Enrolling Leads in Seller Alerts
To enroll leads into receiving seller alerts, you can import leads into Ylopo in two primary ways:
1. Mass Import Seller Leads (recommended)
Through CSV Import: Email firstname.lastname@example.org and we will send you a spreadsheet template to fill out that allows us to upload your leads in the proper format. There is an option to import leads for your Homebot as well. The difference is that leads that you want to be imported into Homebot must have an address.
2. Manually Add in Stars
If you are creating a Seller Alert for a specific lead, please click into the lead’s Stars account. Then, click on ‘Create New Seller Alert’:
Either provide a zip code or address of the lead:
By default, the frequency of alerts is set to weekly, but that can be changed:
Follow Up Boss Users Only: Auto-import from your CRM
If a lead has a Seller Inquiry event in Follow Up Boss for a lead source that is enabled for auto-import, then that lead would get automatically imported as a seller lead and enrolled in seller alerts. Again, this is only for those with Follow Up Boss as their CRM.
Seller Priority Notifications & Behavioral Texts:
When a prospective seller visits and registers on your seller experience, we analyze their activity and generate up to 5 different priority notifications (e.g. someone visited your seller re-engagement). You will receive an email, text, and CRM note, just like home search priority alerts. If you do not complete the ‘task’ or mute the priority notification within a 6-8 hour window (excluding quiet hours), we will send out a series of behavioral texts to the seller.
These behavioral texts will behave just like the ones home searchers receive and they will pertain to the priority notification they’ve triggered. In the subsequent weeks, we will continue sending sellers additional texts. If the prospect engages with our AI technology (RAIYA), it will continue the conversation while sending you every reply from the prospect, directly to your cell phone.
Seller Lead Import
You can specify that a source that we’re importing from your CRM is seller leads. These leads will be automatically set up for seller text messages from RAIYA. Please contact us at email@example.com if you'd like to designate a source in your CRM as a seller lead source!
Last Review: 10/06/21 Colleen M.