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Lead Management

Managing Leads - Best Practices and Tips (Page 1 of 2)     «« |  Prev | 1 | 2 | Next | »» There were 25 articles found in this category: Email Updates Customization You can provide your customers email updates when new properties within their search criteria become available. To make this available, provide the Email Updates Signup link found under Account Management --> Page Links. Options in the Global Preferences Before making this link available, yo ... Web Services For those advanced developers who require a higher degree of lead search or registration forms, integration with third-party lead management services, or simply want to finely control the lead management and visitor experience within their IDX account, we offer Web Services for all active accou ... Round-Robin and Other Contact Routing Options Contact Routing options are available in Office (Multi-User) accounts under Lead Management -> Contact Routing. Round Robin Contact Routing Once you have selected a limited group of Agents, or all Agents, choose Round Robin contact routing. This will route leads to your Agents either by alph ... Tag Any Page with Agent Code Office and Team account users may tag any URL with an Agent code. This accomplishes two things: Any visitor to a "tagged" page will be assigned to the Agent ID provided by the tag. Any subsequent IDX page will display the Agent's custom subheader (if the Agent has provided one via their Bio set ... Automatically Send IDX Broker Leads to Top Producer IDX Broker can send new leads to your Top Producer account automatically. If you use other Top Producer products, but don't currently subscribe to the Top Producer 8i Account, you may request more information about that here. Establishing Your Link to Top Producer To take advantage of this feat ... Leads' Saved Searches The IDX Broker Listing Manager tool gives you and your clients the ability to save custom searches, and receive email updates as those new listings arrive on the market. While your clients can manage their searches and properties themselves, there may be times when you will want to do this for t ... Lead Management Every IDX Broker account includes a full set of Lead Management tools. Use the links below for more information on each feature included in the Lead Management area of your account. Leads' Saved Searches and Saved Properties. Customize the Lead Sign Up Form. Customize the Lead Verification Hea ... Customize the Lead Verification Email Header & Subject Line You may customize the Lead Verification Email Header and Subject Line under Lead Management -> Lead Registration Preferences in the Lead Email Verification Options. The header and subject line are included in the Email Updates that go out to your leads. To customize the header and subject lin ... Customize the Lead Verification Page Header You may customize the Lead Verification Header Message under Lead Management -> Lead Registration Preferences in the Lead Verification Options section. This header appears on the page that your leads view after they have signed up and before they have verified by clicking on the link in the e ... Customize the Lead Registration Form You may choose to use the default lead registration form provided by IDX Broker, or customize your own by adding your own fields and questions. To Customize your own Lead Generation form, go to Lead Management -> Custom Lead Form. You can also click "Click here to edit your custom form" in th ... Establish Required Fields for New Lead Signup You can determine which fields to require on your new lead sign-up form under Lead Management -> Lead Registration Preferences in the Default Lead Registration Form Fields Options. Use these settings to control what information you require of new leads. You may require a field, make each fiel ... Request and/or Force Lead Registration Lead Registration Preferences provides you with the tools to manage the signup process for leads. You can find these options under Lead Management -> Lead Registration Preferences. You can choose to request that a lead signup, or force a lead to signup, or request that a lead signup and then ... Agent Account Only - Change Email Assigned to Receive New Leads For Agent Accounts, the email that receives notification that a new lead has signed up is the "Primary Email Address". This field can be found under Account Management > Contact Info. Import Leads into Top Producer Top Producer is a 3rd party web application designed to give Agents and Offices a way to manage leads and emails. You have the option of exporting your leads for importing into Top Producer using the Top Producer 8i Import Tool. Please note that IDX Broker offers full Top Producer integration fo ... Tracking Email Updates You have several options when it comes to tracking email updates to your current leads: To review what your Lead receives: Receive the same email automatically sent to your lead when search criteria sends them a new property listing. Receive a daily Summary email of all new properties provided ... Summary Email You can opt to receive a summary of all of the email updates sent out to your leads by going to My Preferences -> Global Preferences -> Email Update Options. Select "Summary Of All Daily Mailings" in the Carbon Copy Type preference. You can use the Carbon Copy Address field to send the su ... Managing Email Updates You can provide your customers email updates when new properties within their search criteria become available. You will find this link under under Account Management --> Page Links: Scroll down to the "Email Updates Signup Tool" link and click on the link: This page will most likely lo ... Lead Registration Password Requirement To change the lead registration requirement, first go to Lead Management -> Lead Registration Preferences: From there, scroll down until you get to Default Lead Registration Form Fields Options. Select a value for the Password Required During Registration preference. You can choose to requi ... Export Leads You can download a .csv (comma separated values) file with information about leads on your account. To download: Go to Lead Management --> Export Leads. On this screen, you are presented with a number of options for filtering which leads you would like to export. You can choose to export on ... Edit and Delete Leads To edit leads, go to Lead Management --> Manage Leads. Click the in the first section to open a search form and search your leads. Click linked column headings to change the way leads are sorted. Update a Lead To update information about a lead, click their name on the Manage Leads page. U ... 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