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Sending a Mass Message to All Owners

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TOPS [ONE] Version 4.2.0.3, Last Updated 07/26/2018

 

Related Links

Click the link below for instructions on how to send a message to a single owner, or to select homeowners. 

Send Message Overview

 

Description 

This guide will go over how to send a mass message to all of your homeowners. 

 

Step By Step

1. Click Portfolio then Owners. 

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2. On the top right, click Select All. 

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Note: Clicking Select all will select all of the owners that are currently on the page. If there are more owners that are not on the page, you will see a message similar to this one.

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To select ALL of the owners, make sure to click the underlined message

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Once all owners are selected, you will see 

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The Actions button will have a parenthesis with the number of owners that are selected.

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3. Click Actions then Send Message 

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This will open the send message page with the number of recipients already in the TO box. 

 

 

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After selecting owners, you will be directed to the Message Batch screen. From here users perform several actions including:

Change delivery method

Save the message batch for future editing

Remove message batch entirely

Add Attachments

Add additional recipients (owners, vendors, and external email addresses)

Add recipients to the batch Summary

Set the From and Reply-To options

Assign a template. Templates can only be assigned for Print and Smart delivery methods

Preview a template using the data from the first recipient in the list

Enter Subject and Message Body

 

 

Delivery Method, Removing Messages, and Attachments

 

There are three delivery methods: Smart, Print, and Email

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Smart

All message batches default to Smart. Smart will choose the delivery method preference now set on the owner's profile

A template is required for smart batches

Templates marked as 'Certified Mail' will not generate emails even if the delivery method preference is set to email

Recipients with a delivery method of Print will not receive attachments

The delivery method of the recipient is indicated with an Envelope icon for email, and no icon for print. Additionally, hovering over a recipient will reveal Print or the recipient's email address:
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Print

Print will override the owner's delivery method so that no emails are sent

A template is required for smart batches

There is no Message Body for a print batch

Summaries are still emailed

Email

Email will override the owner's delivery method even if it has been set to Print

Templates are optional

Templates marked as 'Certified Mail' will not generate emails and create a print batch instead

 

Remove Message will remove the batch from the app, even if it has already been saved

Attachments can be added by clicking the button with the paperclip icon

 

 

Adding Recipients, Setting From and Reply-To, and Preview Template

 

Adding Recipients 

After selecting the initial owners for the message batch, additional recipients can be added to the To and Summary fields. External emails can be added to the Summary field:

 

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From and Reply To

Under the From the drop-down, you can select who the email is coming from, and where replies are directed to (Note: All emails are still sent through TOPSSOFT domain via noreply@topssoft.com):

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Preview Template 

Clicking the Preview Template button to the right of the template drop-down will generate a PDF using the template selected and the first recipient in the list. This is a temporary file that will not post, send, or otherwise attach itself to anything. It is for preview purposes only. Any edits need to occur on the template document itself and be re-uploaded to the template library

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Message Review Page

The Message Review page will show the following data:

Total number of recipients, broken out by Print and Email respectively

From, Reply To, Subject, and Message Body (when applicable)

List of individual recipients with their name, address, delivery method and a link to any form letters generated

List of summary recipients

Additionally:

While any form letters are being processed, the word Processing will appear in the upper-right corner. Clicking the refresh button will refresh the individual recipient's document status. Once all documents have been generated, a Print All button will appear. This button will generate a single PDF of those document sent via Print:

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Saved and Posted Message Batches can be viewed in the community activity feed with an incomplete and posted status, respectively:

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Emails and Summaries

All form letters and attachments can be accessed via the Download Attachment button in the emails. All downloads are in a .ZIP file. Summaries receive a copy of all attachments and a copy of each document generated for the batch

Email

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Summaries

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