Getting Started FAQs

How do I sync my email?

We recommend against syncing your email. When you send emails using our service, we automatically track who is opening your emails and clicking on the links included in them. This provides valuable insights into which leads are active and engaged with you. However, you can sync your email in Profile > Droplets. Scroll to select your provider, fill in your login information, and sync.

How do I share tags with my team members?

You can share your tags with team members by navigating to Profile > Settings. Toggle the “Tag Sharing” to the ON position.

I just purchased a campaign. What do I do now?

The short answer - nothing! We handle everything for you in terms of generating your leads, launching your landing pages, and all the technical stuff.

We recommend you visit our Support Section for training materials and courses on converting your leads into clients. We have scripts, objection handling, and more. These are best practices used by top performing agents across North America.

Do I need to build a landing page?

No. We build all of your landing pages for you. If you visit the Droplet Section, you'll see all of your landing pages there. You can view your landing page by selecting "View/Edit" > View Droplet. Your landing page will open in a new tab where you can explore.

We will also build custom landing pages for your projects for you. Simply shoot over an email to our landing page expert [email protected] and we'll happily build your custom landing pages for you.

Am I supposed to manage my campaigns or does the Communities team do it?

If you've purchased a campaign, then we will create, deploy, and manage your campaigns for you on your behalf. All you need to do is work the leads we provide by following our best practices! We will handle all of your advertising and campaign management for you.

I just signed up. Am I supposed to start a campaign?

If your goal is to generate new leads, you will need to purchase a campaign. We will create your ads for you, deploy them, and actively manage them on your behalf. All you need to do is get started by visiting the Campaign Module in order to begin your first campaign.

How do I start getting leads?

To begin generating leads, you'll need to purchase an advertising campaign through the platform. You can do so by navigating to the Campaign Module. Begin browsing your area with the Browse Function. Select "Create Campaign" from the prompt.

You'll be able to customize your campaign. Once complete and paid for, an ad order will be sent to our advertising team. We'll get your ads deployed within a couple of days - just make sure your CREA/property link is all set up so that we can deploy your ads.

If you need help with your CREA/property link or purchasing your first campaign, kindly message us at [email protected] and we'll be glad to help.

How do I send mass/bulk emails?

You can send bulk communications by using the Marketing Blast Tool. This is located in the Marketing Section found on the left hand side bar.

Simply select "Add New Blast" from the top right corner. You'll be prompted to customize your communication by lead type, tags, deal status, communication type, and more.

What happens after my free trial ends?

Once your free trial ends, you will lose access to the platform if you haven’t purchased a subscription. Our free trial is credit-card free so you will not be automatically billed once the duration of your trial is complete.

How do I edit the nurturing emails and SMS?

Navigate to the Nurture section of the platform. Select the droplet from the menu that is presented.

A menu will appear that displays different timeframes. Once you’ve selected the timeframe from the menu, you can edit the text directly in the email template that appears. Be sure to save the email once you’re done.

SMS messages can also be edited. You can navigate to the SMS menu by clicking “SMS & Voicemail” at the top of the page.

I want to get notifications about my leads on two different numbers. How do I set this up?

Unfortunately, the only way to do this is by integrating Zapier with a 3rd party SMS provider. To do this, add a trigger event for newly generated leads. Then, fire your action to send an SMS to the secondary phone number.

Our support is also available to assist with Zapier integrations. Please email [email protected] for assistance.

Should I keep my automatic alerts on or off?

We recommend always keeping alerts on. That alert will send new properties to your leads as soon as they hit the market. This is a great way to keep them informed.

How do the automatic alerts get created?

We automatically create the first property alert for leads once they register on your IDX website. We send them relevant listings based on their search criteria, such as location and property type.

What is the alert button?

The alert button is a form of email nurturing that sends your residential leads automatic emails with a link to view new properties on your website.