Overview Campaigns Clients Reports Templates Automations Settings

Create a trigger

Set up a new automated mailing for your clients.

Create New Trigger

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Home Marketing Notices Templates Automations Results Settings

Create a campaign

Launch a direct mail campaign for your owners.

Start a Campaign

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Automations

Turn on rules that mail your owners automatically — and set the format & timing.

Upcoming automated sends

Owners due in each active date-based automation’s window.

Annual Budget Notice64 owners due in the next 45 days

2 of 5 automations on

Annual Budget Notice

Date-based

Annual Budget Notice — mailed to all owners.

#10 Envelope·45 days before the trigger

Violation Notice

Event-based

Violation Notice — mailed to all owners.

#10 Envelope·On the trigger date

Annual Meeting Notice

Date-based

Annual Meeting Notice — mailed to all owners.

Assessment Due Reminder

Date-based

Assessment Due Reminder — mailed to all owners.

New Owner Welcome

Event-based

New Owner Welcome — mailed to all owners.

Recent automated sends

Campaigns an automation fired — the trigger date, and pieces.

No automated sends yet.