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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 or location – all branded with your contact information.
Subscribing an Individual to Neighborhood News
1. From your Engage Dashboard, select All People on the People section (see below).
2. From the My People screen, select the person to whom you would like to subscribe to Neighborhood News (see below).
3. From the Profile Page, scroll down to the Subscriptions section and select Add Subscriptions (see below).
- NOTE: If you have already added a subscription, the active subscriptions will be listed here. (see below).
4. From the Subscription Form section, choose Add Subscription (see below).
5. Choose if you would like to do a Quick Neighborhood News or a Custom Neighborhood News.
- Quick Neighborhood News: Subscribe the client's email to a particular zip code for the market report.
- Custome Neighborhood News: Subscribe the client's email to a customized search for the market report.
Quick Neighborhood News
1. Select the Email Address and Zip Code you would like to use for Neighborhood News then select Done when finished (see below).
- NOTE: Once you enter a zip code, you have the option to preview the Neighborhood News report.
- 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. If no email exists on the profile, simply type in the desired email.
Custom Neighborhood News
1. Select the desired search paramotors of your search using the Customize Search pop-up (see below).
- Location: search by Location, Zip Code, Address or Neighborhood
- Price: set Price Minimums and Maximums
- Bed + Bath: choose Bed and Bath Counts
- Filters: add additional filters for Property Type and Square Footage
- Schools: search by Schools
- Draw: draw custom search boundaries
2. Once you have added all desired search criteria, select Next (see below).
3. Confirm recipients then select Next (see below).
4. Preview report and then Send to client (see below).
You have now subscribed an individual to Neighborhood News. The person immediately receives their first issue of Neighborhood News when you subscribe them, followed by a new email each month from the day you start the subscription.
To resend the current month's report, click on Send Now under the More drop-down menu (see below).
5. Repeat steps to subscribe additional people to Neighborhood News.
Subscribing an Individual to Quick Neighborhood News from the Overview Screen
1. From your Engage Dashboard select Overview in the People section (see below).
2. In the Recommended Actions section, choose Subscribe on the person to whom you would like to add a subscription (see below).
3. The Add to Neighborhood News panel will slide out from the right-hand side.
4. Select the Email to which you would like to send Neighborhood News (see below, indicated by the red arrow).
- 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).
7. Enter the Zip Code about which you would like to send a report (see above, indicated by the blue arrow).
- 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.
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