Configurable Fields Supported in Communications

Sensr Portal offers a variety of features that can be used to communicate important information to investors such as fund/property updates, distribution statements, quarterly newsletters, actions pending on the user, and more. When communicating with your investors, you may want to personalize the message by leveraging configurable fields { } that exist in the system.

Configurable Fields are typically found within { } and depending on which communication tool is used, the following configurable { } fields are supported: 

Newsletters

  • {distributions from:dd-mmm-yy to:dd-mmm-yy property:"[property-id]" text:"text for hyperlink goes here"} - produces a hyperlink to a defined distribution period (replace property-id with the property id number, and use the date format 02-feb-21 or 11-jul-21 etc.)
  • {user} - replaced with the user's casual or full name

Statements

Actions

  • {entity} - replaced with the entity or user's full name if the entity is empty
  • {user} - replaced with the user's full name. 
    • Note: If a user-specific action is assigned, then the user's name will be used. If an investment-specific action is assigned, then the investment owner's full name will be used. If an entity is the investment owner, then the full name of the user who owns that specific entity will be used
  • {amount} - replaced with the investment's amount (empty string in case of user actions)