Compose and send an email merge

Send a personalized email to selected residents from Email Merge. You need staff access to Email Merge for the building.

managerconciergeOpen in app
  1. Open Email Merge from the app navigation (/app/email-merge).
  2. Choose the building in the building filter (required before you compose on live buildings).Email Merge header with building filter and Compose — Email Merge page showing building selector and Compose button
  3. Click Compose.
  4. Click the To field (Select residents, owners, units…).
  5. In the Recipients dialog, select people or groups.

    Tip: Building names appear immediately. Recipients for a building load when you tap that building. Search with Search unit, name, email…. Use Select all visible when a search already narrows the list. Use Select with AI to describe a group (for example pet owners) instead of picking rows by hand.

  6. Click Use selection.
  7. Enter a Subject.
  8. Write the message in the editor (Write your message…).

    Tip: You can insert merge tokens such as [[RESIDENT_NAME]] so each resident gets personalized text.

  9. Click Send.
  10. In Send this email?, review the recipient count, then click Yes, send it.

Result: Delivery starts via the MCC mail service. If your account has the 3-minute unsend window enabled, the mailing shows as Pending with Sending in countdown so you can still cancel.

Related articles

  • Use or edit an email templateReuse saved subject and body content from the Templates tab in Email Merge. You need staff access to Email Merge and a building selected (templates are saved per building).
  • Schedule, reschedule, or unsend a mergeQueue an email merge for later, change that time, or stop a send that has not fully delivered yet. You need staff access to Email Merge for the building.
  • Select email merge recipients with AIDescribe a group in plain language and add matching people to the To line. You need staff access to Email Merge for the building.

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