Step 6:
Check-up and invitation process
After your master data has been successfully imported to casavi and your account has been set up, you can invite your tenants and owners to casavi.
+ First, check your settings again using the overview in the first aid material. You can find the first aid material for the check-up here.
Recommended invitation process
In order to achieve an organized invitation process with a maximum registration rate, we recommend the following strategy. Before you go into individual communication, announce at owners’ assemblies or via a community notice board that the casavi portal is being rolled out. The next step is to contact your tenants/owners by individual letter. With a delay of around one week, you start the invitation process by e-mail directly and easily from the casavi platform..
- See Checklist 1 for what you need to consider when inviting your customers
- Feel free to use our templates for your invitation letter
- Checklist 2 contains tips and tricks to achieve a high registration rate in the customer portal