Home setup services with Just Move In

Alto has partnered with Just Move In, who, in addition to their Void Utilities Automation service, also offer a free home setup concierge service for anyone that's moving home (either as a sale or let move). 

This service is available as part of your Alto subscription - at no extra cost.

Just Move In make it easier to manage everything from council tax and energy, through to broadband and insurance. From energy and removals through to insurance and storage, they’ll help customers get the best deals, manage their home move admin and altogether create a stress-free home move experience.

Watch this video to see how Just Move In can help your clients.

What are the benefits of using Just Move In?

A fully automated experience.

Benefit from Just Move In's Home Setup service with: 

• No cost to you or your client - the service is free for them to use
• Peace of mind that switching over energy and council tax between tenancies will be seamless
• Home moving concierge service - including the switching of council tax, water, sewerage, and energy
• Additional options to sort out removals, storage, insurance, and bill consolidation

You don't need to lift a finger. Alto can automatically guide your clients to Just Move In's services, sending emails on your behalf at the right point in the move so you don't have to think about when and how to signpost movers.

Enable the Home Setup service and choose your markets

Home Setup is an opt-in service and stays switched off until you enable it. You enable the service, choose your markets and select your branches from the Integrations marketplace. This replaces the previous Home Setup Service area under the Tools cog.

1. Click Integrations on the main navigation bar
2. In the dropdown menu, click Marketplace
3. Click the Referrals tab
4. Below Just Move In - Home Setup, click View
5. If you're a new or existing customer wanting to get set up with Just Move In's service, click Set Up Just Move In - Home Setup
6. On the Settings tab, under Markets, tick Sales, Lettings, or both, depending on which transaction types you want the service to run for. Then click Enable integration
7. On the Branches tab, tick the branches you want the service active on, or tick Select all, then click Save changes

To check on the status of your integration request and whether it's activated within Alto, you can click on Integrations > Marketplace > My Integrations > Just Move In - Home Setup Settings > Branches.  

Here, within the Branch integration section, you can view the current status for each branch, alongside the date of the most recent status change.

How the Home Setup service works

Alto emails your clients on your behalf at specific milestones in the home-moving journey, so you don't need to think about when and how to signpost them to Just Move In. Each email is populated with your client's details and your agency name and logo, and is sent from your designated branch email address. You can see an example email further down.

When emails are sent

• Sellers and buyers - you've recorded in Alto that the client is opted in to General Marketing, and the Ready to Exchange sales progression milestone is complete, or the progression is marked Exchanged, whichever happens first
• Tenants - you've recorded in Alto that the client is opted in to General Marketing, and the Tenant Referencing Results Received letting progression milestone is complete, or the progression is marked Finalised, whichever happens first

The email that is sent uses the following template:

If you'd like to check what email address and logo will be used in the email, follow the steps below:

Checking your branch email address

The intro email is sent from the email address set against the branch. To check or change it:

1. Click Tools (the cog) on the main navigation bar
2. In the dropdown menu, click Templates and admin
3. On the side menu, under System Tools, click System Administration
4. Click Branches
5. Click Edit next to your branch
6. Scroll down to Email Address to view the email address linked to the branch (and alter it if needed)

Checking your logo

The logo shown on the email is pulled from the brand settings that apply to the client. To view or change it:

1. Click Tools (the cog) on the main navigation bar
2. In the dropdown menu, click Templates and admin
3. On the side menu, under System Tools, click System Administration
4. Click Brands
5. Click Edit next to the brand you wish to view
6. Scroll down to Media Items to view or upload new files

Viewing your referrals

Once the Home Setup service is live, you can see which clients have been referred to Just Move In in two places.

On the contact's Timeline

Each time an introduction email is sent, Alto records a file note against that contact, so the referral shows in their Recent Activity. The note reads Just Move In referral email sent. Alto contact type: [buyer, seller or tenant].

The Just Move In referrals report

Alto also records every send in a live Alto IQ Just Move In referrals report, which lists the date the referral was sent, the contact, their email address, the referral type and the branch. You can filter it by date and branch.

1. Click Reports on the main navigation bar
2. In the dropdown menu, click Analytics
3. On the left hand side, click Alto IQ
4. In the Alto IQ message box, ask for the Just Move In referrals report - for example, type 'Show me the Just Move In referrals report'

Disable the Home Setup service

If you want to stop recommending Just Move In, you can turn the integration off by following the steps below.

1. Click Integrations on the main navigation bar
2. In the dropdown menu, click Marketplace
3. Click My Integrations
4. Below Just Move In - Home Setup, click Settings
   1. To disable the service for certain branches, click the Branches tab and untick the branches you want to disable the service on. Then click Save changes
   2. To disable the service entirely, click the Settings tab. Then click Deactivate

• Related Help Centre articles that you may find useful.

  Void Utilities Automation with Just Move In

  Creating a group - Marketing Preferences

  Electronic Marketing Preference Centre