Article Overview
The links below cover how to configure DataGrid AI and then populate DataGrid AI pins in the mobile app by assigning users to areas. It will also go over how to convert the pins into leads on your account.
TIPS: This feature is only available to companies that have added the DataGrid AI package to their billing pan.
DataGrid information is only available on the mobile app and not the web app.
If you would like to add this to your plan, please contact our Support team at (801) 418-9009 or connect with your CSM.
Part 1: DataGrid AI Configuration
This part will cover how to configure your DataGrid AI settings. These adjustments can only be made by user's whose role has the permission to "Manage Settings".
- Access the DataGrid AI settings from the Web App by clicking on "Settings" -> "DataGrid AI".
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These configuration options allow users to select a data model that matches your industry. Changes made on this page will save automatically.
- Note: Not selecting a DataGrid model will prevent you from seeing the Buyer Score on DataGrid pins in the mobile app.
- Note: Custom Scores are for Enterprise Accounts only.
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OPTIONAL: There is an option to "Preserve the Buyer Score".
- If you wish to preserve the DataGrid Buyer Score after creating a lead from a DataGrid Pin, you can create a Custom Lead Field to store the score.
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To preserve a Lead's Buyer Score:
- Create a custom lead field ("Settings" -> "Custom Lead Fields").
- Use the "API Field Type.
- Name the field "Buyer Score".
- Publish the new custom field.
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- Return to the DataGrid AI settings page.
- Inside the "Buyer Score Preservation" box, select the "Buyer Score" field you just created.
- Leads created from DataGrid pins will then store the Buyer Score inside of the Buyer Score custom field.
Part 2: DataGrid AI Permissions
This part will explain the 3 permissions that will appear under Roles & Permissions
- Manage the DataGrid AI permissions by navigating to "Settings" -> "Roles & Permissions".
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There are 3 DataGrid AI permissions that can be toggled on/off for each role. By default, the Owner and Admin roles have all 3 permissions enabled.
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DataGrid Areas: Allows users to view average demographic information and buyer scores inside of pre-determined areas on the mobile app.
- Note: If a user's role allows them to "Manage Areas", the user will be able to create/assign areas using the this feature.
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DataGrid Buyer Scores: Gives users the ability to see the DataGrid AI Buyer Score for individual homes on the mobile app.
- Note: When this permission is off, users will still be able to access demographic information. They just won't see the Buyer Score on homes.
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DataGrid On-Demand: Allows users to view/access DataGrid pins within a 300 meter radius around where the user is located on the mobile app.
- Note: When this permission is off, a user will only be able to view/access DataGrid information on homes inside of their assigned areas on the mobile app.
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DataGrid Areas: Allows users to view average demographic information and buyer scores inside of pre-determined areas on the mobile app.
- To adjust the DataGrid AI permissions for other roles, simply select the role, and toggle the permission on/off based on your needs for each role.
Part 3: Populating DataGrid Pins on the Mobile App
Users with DataGrid AI as part of their plan will be able to view demographic information for homes inside of their assigned areas. These Help Center Articles will demonstrate how to populate DataGrid pins on the mobile app. Additionally, how to manage your DataGrid AI filters on the mobile app.
- Populating DataGrid AI (iOS)
- Populating DataGrid AI (Android)
- DataGrid AI Filters (iOS)
- DataGrid AI Filters (Android)
Pro Tips
- While this article covers how to configure your DataGrid settings and permissions, check out our articles on how to populate and filter DataGrid pins on your mobile device.