OwnerRez is designed to make communication with your guests easier and more effective. A large part of doing this successfully is branding. The Settings > Theming area provides a way to establish a consistent brand image:
- Customizable headers and footers for your emails, legal agreements, and forms.
- Customize your name, phone number, business name, social media links and email return address used for guest communications, if you don't want to use the main information in your account profile.
Or, you can also use this area to establish an inconsistent brand image, by creating separate Themes for different properties or groups of properties in your OwnerRez account.
We've created a walk-through video about creating and using themes. Before reading the rest of this article, watch this first:
- Theme Creation
- Customizing a Theme
- Trademarks, Symbols or Emojis
- Theming templates
- Property Management functions
Theme Creation
By default, OwnerRez creates one theme and applies it to all your properties. For most clients, this is what you want - your business should have one identity.
To add or create a customized theme, users can navigate to Settings > Branding & Legal > Theming.
To create another theme, click the + Create Theme button.
This invites users to enter a new name, phone number, contact information, logo and social media for their new theme.
If users have multiple properties and themes, they can choose which theme should be used for which property, by clicking on the "Property Mapping" button. This gives a list of all your properties, and for each one, a dropdown list of your available themes. Choose the right theme for each property and Save your changes.
Customizing a Theme
NOTE: if at any time the logo looks too large on the Theming, users will need to manually decrease the size by dragging a corner to make it smaller. Make sure to view it within a Template and on the Renter Agreement to confirm it is the appropriate size.
Users can customize individual themes by selecting the specific Theme > Change allowing users to change the contact information used for that particular theme and presented to the guests - names, phone numbers, contact information, logos, etc. Be sure to Save your changes.
Below the contact settings is the Email section and users can click on Change to customize Headers and Footers that are applied to all guest facing emails. Be sure to Save your changes.
Each of these works exactly the same way: it is the standard rich-text editor used throughout OwnerRez.
Further down in the Forms section, users can click on Change to customize all guest facing forms, such as quote acceptance/checkout, payments, security deposits, sign renter agreement, etc. Be sure to Save your changes.
In the Legal Agreements section, users can click on Change to customize the Header and Footer applied to legal agreements/renter agreements, and (if you have the Property Management premium feature turned on) Owner Statements. Be sure to Save your changes.
Once you have entered information in a Header or Footer block, it will automatically be placed at the top or bottom of that type of communication display, as appropriate.
Trademarks, Symbols or Emojis
While adding your trademark, symbol, or emojis ( e.g., ©, ®, ™, ℠, ℗, etc.) to your theming can be appealing, adding those to your theming may cause unintended consequences with listing channels, templates, etc.
However, you can add them by the following methods.
- Copying and pasting from an emoji website
- To open an emoji keyboard on your Windows keyboard, press the Windows key and the period (.) key at the same time while typing.
- Use parens to form the circle, like (r)—that's not a separate symbol, so it should go through everywhere.
Theming templates
Make sure to paste the HTML Code in the HTML Section - NOT in the body of the document. Use the "< >" button in the editing menu to go to the HTML page.
Templates:
Template 1 (Logo, Email, Phone, Website, Facebook)
Template 2 (Logo, Email, Phone, Website, Facebook, Instagram)
Template 1 (Logo, Email, Phone, Website, Facebook):
Under the Email section, click the Change button on the Footer and set the HTML source.
<div style="color: #999; font-family: Helvetica Neue,Helvetica,Arial,sans-serif;">
<div style="padding-bottom: 12px;"><img style="border: none; height: 75px; vertical-align: bottom;" src="{MYLOGOIMGURL}" alt="{MYCOFULL} logo" /></div>
<div style="display: inline-block; float: left; border-right: solid 1px #b1b1b1; padding-right: 20px; margin-right: 20px;">Email or call:<br /><a href="mailto:{MYEMAIL}"><img style="vertical-align: middle; width: 17px; height: 17px; border: none;" src="https://d7s1ale8wt1oe.cloudfront.net/icon-email.png" alt="{MYCOFULL} email icon" /></a> <a style="color: blue; margin-left: 5px;" href="mailto:{MYEMAIL}">{MYEMAIL}</a><br /><a href="tel:{MYPHONE}"><img style="vertical-align: middle; width: 17px; height: 17px; border: none;" src="https://d7s1ale8wt1oe.cloudfront.net/icon-phone.png" alt="{MYCOFULL} phone icon" /></a> <a style="color: blue; margin-left: 5px;" href="tel:{MYPHONE}">{MYPHONEI}</a></div>
<div style="width: 325px; float: left;">Visit us online:<br /><a href="{MYURL}"><img style="vertical-align: middle; width: 17px; height: 17px; border: none;" src="https://d7s1ale8wt1oe.cloudfront.net/icon-screen.png" alt="{MYCOFULL} website icon" /></a> <a style="color: blue; margin-left: 5px;" href="{MYURL}">{MYURL}</a><br /><a href="{MYFACEBOOK}"><img style="vertical-align: middle; width: 17px; height: 17px; border: none;" src="https://d7s1ale8wt1oe.cloudfront.net/icon-fb.png" alt="{MYCOFULL} Facebook icon" /></a> <a style="color: blue; margin-left: 5px;" rel="noopener" href="{MYFACEBOOK}" target="_blank">Facebook</a></div>
</div>
<p> </p>Then click Save to finish and go back to the theme.
Under the Forms section, change the Header to use this HTML source:
<div style="text-align: center;"><img style="border: none; height: 75px; vertical-align: bottom;" src="{MYLOGOIMGURL}" alt="{MYCOFULL} logo" /></div>
Click Save to finish.
Under the Forms section, change the Footer to use this HTML source:
<div style="text-align: center; color: #999; font-family: Helvetica Neue,Helvetica,Arial,sans-serif;">
<div style="margin-bottom: 15px;"><img style="border: none; height: 60px; vertical-align: bottom;" src="{MYLOGOIMGURL}" alt="{MYCOFULL} logo" /></div>
<a href="mailto:{MYEMAIL}"><img style="vertical-align: middle; width: 17px; height: 17px; border: none;" src="https://d7s1ale8wt1oe.cloudfront.net/icon-email.png" alt="{MYCOFULL} email icon" /></a> <a style="color: blue; margin-left: 5px;" href="mailto:{MYEMAIL}">{MYEMAIL}</a> | <a href="tel:{MYPHONE}"><img style="vertical-align: middle; width: 17px; height: 17px; border: none;" src="https://d7s1ale8wt1oe.cloudfront.net/icon-phone.png" alt="{MYCOFULL} phone icon" /></a> <a style="color: blue; margin-left: 5px;" href="tel:{MYPHONE}">{MYPHONEI}</a> | <a href="{MYURL}"><img style="vertical-align: middle; width: 17px; height: 17px; border: none;" src="https://d7s1ale8wt1oe.cloudfront.net/icon-screen.png" alt="{MYCOFULL} website icon" /></a> <a style="color: blue; margin-left: 5px;" href="{MYURL}">{MYURL}</a> | <a href="{MYFACEBOOK}"><img style="vertical-align: middle; width: 17px; height: 17px; border: none;" src="https://d7s1ale8wt1oe.cloudfront.net/icon-fb.png" alt="{MYCOFULL} Facebook icon" /></a> <a style="color: blue; margin-left: 5px;" rel="noopener" href="{MYFACEBOOK}" target="_blank">Facebook</a></div>
<p> </p>Click Save to finish.
Under the Legal Agreements section, change the Footer to use this HTML source:
<div style="text-align: center; color: #999; font-family: Helvetica Neue,Helvetica,Arial,sans-serif;">
<div style="margin-bottom: 15px;"><img style="border: none; height: 60px; vertical-align: bottom;" src="{MYLOGOIMGURL}" alt="{MYCOFULL} logo" /></div>
<a href="mailto:{MYEMAIL}"><img style="vertical-align: middle; width: 17px; height: 17px; border: none;" src="https://d7s1ale8wt1oe.cloudfront.net/icon-email.png" alt="{MYCOFULL} email icon" /></a> <a style="color: blue; margin-left: 5px;" href="mailto:{MYEMAIL}">{MYEMAIL}</a> | <a href="tel:{MYPHONE}"><img style="vertical-align: middle; width: 17px; height: 17px; border: none;" src="https://d7s1ale8wt1oe.cloudfront.net/icon-phone.png" alt="{MYCOFULL} phone icon" /></a> <a style="color: blue; margin-left: 5px;" href="tel:{MYPHONE}">{MYPHONEI}</a> | <a href="{MYURL}"><img style="vertical-align: middle; width: 17px; height: 17px; border: none;" src="https://d7s1ale8wt1oe.cloudfront.net/icon-screen.png" alt="{MYCOFULL} website icon" /></a> <a style="color: blue; margin-left: 5px;" href="{MYURL}">{MYURL}</a> | <a href="{MYFACEBOOK}"><img style="vertical-align: middle; width: 17px; height: 17px; border: none;" src="https://d7s1ale8wt1oe.cloudfront.net/icon-fb.png" alt="{MYCOFULL} Facebook icon" /></a> <a style="color: blue; margin-left: 5px;" rel="noopener" href="{MYFACEBOOK}" target="_blank">Facebook</a></div>
<p> </p>Click Save to finish.
NOTE: You will NOT be able to preview the headers and footers within this view. Save and close and then look at Templates, Legal Agreements, etc. to verify this has been done correctly.
Template 2 (Logo, Email, Phone, Website, Facebook, Instagram):
Under the Email section, click the Change button on the Footer and set the HTML source.
<div style="color: #999; font-family: Helvetica Neue,Helvetica,Arial,sans-serif;">
<div style="padding-bottom: 12px;"><img style="border: none; height: 75px; vertical-align: bottom;" src="{MYLOGOIMGURL}" alt="{MYCOFULL} logo" /></div>
<div style="display: inline-block; float: left; border-right: solid 1px #b1b1b1; padding-right: 20px; margin-right: 20px;">Email or call:<br /><a href="mailto:{MYEMAIL}"><img style="vertical-align: middle; width: 17px; height: 17px; border: none;" src="https://d7s1ale8wt1oe.cloudfront.net/icon-email.png" alt="{MYCOFULL} email icon" /></a> <a style="color: blue; margin-left: 5px;" href="mailto:{MYEMAIL}">{MYEMAIL}</a><br /><a href="tel:{MYPHONE}"><img style="vertical-align: middle; width: 17px; height: 17px; border: none;" src="https://d7s1ale8wt1oe.cloudfront.net/icon-phone.png" alt="{MYCOFULL} phone icon" /></a> <a style="color: blue; margin-left: 5px;" href="tel:{MYPHONE}">{MYPHONEI}</a></div>
<div style="width: 325px; float: left;">Visit us online:<br /><a href="{MYURL}"><img style="vertical-align: middle; width: 17px; height: 17px; border: none;" src="https://d7s1ale8wt1oe.cloudfront.net/icon-screen.png" alt="{MYCOFULL} website icon" /></a> <a style="color: blue; margin-left: 5px;" href="{MYURL}">{MYURL}</a><br /><a href="{MYFACEBOOK}"><img style="vertical-align: middle; width: 17px; height: 17px; border: none;" src="https://d7s1ale8wt1oe.cloudfront.net/icon-fb.png" alt="{MYCOFULL} Facebook icon" /></a> <a style="color: blue; margin-left: 5px;" rel="noopener" href="{MYFACEBOOK}" target="_blank">Facebook</a><br /><a href="{MYINSTAGRAM}"><img style="vertical-align: middle; width: 17px; height: 17px; border: none;" src="https://uc.orez.io/f/403ca624a1b3417f9e6052933606b966" alt="{MYCOFULL} Facebook icon" /></a> <a style="color: blue; margin-left: 5px;" rel="noopener" href="{MYINSTAGRAM}" target="_blank">Instagram</a></div>
</div>
<p> </p>Then click Save to finish and go back to the theme.
Under the Forms section, change the Header to use this HTML source:
<div style="text-align: center;"><img style="border: none; height: 75px; vertical-align: bottom;" src="{MYLOGOIMGURL}" alt="{MYCOFULL} logo" /></div>
Click Save to finish.
Under the Forms section, change the Footer to use this HTML source:
<div style="text-align: center; color: #999; font-family: Helvetica Neue,Helvetica,Arial,sans-serif;">
<div style="margin-bottom: 15px;"><img style="border: none; height: 60px; vertical-align: bottom;" src="{MYLOGOIMGURL}" alt="{MYCOFULL} logo" /></div>
<a href="mailto:{MYEMAIL}"><img style="vertical-align: middle; width: 17px; height: 17px; border: none;" src="https://d7s1ale8wt1oe.cloudfront.net/icon-email.png" alt="{MYCOFULL} email icon" /></a> <a style="color: blue; margin-left: 5px;" href="mailto:{MYEMAIL}">{MYEMAIL}</a> | <a href="tel:{MYPHONE}"><img style="vertical-align: middle; width: 17px; height: 17px; border: none;" src="https://d7s1ale8wt1oe.cloudfront.net/icon-phone.png" alt="{MYCOFULL} phone icon" /></a> <a style="color: blue; margin-left: 5px;" href="tel:{MYPHONE}">{MYPHONEI}</a> | <a href="{MYURL}"><img style="vertical-align: middle; width: 17px; height: 17px; border: none;" src="https://d7s1ale8wt1oe.cloudfront.net/icon-screen.png" alt="{MYCOFULL} website icon" /></a> <a style="color: blue; margin-left: 5px;" href="{MYURL}">{MYURL}</a></div>
<div style="text-align: center; color: #999; font-family: Helvetica Neue,Helvetica,Arial,sans-serif;"><a href="{MYFACEBOOK}"><img style="vertical-align: middle; width: 17px; height: 17px; border: none;" src="https://d7s1ale8wt1oe.cloudfront.net/icon-fb.png" alt="{MYCOFULL} Facebook icon" /></a> <a style="color: blue; margin-left: 5px;" rel="noopener" href="{MYFACEBOOK}" target="_blank">Facebook</a> | <a href="{MYINSTAGRAM}"><img style="vertical-align: middle; width: 17px; height: 17px; border: none;" src="https://uc.orez.io/f/403ca624a1b3417f9e6052933606b966" alt="{MYCOFULL} Facebook icon" /></a> <a style="color: blue; margin-left: 5px;" rel="noopener" href="{MYINSTAGRAM}" target="_blank">Instagram</a></div>
<p> </p>Click Save to finish.
Under the Legal Agreements section, change the Footer to use this HTML source:
<div style="text-align: center; color: #999; font-family: Helvetica Neue,Helvetica,Arial,sans-serif;">
<div style="margin-bottom: 15px;"><img style="border: none; height: 60px; vertical-align: bottom;" src="{MYLOGOIMGURL}" alt="{MYCOFULL} logo" /></div>
<a href="mailto:{MYEMAIL}"><img style="vertical-align: middle; width: 17px; height: 17px; border: none;" src="https://d7s1ale8wt1oe.cloudfront.net/icon-email.png" alt="{MYCOFULL} email icon" /></a> <a style="color: blue; margin-left: 5px;" href="mailto:{MYEMAIL}">{MYEMAIL}</a> | <a href="tel:{MYPHONE}"><img style="vertical-align: middle; width: 17px; height: 17px; border: none;" src="https://d7s1ale8wt1oe.cloudfront.net/icon-phone.png" alt="{MYCOFULL} phone icon" /></a> <a style="color: blue; margin-left: 5px;" href="tel:{MYPHONE}">{MYPHONEI}</a> | <a href="{MYURL}"><img style="vertical-align: middle; width: 17px; height: 17px; border: none;" src="https://d7s1ale8wt1oe.cloudfront.net/icon-screen.png" alt="{MYCOFULL} website icon" /></a> <a style="color: blue; margin-left: 5px;" href="{MYURL}">{MYURL}</a></div>
<div style="text-align: center; color: #999; font-family: Helvetica Neue,Helvetica,Arial,sans-serif;"><a href="{MYFACEBOOK}"><img style="vertical-align: middle; width: 17px; height: 17px; border: none;" src="https://d7s1ale8wt1oe.cloudfront.net/icon-fb.png" alt="{MYCOFULL} Facebook icon" /></a> <a style="color: blue; margin-left: 5px;" rel="noopener" href="{MYFACEBOOK}" target="_blank">Facebook</a> | <a href="{MYINSTAGRAM}"><img style="vertical-align: middle; width: 17px; height: 17px; border: none;" src="https://uc.orez.io/f/403ca624a1b3417f9e6052933606b966" alt="{MYCOFULL} Facebook icon" /></a> <a style="color: blue; margin-left: 5px;" rel="noopener" href="{MYINSTAGRAM}" target="_blank">Instagram</a></div>
<p> </p>Click Save to finish.
NOTE: You will NOT be able to preview the headers and footers within this view. Save and close and then look at Templates, Legal Agreements, etc. to verify this has been done correctly.
Property Management functions
If you are using our Property Management premium feature, you'll have additional Theming options:
- Owner Statements