We're so excited to get you set up with RenewalsAI. Our Renewals AI will need two types of information from your PMS to send out the correct messaging: renewal offers and renewal statuses.
Please follow the instructions below to set up regular reports for all of your communities. You'll only need to do this one time:
- Navigate to your Business Intelligence tool
- Open the left side bar and click on Report Scheduler
- Click on Scheduled and add a new schedule
- Select Report
- Select AI Revenue Management > Rents > Renewal Offer Analysis Report
- In Select Properties, select all properties
- Select Include MTM
- For the date range, select Next Calendar Month
- Choose CSV Format
- Click Next
- Frequency and Recipients
- Within the Frequency section, select:
- Daily
- Every day
- Starting from today's date
- No end date
- Within the Recipients section, select Delivery to FTP
- If you do not have an FTP already set up with EliseAI, click Add FTP to set one up. If you do not have FTP set up instructions from your EliseAI representative, please reach out to them or submit a request to support@eliseai.com to receive your FTP details.
- If you have an FTP setup with EliseAI, select that FTP in the drop down
- Click Next
- Within the Frequency section, select:
- You should now land back in the Schedules tab of the Report Scheduler; make sure the report you just created is Enabled
- Set up a second report for renewal statuses: In Select Report, select Business Intelligence > Operational > Lease Renewal Recap
- Repeat steps 4-6