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FMS Initial Setup
Table of Contents
The Facility Management System (FMS) settings play a crucial role in managing the various aspects of a self-storage property’s operations, including website rentals and reservations, settings related to Spaces that display on the website, the different payment methods, customer reviews management, marketing and SEO-related settings, etc. Configuring the desired FMS settings for a property enhances efficiency and provides a seamless experience to the property managers and their leads/tenants.
To configure your property’s FMS Settings, follow the steps mentioned below:
- Navigate to Website Settings and FMS Initial Setup from the left navigation.
- Select your property from the drop-down list to view and configure associated website settings.
- You will see various sections here, such as rental information, own coverage text, reservation options, capabilities, unit and gatecode information, email notification settings, general settings, etc. You can make the required changes here so they can be reflected on your website.
Note: Once you change any configurations in Website settings, ensure to click the Save button and then clear the website cache every time for the changes to reflect on your self-storage website. You can clear the cache by navigating to Clear Cache from the left navigation and clicking the Clear Cache button. You will receive a success message once the cache is successfully cleared.
- GDS ID - A unique identifier assigned to your property within a Global Distribution System(GDS). A GDS ID is automatically shown here when a property is onboarded to the website.
- Reporting Name - Name of the property that appears in reports that fetch data from the self-storage website.
- Unit Availability Threshold - A numerical value representing the minimum number of available Spaces for a specific size or type shown on the website. For example, if you have only “3” 5x5 Spaces available for rent, you might not want to broadcast them and instead rent them internally. In such a case, mention the Unit Availability Threshold as “3” so that when only three Spaces remain, they will no longer be shown on the website.
- Advance Reservation Days - The maximum number of days in advance that leads can book or reserve storage Spaces. For example, if these days are set to 10, leads can reserve spaces up to 10 days before their desired move-in date.
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Landing Page Layout - You have the ability to choose the landing page layout for your self-storage website.
- Grid View - Storage Space listings are displayed in a visually appealing grid layout, including thumbnail images of each space and key information such as space size, price, availability, and any special features.
- List View - Storage space listings are presented in a more condensed form - in a vertical list format, with key information such as space size, price, availability, and features listed next to each other.
- Default View:
- Value Tier Layout - You can choose how the value tiers for Spaces appear on the website - in a List or a Grid View.
Note: The Enable Value Pricing setting must be selected in the Website Settings for these views to appear.
Website (Grid) View:
Website (List) View:
Rental
- Enable Rental (Web Product) - Facilitates Space rentals via the self-storage website.
- Show Reservation Search - Displays a reservation search field on the website landing page for searching Space reservations. When a lead makes a reservation on the website, they are emailed a reservation code. They can enter that code in the Reservation Code search field on the property’s landing page to view the details pertaining to their reservation.
Website View (Grid/List):
Website View(Default):
- Show Web Only Text - Displays the “WEB ONLY” price label on the website landing page. This helps drive conversions by incentivizing online visitors to make reservations or bookings directly through the website.
Note: This setting only applies to self-storage websites with a Default Landing Page Layout.
- Show Internet Specials - Displays the IN-STORE prices on the self-storage website.
- Disable Parking Rentals - Removes the option on the website to rent parking Spaces. Leads can only reserve these Spaces.
- Enable Storing Vehicle - With this setting, an additional question will be asked to the leads during their move-in process - "Are you storing vehicle?".
- Enable Office Space Rental - Allow leads to rent office spaces along with storage spaces via the website.
- Enable Office Space Reservation - Allow leads to reserve office spaces along with storage spaces via the website.
- Driver License Required - Mandates the lead to provide a driver's license as proof of identification during the rental process.
- Secondary Contact Required - Displays the Secondary contact section on the rental page, asking leads if they want to provide a secondary contact to receive lien notices.
Note: Some state laws require the secondary contact information to be provided at the time of Space rentals.
- Secondary Email Required - Mandates the provision of an email address for the secondary contact.
- Autopay Always Required - Mandates automatic payments for rental fees. The Enroll for autopay checkbox on the website is clicked by default, and leads cannot change or unenroll themselves from autopay.
- Enable Parking Type Fields - Displays the Vehicle Type section on the rental page when a lead answers Yes to the "Are you storing vehicle?" question.
Note: The Enable Storing Vehicle setting must be checked in the Website CMS Settings to see the Vehicle Type field on the website.
- Autopay Enabled by Default - The Enroll for autopay checkbox on the website is clicked by default, but the leads can unenroll themselves from autopay.
- Disable Own Coverage Selection - Removes the ability for the lead to choose their own insurance. With this selection, they have to purchase insurance from the property mandatorily.
The “I have my own insurance” box gets removed from the self-storage website when this option is selected.
- Disable Secondary contact is different from Primary contact - Ideally, the secondary contact information should differ from that of the primary contact. Otherwise, the lead can provide the same information twice.
Hence, when state laws require a secondary contact to be provided, it is recommended to keep this setting off by de-selecting the checkbox in CMS settings.
- Show Promo Rate - If you have certain promotions configured in Hummingbird and have Rate Management set up, then you can show promo rates on the website, i.e. display discounted rates for the Spaces based on the promotions set up.
Note: For the promotion rate to show up for a particular Space type, the promotion must be applied to the cheapest Space. For example, if a promotion is added to all three 5x5 spaces at your property and the rental amount for them is $50, $100, and $150, respectively, based on different features and amenities offered. Then, the promotion must be applied to the $50 dollar Space for it to show for the other two Space types as well.
- Auto Debit Promo - This section enables you to effectively communicate the benefits of auto-debit payments to website visitors and encourage them to take advantage of any promotions or discounts when signing up for Autopay.
- Rental Page Instructions - Provide your visitors with clear guidance on navigating the rental process for storage Spaces at your property. These instructions appear at the bottom of the rental page above the Sign Agreements button.
- Own Coverage Text - Provide the content that would appear for the I have my own insurance option in the Select your Protection Plan section on the rental page when leads opt for their personal insurance rather than purchasing it from the property.
Reservation
- Enable Reservation (Web Product) - Allows leads to reserve their required self-storage Spaces via the website. This setting enables reserving both Storage and Parking Spaces at the property. If this option is de-selected, you will not see the following Reserve This Space section on the website.
- Disable Parking Reservation - Removes the ability for leads to make reservations for Parking Spaces at the property.
Capabilities
- Enable Value Pricing - Shows tiered pricing for a particular Space type based on the associated features and amenities. Value Pricing ensures that the tenants feel happy paying the price for the value that they are getting.
- Enable Nearby Locations - With this setting, you can provide valuable information to leads about local businesses and services that complement storage needs and may be useful to them, enhancing their overall experience. Enable this setting and specify the Nearby Location Search Distance, i.e. the search radius or distance (in miles) within which nearby self-storage locations should get displayed.
Website View:
- Enable Join Waitlist - Displays the Join Waitlist option for a Space currently unavailable for rent/reservation. When your leads click the Join Waitlist button on the website, they are asked to provide their details and the date by which the Space is required. An email is sent to the property managers with all these details for their action.
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Enable Additional Account Features - Provides tenants the ability to perform various additional actions from their accounts.
- Enable Coverage Upgrade - Gives tenants the ability to upgrade their selected coverage plan by clicking the Upgrade button from the Bill Pay section of My Account.
- Enable Account Edit - Empower the tenants to modify their addresses and keep their account details up-to-date from the ACCOUNT INFO tab of My Account.
Note: The Coverage Upgrade, account edit, and saved cards will appear in the My Account section only when the Enable Additional Account Features option is selected in the website CMS Settings.
Units
- Show - You can choose the type of Space you wish to display on your self-storage website, i.e. Parking Spaces, Wine Storage Spaces, or Self-Storage Spaces. If you want to show all these types, select All from the Show drop-down list.
- Hide Unavailable Units - Removes the unavailable Spaces from the website's landing page and only shows leads the Spaces that are currently available for rent or reservation at the property. The unavailable Spaces are greyed out, as shown below:
- Show Unit Category - This setting displays the category of Spaces according to their price, i.e. Economy, Standard, and Premium. These categories provide the visitors with clear options and help them find the storage solution that best fits their needs and budget.
Note: This setting only applies to self-storage websites with a Default Landing Page Layout.
Email Notifications
Enable Abandoned Rental Notification - With this setting, the property manager will receive a notification with the lead’s details whenever they leave the rental process midway. These notifications give managers valuable insights into visitor behaviour and help identify potential issues or barriers in the rental process. They can also follow up with visitors who did not complete the rental process, offer assistance or incentives to encourage completion and identify opportunities to improve the rental experience.
Gatecode
To access a storage Space, the tenant needs to go through a gate and provide the access code. The Gate Access code is unique to each tenant. You have the ability to configure the GateCode format, length, and other settings from this section.
- Gatecode Format - The preferred format for the Gatecodes at your property. For example, if you select Unitno#gatecode* and enter the gatecode length as 5, then the gatecode will have 5 additional digits after the unit no. Let's say the unit no is 1234. Then, you can add 5 more digits after that.
- Gatecode Length - You can specify the preferred length of the Gatecode for the Spaces at your property.
- Show Gatecode - This setting will show the Gate access code for the selected storage Space on the rental confirmation page. If you do not want the Gate code to display on the website, you can de-select this option and tell the tenants to receive the code from the property when they visit in person.
- Show Parking Gatecode - Displays the Gate access code for a Parking Space on the rental confirmation page.
- Is Gatecode Selectable - Provides tenants with the ability to choose their desired Gate code in order to access their Space.
Credit Cards
You can choose to display the required credit card icons on the website based on the accepted payment methods. The different credit card networks are Visa, Master Card, Discover, Amex, and Diners.
Reviews
- Hide Yelp/Google Reviews - You can control the customer reviews displayed on the website landing page by hiding the Yelp or Google reviews. You might need to hide these reviews if you do not want to show external reviews or are experiencing issues with the review integration. When both these options are selected, you will only be able to see the website reviews under both the “All” and “Website” tabs in the Reviews section of the website.
- Hide Website Reviews - You have the ability to hide customer reviews provided by your leads or tenants on the self-storage website.
Note: Selecting all these three options will hide the reviews entirely from the website and you will not be able to see the Customer Reviews section at the bottom of the Spaces tab and also a separate REVIEWS tab on the landing page (in case of Grid/List layouts).
- Sort Review - You can sort the reviews on the website to display based on their associated rating or the date when they were posted.
- Show - If you only wish to show the reviews associated with a particular star rating and above, you can do so by selecting it from the Show drop-down list. If you want all the reviews to be displayed ranging from 2 stars to 5 stars, select the All option.
General Settings
- Show This Property Only in Web Product - This enables you to control the visibility of a specific property and its associated information on the website as well as in Storefront. When a new property is added, it is, by default, displayed on the self-storage website as well as on Storagefront.
- Disable Size Guide Video - Hides the size guide videos for Spaces from the website’s landing page.
- Hide Property From Website - If a company has multiple properties and, let's say, one of them is coming soon, and you do not want it to show on the website, you can hide it by enabling this setting. This also removes the website from Storagefront.
- Hide Call Button - Control the visibility of a call button displayed on the website landing page corresponding to each of the unavailable Spaces.
Note: This setting is tagged with the Hide Unavailable Units setting under the Units section of Website Settings. If you want to see the Call button, uncheck this checkbox and also for the Hide Unavailable Units setting.
- Hide Street View - Removes the street view images for the property from the website landing page. You will also not be able to see the Street View button on the map.
- Show Inventory Level - You can choose to show or hide the inventory levels or Space availability information on the website’s landing page.
- Inventory Level Threshold - Specify a numeric value representing the inventory level threshold or limit. When the number of available Spaces falls below this threshold, the website triggers specific actions and displays alerts to notify administrators and visitors. For example, If you select Yes for the Show Inventory Level setting and the threshold is set to 3, a countdown will get started whenever only 3 Spaces are available for rent, and you will see a message "Only 3 left -rent soon!" on the property landing page.
- Rate Variance - The difference in rental prices for the Space rates shown on the website landing page (In Store Rate) and the ones on Hummingbird (The Starting At rate on the website). You have the ability to specify the rate variance that you wish to display on the website.
Website View:
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Rate Variance Type - You can choose the method of calculating rate variance and show the rates on the website accordingly.
- Fixed - Adjust the rental rate for a Space by a pre-determined fixed amount. For example, if you enter a value of 10 in the Rate Variance field and select the Type as fixed, the difference between the In Store and Starting At rate would be $10.
- Percent - Adjust the rental rate for a storage Space by a certain percentage. For example, if the Hummingbird rental rate for a storage Space is $100 per month and there is a per cent rate variance of 5%, the adjusted rental rate would be $105 per month.
- Percentage Difference - Set the difference between the rates to a certain percentage. For example, if you want the difference between the In-store and Starting At rates to be 15%, specify the Rate Variance as “15” and select the type as Percentage difference. The Percentage difference rate variance is useful for comparing rental rates across different Spaces or time periods and can help identify trends or outliers in pricing.
- Unavailable Inventory Text - You can specify the text you wish to show on the website when a Space is unavailable for rent or reservation; for example, call the manager for availability. This text will appear on the website landing page below the Call button for each unavailable Space.
Note: This setting is tagged with the Hide Call Button setting and will reflect only if the Hide Call Button checkbox is unchecked.
- In Store Price Label - This setting provides you with the ability to change the term “In Store” pertaining to the In Store prices shown for Spaces on the website.
- Space Sorting - You can sort the Spaces and display them on the website based on the ascending order of their price or size.
Website View (Sorted by Price):
Website View (Sorted by Size)
- Size Guide Description - Provide a description to help leads understand the sizes or dimensions of Spaces. You can include information about different Space sizes available, typical uses for each size, capacity estimates, or other relevant details to assist users in selecting the appropriate size for their needs.
- Size Disclaimer - Include a disclaimer regarding the sizes or dimensions of storage Spaces. The disclaimer may include information about size variations, approximate dimensions, capacity estimates, or other relevant details to manage customer expectations. The size Disclaimer appears at the bottom of the Space listings.
- Expand Size Categories - You can show an expanded or a collapsed view of the different Space types/categories on the website. If this setting is disabled, you will see the collapsed view as shown below:
- External Pay Bill URL - Allows tenants to make payments or pay bills through an external website or payment portal.
- Enable Cart Abandonment - This setting applies to leads who show interest in a Space at your property but do not complete the rental. Enabling this option lets the leads abandon the rental halfway. The property managers are notified of cart abandonments, allowing them to recover potential lost sales by re-engaging with leads.
- Enable Mailbox Space Reservation/Rental - In case your property provides mailbox services in addition to storage solutions, you can enable the reservation or rental of Mailbox Spaces via the website.
Note: Mailbox and Office Space types apply to Non-Hummingbird properties only.
- Show Sticky Banner - You can hide or display a sticky banner at the top of the landing page. A sticky banner is an effective way to capture the attention of website visitors and encourage them to take action, whether it's learning more about the property, exploring available storage options, or contacting the property for inquiries.
- Sticky Banner Text - Provide the title of the banner advertisement that captures the visitor’s attention and communicates the main message or offer. For example: "Limited Time Offer: Get 40% Off On Your First Month of Storage!"
- Sticky Banner Description - Provide additional information or details about the promotion, offer, or message featured in the banner. The sticky banner description complements the banner text and provides context to the user. For example: "Store your belongings with us and enjoy secure, climate-controlled storage Spaces. Hurry, offer ends soon!"
- Sticky Banner URL - The destination link or web address that the visitors will be directed to when they click the banner or the Call to Action button (i.e. Click here in the above screenshot).
- Future Property (Coming Soon) - You have the ability to advertise that a property website is in progress and will be live soon. This setting enables self-storage properties to generate interest, build anticipation, and attract potential customers to the future property even before it becomes operational. If you select this option, you have to provide the following details:
- Coming Soon Copy (in the top bar) - The title announcing or promoting a future self-storage property.
- Coming Soon Detail (in the notification form) - Additional information or details regarding the property. These details appear on the website’s landing page.
- Coming Soon Button Text - The text displayed on the call-to-action (CTA) button that prompts visitors to learn more about or express interest in a future self-storage property.
Enable Advance Reservations - This allows you to activate the functionality for leads to make secure storage Spaces in advance before the property becomes operational.
FAQ
- Enable FAQ - You can show or hide the frequently asked questions (FAQ) section from the website landing page.
Website View (Grid/List):
Website View (Default):
Additional Questions - You have the ability to create your own FAQs by entering the questions and associated answers and have them displayed on the website. These additional FAQs get added to the list of pre-defined FAQs.
Click the +Add Additional FAQ button to add more questions and answers.
DNI Numbers
The Dynamic Number Insertion (DNI) feature allows you to dynamically change or insert phone numbers that get displayed on the self-storage website. These numbers are used mainly for tracking purposes and are based on pre-defined rules relating to the visitor's geographic location (such as city, state, or country), referral source (such as organic search, paid ads, or referral websites), or other parameters. For example, when a visitor accesses the website, the DNI feature dynamically replaces the phone number displayed on the website with a phone number corresponding to the defined rule or condition. Let's say the visitor is located in New York City; the website may display a phone number specific to the New York City area, while a visitor from Los Angeles may see a different phone number specific to that area. This enables the properties to provide a more personalized and localized experience, thereby increasing the likelihood of conversions or inquiries.
- Source - Specify the origin or the method through which a specific phone number is dynamically inserted or displayed on a website using Dynamic Number Insertion (DNI) technology. The different sources could be the self-storage website, Yelp, Facebook, Ad campaigns, etc.
- Number - Mention the number associated with a particular source.
You can add additional numbers by clicking the +Add DNI Number button.
Note: The tracking numbers displayed via DNI may affect paid and marketing campaigns. Hence, ensuring that the correct numbers are used in these campaigns is essential. Also, if you want to add a DNI Number, it is recommended that you contact the customer support team instead of adding it on your own.
Click Save to make changes to the FMS Initial settings.