Sending Email: Tips and Tricks

In this article, we will go over sending out emails. We will cover how to send an email individually, to the entire HOA and to a specific group.

How to send an email to an individual:

1. Click the Email, Text & Phone menu on the left side panel of your HOA Dashboard then select Email.
2. Click on Compose button.
3. Select a template. (if applicable) Then click Choose.
4. Type in the Subject.
5. Type in the content of your email, message body and any attachments or links.
6. Click on Next.
7. Click on the Select Email Group dropdown and select All Owners.
8. Click on the Select Units/Owners to Add dropdown.
9. Select the owner or unit you want to send the email to. (You can just type in the name of the person and a recommendation will appear)
10. Click on Preview and Sending.
11. Review the email then click on Send once you are ready to send the email.

How to send an email to multiple recipients or a group:

1. Click the Email, Text & Phone menu on the left side panel of your HOA Dashboard then select Email.
2. Click on Compose button.
3. Select a template. (if applicable) Then click Choose.
4. Type in the Subject.
5. Type in the content of your email, message body and any attachments or links.
6. Click on Next.
7. Click on the Select Email Group dropdown and select which group you want to send the email to.

Note: We already have a pre-made group ready that can be used.

All Owners - Email will be sent to all owners including primary and the secondary owner of the unit.

Primary Owners - Email will ONLY be sent to Primary Owners.

Board Members - Email will ONLY be sent to Board Members.

Unit based-All Owners - Email will be sent to all owners associated to a unit including primary and the secondary owner of the unit.

Unit based-Primary Owners - Email will be sent ONLY to all primary owner of the unit.

Past due-All Owners - Email will ONLY be sent to all primary owners and secondary owners with a past due amount or balance.

Past due-Primary Owners - Email will ONLY be sent to all primary owners with a past due amount or balance.

1. Click on Add Everyone.
2. If in any case you want someone not to receive the email, you can just click on the “x” icon right next to its email address.
3. Click on Preview and Sending.
4. Review the email then click on Send once you are ready to send the email.