8.09 Send communication from within a HOA

Modified on Tue, 24 Dec, 2024 at 9:03 AM

You can send emails from the mailbox, but it's also possible to send emails/letters directly from within a HOA. 


To do this, navigate to the tab 'Buildings', open a building and click on 'HOA management'.

Now click on the three dots '...' action button at the top right and click on 'Send communication'.



Pick who you want to send communication to. This can be any of the following:

  • All contacts/companies for the HOA
  • All owners for the HOA
  • All renters for the HOA
  • Any role of the council of the HOA

Pick your way of communication:

  • Email
  • Letter
  • Signed letter
  • Communication preference of the contact



Pick a template you want to load in. This isn't necessary, but can help automate things. To see how to create templates, navigate to the following manual: 1.07 Automatic & manual message templates.



Click the 'Preview' button to see what the email/letter will look like before sending it to your contact.



Once you're ready to send, you can click on 'send all communication'. If 'send automatically' is turned off for emails/letters in the teamsettings, you will have to click on 'send' in 'Mailings' again. If its turned on, all communication will send automatically.




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