Custom Lead Routing

Overview

The custom lead routing functionality allows teams and brokerages to route leads from specific forms and/or activity type to specific agents across their websites.

Lead routing rules can be viewed on the ‘Lead Routing’ page under ‘Contacts’.

The first rule at the top of the page is the ‘default’ lead routing setting (ie all leads are sent to the specified ‘lead emails’).

Individuals who are selected for the custom rules will receive an email notification directly that a new lead has come in. In addition, for teams that are integrated with Follow Up Boss, the leads will be directly assigned to the specific agent within Follow Up Boss. However, we should note that Follow Up Boss only supports a single agent being assigned a lead (ie creating a rule where multiple agents are assigned a lead will not work in Follow Up Boss).

In addition, the ‘Leads’ page will now indicate which agents a lead has been routed to.

Creating a Custom Rule - Website Activity

In order to create a custom rule, an admin user needs to navigate to the Lead Routing page (Contacts → Lead Routing), and select ‘Create Custom Rule’.

This will prompt a user to select whether they want to create a rule by website activity (e.g., contact inquiries, eBook downloads, newsletter signups, etc.) or by a specific form on a specific site (e.g., Footer-Contact Us on www.denverhomes-producer.com).

Custom rules for forms can only be applied to one website at a time, whereas rules for website activity can be globally applied across multiple websites.

Upon selecting ‘By website activity’, the user will be prompted to select which websites to apply the new rule to. The user can either select a single or multiple websites for the rule, and then select ‘Next’.

The user will then be prompted to select what activity type the new rule will apply to. Only one activity type can be selected per rule.

The user is then prompted to select which agent(s) leads will be routed to for the selected activity type. The user then selects ‘Create Rule’ to complete the flow.

The user is then returned to the Lead Routing screen, and the new rule will be visible.

Creating a Custom Rule - Website Form

In order to create a custom rule, an admin user needs to navigate to the Lead Routing page (Contacts → Lead Routing), and select ‘Create Custom Rule’.

This will prompt a user to select whether they want to create a rule by website activity (e.g., contact inquiries, eBook downloads, newsletter signups, etc.) or by a specific form on a specific site (e.g., Footer-Contact Us on www.denverhomes-producer.com).

Custom rules for forms can only be applied to one website at a time, whereas rules for website activity can be globally applied across multiple websites.

Upon selecting ‘From website form’, the user will be prompted to select which website to apply the new rule to. The user selects the website for the rule, and then selects ‘Next’.

The user will then be prompted to select the specific form for the rule. Only a single form from a single page can be selected for the rule. The user will be shown a preview of the form, so as to ensure the right form has been selected.

The user is then prompted to select which agent(s) leads will be routed to for the selected form. The user then selects ‘Create Rule’ to complete the flow.

The user is then returned to the Lead Routing screen, and the new rule will be visible.