Touchpoints Overview
Automated, personalized communications that keep homeowners engaged with their Homeowner Hub.
Homeowners rarely think about their homes day to day. Home management usually falls behind family, career, and health, which means engagement is often reactive. Attention spikes only when something breaks, they refinance, remodel, or start thinking about selling.
Touchpoints were created to change that. They provide homeowners with timely, relevant reasons to stay connected to their Homeowner Hub, while helping you remain visible during the long quiet periods between transactions.
📌 Note: Once a homeowner accepts a hub invitation, whether through an opt-in or opt-out flow, they are automatically enrolled in ongoing touchpoints.
What Are Touchpoints
Touchpoints are automated, personalized email and text message communications sent from homeowner hubs. Each touchpoint:
✓ Is personalized to the individual homeowner
✓ Includes your branding
✓ Contains a secure, trackable link back to the homeowner's hub
✓ Focuses on topics relevant to different stages of homeownership
Touchpoints are designed to feel timely, relevant, and useful—not like generic templates.
Touchpoints Value
Most professionals lose visibility after the transaction. Hubs help you stay top of mind by delivering ongoing value to homeowners, while also surfacing signals that create new opportunities.
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🏠 Stay Engaged Homeowners stay connected to their hubs |
👁️ Remain Visible You stay top-of-mind during quiet periods |
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📊 Surface Opportunities Engagement signals reveal the right moments |
⚡ Nurture at Scale Relationships grow without added effort |
Touchpoint Topics
Touchpoints cover key areas of homeownership that encourage ongoing engagement:
Build Wealth
▪︎ Home value and equity updates
▪︎ Improvement insights and ROI
▪︎ Market trends and neighborhood data
Manage Home
▪︎ Maintenance reminders
▪︎ Seasonal guidance
▪︎ Home services and recommendations
Save Money
▪︎ Mortgage and refinancing insights
▪︎ Property tax considerations
▪︎ Savings opportunities and offers
My Home
▪︎ Appliances and systems information
▪︎ Home protection and coverage
▪︎ Neighborhood and local updates
Together, these topics give homeowners consistent reasons to return to their hubs over time.
How Touchpoints Work
Touchpoints are delivered based on where the homeowner is in their journey:
Invitation Campaigns (Before a Hub Is Claimed)
Invitation campaigns are sent only to homeowners who have not yet claimed their hub. Once a hub is claimed, these messages stop automatically.
Consumer Invitation – Opt-In Campaign
Best for: Sphere contacts, trusted relationships, and clients who recognize you
How it works: Uses an opt-in approach. Homeowners receive an invitation and choose whether to create their hub.
Campaign details:
- Up to 10 emails over 42 days
- Focused on home value, savings, and home management
- Designed to clearly communicate the value of the hub
- Stops immediately once the homeowner accepts the invitation
Homeowners may unsubscribe at any time.
Consumer Invitation – Opt-Out Campaign
Best for: Established relationships where consent and property addresses are already known
How it works: Uses an opt-out approach. Hubs are created automatically using known property data. Homeowners are notified and encouraged to access their hub.
Campaign details:
- Up to 10 emails over 42 days
- Same value-driven content as the opt-in campaign
- Stops once the homeowner accesses their hub
Homeowners may unsubscribe at any time.
Ongoing Engagement Campaigns (After a Hub Is Claimed)
Ongoing Engagement Campaign
Once a homeowner accepts their hub invitation—whether through opt-in or opt-out—they are automatically enrolled in the ongoing engagement campaign.
Purpose: To keep homeowners engaged long-term and ensure you remain top-of-mind between transactions.
What homeowners receive:
- Ongoing home value and equity updates
- Maintenance reminders and seasonal insights
- Financial and savings opportunities
- Highlights of useful hub features
Emails alternate between value-based insights and feature highlights, encouraging homeowners to return to their hub and explore.
Touchpoint Frequency & Compliance
▪︎ Homeowners typically receive touchpoints every 1–2 weeks
▪︎ Frequency is designed to maintain engagement without overwhelming homeowners
▪︎ Homeowners can opt out of messages they are not interested in
▪︎ All communications comply with CAN-SPAM and TCPA regulations
Tracking & Visibility in the Pro Dashboard
All touchpoints are fully tracked in your Pro Dashboard. You can:
▪︎ View a high-level engagement summary
▪︎ Drill into individual touchpoints and performance metrics
▪︎ See when homeowners log into their hubs
▪︎ Track what content homeowners view or interact with
💡 Pro Tip: As homeowners engage, you'll receive notifications that may indicate when it's time to follow up or pursue an opportunity.
Managing Email & Notification Preferences
Automated touchpoints cannot currently be customized or disabled at the professional level. Homeowners manage their own notification preferences.
How Homeowners Manage Notifications
Homeowners can update their preferences in either of the following ways:
1. Click Manage Preferences at the bottom of any email
2. Log into their hub and go to My Profile → Notifications, then select or deselect notification types
⚠️ Important: Unsubscribing applies only to the individual homeowner.
Need Help?
If you have questions or run into issues inviting homeowners, Submit a Request to connect with our Support Team.