Movers | Setup

Setup/Configuration

1.) Add MLS Lead Custom Fields (Optional)

There are additional pieces of information that can be captured with Custom Fields in SalesRabbit. If the custom fields are not added they will simply be omitted from the lead created in your account. Note your account must be Pro/Enterprise in order to add custom lead fields: 

2.) Navigate to the Marketplace and click "Add-Ons"

Note: You must be an account admin to be able to access the Marketplace

3.) Click on the "Movers" card, select "Configuration" and click "Enable"

Note: Movers must be enable on your account for the configuration tab to be visible

Feed Configuration

4.) Configure Event

Event is broken down into three categories and defined as the following:

• Just Closed - The home purchase has closed
• Under Contract - The home is under contract to close but has not yet closed
• Just Listed - The home is listed on the market but is not under contract and has not closed

5.) Configure Frequency

Frequency controls HOW OFTEN you want leads added to your account as the following options: 

• Real-time - Movers uploads leads as soon as they are available
• Daily  - Movers uploads leads every morning at approximately 5:00AM MST/MDT
• Weekly - Movers uploads leads every Monday at approximately 5:00AM MST/MDT
• Monthly - Movers uploads leads on the first day of the month at approximately 5:00AM MST/MDT

6.) Configure Lead Delay

Some users want a delay to allow new home buyers to move into their home and there for want a delay lead time. It is defined as the following:

• None - No delay on the leads uploaded 
• 1 Day - Leads are uploaded 24 hours after the event 
• 1 Week - Leads are uploaded 7 days after the event 
• 2 Weeks - Leads are uploaded 14 days after the event 
• 1 Month - Leads are uploaded 30 days after the event

Property Filters 

Movers has the ability to filter property attributes that are uploaded to your account

7.) Configure Property Type

Property types are defined as the following:

• Residential - All residential single-family homes excluding townhomes and condos
• Residential + Condo/Townhome - All residential single-family homes including townhomes and condos
• Commercial - Commercial properties
• All Property Types - All property types available

8.) Configure Property Maximum & Minimum Values

Users have the ability to filter the minimum and maximum list price of the property. This is optional in the configuration

9.) Configure Off-Market Fallback

In some areas, closed data is not available so our Movers feed is only able to know if a home is on the market or now off-market. You have the option to leverage off-market statuses in these areas where "closed" info is not available. This means that a home that is no longer listed for sale will be considered "closed" even though it could be either closed or an expired listing. We recommend that you leave this setting checked, otherwise, you may miss out entirely on Movers leads for these areas. However, you have the option to check/uncheck the box which controls this behavior for the feed.

Default Lead Status and Email Notification

10.) Configure Default Lead Status and Turn ON/OFF Email Notification

Leads added to SalesRabbit must have a default status. We encourage users to add a "Movers" status to the account but it is not required. All leads uploaded will have this default status

Email Notifications can be sent to the Owner on the account to inform them of the lead counts sent to the users that the Mover leads are assigned to. IF you do not check the box Emails will not be sent

Simple and Bulk Postal Code Assignment

11.) Configure Postal Codes and Assigned Users

NOTE: the picture below is for Simple Postal Code Assignment

Leads added to SalesRabbit MUST be assigned to a user in SalesRabbit. By selecting postal code assignment leads generated are uploaded and assigned to the assigned user. There is no limit to how many users and postal codes assigned.

Bulk Postal Code Assignment - Part 1

For larger organizations that cover many postal codes, spreadsheet assignments can be used for more flexibility in lead distribution.

To start, go to the User Assignment Google Sheet Template and make a copy for yourself to use.

Next, you'll want to share the Copy of the template that you made with integrations@salesrabbitdev.com.

Finally, you need to take the Spreadsheet ID and paste it into the 'Spreadsheet ID' field within the configuration page in SalesRabbit

Example: docs.google.com/spreadsheets/d/SpreadsheetID/

Bulk Postal Code Assignment - Part 2

To auto-populate a list of users for postal code mapping please ensure "Fill User Sheet" is checked and you have added your SpreadsheetID from the previous step. Click "Next" skipping step 5 and click "Finish" to kick off the user sync for your sheet. After a few minutes, you can begin configuring your postal code assignments on your Google sheet by user email and setting assignments to "Active" ("Paused" will be disregarded). When you are ready to turn on Movers syncing continue to step 5 in the screenshot below

Note: When "Use Bulk Postal Code Assignment" is enabled Simple Postal Code Assignment will be ignored for movers assignment. To revert back, uncheck the box and finish the workflow configuration to save the settings

Movers Back Sync

12.) Configure the Movers Back Sync

This is an initial option to get Movers leads in the recent past. To do so, please send the following to your CSM or SalesRabbit Support and they can finish configuring the back sync:

a. The Movers Lead Back Sync URL as copied from your configuration

b. The end date for the back sync period

c. How many days back from that end date you'd like retrieved (30, 60, or 90)

For example, let's say you wanted leads from the beginning of June to the end of August, you'd send, August 31, 2021 as the end date and 90 days back, along with that URL.

13.) Click Finish

That's it, you are now configured to receive Movers leads! If you have any questions or issues please reach out to support or your CSM.