Video Transcription

Hello. Welcome to another addition of Delta Media Group's Tech Tuesday. Here at Delta Media Group, our island of misfit toys is filled with mostly old server equipment. Today we are gonna take a look at the lead settings page. Now, this is a very important page. It determines where your leads go. It determines some things about what kind of leads you get, depending on what the company lead settings look like, stuff like that. We've made some changes to it recently, so we wanted to make sure to get back into that page and just give it another good once over, so we can take a look at everything on it and see what you can do on that page, and get yourself familiarized with it.

Let's go into Delta and take a look at it. To get there we are gonna go down to leads and contacts. Click on settings, and we can see there's an admin control setting. This is only gonna show up for admins here at the top, but as we move down, you can see the various settings that'll be available to you to control how you can get different leads. Depending on what you have, there might be some different settings on here. Yours may not be an exact match for this page, 'cause some of these are kinda feature based, but let's take a look here at broadcast availability. The first thing this will do is, if your company is broadcasting out leads, you can use this checkbox to opt out of those broadcast leads. We look at his mostly like what it says here. If this is a vacation kinda thing, 'cause I mean, you wouldn't want leads to be broadcast with you and just sit with you and not be addressed while you're on vacation. If you're still gonna handle your leads while you're on vacation, then you shouldn't check this box.

But if you're gonna be out of the country or something, and you're not gonna be able to handle the leads, it's a good idea to check this so that those broadcast leads go to agents, so they can handle them right away. That is an option that's available there. You can see with each one of these, I click this arrow to expand the section. Then, I have a save preferences button in each section. It just makes it more convenient for you. The old version, you had to scroll all the way to the bottom of the page and hit save. Now, you can just click this save preferences in each section. One thing to keep in mind there is that if I make a bunch of changes in different sections, and I click save preferences, what that's gonna do is save the entire page. It's just something worth keeping in mind. We'll close that one out.

I'll take a look, just a real brief look, at these text short codes. The way this system works is, you have a number up here, and like I said, this is something that is not available to everybody. It just depends on whether the company signed up for this platform or not. What it allows you to do is, you can put a sign in the yard of the listing, and then they can text a string, we'll say, basically, a word, a word or a phrase, to this number. In doing so, the system will send them a response automatically. The response is gonna have a URL in it that they can click on to open up your website and look at a map view, or a listing detail page that fits certain circumstances.

Here's the idea, there's a default code for this. The company can provide what the default code is, or you can override what the default code is here. When somebody texts whatever code is here to this number, they're gonna get back the listing detail page for the listing that they are closest to. The idea is if a customer is standing in the front yard of a listing, and they text listing detail and the number to this number, they're gonna get back a URL that will take them to the detail page for that listing so that they can view more information on it. Actually, that's ... Let's try that again. Listing will text them all the listings that are closest to them, and then detail texts them the link to the detail page. That's the difference with these two. The last one will text them a map that'll show all the open houses that are nearest to them. So, we got detail and list backwards there at first.

One more time, the first one texted to that phone number, will send them a map with the listings closest to them. Second one sends them a link to the detail page for the single listing that is closest to them, and open house sends them a link to a map that shows all of the open houses that are closest to them. All of it's about a geolocation based search. When they click the link they get in the text message, they'll have to confirm access or allow access to the geolocation information on their phone in order to be able to see that map, and/or for it to hone in on their location. That is what these are. Like anything else, if you have any questions on those, I know it got a little convoluted in there, just let us know. But like I said, this is only available to those that have signed up for it.

Next we have zip code settings. If your company is using the zip code settings to decide who to broadcast leads to, this is how the system knows what zip codes belong to you. It's a good idea to go in here and enter all the zip codes for all the areas that you wanna service. You can have up to 40, by default, but the company can define a larger or smaller number of total zip codes that you can put in there. Next, you can put in a minimum price for these broadcast leads. The idea is if you only wanna receive opportunities for broadcast leads for listings with a price of over a certain threshold, you can put that number in here, so you'll only get broadcast opportunities for ... If I put $100,000 in here, then I'm only gonna see broadcast opportunities for leads that came in on listings with a listing price of over $100,000. The idea there is it's very restrictive. I mean, you can do this, there's certainly nothing to stop you from using this feature as long as it's turned on by the company.

But the idea is that if somebody sends in something just below your threshold, maybe you would still be interested in it, so you wouldn't wanna lose out on that.t his thing has no flexibility, so it's not ... If a lead comes in on a $99,999 listing, if you have this set as $100,000, it's not gonna pick it up. It's something worth keeping in mind if you do use this feature. Generally, it's a good idea to not put in a minimum here, that way you get as much opportunity as you can. Next we have minimum rental price. This is exactly the same thing, except for leads on rental listings. Next we have requests on your own listings. The idea here is if the company is set up that way, and generally they are by default, any request on your listing would often go to you. If you only wanna see the requests on your listings over a certain price threshold, you can do that here also, or if you don't wanna get the leads on any of your own listings, if you're only, generally, the only representing sellers and you're not really interested in being a buyer's agent, then you can enter 0 here, and you'll never get any of the lead opportunities that come in on your own listings.

This is just a level of customization there that allows you to fine-tune leads you get to better match your business. That is how you would set this up. Just put in a minimum price, save that one. Next, you can choose whether or not you wanna be carbon copied on any of the home finder emails or the saved search emails that go out to your customers. If you check this, it'll automatically CC you on all those emails. The market watch setting does the same thing for market watch. AVM, this allows you to turn off the leads that you would get on AVM listings. If the AVM system is turned on for your company, it would also be turned on for your agents at that point. If a customer goes to your website, and they enter an address into the what's my home worth field, that's the AVM system, the system by default will generate a door knock opportunity lead. It won't have any contact information right away, because it's just an address. That's all they put in, but it will send you that address as a lead. You'll be able to see that somebody filled out the form, and it'll show you their address, and you'll have to process that lead or mark it as processed, and then decide if you wanna market to them.

The idea is you could put them all in a group, and you could print out mailing labels for them, and you could actually send them physical mailers, since you have a physical mailing address. If you don't want those leads, or if you don't have a plan to deal with them, you can just click this box and save it, and that'll disable those leads. When people just fill out an address, you won't get a lead for those. But if they fill out an address and then on the actual AVM page, they fill out one of the call to action forms there, you would still get that lead.

Next, and this is probably one of the most important ones on this page, this allows you to define some of the email and SMS related settings for how you get leads, or for how you get lead notifications. First, we have HTML with link. You can limit your lead notifications to just a text-based email instead of HTML. This was really a legacy system, because just about every email client out there now will support HTML without a problem, so that is the way you will wanna receive those leads. The option is still here to make a text with link or text with no link. It's just a matter of really old email clients wouldn't support all that HTML, so you can set them up that way to make sure that you get them on those old clients. You just wanna leave that one on HTML with link. Send lead notices to, allows you to enter an email address or multiple email addresses. If I put in here ... So, if I put that email address in here, I'm gonna get all of my lead notifications at that address instead of what I have set up as my public email address. That way, all the emails that go out on my behalf will have that public email address on them, but my lead notifications will come in to this one.

The idea is if you have, like my Delta Group email address, if I wanted to use that as mu public address, but I wanted my lead notices to come in to a Gmail address, 'cause I check that one more often maybe, then that's what I would use this field for. I can also put a comma here, and I can put in a second email address if I want those notifications to go to multiple addresses, or if I have multiple people I wanna notify when I get a lead, like, say I wanna be notified, but I also wanna notify my, like an office assistant, something like that I want to be notified, I can put both addresses here, and then those notifications go to both people. That is what you can do with that field.

Next, you can set your email type, which you'll just leave that on POP3. Again, the other options in there were available for older systems that just aren't really being used anymore. If you were using a web-based email client or a mobile device as your primary email client, you used to have to set these to have them formatted for those devices. Now, everything should handle POP3 just fine, so you can leave that on its default. Next, what we just added in here is an HTML editor for you lead signature. This allows you to actually add things like pictures and formatting to the lead signature that's automatically gonna be attached to the emails that the system sends out to customers on your behalf. That's kinda nice. This is the same kind of editor you'll see for the page editor and all the pages and everything, so you can put in links, you can put in pictures, like if I click here for a picture, I can browse and I can add a picture in here. You just wanna make sure not to go too crazy there. If you add a lot of great, big pictures in there, that's gonna take over your email. So, keep in mind that this just a lead signature.

Then, you can also insert your social media links automatically if you have any saved on your overviews page in the system. Now, when you add those links in, you can tell it to automatically convert those to the icons, so they're clickable icons instead of the actual Facebook URL. Instead of saying Facebook.com/ and your page ID and all that stuff, if you switch this to yes, it'll automatically just put an icon there instead. Then, people can just click your Facebook icon.

Next, you can add in SMS numbers. This is part of the upgrade package, so if you click add new number, it'll bring up this field where you can put in numbers. You put in your phone number. It's a good idea to send yourself a test message to make sure you get it. You can add as many numbers as you want, just like the email addresses, if you want the lead notices to be texted to more than one phone number, you can just keep adding more than one in here. Once you have all your numbers in, just like every other section, you'll go up here and click on save preferences, and that'll save those numbers. Then, your lead notices will be text messaged to those numbers in addition to sending you the email.

Next here, you have some ability to control what fields are required on your contact forms on your web page. You can see, this is specifically for the contact us form. This is specifically for the showing request form, and this is for the my portfolio or the save, search, sign up form. What these do is allow you to require the phone numbers if you want. You just check those boxes and hit save, and that'll do that.

Next, we have the share my leads system. This allows you to actually share your leads with other agents in the company. You just select them over here and hit the share button. Once you have them selected, you can select more than one at once by just holding down the control key or the command key to select more than one. Then, you'll hit share unprocessed leads, and that'll move them over here. You can select them and hit remove to remove them. The idea here is that there's a team platform that's built to handle this sort of thing, but if you're just working with another agent, you can share your leads with them so that they can see all of your unprocessed leads. If a lead comes in before you process it, they'll be able to see it. Once it's processed, they won't be able to see it anymore. Likewise, you have share processed leads. With this, that would be after the lead's processed, they can see it. They wouldn't be able to see it while it's unprocessed. Then, after you process it, they would be able to see it in their own customer center, so that they can correspond and interact with that lead.

If you want to share in both scenarios, you can add the same agents to both. I could select five agents here, same five agents here, and share both of them. Then, they'll be able to see all of my processed and unprocessed leads. They can just go to their own customer center, see my leads, it'll let them get to those overviews page, set up saved searches on them, set up market watches, and just generally correspond with them and see information on them. If you're working with another agent, that's just one way that you can manage your business to alow multiple people access to those leads.

On down the line, my portfolio and home finder leads, these types of leads are if a customer goes to your website and they run a search and then they save that search so that they start getting email notifications, or if they go to your website and save a listing and create an account when they save the listing, or they just go to your portfolio signup page, and click sign up and enter their contact information. All of those ways create them an account, but they haven't actually asked you for anything. They didn't go to a listing and ask for more information, they didn't ask for a showing on a listing, they just made an account so they can start getting notices by the system, or just so that they can log in and keep track of the listings they've seen, and the listings that they are interested in. This allows you to determine whether or not those will create a lead when that happens. When they create the account, it'll be in your system. You'll be able to see their information, but with these unchecked, it won't actually pop up as a new lead and notify you, and ask you to contact them, or ask you to process the lead, I should say, which basically is the same thing.

The idea is that when you're processing a lead, that means that new information came in, a new lead came in, and you used that information to contact them, to reach out to them in some way. If you just wanna let people who created an account or saved a search come in and kinda leave them to their own devices to just go around and go through the website and browse at their leisure, but you don't actually wanna reach out to them right away, you don't have create a lead for those. If you uncheck these, it's not gonna pop up as new lead that needs processed. If you leave them checked, it will pop up as a new lead, and then you'll have to go in and process those leads.

Next, this will allow you to determine whether or not you should be notified every time one of your customers adds, changes, or deletes a saved search, or saves a listing. With these unchecked, you won't get any notifications when those things happen. With these checked, any time one of your customers goes to your website and saves a search, you'll get a notice, or if they change one of their searches, you'll get a notice, or if they save a listing you'll get a notice. The idea is it just keeps you constantly informed with all the customers that are interacting with your website. I would say it is a good idea to keep these on. The idea is if you have a whole ton of traffic, and you're just getting bombarded with email, then you can go back and then turn them off. Otherwise, it's a good idea to stay informed of that. This tells you when you have an active customer using your website, saving listings and savings searches. You can check these or not, and hit save, and that'll determine how those work.

Lastly, we have mortgage lead assignment. If there are any mortgage accounts, or the mortgage system is turned on at the company level, you can go in here and you can choose from the mortgage users that the company has set up, the ones that you would like to be notified, or the single one, that you would like to be notified when a request is made on a listing on your website. On your agent's site, the way this works if it's turned on is if someone goes to a listing detail page and either request a showing or request more information on that listing, the system will ask them if they wanna also create a mortgage lead. It doesn't say it like that, but it asks if they also want to get more information about potentially getting mortgage. If they say yes to that, the system will send a lead notification to a mortgage user that's set up in the system. Again, if the company has any set up. If there's multiple, this settings lets you select which one.

There you go, so then you have another save preferences button here at the bottom, and that is all there is to it. That is the entire lead settings page. This one got a little dry there in the middle, sorry about that. But as always, thank you very much for joining me. If you have any questions, concerns, comments, feel free to send an email in to support at deltagroup.com, or give us a call, and we can walk you through anything on this page, or anything else to your heart's desire. Don't forget to like and subscribe to our channels and pages on Facebook and YouTube, so that you get notifications when we come live with new videos. Thanks a lot for joining me. I will see you next week.