Automated Market Reports
Automatically send Market Reports to your contacts every month.
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Automatically send Market Reports to your contacts every month.
Automated Market Reports help you stay connected with your database by sending recurring monthly market updates to your contacts.
Once enrolled, a contact receives an initial Market Report immediately. Future reports are then sent automatically each month using the selected template and market area.
Unlike Flows, Automated Market Reports are specifically designed for recurring market updates and can be managed directly from a contact record.
Navigate to People
Open a contact record
Locate the Automations section
Click Enroll Contact
Configure the Market Report
You can:
Select who the report is sent from
Customize the subject line
Choose a Market Report template
Select one or more market regions
Choose property types for each region
Click Send Report
Confirm your selection
The contact will receive the first Market Report immediately and will automatically continue receiving monthly reports.
Market Reports can be configured using:
Single Region templates focus on one market area.
Examples:
Beverly Hills
Los Angeles
Dallas
Chicago
Multi Region templates allow you to compare multiple markets within the same report.
Examples:
Current neighborhood vs. target neighborhood
Multiple investment markets
Multiple property ownership locations
You can add multiple regions and choose a property type for each region.
After a contact has been enrolled, the Market Report appears within the contact's Automations section.
You'll be able to see:
Subscription status
Delivery information
Open activity
Click activity
Last sent date
Depending on engagement, additional performance metrics may appear directly within the subscription record.
To update an existing subscription:
Open the contact record
Locate the Market Report subscription
Click Edit
Make your changes
Click Save
You can update:
Subject line
Template
Regions
Property types
Sender
Changes will apply to future Market Reports.
To stop future Market Reports:
Open the contact record
Locate the Market Report subscription
Click the Stop icon
Confirm your choice
The contact will no longer receive future Market Reports.
You can subscribe multiple contacts at once.
Navigate to People
Select multiple contacts
Click Market Report
Configure the report
Click Send Report
Confirm your selection
All selected contacts will receive an initial Market Report and be enrolled in recurring monthly Market Reports.
Contacts must have an email address to receive Market Reports.
The first Market Report is sent immediately upon enrollment.
Future reports are sent automatically each month.
Contacts can have more than one Market Report subscription.
Multi Region templates support multiple market areas within a single report.
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