Now that your clients have been added to your account, we'll take care of the rest. We'll automatically nurture your database month over month and provide client engagement data in your Activity Feed, and sort your database into Key Client Lists.
What happens immediately after adding clients depends on how they were imported. You can add clients to your account in two ways:
Manually: adding clients one at a time.
In bulk: import clients via spreadsheet.
Adding clients one at a time
When you add clients manually, they’ll receive the automated welcome email within 24 hours, typically by the following morning. After that, the future reports will be sent automatically every 30 days. There’s no set day of the week we send reports—it all depends on when the first report is sent.
If you’d like to send the report right away, learn how to manually send the Home Digest to homeowners here and how to manually send the Home Search experience to buyers here.
Adding clients in bulk
When adding clients in bulk, we'll scrub for duplicates, and your data will be in your account in real time. Once the import is complete, the automated welcome email will be sent out in batches over a 7-day period. After clients receive the automated welcome email, future reports will be sent automatically every 30 days. There’s no set day of the week we send reports—it all depends on when the first report is sent.
Track email engagement and delivery
We continually track your clients' interactions with the reports and display that information on your DASHBOARD and in real-time through your Activity Feed and Key Client Lists.
We monitor how often your client views their report and may adjust the schedule to quarterly emails if their activity is low.
For your entire database
We display email sends, open rate, and click rate over a rolling 30-days and display it at the top of your DASHBOARD. This data is for your entire database, all of your homeowners and all of your buyers. This information is available in the Email Engagement tile on your dashboard, which provides insights into the number of emails sent, opened, and clicked.
For an individual client
To check when a client last received an email and estimate when their next one will go out (about 30 days from the date displayed), navigate to their profile. You'll find this information on their contact card. Additionally, you can use the Activity tab within the client’s profile to view their recent actions, such as opening a Home Digest email or exploring a report. If the Activity tab is blank, it may indicate that the email was sent but not opened, or that it wasn’t sent at all. To verify, check the client record for an "email sent" indicator and date.
Best practices
Customize the welcome email by adding a personal touch—shorten it, expand it, or adjust the tone to match your voice. Learn how here.
For an even more engaging experience, embed a welcome video that appears within the Home Digest or Home Search experience when a client opens it for the first time. You can also preview a client’s report by clicking into their profile and selecting Preview Digest under their contact information. This allows you to see exactly what your clients will experience.
Need inspiration? Check out the welcome video scripts for the Homeowner Intro video and Buyer Intro video.
What's next
Be sure to log in at least once per week to check client engagement. Keep an eye on your Activity Feed and Key Client lists to inform your outreach strategy. Learn more at the links below!
Have questions?
Send customer support a direct message using the pink icon located at the bottom right corner of your account.