Email merge

Overview

Compose once, personalize per resident. Choose an audience (whole building, a floor, owners only, units behind on a payment plan), preview a sample, then send.

Who uses this

Manager, admin, board (with permission).

Open the feature

Management → Email merge.

Step-by-step

1. Click Compose.
2. Choose audience and channels (email, SMS).
3. Write the message — use merge fields like {first_name} or {unit}.
4. Preview as a real recipient.
5. Send now or schedule.
6. Track opens and bounces.

Settings & permissions

Admin defines who can send to all-building audiences. Sender identity (from-name and reply-to) is configurable per building.

Multi-building tips

Send the same campaign to multiple buildings — performance compares per building.

Notifications

Bounces and unsubscribes are surfaced in the campaign report.

Reports & exports

Open rate, click rate, bounces, unsubscribes; CSV export.

Troubleshooting

• Email landed in spam. Set up SPF/DKIM in Settings → Integrations.
• SMS not delivered. Check the recipient's mobile in their profile.

FAQ

Can residents reply? Replies go to the configured reply-to address.

Glossary

• Merge field — a placeholder replaced with each recipient's value.