Connect plan members can sign up for your free membership on their own using SmartAC's Easy Enroll feature. This allows homeowners to join your Connect plan through a link or QR code you share, without requiring a technician visit.
Before You Start
To enable member self-onboarding, you need:
A free Connect membership plan set up in the SmartAC Dashboard
Access to the Marketing section of your dashboard and select EasyEnroll
Setting Up Your Easy Enroll Campaign
Step 1: Create a New Campaign
Log in to your SmartAC Dashboard at noc.smartac.com
Navigate to Marketing in the main menu
Select Easy Enroll
Click New Campaign
Step 2: Configure Your Campaign
Select Link as your campaign type
On the right side panel, enter the details for your plan:
Campaign name
Connect plan selection
Campaign message (optional)
Review your settings
Step 3: Get Your QR Code and Link
Once you've configured your campaign, SmartAC will generate:
A unique link that homeowners can click
A QR code that can be scanned with a smartphone
You can use these wherever you'd like:
Text messages or emails
Physical marketing materials
Social media posts
On-site signage
Business cards or flyers
What Homeowners Experience
Once a homeowner clicks your link or scans your QR code, here's what happens:
1. Landing Page
Homeowners land on a welcome page featuring:
Your company logo
An overview of your Connect plan
Benefits and features
2. Create Account Credentials
Homeowners create their SmartAC account by entering:
Email address
Username
Password
3. Download the SmartAC App
After creating their credentials, homeowners are redirected to download the SmartAC Homeowner App from their app store.
4. Sign In and Complete Profile
Once the app is downloaded, homeowners:
Sign in with the credentials they just created
Complete their profile by adding:
Phone number
First name
Last name
Home address
. 
5. They're All Set!
After completing these steps, the homeowner is enrolled in your Connect plan and can immediately:
Start earning Comfort Credits
Connect with your company through the app
Access their membership benefits
Optional: Additional Onboarding Steps
Homeowners can choose to complete additional setup steps, but these are not required to start their membership:
Add thermostat - Connect their smart thermostat for enhanced insights
Add filter details - Track air filter replacement schedules
Input HVAC information - Add equipment details for better service tracking
These optional steps enhance the member experience but don't prevent them from accessing core Connect plan benefits like Comfort Credits and communication with your team.
Key Benefits of EasyEnroll
For Your Business:
No technician visit required for enrollment
Lower cost to acquire Connect members
Scalable membership growth
Automated onboarding process
Track campaign performance in your dashboard
For Homeowners:
Quick and easy signup (5 minutes or less)
Immediate access to membership benefits
Start earning Comfort Credits right away
No waiting for a service appointment
Frequently Asked Questions
Q: Do homeowners need to have their HVAC equipment information to sign up?
A: No! Homeowners can sign up with just basic contact information (name, email, address, phone number). They can add equipment details later if they choose to.
Q: Can homeowners sign up for Connect if they already have a thermostat connected to another platform?
A: Yes! Thermostat connection is optional. Homeowners can sign up for Connect and add thermostat integration later if they want additional insights.
Q: How do I track who signs up through my EasyEnroll campaign?
A: New Connect members will appear in your Dashboard under the Members section. You can filter by plan type to see your Connect members.
Q: Can I have multiple EasyEnroll campaigns active at the same time?
A: Yes! You can create multiple campaigns with different links/QR codes to track performance across different marketing channels.
Q: What happens after a homeowner completes self-onboarding?
A: The homeowner immediately becomes a Connect member and can start earning Comfort Credits. You'll see them in your dashboard and can communicate with them through the SmartAC platform.
Q: Do homeowners need SmartAC hardware to join the Connect plan?
A: No! Connect is a software-only plan that doesn't require SmartAC sensors or hardware. This makes it perfect for quick, easy onboarding.