Tips & Tricks

The HomeActions Customer Support Center is designed to create “Raving Fans” and give you easy access to questions about the HomeActions platform.

Don’t forget!
You can always call our Support Team at (240) 408-4002 and ask us for help.


TIPS: How To Access Your Interactive Content Leads


Leads generated from Interactive Content tools in your newsletter, like Neighborhood360, are easy to access.

Here’s how you can access leads generated by our new Interactive Content features:

  • Log into your HomeActions Dashboard, go to the dark gray menu panel on the left, and select Interactive Content.
  • Choose Reports.
  • On your Overview Report page, click the white and gray Details folder icon on the far right.
  • You’ll then see a list of each of your Articles that have launched in past editions of your newsletter.
  • Here, you’ll be able to see article Clicks, Replies and article Saves.
  • You’ll also be able to see your Top Responses and Leads on the additional tabs.
  • Use your Leads tab to follow up on those who have completed Interactive Content forms.
  • You can also go to Reports > Newsletters and click the Interactive Content menu option on the far right to see an overview of readers who have requested information.

Click to expand the images here for additional instructions.

Do you have questions about Neighborhood360? CLICK HERE to review our FAQs.


TIPS: How To Access Announcements & Greetings Templates


Here’s how to use the content in your new Announcements & Greetings – OnTarget Templates category.

Access your Announcements & Greetings:

  • Log into your HomeActions Dashboard
  • (You can also call our Support Team at (240) 408-4002 and ask for help)
  • Use your gray menu on the left to access your Content options
  • Under Articles, click Article Library
  • On the right side of your Content Library screen, click the down arrow to the right of Category
  • Scroll to the bottom of your content categories until you reach the Announcements & Greetings – OnTarget Templates category
  • Select the sub-category that interests you
  • Choose a template you would like to use
  • You may choose the orange Clone and Edit Article option to customize one of these templates for use in your newsletter
  • Or you may choose the aqua Send as OnTarget Mailing option to send the template as an individual email blast message
  • You will need to make some small changes to customize your message before you launch it to your database
  • Click one of the options below for next steps

Click on the images here to expand and get a visual walk-through of instructions.



Announcements & Greetings – OnTarget Template Examples


How To Use Announcements & Greetings In Your Email Newsletter

  • Follow the initial steps listed above to navigate to a greeting or announcement of your choice
  • Click the orange Clone and Edit Article icon to begin editing your chosen template
  • You may choose to make several small edits to customize your own article Title, Summary Image and Summary text.
  • Next, scroll down the page and begin editing your article Body
  • Take a moment to customize the text, links and images in your template
  • Use the Link icon in your article Body editor to add or change any linked text in your template
  • Use the Image icon in your article Body editor to add, edit or replace existing images
  • Note the Width and Height of the existing image – any replacement images will need to be the exact same size as the original template images in order to fit properly within the template
  • Type in your own custom text and use your text editing tools to further customize the template
  • Set your article Status to Active, add any relevant Keywords, select a Category for your new article, then click Update Article to save all your changes
  • Next, to add this new article to your next email newsletter launch, go to the Content menu on your left gray navigation panel
  • Under Scheduling, click Schedule Content
  • Next, click the down arrow next to My Articles under Available Content
  • Search or scroll through My Articles to locate your newly created custom article, and click the green Click to Schedule this Article calendar icon to add it to your newsletter
  • Finally, you may view the complete result by clicking the orange eye icon to access a Live Preview of the article in your next newsletter launch
  • NOTE: Be sure to review to review your article for spelling and grammar prior to launch

To get visual instructions, click on the images here to expand and scroll through for a walk-through.


Want To Start Using Templates For OnTarget Email Blasts?

Click here to learn more about HomeActions’ OnTarget email blast feature.

Instructions For Editing Your Template As An OnTarget Email Blast

  • Follow the initial steps listed above to navigate to a greeting or announcement of your choice
  • Click the aqua Send as OnTarget Mailing icon to convert the article template into an OnTarget email blast
  • This will bring you to your OnTarget > New Mailing screen where your chosen template will be pre-populated for you
  • You will need to make some small changes in order to customize your message before you launch your OnTarget mailing
  • Begin by entering a Name for your message, include a From email address, and create your own Subject line
  • Next, begin edits to the Body of your message
  • Use your Link editing tool to change, add or modify links in your message
  • Use the Image icon in your article Body editor to add, edit or replace existing images
  • Note the Width and Height of the existing image – your replacement image will need to be the same size as the original
  • Type in your own custom text and use your text editing tools to further customize the template
  • Next, scroll down to your Sending Options
  • Under Type of Mailing, you may choose Draft, Schedule or On-Demand
  • Draft OnTarget mailings are drafts – you can edit and tweak a draft, and is will never be delivered (until you’re ready)
  • Scheduled OnTarget mailings go out on the day and time you pick from the Scheduled Launch Time field (click Schedule to reveal this field)
  • On-Demand OnTarget mailings GO OUT IMMEDIATELY after you save them – DO NOT USE UNLESS On-Demand you are 100% certain you want it to launch immediately – there is no stopping this once saved
  • Under Send an Email Preview, you may choose Yes or No, however, We HIGHLY RECOMMEND that you click YES to choose the Send an Email Preview option to send a preview of your OnTarget mailing
  • You may enter a comma-separated list of emails to which you would like to send a preview of your mailing
  • PLEASE NOTE: You do not need to include your own email, as that is included automatically
  • You may also choose to send a preview immediately by clicking the aqua Send Preview Now! button
  • After you receive your preview, you may want to review it for spelling, grammar and formatting prior to launch
  • Finally, click the orange Save button to save your message in your OnTarget Mailings

To get visual instructions, click on the images here to expand and scroll through for a walk-through.


Click on the images here to expand and scroll through for template examples.