Email Templates (Admin Guide)
Save time by creating templates for frequently sent emails.
Accessing Templates
Go to Admin Tools → Messaging → Email Templates
View existing templates
Create or edit templates
Creating a Template
Click "New Template"
Enter template name
Write subject line
Compose body content
Save template
Template Variables
Use variables that auto-fill:
##{{recipient_name}}- Recipient's name##{{organization_name}}- Your HOA name##{{current_date}}- Today's date##{{property_address}}- Their address
👉 Variables List
Note that in the Email Templates page, there is a button for referencing email variables. These are dynamic fields that you can insert in any template to populate that field with the specific user or property data (Name, Address, Account Balance etc).
Variables exist in several categories:
ACC Confirmation (6)
New Courtesy Notice (5)
New Violation (5)
New User Invitation (7)
Added to an Organization (7)
Complete Account Setup (7)
Common Templates to Create
Welcome new resident
Meeting announcement
Assessment due reminder
Election announcement
Seasonal reminders (holiday decorations, etc.)
Using Templates
Create new email
Click "Use Template"
Select template
Customize as needed
Configure with a "Trigger" (Automation)
Send
Important NOTE: The template itself does not send unless connected to an Automation (either Event or Date-Based)
Tips
Review templates periodically for accuracy
Create templates for recurring communications
Use consistent branding
Test templates before mass sending
Need more help? Just ask!