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RETURN TO THE MAIN SUPPORT PAGE


This guide explains how to email Leads and Customers outside of a Collection & Follow-up workflow. The steps involved in emailing Leads and Customers outside of a workflow are the same and understanding them can be helpful if you need to contact Customers for such things as packages being delivered at a facility or Leads for highly sought after units they are interested in.

Note

Italicized terms represent clickable icons on the specific screen being discussed.

Terms in blue are links to additional information about the described functionality.

Access

Open a New Email

  • (A) Information ribbon - This can be found within any interaction card.

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Send Email to the Primary Address

  •  Email icon - This is located in the information ribbon in every interaction card (Greeting, Lead, Customer, History). Click it to open a blank email in whatever interaction card you happen to be working. If you do not see an email address, that means there isn’t one saved for the Lead or Customer. Not every property management system requires them.

  • (B) Email icon dropdown - Click to open the email window and compose the message.
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  • (C) access additional email addresses saved to the record. Not every Lead or Customer will have multiple emails so nothing may appear in the dropdown with the exception of (C) Add New which allows you to add additional email addresses to their record.



Compose Your Email

  • Add Recipients - Click to either CC (D) carbon copy (CC) or BCC (E) blind carbon copy ) as appropriate(BCC) recipients. A carbon copied recipient will see all the other email addresses included in the email while a blind carbon copied recipient will not.
  • (DF) Subject - Enter subject & compose message - Type the message inside the email bodythe email’s subject. This will display prominently in the recipient’s inbox.
  • (EG) Template dropdown icon - Click to access messages select from a list of pre-configured messages created by your management team.
  • (F) Send - When finished composing and editing your message, click to send the email. 
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  • (G) Confirmation - After sending the message, a confirmation message will appear in the top, center of the interaction card indicating the message was successfully sent.
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Send Email to the Secondary Email Address (if available)

  • (H) Email dropdown - Click to access a list of additional addresses saved to the account.

  • (I) Email icon - Click the icon next to the desired address to open the email window and compose the message.

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  • (J) Add Recipients - Click either CC (carbon copy) or BCC (blind carbon copy) as appropriate.
  • (K) Enter subject & compose message - Type the message inside the email body.
  • (L) Template dropdown - Click to access messages pre-configured by your management team.
  • (MIf you want to send a more customized email, type the message directly in the email window.
  • (H) Formatting icon - The formatting options appear by default when you open a new email. After you’ve finished writing the email, use these tools to further customize your message. Here you can do things like adjust the font and message layout as well as include links. Click the formatting icon to remove the options and view the entire email window.


Send the Message

  • (I) Send - When finished composing

    and editing

    your message, click to send the email.

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Send Confirmation

  • (NJ) Confirmation - After sending the message, a confirmation message will appear in the top, center of the interaction card indicating the message was successfully sent.
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