This video covers how home valuation email alerts work in the Presence platform and how to manage them from the Email Campaigns tab. You'll learn how enrollment happens automatically, how to track engagement, and how to enroll a contact yourself. By the end, you'll be able to monitor your home value alert campaign and manually invite homeowners to get a valuation.
Accessing email campaigns — Log in to the Presence Platform, click Marketing in the left side menu, then click Email Campaigns.
How enrollment works — Anyone who requests a home valuation on your site is automatically enrolled in the home value alert campaign.
Tracking engagement — View how many homeowners are enrolled, how many emails have been sent, and how many have been opened, along with a graph of that data.
Previewing emails — Preview both the invitation email and the report email before they go out.
Viewing enrolled homeowners — See the full list of homeowners currently enrolled in the campaign.
Enrolling a contact manually — Click Enroll Contact, then choose an existing contact or add a new email address.
Sending the invitation — Send the invitation email directly to a contact, inviting them to get their home valued.