
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3. Locate the Abandoned Lead Reminder template and click On. |
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The SMS template will include the replacement field lead.resume_move_in_short, and the email template will include the replacement field lead.resume_move_in. Both will populate a link the tenant can use to jump back into the online move-in at the step they left off. The email template also includes the replacement field lead.unit_size to populate the unit name.
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SMS example: |
Email example: |
If the tenant returns through the resume link and the original unit is no longer available, the online move-in experience will direct them to select a new unit.
View abandoned move-in leads in Edge
On the Facility-Level Leads tab, you'll see Abandoned Move-In in the Type column when a lead started an online move-in but didn't complete it within the 30-minute abandonment window.
The Leads page can be filtered for Abandoned Move-Ins from the Type dropdown.
Abandoned Move-In Leads will be part of the Opened lead count in the Corporate and facility-level Lead Activity reports.