Subscriptions: Neighborhood News for Moxi Engage

Neighborhood News is the monthly market update email sent on your behalf to a targeted group of contacts. Neighborhood News provides people with relevant, housing market statistics and information by zip code – all branded with your contact information.

Download PDF 

<< BACK COURSE HOME NEXT >>

 

Subscribing an Individual to Neighborhood News

To subscribe People to Neighborhood News, follow the below steps:

  1. Sign into Moxi WorksTM/Moxi EngageTM.
  2. Click on All People screen in the People section (see below).

  3. This brings you to the My People screen (see below).

  4. Select the person to whom you would like to subscribe Neighborhood News (see above, indicated by the red arrow). In this example, Ahmed Meyers is the client selected.
  5. This brings you to the Profile Page for the selected person (see below).
  6. Scroll down to the Subscriptions section (see below, circled in red).

  7. Click Add Subscriptions (see above, indicated by the red arrow).
    1. NOTE: If you have already added a subscription, the active subscriptions will be listed here.(see below, circled in red).

  8. This opens up the Subscriptions form (see below).

  9. Click Add Subscription button (see above, indicated by the red arrow).
  10. Select the Email Address to which you would like to send Neighborhood News (see below, indicated by the red arrow).


    1. NOTE: If multiple email addresses exist in the person’s profile, a drop-down menu allows you to select which email address you wish to use.
  11. Enter the Zip Code about which you would like to send a report (see above, indicated by the blue arrow).
    1. NOTE: If a zip code is already associated with this person, it will show up when you click in the empty field (see above).
  12. Click Done (see above, indicated by the green arrow).
    1. NOTE: Once you enter a zip code, you have the option to preview the Neighborhood News report (see below).

  13. You have now subscribed an individual to Neighborhood News (see below).

    Preview_report_NEW.png
    1. NOTE: The person immediately receives their first issue of Neighborhood News when you subscribe them, followed by a new email each month. To resend the current month's report, click on Send Now under the More drop down menu.
  14. Repeat steps to subscribe additional people to Neighborhood News.

You have now subscribed an individual to Neighborhood News.

Subscribing Multiple People to Neighborhood News

Follow the steps bellow to subscribe multiple people to Neighborhood News:

  1. Sign into Moxi Works/Moxi Engage.
  2. Click on All People in the People section (see below).

  3. This brings you to the My People screen (see below).
  4. Click the check box next to each name you wish to subscribe (see below, circled in red).

  5. Click Add to Subscription (see above, circled in blue).
  6. Select Neighborhood News.
  7. Select the Email to which you would like to send Neighborhood News (see below, indicated by the red arrow).


    1. NOTE: If multiple email addresses exist in a person’s profile, a drop-down menu allows you to select which email address you wish to use.
  8. Enter the Zip Code about which you would like to send a report (see above, indicated by the blue arrow).
  9. Click Done (see above, indicated by the green arrow).
    1. NOTE: To use the same Zip Code for everyone, click Enter It Here (see above, circled in red).

You have now subscribed multiple people to Neighborhood News.

Subscribing an Individual to Neighborhood News from the Overview Screen

Follow the steps below to subscribe an individual to Neighborhood News from the Overview:

  1. Sign into Moxi Works/Moxi Engage.
  2. Click on Overview in the People section (see below).

  3. This brings you to the Overview screen (see below).
  4. In the Recommended Actions section, choose the person to whom you would like to add a subscription (see below).
  5. Click Subscribe (see below, indicated by the red arrow).

  6. The Add to Neighborhood News panel will slide out from the right-hand side.
  7. Select the Email to which you would like to send Neighborhood News (see below, indicated by the red arrow).
    1. NOTE: If multiple email addresses exist in the person’s profile, a drop-down menu allows you to select which email address you wish to use (see below, indicated by the red arrow).

    2. Enter the Zip Code about which you would like to send a report (see above, indicated by the blue arrow).
      1. NOTE: Once you enter a zip code, you have the option to preview the Neighborhood News report (see above, indicated by the purple arrow, and see the preview below).

  8. Click Done (see above, indicated by the green arrow).

You have now subscribed an individual to Neighborhood News through the Overview screen.

<< BACK COURSE HOME NEXT >>

 

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Contact Us