How do we set up Hayley for your property?

Setting up Hayley in your property management system is a zero-lift and hassle-free process. The Hyly support team handles all the initial steps required to make Hayley functional within three days.

Once set up, Hayley can connect with your CRM/PMS, website, and other feeds.

Hayley integrates smoothly with major multifamily proptech systems, allowing for easy expansion across your portfolio.

This article will explore how this zero-lift setup process works and the benefits it brings to property management.

The set-up process has a few significant steps as follows:

• Integration to your PMS/CRM.
• Sub-Org Settings at Hyly end.
• AMA Settings at Hyly end.
• Customizations of your Hayley Mascot for HayleyChat.
• Setting Up HayleyChat.
• Setting up HayleyMail ID for your property.

A. Integration to your PMS/CRM:

To integrate Hayley with your PMS/CRM systems, we need the following information:

For Yardi:

To set up a new client account on Yardi, we need the following credentials:

• Account Name
• Voyager URL
• Guest Card Web Service URL [filled automatically]
• Resident Web Service URL [filled automatically]
• Interface Username
• Interface Password
• Server Name
• Database Name

For Yardi, we also need to set up your property on RentCafe.

• To set up the RentCafe account, we need the following credentials:
  • Vendor API Key
  • Company Code
  • RentCafe Property ID

For Entrata:

We don’t need any CRM for Entrata; we get all pricing unit availability, and floor plans directly through feeds.

To set up an Entrata account, we need the following credentials:

• Account Name
• Web Service URL
• Username
• Password

B. Sub-Org Settings: 

Once we receive all the information for your property through CRM, feeds, GTM, or website, the data gets updated and segregated under various categories like Apartment features, Community Amenities, Pets & Parking Policies, and Neighborhood.

 

 

C. Customizations of your Hayley Mascot for Hayley Chat: 

You can set up your Hayley Mascot according to your preferences. You can add your own mascot, too. With Customization settings, the following setup can be done.

• You can give a name to your mascot, or by default, it will take Hayley.
• The mascot color will be adjusted as per your brand color.
• You can decide how to position your mascot on your website.
• You can add animation for your mascot.

 

D.Setting Up Hayley Chat:

You can also customize Hayley Chat to your preferences. For example,

• You can turn on or off Spanish Language.
• You can turn on or off Tour Scheduling from HayleyChat.
• You can customize the Contact form/ Tour scheduler form questions.
• Add the Apply button, etc.

 

E. Setting up Hayley Mail:

Once property access is set, you can communicate with HayleyMail for that property using the following email address format:

• If the property email address is not verified at Sub-Org, your system will send the email from the chat+propertyname@hyly.ai Email address. For example, for a property called "Avenue at York," the email address would be chat+avenueatyork@hyly.ai.
• The “Reply to” field will always be the chat+propertyname@hyly.ai .
• You can also add your property brand signature to your emails.

For any further assistance, you can contact our support team at support@hy.ly

Next:

How do we set up FHA complaint responses for the properties?