Inviting Contacts vs. Auto-Enrolling Contacts
When adding contacts to Homeowner.ai, you can either invite them to create their homeowner hub or auto-enroll them so the hub is created automatically.
When adding contacts to your Homeowner.ai platform, you can choose how their homeowner accounts and hubs are created. There are two methods: Inviting Contacts or Auto-Enrolling Contacts.
Understanding the difference will help you select the best option for your situation.
Invite Contacts Recommended
When you invite a contact, they receive an email invitation and must accept it before their personal account and homeowner hub are created.
How It Works
- The contact receives an email invitation to their homeowner hub.
- They confirm the address associated with their home.
- They accept the invitation and complete account setup.
- Once confirmed, their personal account and homeowner hub are created.
Why This Method is Recommended
- Homeowners verify their address before the hub is created, ensuring accuracy.
- Contacts are aware of and consent to the account being created.
- It reduces the risk of hubs being created with incorrect property data.
💡 BEST FOR:
When you want homeowners to confirm
their
information.
You are unsure the contact's addresses
is fully accurate or up to date.
Auto-Enroll Contacts
When you auto-enroll a contact, their personal account and homeowner hub are created automatically. The contact does not need to take any action for the hub to be created.
How It Works
- You add the contact to the platform.
- Their homeowner account and hub are created immediately.
- The contact receives an introduction campaign—a series of emails notifying them about their new hub and helping them get familiar with the platform.
Things to Keep in Mind
⚠ Important: Contacts do not receive an invitation and do not confirm their address before the hub is created.
- Their hub exists as soon as they are enrolled.
- An automated email campaign introduces them to their new hub.
- If the address on file is incorrect, manual corrections may be required.
💡 BEST FOR:
Situations where you are confident
the addresses associated with your contacts are accurate and
verified.
Quick Comparison
| Feature | Invite Contacts | Auto-Enroll Contacts |
|---|---|---|
| How the account is created | Contact accepts the invitation | Created automatically |
| Address confirmation | Yes — contact confirms before hub creation | No — address on file is used |
| Contact action required | Yes | No |
| Recommended method | ✓ Yes | Only if addresses are verified |
Which Method Should I Use?
💡 Pro Tip:
When in doubt, use the
Invite Contacts method. It allows homeowners
to
confirm
their information and ensures their hub is created with accurate
data.
Use Auto-Enroll Contacts only when you have a verified and reliable list of contact addresses and want to create hubs without requiring action from the contact.