A guide to your website leads; overview, key information, and how to forward your leads to a third party CRM software
- Elliott
Overview
Your website is a way for you to generate leads. Whether they be vendors and landlords, applicants, or casual browsers signing up to property alerts, your website can generate leads in a variety of ways.
When a form is submitted online, you will receive an email to a designated email address. The contacts details will also automatically be saved in your VIA software (if you’re a Website & Lead Manager or Website & CRM Edition software customer).
How to add leads to a third party CRM system
You may want to add your leads directly to a third party CRM system if you’re not using VIA to send property alerts, marketing emails or manage your contact database. You can do this in two ways:
Through the VIA API - Contact your Webdadi Account Manager now to setup an API so the CRM system can access all of your website leads whenever they need them. Monthly subscription charges apply
Setup email forwarding so leads can be sent to specific email addresses and distribution groups. In order to do this, you’ll need to setup the email forwarding through your email provider (Outlook, Gmail etc) directly. You can use the following information to work out what rules/logic to apply to forward your emails to the correct place
Email lead types & the information contained within them
The following is an overview of the information contained within the email alerts you get whenever someone submits website form online. You can use this information to forward the email to the appropriate email address.
For example, you can setup a rule(s) within your email client (Outlook, Gmail etc) to auto forward emails of a certain type based on the subject line of the email to go to a specific email. Or, use the specific wording within the fields of the email itself to setup rules to send specific emails to different addresses. eg: Valuation request emails where the Town/City field contains Chiswick to the Chiswick office’s email address.
1) Valuation Request
These are the valuation form template items which can be added to any CMS page.
When submitted, an email will be sent to the designated email address within the item. You can edit/view this in the items section of VIA. The email will contain the following information:
From: propertynotification@webdadi.net
Subject: New valuation request from your website
Body Text: You’ve received a call me back request from the following website page
Contains the following information:
The URL of the website page the form was submitted from
Valuation Type (Sell or Rent)
Postcode (of the property they want valued)
Address 1
Address 2
Town/City
Name
Telephone
Email
Message
2) Instant Valuation Request (only available to those using Webdadi’s Instant Valuation plugin)
This is a plugin which is installed on the website to allow visitors to request an instant valuation. Please note, this information only applies to Webdadi’s instant valuation plugin, if you’re using a third party instant valuation tool you will need to consult them as to the information regarding how they deliver leads.
When submitted, an email will be sent to the designated email address within the item (labelled instant-valuation). You can edit/view this in the items section of VIA. The email will contain the following information:
From: propertynotification@webdadi.net
Subject: You’ve received a new Sales (or Lettings) instant valuation request
Contains the following information:
Vendor (or Landlord) Details
Name
Email
Home Telephone
Property Address (of the property to be valued)
Address 1
Address 2
Town/City
Postcode
Additional Notes
No. Bedrooms (Listed as 1 Bedrooms, 2 Bedrooms etc)
Property Type (House or Flat)
3) Call me Back Request
These are the call me back form template items which can be added to any CMS page.
When submitted, an email will be sent to the designated email address within the item. You can edit/view this in the items section of VIA. The email will contain the following information:
From: propertynotification@webdadi.net
Subject: New call me back request from your website
Body Text: You’ve received a call me back request from the following website page
Contains the following information:
The URL of the website page the form was submitted from
Name
Telephone
Email
Message
4) Property Alerts Sign Up Form Item
These are the property alert sign up form template items which can be added to any CMS page.
When submitted, any email will be sent to the nominated applicant email address (your default address). The email will contain the following information:
From: propertynotification@webdadi.net
Subject: New Website Lead
Body Text: A new applicant has signed up to receive email property alerts using your website.
Contains the following information:
Name
Phone
Email
Areas (which will match the areas added to the Areas section of VIA)
Account Type (Sales or Rentals)
URL of the page the form was submitted from
5) Office Contact Us Forms
These are the forms which appear on the standard office page template. When submitted, an email will be sent to the office’s department email address that is assigned in the Offices section of VIA. The email will contain the following information:
From: propertynotification@webdadi.net
Subject: New Call Me Back Request From Your Website
Body Text: You’ve received a call me back request from the following website page
Contains the following information:
The URL of the website page the form was submitted from (not including the https:// www or domain name section, but just the URL after the first / )
Department Selector
Name
Phone
Email
Message
6) Arrange a Viewing Request
These are the forms which appear on the property listings pages.
When submitted, an email will be sent to the office’s email address that is assigned to the property. You can edit/view this in the Offices section of VIA. The email will contain the following information:
From: propertynotification@webdadi.net
Subject: Virtual or Live Viewing Request
Contains the following information:
Name
Phone
Email
Message
Requested Date
Requested Time
Property Code
Property Address
Type (Sales or Rentals)
Postcode
Price
URL of the property on the website
The applicant also wants to request a virtual viewing!
The applicant also has a property to sell/let (dependent on Type of enquiry)