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Create a Manual Email Template

Learn how to create a Manual Template that you can reuse to send emails to tenants and prospects.

Overview

A Manual Email Template is a predefined email that helps you send one message to multiple recipients. You create a Manual Email Template once, then reuse it every time you send an email from a template within your organization.

The following workflow shows how to open the Templates list, add a Manual Template, enter its details and content, and save it.

Prerequisites

  • Templates - Create Template, Read Template permissions at the Corporate level.

ℹ️ Some options from this article may be hidden or disabled if your account does not have the required permission. Contact your administrator to request access.

Step 1: Switch to the Corporate Level

If you want to create a manual email template, you need to start the process from the Corporate level.

  1. Check the Facility Switcher - it should display Corporate.

    Facility Switcher showing Corporate.

Step 2: Open the Templates List

Navigate to the Templates page. On this page, you can see all available templates within your organization. Additionally, you can create a new template.

  1. In the left panel, click Templates to expand the submenu.

  2. Select List.

    In the left-side menu, Templates is expanded to show the List, Tag List, and Assignment options, with List selected.

The Templates page opens.

Step 3: Add a Manual Template

Open the window where you build a new Manual Template. You start from the Add New button.

  1. Click Add New in the upper-right corner.

  2. From the dropdown, choose Manual Template.

    The Templates page with the Add New dropdown open, showing the template type options including Manual Template.

The Add Manual Template window opens on the right side of the screen.

Step 4: Enter the Template Details

Give the template a name and make it usable.

  1. Enter a template Name.

  2. Set the Status to Active.

  3. Set the Type of Manual Template to Email.

    The Add Manual Template window with the Name field filled, Status set to Active, and Type set to Email.

Step 5: Write the Email Content

Add the subject and body that QuikStor applies each time you send from this template. You can also insert tags that fill in recipient data.

  1. Enter the Subject of the email.

  2. Write the email content in the text area. Use the formatting options above the text area to style the text.

    The Add Manual Template form with the Subject field filled and the email body containing a recipient tag.

💡 Tip: Use tags to insert recipient information automatically - such as first name, last name, or lease number. QuikStor replaces each tag with its actual value when generating the email. See Tag List for the full set of tags.

Step 6: Save the Manual Template

Save the template so it appears in the list and becomes available when you send an email from it.

  1. Click Save Manual Template.

    The completed Add Manual Template form with the Save Manual Template button at the bottom.

  2. Find the new template on the Templates list.

    The Templates page with all Template listed.

Done! You have created a Manual Template and saved it on the Templates list. It is at your disposal when you decide to send an email from a template.

ℹ️ Templates cannot be deleted in QuikStor. If you no longer want to use a template, set its Status to Inactive. An inactive template stays on the list but does not appear when you send an email.

ℹ️ This article covers how to create a Manual Template only. To send an email from a template, see:

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