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 Subject Tags line and the Body Tags 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.
