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Communications Help: Adding a New Email
Communications Help: Adding a New Email
Amy Fawcett avatar
Written by Amy Fawcett
Updated over a week ago

Adding a New Email


From the home page of the Maintenance Center, click New from the Communications dropdown menu.


Adding a New Email Communication

  1. The Send Email button will be checked by default under Communication Types in the left hand column.

  2. The From address will show the email address of the Maintenance Center User. This can be edited, if necessary, by clicking in the box and editing the email.

  3. At any time, click on Save Draft on the left, to save the progress of your email. Saved Drafts can be found in the Communication list by using the Saved Draft Filter or Search box.


Choose Buildings and Recipients

  1. Click within the To: field to choose Recipients. A pop up box will open allowing the User to choose one or more buildings and Recipients. To send the email to all buildings, check the All button. To target your email to a building subset, including Tenants, Groups, Companies, or Floors, click Subset.

  2. Under Buildings on the left, click Floors, Companies, Groups and/or Users to select Recipients.

  3. There is also an option to add additional emails by clicking Additional Email and entering email addresses in the field provided. Remember to separate each email with a comma.

  4. Once all Recipients have been checked, click Select to save the list. If at any time you want to reset your recipient list, click Reset Selections in the bottom right corner.


Subject and Message

  1. Enter the Subject for your email and enter a message in the field provided.

  2. The message field has full formatting capabilities. Text can be copied and pasted into the message field, if desired. Use the formatting toolbar to format your text to add tables, images, change font colors, add numbered or bulleted lists, links and more.

  3. Communications can be marked as High Priority. High Priority communications are best reserved for emergency situations. Please Note: Portal Banners marked as High Priority will display as a red message. Email and text messages marked as High Priority will reach users who have opted out of normal priority messages.


Adding Attachments, Communication Options and Admin Notes

  1. One or more files can be attached to the email communication. After uploading a file, enter a name for the file in the field provided, if desired. To attach additional files, click the gray plus sign. Each file must be smaller than 5 MB.

  2. Click on the gray bar to expand the Options section.

  3. Choose a Category for your communication, if desired.

  4. To receive a Receipt Email, check the box. The email will include a copy of the email message and a list of all Recipients.

  5. Admin Notes can be added in the box provided. Notes added here will not be seen by email recipients.


Email Templates, Signatures, and Preview

  1. In the Email Templates section, the default Email Template and Signature selected in the Preferences, will be pre-selected. To change the Email Template and/or Signature, click the Custom Email Template and/or Signature button to make changes.

  2. After selecting an Email Template and/or Signature from the dropdown menu, click the green Preview button.

Saved Communications and Time Zone Settings

  1. Communications can be sent based on the default time zone of the User or based on the time zone of the building. The default time zone can be set in the Account Preferences, which can be accessed by choosing Preferences from the dropdown menu in the upper right hand corner of the page.

  2. To add this email to your Saved Communications, check the box under Saved Communications.

  3. If the time zone set in the User Preferences, or any of the selected buildings are in different time zones, two fields will display allowing the user to send the communication based on the Users time zone or the building specific time zone.


Send Now or Schedule your Email Communication

  1. To send or schedule the email communication, select One Time or Recurring in the schedule box. If you choose One Time, click in the box to choose a date and time to send the email.

  2. To send this communication on a recurring basis, click Recurring, then select a start date, frequency, and end date in the fields provided.

  3. The blue bar at the bottom of the schedule box will show the recurring schedule and end date.


Preview prior to Sending

  1. Once the communication has been scheduled, click Preview to view the communication. If the communication was set up to go to Recipients in more than one building, choose each building from the dropdown list to see a Preview for each property. When finished, click Submit to send or schedule the email, based on the schedule selected above.

  2. After clicking Submit, the Communication Details page will open.

  3. This page will include the Schedule and Recipient list.

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