So You have the WordPress plugin FlexMLS (by FBS same developer that created the MLS used in the Phoenix area ARMLS FLEXMLS) on your WordPress website.
Your data is live, the detailed info is gorgeous, and SEO is solid.
People are signing up for a portal so they can save their searches.
Then you are manually inputting the new contact in your Wise Agent CRM.....really? There must be a way to automate....there is!
Go to wise agent....contacts---leads
scroll down to--
copy the email address
Now open your MLS
GO TO PREFERENCES--MY PROFILE
NOW GO TO ADD EMAIL
NOW ADD AN EMAIL ADDRESS
NEW ADDRESS….NAME IT WISE AGENT…USE EMAIL YOU COPIED ABOVE (NOT YOUR PRIMARY EMAIL)
NOW GO TO PORTAL PREFERENCES
SELECT YOUR WISE AGENT EMAIL
YOU ARE SET!!!
BUT WAIT THERE IS MORE
GET YOUR FIRST EMAIL NOTIFICATION THAT SOMEONE SIGNED UP.
Go to that client in wise agent
Look at the source
Now go to contacts---leads
You will add a new lead
Create your lead—
Use the lead source you found on the client, add a drip campaign for your client, put the person in categories. If you click on email response you can create an email to instantly send to your new client (be sure to mark yes to send it)
So now your contact is made, a drip campaign will automatically go to them, they are in a category and a welcome email was sent….easy peasy!!
Thanks Jean Wawrzyniak-Fry for this Easy Peasy Tutorial!