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seller_lead_tool [2016/06/02 01:21]
brittany [The Seller Lead Widget]
seller_lead_tool [2017/06/15 17:47]
brittany
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-======Seller Lead Valuation Tool====== 
  
-**Overview** 
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-The property valuation tool gives you the opportunity to capture seller leads. We contracted with a third party service to deliver home price estimates and combined this with our lead capture system to deliver seller leads to your Lead Manager. 
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-If you would like to test drive the seller leads tool, check out http://​demo.realgeeks.com/​cma/​property-valuation 
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-Here is a walkthrough **video** that explains how the Seller Lead tool works: ​ 
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-**Screencast: ​ 
-Seller Lead Generation Tool Setup and Lead Follow up** 
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-<​html><​iframe width="​960"​ height="​540"​ src="​https://​www.youtube.com/​embed/​SYrq3ZIiW-0"​ frameborder="​0"​ allowfullscreen></​iframe></​html>​ 
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-**Page Map: Seller Lead Generation Tool Landing Page 
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-{{:​property-valuation-page-map-redo.jpg|}} 
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-**Scenarios:​ Seller Lead Generation** 
-{{:​seller-leads-full-.jpg|}} 
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-**We create a seller lead if:** 
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-  * our service is able to find the homes valuation and the user completes the registration form 
-  * we are unable to provide a valuation but the user supplied additional information as well as completed the registration form 
-  * a user performs a home valuation but chose not to register with their contact information at that time 
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-Note: Potential Seller Leads take about an hour to appear in the Lead Manager dashboard 
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-======Google AdWord campaign====== 
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-If you are running a Google AdWord CPC campaign, we run the same conversion code as your buyer lead registration form. 
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-======Configuration====== 
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-**1. Log in to your account at [[http://​accounts.realgeeks.com/​|accounts.realgeeks.com]] and go to your site admin.** 
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-**2. Find the section titled, “Seller Leads Generation Tool - Settings”** 
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-{{:​enable_and_configure.png?​400|}} 
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-**3. Choose to enable Seller Leads** 
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-{{:​enable_and_configure2.png?​600|}} 
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-**4. Once you enable seller leads for your site, you will then be given the URL to your Seller Lead Landing page.** ​ 
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-{{:​enable_and_configure3.png?​600|}} 
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-**5. You will have the opportunity to customize your Auto Responder Email templates.** 
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-{{:​enable_and_configure4.png?​600|}} 
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-**6. Customize your landing page information here.** 
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-{{:​enable_and_configure5.png?​600|}} 
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-{{:​enable_and_configure6.png?​600|}} 
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-{{:​enable_and_configure7.png?​600|}} 
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-======Disabling the Tool====== 
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-If you would like to disable the tool, please let our support team know by [[http://​www.realgeeks.com/​support/​|filling out our support form]].  ​ 
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-Any changes will be reflected when the current billing cycle finishes. 
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-======Lead manager Notifications====== 
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-**Notifications** 
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-There are 3 notifications in the lead manager relating ​ to the seller lead tool.  
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-{{:​lead_manager_notifications.png?​400|}} 
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-**Seller Leads valuation inquiry:** This notification is sent when the user registers with their contact information. 
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-**New Potential Seller Leads:** This notification is sent when the user did not complete the registration,​ you are still given the home valuation search information. 
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-**Agents — Seller Leads valuation inquiry:** This notification is sent when of your agents existing clients complete the valuation. 
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-======Lead Manager Lead Assignment====== 
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-Seller lead assignment work in a similar way as your buyer lead assignment with the flexibility to allow you to handle these leads apart from your buyer leads. 
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-{{:​lead_manager_slt_assignment.png?​400|}} 
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-======Third Party Integration====== 
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-**MailChimp**:​ You can segment Seller Leads from buyer leads in Mailchimp 
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-**Infusionsoft**:​ There is a spot for a separate action set ID for Seller Leads 
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-Please work with your trainer to generate this Seller Lead action set ID and update your Infusionsoft setting in the Lead Manager. (http://​docs.realgeeks.com/​infusionsoft_integration) 
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-======The Seller Lead Widget====== 
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-**Wait until your site is live to use this widget.** 
-Widgets may not display properly until your site is live as they are linked to your live domain rather than your development domain. 
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-**How to find the widget and add the code to the source code of your pages/​sidebar** 
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-**1. Go to your site backend, <​yourdomain>​.com/​admin. Click "​Seller Leads Widget"​.** 
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-{{finding-seller-widget-code1.png?​600|}} 
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-**2. Change the button "​Background color" of your widget here. Click on "Click to get Code" to get the Seller Lead Widget code.** 
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-{{finding-seller-widget-code2.png?​600|}} 
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-**3. A popup with the code will appear. Clicking on the code will highlight the whole thing. Copy the code.** (Keyboard shortcut: cntrl+c on a PC or command+c on a mac) 
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-{{finding-seller-widget-code3.png?​600|}} 
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-**4.1. After you copy the code, go to the page you want the widget on. You would add the code in the source code, which looks like this: <>.** 
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-{{finding-seller-widget-code4.png?​600|}} 
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-4.2. A popular place to add the code is in the **sidebar**. 
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-You will want your sidebar item to be marked to **"​Custom Content"​**. This **sidebar** item type will allow you to insert the code. 
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-{{finding-seller-widget-code5.png?​600|}} 
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-**5. Paste the code in the source code: <>** (Keyboard shortcut: ctrl+ c for PC or command+v for Mac) 
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-This is how it will look: 
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-{{finding-seller-widget-code6.png?​600|}} 
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-If you have any questions, contact [[https://​www.realgeeks.com/​support/​|support]]. 
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-[[seller_lead_tool#​seller_lead_valuation_tool|Back to top]] 
seller_lead_tool.txt · Last modified: 2017/06/15 17:47 by brittany