Important: Messages are sent individually to each recipient, not as a group message.
How to Access Send Messages
You can access Send Messages from several places:
Click the Send button at the top of the page.
Click Inbox in the navigation bar, then click Compose.
Open a tenant profile, click the Messages tab, then click Compose. This automatically includes the selected tenant as a recipient.
After opening the Send Messages panel, choose whether to send an Email or Text Message.
Sending Emails
Select Email as the message type.
Click Add Recipients.
Select the recipient type: Tenant, Vendor, Owner, Lead, Manager, or Other Contact.
Check the recipients you want to include.
Click the arrow button to move them into the recipients list.
Click Add Recipients to confirm.
You can remove recipients individually, use filters, or use Select All and Remove All when available.
CC and BCC
Click the dropdown arrow next to the recipient field, then select Add CC, BCC.
Important notes:
Each main recipient in the To field receives a separate individual email.
CC and BCC recipients may receive multiple emails if there are multiple recipients in the To field.
CC recipients are visible to other recipients.
BCC recipients remain hidden from other recipients.
Email Details
Complete the email fields before sending:
From: Choose whether to send as yourself or as another company associated with your account.
Subject: Enter a general subject line appropriate for all selected recipients.
Template: Select a pre-made email template if needed.
Email Company: Choose which company’s details populate placeholders like [[email_company.phone]] or [[email_company.email]].
Body: Write a message that fits all recipients, using dynamic fields when needed.
Attachments: Click Add Attachment to include files.
Email templates can be customized under Settings > Templates - Emails/Texts/Forms > Emails.
You can manage the sending username, the part before @, from Companies > Company Information > Email Alias or Settings > Company Information > Email Alias.
Review the message with Preview, then click Send when ready.
Sending Text Messages
Select Text Message as the message type.
Add recipients the same way you would for email.
Choose a text message template if needed.
Enter the message body.
Click Send.
Text messages do not support CC or BCC. Each text message is delivered individually to each recipient.
Text message templates can be managed under Settings > Templates - Emails/Texts/Forms > Text Messages.