To locate Email Messaging, see our Email Messaging Help Article HERE>
Creating a New Email
Go to Left Nav → Messaging → Email Messaging
Click "New Email"
Selecting Recipients
Step one is selecting your recipients. You can select by Units (send to all units' primary email or a selection), By Resident (Select all or a selected set). By Group (uses the Vlge Group feature and shows Groups that have been created), or lastly, any email you choose. You can select any combination of these and the system will avoid duplicates.
Composing Your Email
Subject Line:
Keep it clear and descriptive
Include key information (date, topic)
Avoid spam trigger words
Body Content:
Use the rich text editor for formatting
Add headings for organization
Include clear calls to action
Keep paragraphs short
Change the "From" name if needed - The organization default is listed, but you can alter the From name if you are sending on behalf of a specific sub group for example in the community. (e.g. "Saratoga Community Life")
File Attachment
Attach files as normal.
Previewing
Click "Preview"
Review how the email will appear
Check for formatting issues
Send a test email to yourself
Scheduling vs. Sending Now
Send Now: Email goes out immediately
Schedule:
Click "Schedule"
Select date and time
Confirm - email will send automatically
A view of the bottom of the email builder:
TIP: "Add to email History"
If your organization has chosen to enable an email history for members, checking this option will ensure it is published there and searchable for all members.
After Sending
Monitor your email:
View delivery status
Check open rates (if available)
Handle any bounces
Best Practices
Don't send too frequently (email fatigue)
Always proofread
Include contact information
Provide unsubscribe option for non-essential emails