Ylopo + BoldTrail (kvCORE)
Below we deep dive into the integration of Ylopo’s tools and features within your CRM to help you make the most of your Ylopo + BoldTrail (formerly kvCORE) integration! Visit the Ylopo Knowledge Base for more articles on the Ylopo + BoldTrail (kvCORE) integration.
It's essential to understand how BoldTrail works because Ylopo integrates directly with BoldTrail features. By knowing your CRM, you'll better grasp the Ylopo + BoldTrail integration, enabling you to build more efficient workflows and automations. Visit the BoldTrail Help Center or kvCORE Help Center for help with your CRM’s features and training.
Overview of Integrated Ylopo Tools
Home Search Site - Your Ylopo lead conversion site that is connected to your MLS IDX Feed(s). It’s used for generating new Social and PPC leads, remarketing to existing leads, and engaging your database with listing alerts and seller alerts. Home Search site URL example: search.youryloposite.com, search.youryloposite.com/seller. Leads who register on your home search site are automatically brought into BoldTrail and added into Ylopo Stars for lead nurturing. User website activity is tracked in Ylopo Stars and added to leads profiles in BoldTrail. Learn more about the home search site.
Branded Site - Your Ylopo website used to inform prospects about you or team, your services and the communities you service. This page also hosts additional agent tools for lead conversion. This site is hosted on the Squarespace platform making it is highly customizable, and integrates with your home search site. Branded site URL example: youryloposite.com, youryloposite.com/tools. Leads who register on your branded site are automatically brought into BoldTrail as leads and added into Ylopo Stars. Learn more about the Branded Site.
Ylopo Stars - Stars is Ylopo’s database marketing tool that integrates with your BoldTrail CRM and leads profiles. You’ll access Stars via a leads Stars link on leads profiles in BoldTrail. Stars is where you will manage outgoing communication from Ylopo such as listing alerts, AI texting, and view the lead experience on your home search site. Users in Stars are eligible for Ylopo remarketing. Ylopo generated leads will automatically be in Stars, you’ll work with Ylopo to import all of your existing eligible leads into Stars. Learn more about Stars.
AI Texting - Your Ylopo text assistant reaches out to new leads and can re-engage active leads via SMS, responding instantly and maintaining conversations to keep them engaged. AI texting can ask relevant questions to determine if a lead is serious about buying or selling. The AI text features includes a combination of drip texting, behavioral texting and Automated ISA AI texting. Behavioral texting is included in your Ylopo platform tech fee, drip and Automated ISA AI texting is an additional cost. You’ll manage your AI text feature with in Stars. Learn more about AI texting.
Listing Alerts/Seller Alerts - Automated email notifications sent to leads or potential clients to keep them engaged with your brand on your home search site. User engagement and activity with these are tracked via Stars. You’ll manage and create these alerts in users Stars Profiles. Learn more about Listing Alerts and Seller Alerts
Ylopo Tags - Ylopo heavily utilizes its own sets of tags, known as hashtags in BoldTrail, to help optimize your workflows in your BoldTrail CRM. Our tags are automatically applied to leads profiles as they are added to Stars and engage with your ads such as YPRIORITY to indicate the user is has done an important activity on your home search site and HANDRAISER to advise of a tour request or similiar. See our full tag catalog here.
Agent Home Search Site (optional) - The Agent Home Search Site, also referred to as the agent subdomain, is an exact copy of your main home search site with a slighty different URL, URL example: agentfirstname.youryloposite.com. The other difference is the Agents information is listed in the presented by section. The BoldTrail integration does not support direct lead assignment to agents for leads registering on agent subdomains; leads will need to be manually assigned to the agent the lead whose home search site they registered on. Learn more about the home search site.
Remarketing Ads (optional) - A cost effective and integral part of your marketing strategy for staying in front of your database. Remarketing Ads can include seller ads, buyer ads, and branded video ads. When your lead clicks on a remarketing ad, they are directed to your home search site to begin or continue searching, and will automatically be logged in if they've already registered on the site. If a lead has not previously registered on your site, we'll ask them a series of registration questions when they arrive. Learn more about remarketing.
Overview of Ylopo + BoldTrail (kvCORE) Integration
Below is a deep dive into how Ylopo integrates its marketing platform and tools within BoldTrail. Refer to the Overview of Integrated tools above to review specific key Ylopo features.
Visit the Ylopo Knowledge Base for more articles on the Ylopo + BoldTrail integration. For additional help on the Ylopo + BoldTrail integration please email support@ylopo.com.
Visit the BoldTrail Help Center or kvCORE Help Center for help with your CRM’s features and training.
Contact Source
Ylopo lead sources
Image: Ylopo is added as a contact source in BoldTrail.
Lead Sources: Ylopo generated leads are delivered to your BoldTrail CRM and can be filtered by Contact Source > Ylopo.
Ylopo Stars Link
Integration and Ylopo Agent Tools
Image: A link to Ylopo Stars is present, making the lead eligible for remarketing, AI engagement, access to manage their listing alerts, view activity captured from the home search site, etc.
Stars is Ylopo’s database marketing tool that integrates with your BoldTrail CRM and leads, giving you a powerful way to remarket, engage, nurture and track home buyer and seller activity.
Stars will enable you to utilize and manage your Ylopo Agent tools like listing alerts, seller reports, push listings and your AI text feature. It will also be the location that stores all of the activity the lead is doing on your Ylopo home search site.
There is no dedicated field in BoldTrail for users Stars Links. You’ll access each person’s Stars account from the original registration note added on their profile or activity notes as the lead engages with your Ylopo tools. Ylopo generated leads are automatically added to Ylopo Stars.
TIP: Pin a Note that contrains a users Stars link for easy access to their Stars profile.
IMPORTANT:
Complete a mass lead import to import your existing database or leads added from other sources into Stars.
The BoldTrail integration does not allow for auto-importing of new leads from non-Ylopo sources into Ylopo Stars. Complete a mass lead import to import these leads.
You can manually add leads to Stars within the Stars platform.
Notes
Activity synched from Ylopo to BoldTrail
Image: The lead favorited a listing via the Ylopo home search site and activity was added as a Priority alert note.
Engagement with your Ylopo ads, websites and AI text feature will be added in the notes section in BoldTrail.
Some Ylopo notes will direct to you the users Stars profile such as the lead registration note, a priority alert or engagement with your AI text assistant.
Tags
Ylopo tags to organize and automate
Ylopo Tags will be automatically added to the users profile in BoldTrail as they begin to engage with your Ylopo home search site and tools. Ylopo tags provide insight into where the leads originated, registration responses, tags to take action on, and how they are engaging with your Ylopo sites, tools and AI. View our Ylopo Tag Catalog.
IMPORTANT: Utilize tags to filter through your database around whats important to you and create smartlists to follow up on important activities. Create automations in your CRM using Ylopo tags.
Image: The lead has tags associated with source and registration responses such as they registered through Google (Adwords), don’t own a home and are not pre-approved for a loan.
AI Texting
Ylopo AI Text Assistant
Image: The leads conversation with the AI has been added as notes on the leads profile in BoldTrail.
Both outbound texts sent from the AI text feature, and inbound texts received from the lead, will be added as a custom note on the lead's profile in BoldTrail. Agents will access the leads Stars profile to step in as the AI text assistant or manage the AI text features.
Within the leads profile in BoldTrail a relevant AI text tag is applied in the tag section and the conversation is added to activity/notes section. These tags can include:
AI_ENGAGED - Lead replied to your assistants text
AI_NEEDS_FOLLOW_UP - Your text assistant has found an opportunity for the agent to follow up on ASAP
AI_NOT_INTERESTED - The lead has replied with a negative sentiment to your assistants text and has automatically opted out of further communication
AI_OPT_OUT - The lead responded unfavorably, using any language to “stop,” we will automatically opt the lead out of all future texting
Important: Set up a saved filter in BoldTrail to find these conversations using Ylopo AI text tags.
Ylopo Notifications
AI Text Replies Notifications
Image: The leads conversation with the AI text assistant are added to the leads profile in BoldTrail.
When someone responds to your AI text assistant in Stars, the corresponding AI text tag will be added to the leads profile in BoldTrail, ex: AI_ENGAGED or AI_OPT_OUT. The conversation in Stars is vieweable as notes to the leads profile.
Agents will go to the leads Stars profile to step in as the assistant or manage the AI texting.
AI texts messages where the AI found an opportunity will also be flagged as a priority alert.
Priority Lead Alerts
Image: The lead favorited a property causing a Priority Alert note and YPRIORITY tag are added to the leads profile in BoldTrail.
When someone’s home search activity really heats up, or they reach out to you for help or more information, we will flag them as a "Priority Lead."
Ylopo will add a “YPRIORITY” tag and a priority note on the leads profile in BoldTrail.
An email will be sent to a single client provided email for all priority notification events like tour requests, leads favoriting a home or requesting more information.