When clients have invalid email addresses, unsubscribed, or marked as spam, use the Email issues Key Client List as a call sheet to re-engage with them.
In this article, we'll cover the following client issues and how to handle them:
Invalid email; wrong email or bounced
Spam complaint; client marked email as spam
Unsubscribed; opted out of Homebot emails
To get a better understanding of what each email issue status means here.
First, Navigate to your account and click on the CLIENTS tab:
From there, click on the Needs Attention category under Key Client Lists and select Email issues to populate clients with email issues below:
You'll see the email issue type to the left of their name and you can click on their name for more information:
Clients with an Invalid Email
For your clients who fit this category and you have a phone number for them:
Preview their digest to understand their situation better and look for potential opportunities to spark interest
Based on your findings, put an intro together and jot down some leading questions.
Let them know that you noticed you have a bad email and would like to get them set up on a tool you've invested in that will keeps them up to date on their homes value and discover ways to build wealth with their number one asset!
Special note about invalid emails: If an email is showing as invalid in Homebot but is a valid email, our system will be unable to clear the email address.
This typically means either the client's email provider has marked communication from Homebot ([email protected]) as spam, which we are sadly not able to control, or the client has previously been asked to not be communicated with by Homebot. If they did indeed mark as spam, they need to whitelist [email protected] with their email provider and we would need the client to send us written confirmation to reinstate their email address and remove them from the flagged list.
This is per the rules of the CAN-SPAM act. See: CAN-SPAM Act: A Compliance Guide for Business | Federal Trade Commission
Clients who have Unsubscribed or Marked as Spam
For clients who fall into this category:
Let them know you noticed they unsubscribed and you're sorry to see them go.
You can say, "I noticed you unsubscribed from Homebot. I really value your opinion and am curious if you think you may have unsubscribed by accident.
Reassure them that you're still available should they need lending or real estate advice.
🚨 We suggest keeping these clients in your account because we will still be able to populate a Likelihood to Sell Score and Listing Alerts for that client.
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.
To bulk delete clients with email issues, check out THIS help article or watch the video below:
