Note: This article is for the newly redesigned module. This updated module is in the process of being rolled out and may only be available to some users.
OverviewUsers can create a mailing list for physical mailings using specific Occupant types and/or Custom Field data. Also, by using a custom field to store information, management can also easily send e-notices to residents who have provided consent by creating a filtered group. Example: Some properties need consent from residents to send electronic notices. Those properties can track whether or not a resident has given their consent by creating a custom field and populating that data in each occupant's profile. When it's time to send out a notice, management can know which residents to include in their mailing list and which have approved e-notices. |
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Table of Contents
- Creating a Custom Mailing List
- Choosing Occupants to Include in a Mailing List
- Exporting Your Mailing List
Creating a Custom Mailing List
Choosing Occupants to Include in a Mailing List
Choose which user types you'd like to include in your mailing list. You can choose to omit certain occupant types or include all residents in the system by selecting All from the dropdown menu under "User types to include". If you are storing alternate mailing addresses for your off-site owners, you have the option to override the building address with the address you have stored in the Unit Details section in each unit's profile. Lastly, choose which custom field data you'd like to include in your mailing list and click Apply. Your results will be displayed onscreen below.
Exporting Your Mailing List
