How do I setup notifications for homeowners without an email address on file?

Question: Do you want ability to recognize if an owner address has an email address on their account, and if they don't, then still be able to send a letter as an alternate notification?

Answer:

If the homeowner does not have an email address on file (or if they selected text an option), then we want to default communication to paper.

First, lets navigate from the dashboard to Settings > Action Type/Steps > [Any Action Type] that you will be using to notify a homeowner (in this example, we are using ARC Request). Select the Rules for the step on which you want to notify the homeowner (in this example, we are using ARC Decision - Denied).  Once the Rules Tab is opened, dropdown on the Notifications tab and select Electronic Preference, If None Then Paper.

We will use the example below for context.  A homeowner submitted an ARC request for a fence and the application was denied. We set the rule for the ARC Decision from Denied to Electronic Preference, If None Then Paper. We can see that there is not an email address on file for this homeowner. Using the green paperclip, we can see that the system defaulted to sending a letter to the homeowner that their ARC request has been denied.