Overview
Sending an email from a template lets you reuse a predefined Manual Template instead of writing each email by hand. At the Corporate level, you can send this email to a recipient in any facility across the organization.
Prerequisites
The recipient exists in the system as a Tenant or a Prospect, with an Email Address saved in their Basic Information.
At least one Email Manual Template is created and set to Active.
ℹ️Info: 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
Start at the Corporate level.
Locate the Facility Switcher at the top of the page.
In the Facility Switcher, select Corporate.
Step 2: Open the Emails Page
Open the page that holds where you can compose your message. You can reach it from the left navigation.
In the left panel, click Communication to expand the submenu.
Select Emails.
Step 3: Compose a New Email Message
Open the Sent tab to create the email from a template.
Click the Sent tab.
Click Send New Email.
Choose Mail from Template.
The Compose New Email from Template window opens.
Step 4: Select the Facility, Recipient, Template, and Lease
Choose who receives the email, which template to use, and which lease to link. At the Corporate level, you also choose a facility first.
Select a Facility.
Select an Email Recipient.
Select a Template from the Template dropdown.
Choose a Lease from the Lease dropdown to link the email to a specific lease.
Click Generate to preview the final message.
Step 5: Send Email from a Template
Build the email content from the template and the lease you selected. QuikStor fills the template tags with the recipient's data.
Click Send Email.
Done! You have successfully sent the email to the selected recipient.
ℹ️ Info: This article covers sending an email from a template at the Corporate level only. To send from a single facility, see Facility Level: Send an Email from a Template.