Anatomy of a Ylopo Lead within Lofty CRM

When a new Ylopo lead is generated and submitted to Lofty, there will be a set of default information updated or included:

• Contact info (First Name, Last Name, Phone (if available), Email (if available))
• Registration Date
• Source
  • 'Ylopo' - Ylopo Buyer type lead, generated via Facebook marketing
  • 'Ylopo Seller' - Ylopo Seller type lead
  • 'Home Valuation (Ylopo)' - Lead generated on the Home Valuation tool on a client's Ylopo branded website
  • 'Open House (Ylopo)' - Lead generated on the Open House tool on a client's Ylopo branded website
  • 'Branded Website' - Lead generated on any other lead capture forms on a client's Ylopo branded website
• Tags
  
  • Based on currently-supported tags
• Registration Note
  • Includes Stars URL that links to the full Ylopo-side set of tools and features, as well as brief lead data absorbed during initial registration with info in Lead Type, Ad Platform, Time Frame etc.

Ylopo leads will generate events as they engage with the automated texting, listing alerts, and home search site and managed through the lead's associated Stars profile. When leads interact with these tools in specific ways we will generate events on the lead profile in Lofty. Specifically, Ylopo will send through lead events for priority lead activities which will cause the following to occur on the lead's Lofty profile:

1. Include a Note in the Lofty lead profile Activities stream with an overview of the lead engagement (either on the home search site, AI text response, listing alert/marketing engagement, etc.).
2. Generate a priority alert message to be sent out via email or text to the assigned agent.
3. Add a YPRIORITY tag to the lead

Within the Activities stream those Ylopo priority events will look like:

Similar to the priority activities leads also generate listing-specific engagements that would be considered 'HANDRAISER' activities. These would be leads that request more information or to schedule a showing for a particular listing on the Ylopo home search site and Ylopo marketing. This would appear as a Note on the lead's Lofty profile and generate the following:

1. Include a Note in the Lofty lead profile Activities stream with an overview of the lead engagement (either on the home search site, AI text response, listing alert/marketing engagement, etc.).
2. Generate a HIGH priority alert message to be sent out via email or text to the assigned agent.
3. Add a HANDRAISER tag to the lead.
4. Add an Appointment record for that listing in the Lofty Activities for the lead.
5. Add a Viewed Property and Request Note for that listing in the Lofty Activities for the lead.

Within the Activities stream those Ylopo HANDRAISER events will look like:

The Ylopo home search site engagements are added to the Lofty lead profile as leads view listings sent from listing alerts, linked directly via Ylopo marketing, or browsed directly on the Ylopo search site. Those listings appear in a few distinct ways on the Lofty side:

• Property Views are added in the View/Notes section
• Property Favorites are added in the Favorites/Notes section
• Property Info/Showing requests added in Requests/Notes section

These listing engagements would also be reflected on the Stars profile for the lead

The recorded lead engagements in Stars are reflected on the Lofty lead profile so that the two systems can remain in sync. The home search site experience is managed on the Stars Profile for the lead and this is where a user would configure new Push Alerts, Listing Alerts to be sent to the lead, view an entire history of lead search site activity (logins, viewed listings, favorited listings, etc) and engage in Text Message communication as well.

Ylopo offers a suite of AI texting tools as well, colloquially known as Raiya Texting, which can be implemented for clients with a Ylopo and Lofty integration. These texts activities, both outbound texts sent from the AI texting/agent direct texting, and inbound texts received from the lead, will be included on the lead's Lofty profile

Last Updated: 11/08/23 by Rem M.