Creating & Troubleshooting Window Cards in Rezi

Creating & Troubleshooting Window Cards in Rezi

🎯 Purpose

To help users generate, customise, and resolve issues with printed or PDF window cards via Rezi, especially for shopfront marketing and window displays.


🧠 Use This When...

The customer says:

  • “I’m trying to print a window card”

  • “The window card layout looks broken”

  • “The branding is missing”

  • “I can’t create one for this property”

  • “The price/photo/description won’t show”

  • “The window card won’t download or open”


🔍 Step-by-Step Checklist

1. ✅ Check if the Property is Marketed

Window cards can only be generated for marketed properties.

“Window cards are only available once a property has an active marketing status — could you check if this one is marked as ‘Available’, ‘For Sale’, or similar?”


2. 🧾 Create the Window Card

To create a window card:

  1. Open the relevant Property Record

  2. Navigate to the Marketing or Documents tab

  3. Click Generate Window Card

  4. Choose a template style (e.g., branded, feature-rich, photo-led)

  5. Ensure the core details are present:

    • Main photo

    • Property address

    • Price

    • Marketing status

    • Short description

“Make sure all the key fields are filled in — window cards pull directly from those fields.”


3. 🖼️ Common Missing Elements – Fixes

IssueLikely CauseFix
Photo missingNo main photo setGo to images → click ‘Set as main photo’
Price missingNo price or POA tickedAdd price or update POA setting
Description blankNo short description savedAdd/edit short description field
Branding missingBranch template not assignedCheck branch settings/template association
Wrong layoutWrong template selectedTry alternate template during creation
Broken preview/downloadBrowser compatibility or popup blockedTry incognito mode or another browser

4. 🧪 Troubleshooting Download / Preview Issues

If the window card:

  • Won’t generate

  • Freezes or fails on preview

  • Downloads incorrectly

Ask the customer to:

✅ Try another browser (Chrome, Edge, Firefox)
✅ Try incognito/private browsing
✅ Clear browser cache
✅ Disable browser extensions (esp. ad blockers or PDF handlers)

“Can you try in a private browser window or different browser? Sometimes cached data or extensions can block the PDF preview.”


5. 🔄 Try Manual Generation (Alternate Route)

If standard generation fails:

  1. Go to the Print/Export tab under the property

  2. Choose Download as PDF or Send to Email

  3. Select the Window Card template from the dropdown


🤖 For AI Training – Intent Mapping

Customer PhraseRoute to Checklist
“How do I print a window card?”Steps 1–2
“The card won’t generate”Steps 3–4
“It’s missing the photo”Step 3
“It’s got the wrong branding”Steps 3 & 6
“Can I change the layout?”Step 2
“Nothing happens when I click”Steps 4 & 6

💬 Optional Support Script

“To generate a window card, go into the property record, head to the Documents or Marketing tab, and select a window card template. Make sure you’ve got the main photo, a price, and a short description filled in. If something’s not showing or it won’t download, I can walk you through some quick fixes or escalate it for you.”

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