Configuring Email Notifications in Chimney Home

Setting up and configuring email notifications in Chimney Home is a crucial step to ensure homeowners receive relevant, timely updates that help drive engagement and interaction with your platform. In this overview, we’ll walk you through the key steps to configure your emails, customize branding, set app links, and manage notifications.

1. Set up your email profile

The first step in configuring your email notifications is setting up your Email Profile. This determines who the email will appear to come from, ensuring your branding and identity are maintained.

Sender Name and Email: You can specify the sender name and email address that will appear in recipients’ inboxes.

• Examples of email profiles typically used:
  1. Create a dedicated profile - Example: Email Address: myhome@myfinancial.com | Sender Name: My Home Tracker by My Financial
  2. Use an existing email address - Example: Email Address alerts@myfinancial.com | Sender Name: My Financial Alerts

Domain Verification: To send emails from your own domain, there is an additional step of verifying your domain. This happens outside the Chimney platform, but it’s essential to complete this step during onboarding to ensure emails come from your trusted domain.

If verifying a new email domain is not possible, Chimney can provide a custom email domain e.g. myfinancial@chimney.io

2. Configure your custom app routing link

Emails sent through Chimney Home often contain Call-to-Action (CTA) buttons that direct users back to your app. Ensuring a smooth user experience requires setting up smart app links.

• Smart Routing: The app links you configure will automatically route account holders to the appropriate version of your app based on their device (e.g., desktop, Android, iOS).
• Seamless Navigation: These links ensure that users are sent to the correct page within your app, providing a frictionless experience and encouraging more interaction with your platform.

3. Managing notifications

Chimney Home offers a range of email notifications to keep users informed and engaged. You can manage which notifications are sent, and turn specific types on or off based on your institution’s preferences.

• Frequency Limit: By default, notifications are limited to a maximum of two emails per month to avoid overwhelming users.
• Custom Controls: You can choose to turn off specific types of notifications, though it’s recommended to leave them on for optimal engagement. Chimney has tested these notifications extensively to ensure they provide timely, relevant information.

4. Types of notifications

Chimney Home offers several key types of notifications that can be configured to keep users engaged with their home and financial options. Below are the main types of notifications:

1. Welcome Series

• Purpose: A three-part series that introduces new account holders to My Home Tracker and its key features, driving initial engagement.
• How it works: Sent after sign-up, this series helps users get familiar with the platform over a six-day period, with emails sent on Day 1, Day 3, and Day 5.

2. Home Value Change Alert

• Purpose: Triggered when a homeowner’s property value changes, this notification keeps homeowners informed about their home’s current worth.
• How it works: These emails are sent automatically when property values are updated (typically monthly), encouraging users to log in and check their updated home value.

3. Mortgage Refinance Alerts

• Purpose: These alerts notify homeowners when it may be advantageous to refinance their mortgage due to favorable market conditions.
• How it works: Triggered when a user’s mortgage rate is higher than the market rate, this email helps homeowners explore refinance options and stay ahead of the competition.

4. Monthly Offer Summary

• Purpose: Provides homeowners with a monthly summary of available offers in their account, helping them explore financial products and take advantage of relevant opportunities.
• How it works: This email summarizes all the offers available to a user each month, driving them toward action and potential applications for new products.

Final steps: Setting up your email domain

The final configuration step involves setting up your email domain to ensure emails are sent from your institution’s domain, rather than Chimney’s. This is completed during the onboarding process and involves configuring a few DNS settings.

• Domain Authentication: By working with your team to set up these DNS records, Chimney ensures that emails are sent from your own domain, providing a more trusted source for users.
• Brand Recognition: This helps strengthen your brand's connection with account holders, as they’ll recognize your institution as the sender.

Summary

Configuring email notifications in Chimney Home is an essential part of engaging homeowners and keeping them informed. By setting up your email profile, app links, and managing notifications, you ensure a seamless, branded experience for users. From the Welcome Series to home value changes and refinance alerts, these emails drive engagement and help homeowners make informed decisions with your institution. Properly configuring the email domain and ensuring notifications are tailored to user needs will lead to more effective communication and stronger customer relationships.