The Monthly Health Report (a.k.a "MHR") is one of the most important communication channels with your members. The MHR is sent to all members, including those with offline devices, to ensure everyone stays informed about potential issues before they become serious problems. The MHR drives member awareness of issues, promotes service bookings, promotes filter voucher use, and ultimately improves satisfaction and retention by delivering consistent value even when systems aren't operating at 100%.
Puts your brand front and center, using your logo and primary colors to customize the look and feel of the report
Keeps you top of mind for when your member needs major repairs
Allows great visibility for your members’ monthly growth in comfort credits, driving loyalty
HOW THE FEATURE WORKS
Before your member receives a monthly health report, they will need:
Completed onboarding as a Detect type (Hardware) plan member
OR a completed onboarding as a Connect type(App Only) plan member
Receiving their Monthly Health Report (Hardware/Detect Members)
The monthly health report will be sent out to your members via email on the first Monday following the 5th of every month
Members will see an overview of the previous month's systems health and issues for each home and system they have service set up on
Members will also see how many comfort credits I have accumulated on my plan (Hidden when total is $0). This helps reinforce the value they are building with you.
See the included offers in my plan (hidden if none)
Hardware members can see the performance of their HVAC systems
Hardware members can see that plumbing systems are operating without leaks
Members can also see instructions on resolving issues with their Hub and sensors being offline, and reach out to SmartAC.com support if needed.
Members can easily reorder filters right to their home
Members see more contact info to reach you by phone or email
Members can book a service or tune-up
Member will see a banner giving them a heads up that their emergency notifications are off, and an easy path to turn them back on in their settings.
Receiving their Monthly Health Report (Connect Members)
Connect Members have a more simplified version of the MHR sent to them
Connect members see: comfort credits, offers, filter health, simplified breakdown risk, options to reorder filters, and book service similar to Hardware members
Because Connect member do not have monitoring equipment do not see HVAC insights over time, advanced breakdown risk, or a summary of open issues on their system.
Connect members also see the benefits of the Hardware plan and can request an upgrade to a Detect Plan type.
Contact your PSM if you are interested in more details around Connect & Detect plan combination strategies.
FAQs
Q: When does the MHR go out each month?
A: The first Monday following the 5th of every month
Q: Do members who have not been onboarded receive an MHR?
A: MHR emails are only sent to Members who have been onboarded.