Clients with Email issues aren't receiving Homebot because of one or more of the following reasons:
Incomplete client; no home address or buyer profile
Hard bounce; incorrect email or no longer in use
Invalid email; wrong email or bounced
Less active; cooling off, going cold, cold
Spam complaint; client marked email as spam
Suspicious email; no email engagement
Unsubscribed; opted out of Homebot emails
This article will show you where to find clients with email issues in your Client Engagement Portal and explain what each issue status means. Learn how to turn clients with email issues into a call list HERE.
To bulk delete clients with email issues, see THIS help article.
To find clients with email issues, navigate to your Dashboard and click on Explore all Key Client Lists:
From there, click on Needs Attention and select Email issues to populate clients with email issues below:
Less active
These clients aren't opening Homebot emails as often as most clients. You might want to check in with them to learn why. Homebot doesn't want to annoy them, so it is smart about sending emails less often as the client cools.
Cooling off: These clients haven’t opened the previous 4 emails from Homebot and will soon move to receive our monthly digest emails quarterly if they do not engage. It might be worth reaching out to re-engage before they start going cold.
Going Cold: These clients haven’t opened the previous 6 emails. They'll be moved to a quarterly email schedule if they do not engage with the 7th email.
Cold: These clients haven't opened the last 13 emails so we no longer send them our scheduled emails. It might be worth deleting them from Homebot.
Marking clients as "cold" depends on their email domains since different inbox providers respond to repeated unopened sends differently.
FYI: Gmail clients, and Microsoft clients (@hotmail.com, @live.com, @outlook.com, @msn.com) transition to “cold” on their ninth send if they have no engagement, and everyone else transition to "cold" on the twelfth unopened email.
Unsubscribes
These clients have unsubscribed from Homebot emails or marked them as spam. You may want to update your CRM to no longer send emails to these clients and likely delete them from Homebot.
Unsubscribed from all Homebot emails
Unsubscribed Homeowner
Unsubscribed Buyer
Marked as Spam
If a client unsubscribes they can still access their reports through previous emails. As a result, you may notice activity from clients who have unsubscribed.
Incomplete clients
Incomplete client: These clients aren't able to receive emails from Homebot because they do not have a home OR a buyer profile. Complete the client record so they have a Homebot and can start receiving emails.
Invalid email
Wrong email or bounced: These clients have email addresses that aren't working. You may want to call the client to ask for a new preferred email address or delete them from Homebot.
Hard bounce
These clients are not receiving Homebot emails because the email address is incorrect or no longer in use. We recommend verifying the email with the client or deleting it from your account.
Spam complaint
These clients are not receiving Homebot emails due to the client marking the incoming emails as spam. We recommend contacting the client directly to ensure they understand the value of Homebot or deleting them from your account.
Suspicious email
These clients have not opened a Homebot email, and our system will not send additional emails automatically until there is email engagement. We recommend contacting the client directly to verify the email and ensure they understand the value of Homebot or deleting them from your account.