Auto Emails Tab: Home Valuations

Learn how to use Home Valuations in the Auto Emails tab of the Presence platform to manage home valuation email campaigns. This video covers how to view available email templates, understand enrollment statuses, monitor engagement metrics, adjust alert frequency, and enroll contacts so they can begin receiving automated home valuation updates.

 

What's Covered

  • What Home Valuations are and how they help automate home valuation email campaigns
  • How to access Home Valuations from the Auto Emails tab
  • How to view and switch between available home valuation email templates
  • How to interpret enrollment statuses, including Enrolled and Invited
  • How to review email performance metrics, including sends, opens, clicks, and engagement history
  • How to adjust the frequency of home valuation alerts
  • How to pause home valuation alerts for individual contacts
  • How to enroll new or existing contacts into a home valuation email campaign 

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