Please follow the steps below to make sure your Resident Data import is set up correctly for all your Surveys and Star Rating needs. Make sure you are always uploading a FULL resident list.

Surveys

  • Do not set triggers. Surveys must be sent manually through Surveys>Manage Surveys>Send Invites

  • Triggers will not work

  • If you upload a new full resident list

    • any residents that are no longer on the list will be marked “former” in the resident snapshot

    • Any residents that are still on the list will be current residents

    • Any new residents will now be current residents


Announcements

  • The full new resident list will be available for manual announcement sending


Review Booster

  • The review booster will work as normal with the new resident list

  • The system will remember those residents that ALREADY received a review booster and follow up with review requests like normal