This guide explains the different statuses associated with Home Report recipients, helping you understand each stage of client engagement. Use these definitions to identify where clients are in the Home Report process and tailor your follow-ups accordingly.
Home Report Status Categories
Eligible: Clients in this category have provided their name, email, and property address, making them eligible to receive the Home Report.
Key Details:
- These clients have not opted out or unsubscribed from receiving Home Report communications.
- The client meets all requirements to start receiving Home Reports.
What to do: If you see clients in this status, no action is needed; they’re set up to receive Home Reports unless they choose to opt out.
Receiving: Clients who are actively receiving the Home Report but have not yet interacted with it.
Key Details:
- They receive the report regularly but have not opened or clicked on any content within it.
- Clients in this category may benefit from additional encouragement to engage.
What to do: Consider sending a friendly reminder or additional resources explaining the benefits of Home Report.
Engaged: Clients who have received and viewed their Home Report at least once.
Key Details:
- This is an ideal status, indicating that clients are actively engaging with their Home Report content.
- Engaged clients may be more receptive to further communication or service offerings.
What to do: Monitor their activities and consider sending personalized insights or resources based on their engagement.
Opted Out: Clients who have specifically opted out of receiving their Home Report.
Key Details:
- These clients do not wish to receive Home Reports, though they may still receive other ListReports communications if they haven’t unsubscribed entirely.
What to do: No further action is needed; ensure their preference to opt out is respected.
Unsubscribed: Clients who have opted out of all ListReports communications, including the Home Report.
Key Details:
- This status indicates that clients prefer not to receive any emails or updates from ListReports.
They will not receive any additional communications unless they choose to resubscribe.
What to do: No further action is required; these clients have chosen to stop all communications.
Referral Pending: Clients who have been referred by another user, have started receiving their Home Report, but have not yet viewed it.
Key Details:
- These clients have been introduced to Home Report but may not yet understand the value of engaging with it.
- This status is unique as it’s based on referral behavior and initial non-engagement.
What to do: Consider sending a personalized message encouraging them to explore the Home Report, highlighting key benefits and features.
Tips for Using These Statuses
Track Engagement: Use these statuses to monitor client engagement and determine the best next steps.
Personalize Outreach: Customize your follow-up approach based on where clients are in their Home Report journey.
Respect Preferences: Ensure opt-out and unsubscribe requests are always respected to maintain a positive client experience. Did a client accidentally opt-out or unsubscribe? They can always opt back in by opening their Home Report and clicking on the Resume deliveries seen below:
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