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The Welcome Email and How to Customize It.

Learn how we introduce your clients to Homebot.

Erica McGarvey avatar
Written by Erica McGarvey
Updated this week

We highly recommend adding your personal touch to the Welcome Email; it’s the first impression your clients will have, so making it warm or matching your unique voice goes a long way.

Once you add clients, the Welcome Email is automatically sent within 24 hours, usually by the following morning.

Want to see all the automated emails Homebot sends? Click here for the full overview.

In this article, you’ll find:


How to check your Digest Settings

First, make sure the welcome email is turned on or toggled pink by navigating to the Account tab and clicking Digest Settings as shown in the image below.


How to customize the welcome emails

1. Navigate to Account on the left and select the Digest Settings tab

2. Click on Edit homeowner welcome email or Customize buyer welcome email

3. Make the relevant changes to the body, greeting, and/or subject line and Save


How to manually send the welcome emails

1. Navigate to the clients profile by searching for them on the Clients tab.

2. For a homeowner, stay on the Homes tab and click Send Home Digest email

3. For a buyer, click on the Home Search tab and click Send Home Search email


Welcome email for homeowners


Welcome email for buyers


🚨Best practice

Welcome your homeowners and buyers with a personalized video. Learn how:


Have questions?

Send Customer Support a direct message using the pink icon in the bottom right corner of your account.

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