Sending Individual Communications
Contacts can be messaged individually from a contact list, the contact profile or from a particular tenancy or management agreement within the property.
Overview
Sending Individual Communications
Contacts can be messaged individually from a contact list, the contact profile or from a particular tenancy or management agreement within the property.
The process in this article include:
- Sending Individual Communications
- Navigate to relevant contact, property or agreement and select message.
- Select Channel - SMS or Email.
- Click on CC/BCC. Search and select an existing contact, or enter a full email address for contacts not within Reapit PM. Note: CC/BCC functionality is not available when bulk communicating.
- Select Template if applicable, or type directly into the message using the suggested merge fields to assist.
- Click on Show example to preview the Template without merge fields.
- Additional content and attachments can be added to the template prior to sending.
- Update Reply To if required.
- Click Send. Note it will advise if any contacts will not receive the communication.
- For Contacts set up for Print preferences, print documents will be generated and can be accessed for download in the communications page. Click on the notification to access.
- Click on Click here to view and download.