In this article, I'll break down the digest settings section of your Homebot account and provide a preview of each email being sent to homeowners and buyers.
The digest settings tab of your account is where you can turn on and off the Homebot emails that go out to your database. There are 5 emails total: three for homeowners and 2 for buyers.
Below is an image of the digest settings section:
Where to find your digest settings and how it works:
Your digest settings can be found by navigating to Account in the top right corner, clicking on Manage Profile & Settings, and then Digest Settings.
Digest settings are automatically turned on (toggled pink). Clients will start receiving a digest or report once they're added to your account.
To turn off an email, you'll toggle the pink button located to the left of the email to grey, and then click "Save Settings" in pink at the bottom of the page.
Below is an example of how you can turn off one or all of the monthly emails:
You cannot change the frequency of when the reports and digests are sent out. The reports and digests are sent out every 30 days for both homeowners and buyers.
Digest settings for homeowners:
Aside from the Welcome Email, homeowners will receive 2 emails from you through Homebot each month: the Home Report Update and Your Market Update.
WELCOME EMAIL FOR HOMEOWNERS
The welcome email lets your clients know about Homebot before it arrives. It explains what Homebot is and the value they'll get from it. The welcome email is sent just moments before their very first digest and can be edited from the digest settings of your account. Find out what the welcome email says and how you can customize it.
Below is an example of the welcome email for homeowners:
HOME REPORT UPDATE EMAIL FOR HOMEOWNERS
Clients added as a homeowner will receive the home report update email every 30 days. Once they click the CTA in pink "See your value," they'll be taken directly to their homeowner digest where they can track their home's value and discover ways to leverage their equity.
Check out this article to learn more about the homeowner digest.
Below is an example of the home report update email for homeowners:
YOUR MARKET UPDATE EMAIL FOR HOMEOWNERS
In addition to the home report email, homeowners will receive a second monthly email specific to their local market conditions. This email will be sent about 2 weeks after the home report email each month.
The Your Market Update email will provide a quick snapshot of how their market is doing based on their zip code. Once they click on the CTA in pink, they'll be taken to the Should You Sell module of the homeowner's digest where they can get a better understanding of their selling position.
Below is an example of the market update report email for homeowners:
Digest settings for buyers:
Aside from the Welcome Email, buyers will receive just 1 email from you through Homebot each month: the Monthly Report email.
WELCOME EMAIL FOR BUYERS
Same as the welcome email for homeowners, the welcome email for buyers lets your prospects and clients know about Homebot before it arrives. It explains what Homebot is and the value they'll get from it. The welcome email is sent just moments before their very first report and can be customized from the digest settings of your account. Find out what the welcome email says and how you can customize it.
Below is an example of the welcome email for buyers:
MONTHLY REPORT EMAIL FOR BUYERS
Prospects and clients added as a buyer will receive a buyer report email every 30 days. By clicking on the CTA's in pink, they'll be taken directly to their buyer report where they can explore markets of interest, request to be prequalified, and more.
Check out this article to learn more about the buyer report.
Below is an example of the monthly report email for buyers:
Next, use Video Manager to add a custom welcome video for homeowners and buyers.