Ylopo Tags

When you view the lead profile of a Ylopo lead within your CRM, you may see the lead has certain tags. These are tags that are automatically added by Ylopo to provide you with relevant information about where the lead came from, what their demographics are, how they have engaged with your site, and more. These tags help you to keep your leads organized and your outreach consistent.

For instance, here's an example of where the tags are located in a lead profile in Follow Up Boss (FUB):

What do tags do?

For the most part, tags are added by Ylopo to your lead simply to provide you with more information about the lead, including:

• What keywords the lead was generated on
• The lead's demographics
• How they have engaged with your site
• Buying timeframe

That said, there are a few tags that serve a specific purpose. For instance, during your setup when you do your Mass Lead Import, a Ylopo Onboarding Specialist will ask you some questions about which actions you'd like taken for your leads when they're imported. Based on what you want, we'll recommend applying one of the following tags:  

• Y_IMPORT_RETARGETING - Means the lead will get NO welcome email and NO listing alerts, just the Ylopo remarketing
• Y_IMPORT_WITHOUT_SEARCH - Sends the lead a welcome email, but NO listing alerts
• Y_IMPORT_WITHOUT_WELCOME_EMAIL - Sends the lead listing alerts, but NO welcome email
• Y_IMPORT - Sends the lead both listing alerts and a welcome email, and allows you to use property inquiries (where available) to set up search criteria
• Y_IMPORT_WITH_DEFAULT_SEARCH - Sends the lead both listing alerts and a welcome email, but only uses default search criteria that you set

Please Note: Some leads may be imported automatically once they are tagged, so please be sure to only tag leads you would like to import. We recommend working closely with your Onboarding Specialist and/or Account Manager to make sure the leads are imported correctly.

Are there Ylopo tags that I can add?

Since tags are mostly meant for Ylopo to provide you with information about the leads, there are only a few tags that you can add to leads that will cause a certain action:

• NOTEXT - If you add this tag to a lead, the lead will not receive any behavioral texts or RAIYA texts for as long as that tag is applied. If you remove the tag, the lead will be eligible to receive texts again.
• BAD_NUMBER / BAD_PHONE - Adding this tag to a lead will make it so that the next time the lead goes to your home search site, they will not be able to look at listings until they enter in a new phone number.
• Y_IMPORT - Adding this tag to a lead in your CRM will automatically import the lead to Stars but only if the tag is added to a new lead (less than 48 hours old). Adding this tag to a lead that is older than 48 hours old will not do anything. To import older leads, please reach out to us so that we may initiate the import on our end.

What do the tags mean?

Since we want to provide you with as much context for the lead as possible, there are several different categories of tags. Here are some of the tags you may see on your leads along with their meaning.

Source Tags

We currently send the following source tags to your CRM:

Ylopo, # of days in CRM - Default for FUB leads

Ylopo Leads - Default for LionDesk leads

Branded Website, # of days in CRM - Comes from a Squarespace form

Home Valuation (Ylopo), # of days in CRM - Comes from the Home Valuation form

Ylopo Seller, # of days in CRM - Comes from Seller Suite 

Types of Tags

Advertisement Based Tags: Tags based on the advertisement or ad source that the lead responded to. 

LISTING_ROCKET - Lead has responded to an ad for one of your listings

VACATION_OR_SECOND_HOME - Lead is searching for a second home

Demographic Tags: Demographic tags based on information we receive about the lead.

AB - Aspiring Buyer (First-time buyer)

CNEW - City Targeted New Home Ads (specific cities campaigns)

CUS - Custom Ad (discussed between you and our marketing team)

EMPTY_NESTER - Trade Down Seller

HNW - Luxury

HOD - Trade Down

HOU - Trade Up

HVB - High Value Buyer

LTM - Likely to Move

M - Military

NC - New Construction

OH - Open House

RB - Relocation

RED - Reduced Price

REM - Remarketing Visitor

SHO - Senior Home Owner

SST - Single Story 

TU - Trade Up

VB - Vacation Buyer

WAT - Waterfront

YLOPO_ADWORDS - Indicates a lead that registered on a Ylopo Google ad

YLOPO_FACEBOOK - Indicates a lead that registered on a Ylopo Facebook ad

YLOPO_ORGANIC - Indicates a lead that registered directly through your Ylopo website

ZIPCODE- 5 digit zip code that indicates areas that a lead is interested in

HOME_BUYER1 - single-family home

HOME_BUYER2 - condo or townhome

HOME_BUYER3 - other

Tags Based on Registration Questions: Tags based on the answers to questions that we ask the lead during registration

When would you like to move?:

RIGHT_AWAY

WITHIN_90_DAYS

NEXT_6_MONTHS

6_TO_12_MONTHS

NEXT_YEAR_OR_MORE

NOT_READY

How would you describe where you are in your home search?:

I_M_ON_A_TIMELINE_TO_MOVE

I_M_MOVING_TO_ANOTHER_AREA

DOWNSIZE_INTO_A_SMALLER_HOME

LOOKING_FOR_THE_RIGHT_PROPERTY

I_NEED_TO_SELL_BEFORE_I_CAN_BUY

I_NEED_TO_FIND_OUT_WHAT_I_QUALIFY_FOR

I_HAVE_CREDIT_ISSUES_I_NEED_HELP_WITH

ONLY_LOOKING_TO_RENT

CASUALLY_BROWSING

SINGLE_FAMILY_HOME

CONDO_OR_TOWNHOUSE

OTHER (property type)

Tags Based on Seller Questions:

Do you currently own your home?

HOMEOWNER

RENTER

If finances were not an issue, would you prefer to:?

PULL_MONEY_OUT - Equity loan lead (for lender partner)

HOME_SELLER

Tags Based on Lead Activity: Activity tags based on the lead’s home search activity and certain things that they have done (e.g. responding to a behavioral text)

YPRIORITY - A lead that has completed some action that indicates high home search activity and/or a request for more information. 

RETURNED - A lead who has returned to your home search site after registration

LISTING_ALERT_UNSUB - A lead who is unsubscribed from daily listing alerts

UNSUBSCRIBED - A lead who is unsubscribed from emails sent through FUB

HANDRAISER - A lead who has requested information or a showing for a listing

SELLER_ALERT - This lead has a seller alert drip set up in Ylopo Stars

Tags Based on Import or Assignment: Tags based on the way the lead was added to the CRM and the agent assigned to nurturing the lead

MANUAL - Used when a lead is entered manually in Ylopo Stars

AGENT_NAME - Along with the “MANUAL” tag, leads entered by an agent will also be tagged with that assigned agent’s name

Y_IMPORT- Used when a lead is added through a mass lead import 

Y_IMPORT_RETARGETING - Used for leads that are imported with only Facebook remarketing ads

Behavioral Texts Tags: Tags related to the behavioral drip texts that lead receive

NOTEXT - Used to indicate that you would like for a lead to be opted out of receiving future texts

Tags Based on Automated ISA: Tags based on how agents should engage with a lead based on their text responses to Automated ISA

AI_NEEDS_FOLLOW_UP - Agents should call the lead right away and take over the conversation.

AI_ENGAGED - Agents should monitor the lead closely and call to introduce yourself

AI_NOT_INTERESTED - No action necessary. We have saved you time by automatically enrolling the lead in bad number recapture and remarketing

Can I create my own tags?

We get a lot of requests on how to track leads you've generated yourself from Facebook, Google, Instagram, etc. We've just released a new URL variable that will generate a custom tag in your CRM!

 

The new URL variable is: utm_term=

 

This variable when added to the URL string (e.g. search.ylopo.com?utm_term=luxury) will apply a custom TAG in your CRM that you can use to identify leads you've generated and also be used to route leads to the correct person or team.

 

If you want to apply multiple tags just use a comma (eg. utm_term=luxury,selfgenerated)

 

How might you use this?

Let's say you run your own Facebook or pay per click (PPC) ad and you want to track it differently than Ylopo. It could even be a Facebook post. The link you would use for the post could include a tag of 123mainstreet (ex. search.ylopo.com?utm_term=123mainstreet), and any lead that clicked on that link and registered would show up in your CRM with a tag of "123MAINSTREET"

Still have questions about Ylopo tags? Contact Us

Last Updated August 2020

24/27