Create and Manage Layout Components in MailRoom

Layout Components in MailRoom allow you to create reusable headers, footers, and signatures that can be added to your communication templates.

Creating Layout Components helps keep your communications consistent and personalized to your association. This is especially useful when multiple team members regularly use MailRoom to send communications.

Layout Components are optional and are not required when sending communications.

Once created, Layout Components can be added to templates and reused whenever you send communications through MailRoom.

Before You Start

Before creating a Layout Component:

• Make sure you have access to MailRoom in your ManageCasa account.
• Decide whether you are creating a Header, Footer, or Signature.
• Have your preferred content ready, such as your association's logo, contact information, or standard messaging.
• You can also use available variables/tags to automatically populate information such as an address or date.

Steps

1. Log in to your ManageCasa account.
2. Go to MailRoom and select Layout Components.
3. Review your existing Layout Components.
   • If you have many components, use the available filtering options to find a specific component.
   • Use the Search bar to search by name.
   • Use Type to filter by Header, Footer, or Signature.
   • Additional filters may be available for more detailed filtering.
4. To create a new Layout Component, click Add.
5. Enter a name for your Layout Component.
6. Select the Template Type:
   • Header
   • Footer
   • Signature
7. Click Create.
8. The system will open the Layout Component editor, where you can customize the content.
9. Add or edit your desired content.
   • You can add your association's logo or other content.
   • Use the available variables/tags to automatically populate information, such as an address or date.
   • An example or preview is provided to help you see how the component will appear in your communication template.
10. Once you have finished making your changes, click Save Updates.

Your Layout Component is now saved and can be used in your MailRoom templates.

Important Notes

• Layout Components are not required when sending communications through MailRoom. They are an optional feature designed to help standardize and personalize your communications.
• Layout Components can be added to your communication templates and reused for future communications.
• If you already have a Layout Component that is similar to what you need, you can duplicate it and create a new component based on the existing one.
• You can delete Layout Components that are no longer needed or in use.
• Using reusable Layout Components can help ensure that communications sent by different team members maintain a consistent look and format.
• Consider creating standard headers, footers, and signatures that reflect your association's branding and communication style.

Need Help?

If you have any questions or need further assistance, feel free to reach out to the ManageCasa Support Team or visit our Help Center for more guides and troubleshooting steps. We’re always here to help!