Creating a Custom Email Group

In the Easy HOA software, email groups allow you to be more efficient with your communication within your HOA. Easy HOA's software automatically creates certain groups based on the data that resides within the program.

For example, if you go to Tools>Boards and have added board members into this section, the Easy HOA automatically creates a “Board” group and when you go to compose an email, you can select the “board” group to sent an email to. The Easy HOA software also creates its own groups based on the data that it receives such as:

All Owners = This group includes all owners regardless of how they are labeled(i.e. primary, non-primary)

Primary Owners = This group includes owners that have specifically been labeled as “primary” owners

Unit Based- All Owners = This group includes all owners that are associated with a unit in the Easy HOA software

Unit Based- Primary Owners = This group only includes all primary owners that are associated with a unit in the Easy HOA software

Past Due- All Owners = This group includes all owners that are past due regardless of

Past Due- Primary Owners = This group includes all past due owners regardless of how they are labeled(i.e. primary, non-primary)

To create a custom email group, go to Tools>Settings>Email Settings and then click on the button called “Create New Group”

Check out this video on how to create a custom email group and then how to send a message to the newly created group :)