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How To Send Custom Emails To Homeowners
How To Send Custom Emails To Homeowners

Send custom emails with merged fields and save email templates.

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Written by Support Team
Updated over a week ago

Step 1: Select "Broadcast" on the left side of the screen. 

Step 2: Click "New Email" on the right side of the screen.

Step 3: You can send emails to units OR owners. If you want to send an email to units, click on the "Select Units" heading at the top. To send an email to all units, click on the box next to the word Title (under the search engine.) If you want to select individual units to email, scroll through the list and select the box next to each individual unit.  Sending emails to units will send to ALL owners in each unit.

If you want to send an email to specific owners, click on the "Select Owners" heading at the top. To send an email to all owners, click on the box next to the word Owners (under the search engine.) If you want to select individual owners to email, scroll through the list and select the box next to each individual name.

Step 4: Scroll down the page to compose your email. Ensure the reply-to address is correct, as all responses to your email will be sent to this email address. Place a subject in the subject line and compose your email in the text box. You can attach a file by clicking on the white "Attach file" button. The selected file will be sent with your message. When ready to send, click on the blue "Send Message" button.

You can insert custom variables by clicking "add a field." This will populate the variable for each unit or owner you send the email to.

You can also save an email as a template to reuse later by clicking "Save as Template" at the bottom right corner of the page.

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