Message Center Templates

Modified on Wed, 16 Apr at 5:36 PM

Purpose (Why we do this):


Message Center templates are email templates that allow you to quickly personalize and send out your communication while maintaining HRA's standards.

 

Policy (What you're supposed to do):


Message Center templates are used to convey information to a large number of leads and residents. It doesn't replace lead follow up.

 

Procedure (HRA Way!):

  • Open Message Center
  • Click on Create New Email
  • Select Recipients/List
  • Compose Message
    • Use Template
    • Choose from Template Library
    • Select Prospects folder
    • Click on the preferred template and it will highlight in red
    • Click on Use Selected
  • Merge fields will automatically update to your property
  • Update all items highlighted in yellow
  • Add email banner
  • Preview Email
  • Send a test email
  • Make sure all links/information is accurate


Step By Step Screenshots:


  • Use Template
  • Select Template
  • Edit

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