Movers | Setup

Article Overview

In this Article we will guide you on how to setup Movers in the SalesRabbit platform. Movers are automatically generated leads of New Movers in the Zip codes that are selected in the setup process. 

TIP: Movers is an Add-On, if interested in adding it to your account please contact your CSM or Customer Support.

Part 1: Create a Mover Status

This part will cover how to create create a "Mover" status. This step is not required, but recommended if you do not have an existing status to designated new mover leads.

• From the SalesRabbit Web App, navigate to "Settings" -> click "Lead Statuses".

• From the Lead Status Settings, click "New".

• Use the fields on the left side of the "New Lead Status" page to create a lead status to assign the new movers leads you will be receiving.
  • Note: the screenshot below is simply an example. Your status can be whatever name/abbreviation/color/icon you see fit to disposition new mover leads with.
• Click "Save" to save the new mover lead status.

Part 2: Add MLS Custom Fields

This part will cover how to create MLS custom lead fields. There are additional pieces of information that can be captured by Movers leads with Custom Fields in SalesRabbit. Adding these custom fields is optional. If certain custom fields are not added, the information will simply be omitted from the mover lead created in your account.

Note: your account must be Pro/Enterprise in order to create custom lead fields.

• Login to the SalesRabbit Web App and navigate to "Settings" -> "Custom Lead Fields".

• Create eight new API Custom Fields by selecting the "API" field type and rename each as follows (use the Field Name column):

• A completed list of these custom fields should appear like this:

• Click "Publish" in the bottom right corner and confirm.

Part 3: Movers Configuration Wizard

This part will walk through how to navigate the Movers Configuration Wizard to complete your Movers Add-On set up. Accounts will not receive new movers leads until the wizard has been enabled and set the zip codes to receive new mover leads for.

Note: users must have account admin/owner access to run/edit this configuration.

• From the SalesRabbit Web App, navigate to "Integrations" -> "Marketplace" -> "Add-Ons" -> select the "Movers" tile.

• From there, navigate to "Configuration" -> select either "Enable" or "Reconfigure".
  • Note: "Reconfigure" will appear if you have previously enabled this add-on.

• Listings & Properties
  • Select the listing type you'd like to receive:
    • 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.
  • Select the property types you'd like to receive.
    • Residential: all residential single-family homes, excluding townhomes and condos.
    • Residential + Multifamily: all residential single-family homes including townhomes and condos.
    • Commercial Sales: commercial properties.
    • All Property Types: all property types available.
  • Set a minimum property value (optional).
  • Set a maximum property value (optional).
• Click "Next" to move onto the page page in the configuration.

• Manage Your Listing and Property Settings
  • Select how often you'd like leads to be added to your account with 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.
  • Select a delay from the event occurring. Some users want a delay to allow new home buyers to move into their home. Select how long you'd like to delay receiving movers leads:
    • None: no delay on the uploaded movers leads.
    • 1 Day: movers leads are uploaded 1 days after the event.
    • 1 Week: movers leads are uploaded 7 days after the event.
    • 2 Weeks: movers leads are uploaded 14 days after the event.
    • 1 Month: movers leads are uploaded 30 days after the event.
    • Note: This is typical for canvassers who want to make sure new residents have moved into the home.
  • Fallback to Off-Market: 
    • 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 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 expiring listing.
    • Note: we recommend that you leave this setting enabled, otherwise, you may miss out entirely on Movers leads for these areas.
• Click "Next" to move onto the next page in the configuration.

• Manage Mover Lead Status and Notification Preferences
  • Set the Mover Lead Status
    • As leads are generated and added to SalesRabbit, a set default status is required. Select the lead status you'd like the new Movers leads to be created as.
    • Note: we suggest adding a "Movers" lead status to differentiate which leads were added by the Movers Add-On.
  • Email Notification
    • Allows SalesRabbit to send email notifications to reps letting them know how many mover leads were created.
• Click "Next" to move onto the next page in the configuration.

• Manage Postal Code Assignments
  • Leads added to SalesRabbit with the Movers Add-On MUST be assigned a user in SalesRabbit. The system will use a "Simple Postal Code Assignment" to make those lead ownership assignment.
    • To set up Simple Postal Code Assignment, admins/owners must manually enter in the Postal Codes and choose which user they'd like the Movers leads from that Postal code to be assigned to by using the mapping feature available on this page.
    • To utilize the Simple Postal Code Assignment, select "Add a New Mapping" -> enter in the postal code -> select the user you'd like leads created in that postal code to be assigned to.
    • Continue performing this step until you've entered in all your needed postal codes. Postal code assignments can only be made to 1 user per postal code.
  • Accounts have the the option to use "Bulk Postal Code Assignment" instead.
    • Larger organizations with extensive coverage can utilize Bulk Postal Code Assignment and make postal code assignments on a spreadsheet for enhanced lead distribution flexibility.
    • Note: when enabled, Simple Postal Code Assignment will be ignored. Any assignments that distribute leads in bulk will count against the granted allotment of Mover Leads.
• Click "Next" to move onto the next page in the configuration.

• Manage Bulk Postal Code Assignment 
  • Note: if using Bulk Postal Code Assignment, an additional page will appear. If using the simple postal code assignment, you'll be take to the "Sync Historical Records" page instead.
  • If using Bulk Postal Code assignment, please follow these steps and refer to Part 4 of this article for more information on managing your copied spreadsheet.
    • Step 1: Copy the user assignment Google spreadsheet template link found on the configuration page. Rename your copied spreadsheet to whatever you'd like.
    • Step 2: Share your copied spreadsheet to integrations@salesrabbitdev.com.
    • Step 3: Enter the spreadsheet ID from your copy of the Google spreadsheet.
      • The spreadsheet ID can be found in the URL of the spreadsheet.
      • Example: docs.google.com/spreadhseets/d/SpreadhseetID/

• Step 4: Assign Users to Postal Codes
  • Note: This step should be completed after users have been synced. Users will sync after you click "Finish" at the end of the configuration at least once. Make sure to set the user assignment status on the spreadsheet to "Active".

• Sync Historical Records
  • This is an initial option to get recent Movers leads uploaded into your account.
  • To do so, please send the following to your CSM or SalesRabbit Support and they can finish configuring the back sync:
    • The Movers Lead Back Sync URL (copied from your configuration wizard).
    • The end date for the back sync period.
    • How many days back from that end date you'd like to retrieve (30 days, 60 days, or 90 days).
    • Example: let's say you wanted leads from the beginning of June to the end of August.
      • End Date = August 31st, 2025 and 90 days (accounting for August, July, and June).
• Click "Finish" to complete your Movers Add-On setup.

• That's it, you'll start receiving Movers Leads according to the settings set up in the configuration! 
• If you chose "Bulk Postal Code Assignment" in your configuration, see the next part on how to manage your copied postal code spreadsheet.
• Users can always walk through this configuration and change any of these settings at anytime by clicking "Reconfigure". If making changes to the configuration, be sure to walk through every page and click "Finish" to save and apply your changes.

Part 4: Bulk Postal Code Assignment Spreadsheet

This part will cover how to manage your copied Bulk Postal Code Assignment spreadsheet. This part is for accounts who opted to "Use Bulk Postal Code Assignment Instead" rather than use the "Simple Postal Code Assignment" in the Movers Add-On Configuration Wizard.

• After performing the steps for the bulk postal code assignment sheet in Part 2 of this article and completed the Movers configuration at least once, you can then manage the spreadsheet!
• The Bulk Postal Code Assignment spreadsheet allows users to quickly enable/disable receiving movers leads for specific zip codes without having to enter them manually in the Simple Postal Code Assignment section of the configuration.
• Under the "Assigned User Email" column of the spreadsheet, select the user you'd like the Mover Leads from that zip code to be assigned to.
  • Tip: it's common for accounts to have all Mover leads be assigned to a Admin/Manager, who will then reassign the leads to a specific canvasser within SalesRabbit.
• Under the "Assignment Status" column of the spreadsheet, set desired Zip Codes from "Inactive" to "Active" (or vice versa). Accounts will receive new movers leads from zip codes that are active on their spreadsheet.
• Accounts will begin receiving new Movers leads for zip codes that are "Active" and have a set assigned user email.

Pro Tips

• Create a "Movers" lead status to set all uploaded leads to.