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Facility Level: Send an Email from a Template

Learn how to send a facility-level email from a template, using any of three entry points.

Overview

Sending an email using a template lets you reuse a predefined Manual Template instead of writing each email from scratch.

This article explains how to send an email from a template from each of the following locations in your facility:

  • Communication section

  • Tenant profile

  • Prospect profile

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.

ℹ️ Info: 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 Facility Level

Start at the Facility level because this flow sends for one facility.

  1. In the Facility Switcher, select a facility.

ℹ️ Info: You can open the Compose New Email from Template window from three places: the Communication section, a Tenant profile, or a Prospect profile. Use only one entry point - Step 2, Step 3, or Step 4 - then continue with Step 5.

Step 2: Communication Section: Compose Email Window

Use this entry point when you start from the facility's Communication section. You can reach it from the left navigation panel.

  1. In the left panel, click Communication to expand its submenu.

  2. Select Emails.

  3. Click the Sent tab.

  4. Click Send New Email and then Mail from Template.

QuikStor opens the Compose New Email from Template window. Continue with Step 5.

Step 3: Tenant Profile: Compose Email Window

Use this entry point when you start from a specific tenant. In this case, you open the tenant's profile first.

  1. In the left panel, click Tenants to open the Tenants list.

  2. Click a tenant to open their profile.

  3. Click the Communication tab.

  4. Click the Email tab in the upper-right corner.

  5. Click Send an Email and then Mail from Template.

QuikStor opens the Compose New Email from Template window. Continue with Step 5.

Step 4: Prospect Profile: Compose Email Window

Use this entry point when you start from a prospect. You open the prospect's profile from the Leads list.

  1. In the left panel, click Leads to open the Leads window.

  2. Click a lead to open the prospect's profile.

  3. Click the Communication tab.

  4. Click the Email tab in the upper-right corner.

  5. Click Send an Email and choose Mail from Template.

Continue with Step 5.

Step 5: Compose a new Email from Template

Choose the template to use, who receives the email, and which lease to link. You set these in the Compose New Email from Template window, whichever entry point you used.

  1. Select a Template from the Template dropdown.

  2. Select an Email Recipient.

  3. Choose a Lease from the Lease dropdown to link the email to a specific lease.

  4. Click Generate to generate the email content.

Step 6: Send the Email

Review the email content first and send it to the recipient.

  1. Click Send Email.

Done! QuikStor sends the email to the selected recipient.

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