Use or edit an email template
Reuse a saved message from the Templates tab in Email Merge. Holiday greetings sit in the same list. You need staff access to Email Merge and a building selected.
Use a template
- Open Email Merge.
- Select the building in the building filter.
- Click the Templates tab.
- Find the row. Type in Search name, subject, creator… if the list is long.
- Click the row to open Preview.Template preview with Use template and Schedule — Preview dialog showing the message and buttons Edit template, Use template, and Schedule
- Click Use template.
- Add recipients under To, adjust Subject or the message if needed, then click Send or Schedule.
Result: Compose opens with that template filled in.
Create or edit a template
- On the Templates tab, click New template. To change one that already exists, open its preview and click Edit template.
- Enter Template name and Subject.
- Choose Visibility (My templates, Building, PMC, or All MCC). PMC may require admin access.
- Write the message. Merge tokens such as
[[RESIDENT_NAME]]are supported. - Click Create template for a new template, or Save changes when you are editing your own.
Result: The template is in the list. Click the row to preview it again.
Tip: A saved template is a ready-written message. It is different from the letterhead, which is the branded frame around any message. See Use the default letterhead on an email merge.
Tip: Delete template on a preview you created removes that copy. Mailings already sent stay as they are. An MCC greeting is not deleted this way. See Send a holiday greeting.
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