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, click here.
Where to find clients with email issues
Follow the step-by-step instructions below for finding clients with email issues.
Step 1: Navigate to your account and click on the CLIENTS section on the left.
Step 2: From there, click on the Needs Attention category under Key Client Lists and then select the Email issues card to populate clients with email issues in the master list below.
View step-by-step instructions in pictures below:
Step 1: Navigate to your account and click on the CLIENTS tab
Step 2: From there, click on the Needs Attention category under Key Client Lists and select Email issues to populate clients with email issues in the master list below.
Step 3: View the email issue type (unsubscribed, invalid email, marked as spam) to the left of their name.
Step 4: Select your client for more information
How to delete clients with email issues
You can delete clients in bulk or select one or more at a time.
Step 1: Click on Needs Attention Key Client List category
Step 2: Select Email issues Key Client list card
Step 3: Click on Manage
Step 4: Filter by issue type (optional)
Step 5: Check the box to the left of the client's name OR click Select all
Step 6: Click Delete selected client in red and confirm
What each issue type means and how to handle them
Invalid Emails
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
Unsubscribes 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.
Have questions?
Send customer support a direct message using the pink icon located at the bottom right corner of your account.