Compose and send an email merge
Send a personalized email to selected residents from Email Merge. You need staff access to Email Merge for the building. For an overview of the module, see Understand Email Merge.
- Open Email Merge from the sidebar.
- Choose the building in the building filter (required before you compose on live buildings).Email Merge header with building filter and Compose — Email Merge page showing building selector and Compose button
- Click Compose.
- Click the To field (Select residents, owners, units…).
- In the Recipients dialog, select people or groups.
Tip: Building names appear immediately. Recipients for a building load when you tap that building. Search with Search unit, name, email…. Use Select all visible when a search already narrows the list. Use Select with AI to describe a group (for example pet owners) instead of picking rows by hand.
- Click Use selection.
- Enter a Subject.
- Write the message in the editor (Write your message…).
Tip: Use Placeholders in the toolbar for resident and building fields. Use Tools → My signature for your signature — see Add your signature to an email merge.
- Optionally click Add attachment to include a file, or turn on Send me a copy to receive the mailing yourself.
- Optionally click Preview above the editor to check layout before send (see Preview an Email Merge).
- Click Send.
- In Send this email?, review the recipient count and any blocked addresses, then click Yes, send it.
Result: Delivery starts via the MCC mail service. If your account has the 3-minute unsend window enabled, the mailing shows as Pending with Sending in countdown so you can still cancel. Use Save draft anytime to keep work without sending.
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