Use or edit an email template
Reuse 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).
Use a template for a new mailing
- Open Email Merge.
- Select the building in the building filter.
- Click the Templates tab.
- Find the template (optional: type in Search templates…).
- Click Use on the template row.Templates list with Use button — Templates table showing Use, Edit, and More actions
- On compose (From template: appears under the title), add recipients under To, adjust Subject or the message if needed, then click Send (or Schedule).
Result: Compose opens prefilled from that template so you can finish recipients and send.
Create or edit a template
- On the Templates tab, click New template (or click the pencil Edit on an existing row).
- Enter Template name and Subject.
- Choose Visibility (My templates, Building, PMC, or All MCC — PMC may require admin access).
- Write the message body (merge tokens such as
[[RESIDENT_NAME]]are supported). - Click Create template (new) or Save changes (edit).
Result: The template appears in the Templates list and when starting compose from Use.
Tip: From the row More menu you can Duplicate or Delete a template. Deleting a template does not change mailings already sent.
Related articles
- 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.
- Schedule, reschedule, or unsend a merge — Queue 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 AI — Describe 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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