Try RMail PRE-Crime Services – The RMail® service for Self-Storage Manager (SSM) Cloud integration allows SSM users to send Registered Email™ messages from their SSM Cloud platform via the RMail® system. Users can define which transaction emails and documents are sent automatically using the RMail® service, or they can send them manually.
Pre-requisites
- An RMail® Customer Admin account with API Admin rights.
- An SSM Cloud account with administrator permission.
How to use RMail for SSM Cloud
Important note: Please refer to this article to learn how to setup the RMail® service for SSM Cloud
Once the setup has been completed, follow these steps to start using the integration:
1. Login to the SSM Cloud platform.
2. Click on the user logo in the top right corner menu and make sure you are in Operation Mode.
3. Navigate to the Customers section.
4. Select the customer you want to send a Registered Email™ message to.
5. Select any action that would typically trigger an email to this customer and a Registered Email™ message (Marked or Unmarked, depending on the settings and the action selected) will be sent. For example:
a. Click on Customer Info and then on Modify Customer Info.
b. Click on Portal Login Info.
c. Fill in the required information and provide the email address to which you expect to receive the Portal Login email.
d. Click on Save and the Registered Email™ message will be sent according to the template settings.