Clean Up Lead Records

Leads go "inactive" when they haven't either logged into your website or been manually updated in 60 days. You can control whether or not your inactive leads are automatically deleted by clicking Leads in the main menu, and Lead Registration Preferences in the submenu. Make sure the toggle in the top left corner of the [...]

By |2017-01-13T12:36:53+00:00January 13th, 2017|

CRM Integration

IDX Broker can send new leads to your Top Producer account automatically. If you use other Top Producer products, but don't currently subscribe to Top Producer 8i, you may request more information about that here. If you want to use an email to update your CRM, find information here. To take advantage of this feature, [...]

By |2017-01-13T12:36:03+00:00January 13th, 2017|

Email Verification Preferences

After your leads sign up for a My Listing Manager account, IDX Broker will send them a verification email. Inside that email, there will be a link that the lead needs to click on to verify their email address. You can customize this auto-responder email by clicking Leads in the main menu, and Lead Registration [...]

By |2017-01-13T12:35:14+00:00January 13th, 2017|

Thank You Page Preferences

After a lead fills out one of your IDX sign up forms, they will see a Thank You page. There are several options you can use to customize the Thank You page. Click Leads in the main menu and Lead Registration Preferences in the submenu. Make sure the toggle switch in the upper left hand [...]

By |2017-01-13T12:34:26+00:00January 13th, 2017|

Sign Up Form Settings

There are several locations on your IDX pages where your visitors will encounter a Sign-Up form. Changes applied to the signup page will also affect all contact forms. You can customize the fields in your lead sign-up form, including adding new fields, rearranging them and specifying which are required. Click Leads in the main menu, and Lead Registration [...]

By |2017-01-13T12:32:18+00:00January 13th, 2017|

Editing Leads

You can edit any information stored for each of your leads at any time. Click Leads in the main menu, Leads in the submenu, and Manage from the drop-down menu. Choose a lead that you would like to edit, and click the Edit icon in the Tools column to bring you to the edit screen [...]

By |2017-01-13T12:30:02+00:00January 13th, 2017|

Import Leads

This article focuses on a Platinum-only feature. IDX Broker Platinum gives you the ability to import leads from IDX Broker Original, from other IDX solutions, or from a custom spreadsheet created in Excel or any spreadsheet software capable of exporting to .CSV format. In addition to being able to import basic lead contact information, you [...]

By |2017-01-13T12:28:52+00:00January 13th, 2017|

Add A New Lead

Leads are automatically added to your IDX account each time a visitor fills out one of your IDX contact forms. You can also add leads to your account manually by clicking Leads in the main menu, Leads in the submenu, and Create from the drop-down menu. Add as much or as little information about the [...]

By |2017-01-13T12:28:07+00:00January 13th, 2017|

Lead Management Overview

All leads that come from your IDX pages are available to access in your IDX control panel. Click Leads in the main menu, Leads in the submenu, and Manage from the drop-down menu. Sorting & Finding Leads Here you will see a list of all your leads in a table. By default they are displayed [...]

By |2017-01-13T12:26:04+00:00January 13th, 2017|

Dynamic Heading Tags

Create dynamic headings on detail pages in IDX Broker. In HTML, there are heading tags ranging from <h1> to <h6>. These indicate importance in descending order. <h1> is the most important, and typically the largest of these headings. Search engines also pick up the content in these tags and use them to determine page order on a search. [...]

By |2017-01-13T12:19:21+00:00January 13th, 2017|