About Lead Capture
IXACT Contact provides a number of ways to automatically capture your leads into
your IXACT Contact database. Depending on where your leads come from, you may
be able to take advantage of any number of these options.
To set up your lead capture, click the User Profile icon in the secondary menu (top
corner of the screen), then click the Lead Capture tab.
Setting Defaults for New Leads
The New Lead Settings section allows you to set the following options for all new
leads, regardless of where they come from:
- Whether you wish to receive an email notification of each new lead.
- Whether you wish to receive a text/SMS notification of each new lead.
- Whether you want to automatically receive new leads directly into your
database. If you prefer to review your new leads before accepting them into
your database (see Processing Imported or Synchronized Contacts), leave
this option unchecked. - The Original Source of Contact to assign to each new lead.
- The Marketing Activity Plan to assign to each new lead.
- The Contact Group to assign to each new lead.
All contacts captured using any of our lead capture options are initially assigned a
Contact Status of 'New/Unqualified'.
Capturing Leads from Emails
Are you already receiving leads via email?
If so, go to the Lead Capture – Email section of the Lead Capture tab in the User
Profile area, and select the Enable Lead Capture Via Email check box. Then, log in to
the administrative area of your website or lead vendor site and change your
notification email address to your lead capture email address. Your leads will
automatically be added to your IXACT Contact database.
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Each Team Leader can capture their own email leads by using their unique lead capture email address. Each team member can receive their own email and/or text notifications when they receive a lead. Email leads captured by a team member are automatically assigned to the team member. |
If you are receiving email leads from more than one website or lead vendor, you can
set this up for as many different lead sources as you wish.
Note If you do not know how to change your lead notification email address,
contact your website or lead vendor, and they should be able to assist you
Note Since your lead email notifications will be redirected to your special lead
capture email address, make sure to turn on email notifications in your New
Lead Capture so you are still notified of your email leads.
Upon receiving each lead email, we will create a new contact record by scanning the
body of the email and mapping as much information as possible to specific contact
profile fields. All information in the body of the email that cannot be mapped to
specific fields will be inserted into the Original Source of Contact Notes field. This
way you will not lose any of the valuable lead information.
Note Our email lead capture has been programmed to map as much information as
possible to specific contact profile fields. If there is information in your emails
that you feel should be mapped to specific fields, but is ending up in the
Original Source of Contact Notes, let us know, and we will see if we can make
the necessary programming changes.
New email leads that are not accepting directly into your database appear in the
Imported & Synchronized Contacts list in the Utilities area with a Source of 'Contact
Us'. Once accepted into your database, the contact Entered By is also set to 'Email
Lead Capture'.
Building Your Own Form
IXACT Contact allows you to easily add a customized page to your website so that
visitors can fill out a "Contact Us/Me" form and their contact information is
automatically added to your IXACT Contact database.
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Each member of a team can set up their own Contact Us form using their own branding. Each team member can receive their own email and/or text notifications when someone fills out their Contact Us form. Leads who fill out the team member’s Contact Us form are automatically assigned to the team member. |
Note If you are going to build your own form, make sure you turn on the option to
receive an email notification of each new lead.
Set up your Contact Us/Me form by following the step-by-step instructions under the
Lead Capture – Build Your Own Form section of the Lead Capture page.
Your personalized HTML code can now be copied to your website in order to add your
new Contact Us/Me page. The HTML code can be used with any text or image
hyperlink. If you have a webmaster who is responsible for the administration of your
website, they should be able to help you add your new Contact Us/Me page.
For further assistance, please call Customer Support at 1-866-265-6990.
New leads from your form that are not accepted directly into your database appear
in the Imported & Synchronized Contacts list in the Utilities area with a Source of
'Contact Us'. Once accepted into your database, the contact Entered By is also set to
'Contact Us'.
Zillow Tech Connect
IXACT Contact is a member of Zillow’s Tech Connect program, which allows you to
automatically flow all of your Zillow leads directly into your database.
In addition to capturing each lead’s name, email address and phone number, we also
capture their buying preferences as well as the details of the property that they have
expressed interested in.
Tech Connect is set up from within your Zillow account.
To set up Zillow Tech Connect for IXACT Contact:
1. Go to your Zillow Profile, and in your Account settings, select Connect to My
CRM.
2. Click Add Partner.
3. From the Select a Partner list, select "IXACT Contact".
4. In the Partner ID box that appears, enter the email address that you use to
login to IXACT Contact.
5. Click Save. IXACT Contact will now appear in the partner list.
Note You do not need to do anything in IXACT Contact. Once you complete your
setup in Zillow, your Zillow leads will immediately start flowing into your
IXACT Contact database.
Note After setting up Zillow Tech Connect, you will continue to receive new lead
email notifications from Zillow. Depending on whether you receive electronic
leads from other sources, and how you are notified of these leads, you may or
may not want to turn off IXACT Contact lead notifications in your New Lead
Settings.
New Zillow leads that are not accepted directly into your database appear in the
Imported & Synchronized Contacts list in the Utilities area with a Source of ‘Zillow
Tech Connect’. Once accepted into your database, the contact Entered By is also set
to ‘Zillow Tech Connect’.
All property details appear in the Notes field in the Original Source of Contact section
of the Contact Profile tab.
Buying preferences appear in the Buying Preferences section of the Properties tab.
FiveStreet Integration
If you use FiveStreet to capture your leads, you can set up FiveStreet so that your
new leads automatically flow right into your IXACT Contact database.
To set up FiveStreet/IXACT Contact integration, you’ll need your IXACT Contact
encrypted lead capture ID. You can find this at the bottom of the Lead Capture tab
of your User Profile. Copy your lead capture ID by highlighting and copying it. Then
follow these steps in FiveStreet.
1. Login to FiveStreet, and select Add-Ons & Integrations under the Account
settings menu.
2. Find IXACT Contact in the Add-Ons & Integrations list and click Configure.
3. Paste your IXACT Contact lead capture ID in the box provided.
4. Click Save. The OFF indicator will now change to ON next to IXACT Contact in
the list.
Note You do not need to do anything in IXACT Contact. Once you complete your
setup in FiveStreet, your FiveStreet leads will immediately start flowing into
your IXACT Contact database.
Note After setting up FiveStreet integration, you will continue to receive new lead
email notifications from FiveStreet. Depending on whether you receive
electronic leads from other sources, and how you are notified of these leads,
you may or may not want to turn off email lead notifications in your New Lead
Settings.
New FiveStreet leads that are not accepted directly into your database appear in the
Imported & Synchronized Contacts list in the Utilities area with a Source of
‘FiveStreet’. Once accepted into your database, the contact Entered By is also set to
‘FiveStreet’.
Homes.com Integration
If you use Homes.com to capture leads, you can have your new leads automatically
flow right into your IXACT Contact database.
To set up the integration between Homes.com and IXACT Contact, follow these
steps.
1. Login to your Homes.com Connect account, and from the main menu in the
top left corner of the page, click Leads & Contacts, and then click the
Partners option.
2. In the IXACT Contact section of the page, click Generate Key. Your API key
will appear to the left.
3. Click Copy to clipboard to the right of the API key.
4. Login to IXACT Contact, go to your User Profile, find Homes.com under the
Integrations section of the page, and click Connect to Homes.com
Account.
5. Paste your API key into the field provided, and click Connect to
Homes.com.
Once you complete the setup, your new Homes.com leads will immediately start
flowing into your IXACT Contact database.
New Homes.com leads that are not accepted directly into your database appear in
the Imported & Synchronized Contacts list in the Utilities area with a Source of
‘Homes.com’. Once accepted into your database, the contact Entered By is also set
to ‘Homes.com’.
Form Post & Web Service
The lead capture Form Post & Web Service options are more technical alternatives
for feeding more complete lead information into IXACT Contact. If you work directly
with a website or lead vendor, and you are interested in taking advantage of these
options, please call Customer Support at 1-866-265-6990.
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