Automated Market Reports

Automatically send Market Reports to your contacts every month.

Overview

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.

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Enrolling a Contact

Desktop

1. Navigate to People

2. Open a contact record

3. Locate the Automations section

4. Click Enroll Contact

5. 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

1. Click Send Report

2. Confirm your selection

The contact will receive the first Market Report immediately and will automatically continue receiving monthly reports.

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Choosing Regions

Market Reports can be configured using:

Single Region Templates

Single Region templates focus on one market area.

Examples:

• Beverly Hills

• Los Angeles

• Dallas

• Chicago

Multi Region Templates

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.

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Managing Existing Subscriptions

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.

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Editing a Market Report Subscription

To update an existing subscription:

1. Open the contact record

2. Locate the Market Report subscription

3. Click Edit

4. Make your changes

5. Click Save

You can update:

• Subject line

• Template

• Regions

• Property types

• Sender

Changes will apply to future Market Reports.

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Stopping a Market Report

To stop future Market Reports:

1. Open the contact record

2. Locate the Market Report subscription

3. Click the Stop icon

4. Confirm your choice

The contact will no longer receive future Market Reports.

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Enrolling Multiple Contacts

You can subscribe multiple contacts at once.

Desktop

1. Navigate to People

2. Select multiple contacts

3. Click Market Report

4. Configure the report

5. Click Send Report

6. Confirm your selection

All selected contacts will receive an initial Market Report and be enrolled in recurring monthly Market Reports.

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Important Notes

• 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.