Setting Up Email Templates
Setting Up Email Templates
NOTE: One email template can be created for all associations.
To set up an email template:
Select Tools > Email Templates. If you are using universal navigation, click Associations > Correspondence Tasks > Email Templates.
Complete the following template sections and click Save:
Attachments: Use the Manage button to add attachments for use with the template or View to view attachments that have already been added.
Merge Tags: Merge tags are used in the SubjectTags line and the BodyTags that go into the email. They pull in data from the system wherever they are placed in the subject/body. The tag name corresponds to the data that is pulled in.
Subject Line: CINC recommends using the Association Name tag in the subject line to increase the likelihood that homeowners will recognize the email as coming from their association (e.g., [^Association Name^] Monthly Statement).
Body Text and HTML Body: Complete both the Body Text and the HTML Body as homeowners may have different settings in their email setup. The body of the template can be copied and pasted from a Word document.
NOTE: Both body types should contain the same text and tags.
