How To Send Mass Emails And Use Filters

This article will guide you through the process of sending mass emails out to multiple recipients and optionally filter the list of recipients based on certain criteria. You can send mass emails through the Leases/Portfolios/Vendor platform.

  • From the left navigation menu click on CONTACTS 
  • Next, Click on MESSAGES 
  • On the Top Tabs Click on MASS MESSAGES 

  • Click the Green Action Menu for options to Mass Email through Leases/Portfolios/Vendors 


 

The Next Screenshot Will Show You How To Send Mass Emails To Recipients searching from Leases Section.

  • You Can Filter Using STATUS/UNITS/PROPERTY/PROPERTY GROUP/PROPERTY MANAGER/STATE/PORTFOLIO 
  • Click on the MORE FILTER Option for more of a breakdown

 

Click On All Recipients You Would Like To Send Message To 

 

If You Have Set Up Templates You Can Choose Your Option Here

 

 

Once You Are Done With Your Message Click Confirm And Send

 

You Will See Your Confirmation Page Showing Recipients You Sent The Message To And Your Message Details.  


 

The Next Screenshot Will Show You How To Send Mass Emails Through The Portfolio Option.  

 

  • Use The Filter To See Active or Not Active Portfolios

  • Next, Click On All Portfolios You Would Like To Receive The Message

Finally, Click The Next Button And You Will See Your Confirmation Page.  


 

The Next Screenshot Will Show You How To Send Mass Emails Through The Vendor Option.  

 

  • Select All Vendors That Will Receive The Message Here 

  • Next, Fill Out Your Message And Click Send

  • Finally You Will See The Confirmation Page