Electronic Mass eMailer: Unit Groups

All associations have the ability to utilize Unit groups. Examples of Unit Groups: Floors, Buildings/Towers/Stacks/Faces/Streets. There are additional groups that can be configured – just ask IT if what you’re looking for is possible.

Unit Groups are not Resident Groups. This is not where you would designate Pet Owners or Motorcycle Owners, as these are groups that will not change based on the Owner changing. Resident Groups are not currently available, but will be in the future.

If you would like Unit Groups set up for your association, please follow the below steps:

• Generate Unit Report
  • In the Management App, pull up your association and click on Reports.
  • Select the Resident Listing report.
  • Keep “Current” selected under Resident Status
  • In the Report Fields box, click the “Select None” button
  • “Check” Control and Address
  • Download Report
  • Open file
  • Select Data in the navigation ribbon and click Remove Duplicates
  • Click OK in the window that pops up.
  • Click OK in the completion Window
• Assign Groups
  • On the report add column headings starting in Column C.
    • Example of Headings: Floor, Stack, Tower
  • Fill in the corresponding Floor/Stack/Tower for each cell
• Once the spreadsheet is complete, save the file and submit it to the Help Desk team using the Contact Support Link. They will then be able to populate the information in the Mass Mailer.

 

Below is an example of what your spreadsheet should look like