Overview
These best practices help prevent email failures, reduce missed notifications, and ensure visitors always receive their QR codes.
Best Practices for Hosts
1. Add Multiple Organizers
Prevents single point of failure.
2. Double-Check Visitor Email Addresses
Before submitting the invitation.
3. Encourage Visitors to:
Add your building’s domain to their safe-sender list
Check spam & promotions folder
4. Include Mobile Number for SMS Backup
If available.
Best Practices for Tenant Admins
1. Maintain a Clean Contact Directory
Remove duplicates
Update employee email changes
Remove old or inactive hosts
2. Standardize Email Entry Rules
Example: always use company emails over personal.
3. Audit Host Permissions Quarterly
Ensure correct roles receive notifications.
Best Practices for Building Admins
1. Monitor Watchlist Notification Recipients
Ensure contact lists are valid and updated.
2. Test Email Deliverability Periodically
Send internal test invites to confirm delivery.
3. Keep Kiosk Messaging Updated
Avoid outdated instructions that confuse visitors.
Best Practices for Visitors
Check spam folder
Add building email to safe senders
Screenshot QR code for backup
Provide accurate email and phone info
Building Policy Recommendations
1. Quarterly Internal Audits
Review host lists, tenants, and organizer accuracy.
2. New Staff Training
Ensure hosts know how to send invites and check organizer settings.
3. Support Escalation SOP
Create an internal workflow for when email issues arise.
Outcome
Following these best practices dramatically improves email success rates and reduces delays during visitor check-in.
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