You will notice in each of the modules below, there is a ‘Communicate’ section.

The ‘Communicate’ section includes ‘Letter’, ‘Email’, and ‘SMS’ (Text).

Each module will have specific templates based on that module. For example, opening the ‘Letter’ templates in the ‘Landlord’ module will have different templates from opening ‘Letter’ in the ‘Supplier’ module.

Merge templates for Letters

Tenancy

You will be presented with the ‘Send Letter’ screen. Click on ‘Templates’ you will then be presented with the ‘Mail Merge’ screen. Click on ‘New Template’ to create a new document from scratch or click ‘Edit Template’ to amend a current template.

Click on the ‘Email’ icon in any of the tabs listed below:

Tenancy

You will then be presented with the ‘Group Email’ screen. Click on the ‘New’ or ‘Edit’ template.

From the template screen you can select the type of template you want, such as a ‘Landlord’ template or ‘Tenant’ template. Add the description and subject then create the body of your message and choose from the mail merge fields on the bar, along the top, like the example below. Once you have created your template click ‘Save’, this will now be saved in your ‘Group Email List’ as a Landlord mail merge Email.

Merge Templates for SMS (Text)

 

Click on the ‘SMS’ icon in any of the tabs listed below:

Tenancy

This will open the ‘Group SMS’ screen, from here click on ‘Templates’, to open the ‘SMS Templates’ window.

Click ‘Edit’ or ‘New’ template. Add the description and subject then create the body of your message and choose from the mail merge fields on the bar along the top, as shown in the example below. When you have completed click ‘Save’ and ‘Exit’. Your template will now be saved.