Automations / Mail Merge
Delinquency Mail Merge
Review demo delinquency recipients, edit notices by aging severity, and send a selected notice to a test email.
DemoTest email only
Report Data
Seeded demo dataPublic example records are loaded from the demo dataset.
Stored Report Catalog
Step through stored reports or delete the selected item.
1 of 3
Supporting Data: Property Directory
Stored property reference report
No report storedStored until replaced
Notice Template
Editable subject and body, with a saved version for each aging severity.
The final rendered letterhead is shown in the Rendered Notice panel.
Current and 0-30 day balances
Body View
Text view is editable. Saving templates stores it as email-ready HTML.
Markers accept Microsoft mail-merge style, such as
«First_Name», «Tenant_Name», «Property_Name», «Unit», «Total_Owed», «Owed_31_To_60», «Owed_61_To_90», «Owed_Over_90», and «Last_Payment_Date».Rendered Notice
Select a recipient below.
Select a recipient to render a notice.
No notice is selected.
Upload report data or select a recipient from Recipient Review.
Recipient Review
Loading reports...
| Severity | Tenant | Property | Unit | Total | 0-30 | 31-60 | 61-90 | 90+ | Review | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Upload the current Delinquency report to populate Recipient Review. | |||||||||||
Only checked recipients with valid emails are sent.Review templates and recipients confirm send