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INTERNAL: Solid Earth Website Lead Routing

Internal use only. This guide describes how leads behave on MLS websites and in the Dashboard.

Customer Facing Guide HERE.

 

“Your Listing, Your Lead” Behavior

Applies only when Customer Type = Solid Earth

  • MLS customers should be Customer Type = Solid Earth

  • Customer Type = Solid Earth must be applied in 2 places:

  • If Customer Type = TRIBUS, the system uses the existing routing logic.

When websites are setup, Project Management is to verify that the following setup is completed:

  • The related network in Displet:

  • The related network in Admin

    • Customer Type = Solid Earth

  • The correct lead routing has been set up per customers request

Expected Lead Behavior:

What does the “new lead” message look like?

https://drops.tribus.com/6qulxqmK
 
merge tags will populate the related data so the member/agent can contact the lead directly!

How do members get leads? Who gets assigned & why?

Assumptions:

Lead Routing has been set up as “Option 1” and default user has been set to an MLS Admin: “Example MLS Admin”

https://drops.tribus.com/bLu907RL 

Scenarios:

1. When a consumer creates a new account

  • The user is created and assigned to the website’s default user: Example MLS Admin.

  • Any listing where this user requests information:

    • The lead goes to the listing agent

1.2 Account created via contacting Member/member

If the user is created on a listing page

  • The user is assigned to the listing Member.

    • The member can view this lead in /contacts in the dashboard

    • The member receives an email with the lead information.

If the user is created on a member profile page

  • The user is assigned to the related member

    • The member can view this lead in /contacts in the dashboard

    • The member receives an email with the lead information.

2. When a consumer submits a form on a property detail page

Forms covered:

  • “Request showing”

  • “Get more info”

In all documented cases below, the user is connected with the Member that they connected with during account creation.

2.1 Existing customer connected with a member

  • User remains connected with the Member that they connected with during account creation.

  • Message goes directly to the properties list agent.

2.2 New customer

  • User is connected with the properties list agent.

    • Message goes directly to the properties list agent.

    • The member can view this lead in /contacts in the dashboard

    • The member receives an email with the lead information.

Edge case: Existing customer not connected with a member (unassigned)

This can happen when the default user is not set in lead routing

  • User is connected with the properties list agent.

    • Message goes directly to the properties list agent.

    • The member can view this lead in /contacts in the dashboard

    • The member receives an email with the lead information.

3. When a consumer sends a “message” on /members for a specific member

This covers the “message” action on member pages (e.g., sending a message to a specific member)

In 2.1 and 2.2 below, the user is connected with the Member that they connected with during account creation.

2.1 Existing customer connected with a member

  • When a user already connected to Member A sends a direct message to Member B:

    • The message does not show in the Dashboard for Member B.

    • Member B receives an email with the lead information.

2.2 New customer

  • User is connected with the member

    • Message goes directly to the member

    • The member can view this lead in /contacts in the dashboard

    • The member receives an email with the lead information.

Edge case: Existing customer not connected with a member (unassigned)

This can happen when the default user is not set in lead routing

  • User is connected with the member

    • Message goes directly to the member

    • The member can view this lead in /contacts in the dashboard

    • The member receives an email with the lead information.

4. When a user creates a new account + saved search

This section covers users who create an account and then only use saved search (they do not submit a contact form for a member).

4.1 User creation

  • The user is created (see section 1)

    • The user is created and assigned to the website’s default user: Example MLS Admin.

4.2 Saved search behavior

When this user generates a saved search:

  • A saved search is created in both Dashboard and the site.

  • On the site:

    • Populates My Activity.

    • Populates My Alerts.

  • In the Dashboard:

    • Populates the user’s Activity Stream.

    • Populates the user’s Alerts page.

4.3 Lead / Member routing for saved search

  • If the user creates a saved search without contacting a member, they will be assigned to the Example MLS Admin.

    • The lead will only be assigned to a member if the user chooses to request information on a property (see section 2) or choose to contact a member directly (see section 3)