Property Email Templates

ngugel@hoallife.com Updated by ngugel@hoallife.com

Property Email Templates allow you to send Bulk Email Conversations efficiently by creating and saving messaging that you will be sending on a regular basis. These are messages such as payment reminders, meeting information, quarterly newsletters, or community inspection reminders.

Creating Your Template

From your Association Drop Down Menu, select Templates - Emails - Property

Your list of all templates can be found here. To add a new template, select Add a Property Email Template. If you need to update any current template you may select edit to open the template and make any changes.

Copy and Paste a message you previously sent or create a new message to be saved. Be sure to utilize the Dynamic Variables to personalize your messaging to each owner (as well as save you time re-typing the same information over and over!). Attachments can be added at this stage as well. ****If integrated with Quickbooks Online, the option to attach unpaid invoices will be available at the Bulk Email Communications level - not at the template level****

If copying text from a Property Letter Template in HOALife, please note that the letter dynamic variables will not work correctly. Please insert and replace the dynamic variables from the email drop down for any email messaging.

Make sure to select Create to save your work. Your template is now ready to be used when sending a Bulk Email Conversations or Property Conversation.

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