Create Your Tree Service Invoice Template for Communications & Media Effortlessly

Tree service invoice template for Communications & Media

in these on certain times things can change rapidly and you might find the need to urgently contact all of your clients at once in property tree you can streamline your communications by creating templates that can be sent in bulk to your owners tenants and creditors before sending your blog communication ensure your template is set up correctly to create new templates go to configuration then to management tasks and to mail merge templates for an email template select the template type and then click on the plus button at the top right hand side next choose the template fields that you'll be using in your communication complete your template by entering a template name selecting who the communication will be from a subject and the body of the email by selecting your merge fields if you use the recipient merge fields this will allow you to send to owners tenants and creditors using the one template if required finally you can select a banner and save your template once you are finished creating the template you can send your bulk communication for bulk emails go to management then to communication and to create mail merge choose email as your method and then proceed to the next step where you can select your template as you follow the steps choose your recipient type and then enter the filter criteria as required you can deselect recipients if needed and then click to send your bulk email for bulk SMS go to management's then to communication and then to send bulk SMS select who'd you like to be sending the SMS to by choosing the type from the drop-down menu next you can tick the tick-box at the top right to select all tenancies or ownerships otherwise manually select the required contacts as you need scroll down and enter the body of the message and send for instructions on how to create and send bulk letter mail merge please visit the property tree knowledge base or if you have any further questions please don't hesitate to contact training at Rock end comm