Ylopo + HighLevel
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 + HighLevel integration!
It's essential to understand how HighLevel works because Ylopo integrates directly with HighLevel features. By knowing your CRM, you'll better grasp the Ylopo + HighLevel integration, enabling you to build more efficient workflows and automations. Visit the HighLevel Help Center for help with HighLevel 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 HighLevel and added into Ylopo Stars for lead nurturing. User website activity is tracked in Ylopo Stars and added to leads profiles in HighLevel. 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 HighLevel 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 HighLevel CRM and leads profiles. You’ll access Stars via a leads Stars link on leads profiles in your CRM. 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 collection of tags to help optimize your workflows and automate outreach in your CRM. Our tags are automatically applied to leads profiles in your CRM such as BUYER for leads generated from a buyer ad campaign and YPRIORITY for important activity on your home search site. Use tags to filter through your HighLevel CRM and create smart lists. 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 HighLevel integration does not support direct agent 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 + HighLevel Integration
Below is a deep dive into how Ylopo integrates its marketing platform and tools within HighLevel. Refer to the Overview of Integrated tools above to review specific key Ylopo features.
For additional help on the Ylopo + HighLevel integration please email support@ylopo.com.
Visit the HighLevel Help Center for help with HighLevel features and training.
Contact Source
Ylopo lead sources
Image: Ylopo is the contacts source
Lead Sources: Ylopo generated leads are delivered to your CRM and routed according to your workflow distribution settings set in HighLevel. Ensure these are set up for your business needs.
Ylopo lead sources may include: Ylopo, Ylopo Seller, Branded Site, Open House (Ylopo), Ylopo Adwords, Ylopo Facebook.
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 HighLevel CRM and leads, giving you a powerful way to remarket, engage, nurture and track home buyer and seller activity, while keeping leads connected with your brand.
Stars Agent Tool Kit will enable you to utilize and manage 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.
You’ll access each person’s Stars account from the Stars link added to their profile. Ylopo generated leads are automatically added to Ylopo Stars.
IMPORTANT:
Complete a mass lead import to import your existing database or leads added from other sources into Stars.
You can manually add leads to Stars within the Stars platform.
Notes
Activity synched from Ylopo to HighLevel
Image: The lead viewed listing via the Ylopo home search site. A text was also sent to the lead from the AI text assistant.
Engagement with your Ylopo websites and tools are captured in Stars and added to the leads profile in HighLevel under in the leads notes section.
Some Ylopo activity notes will direct to you the users Stars profile, some notes to view the property a lead looked at or engaged with on your Ylopo home search site.
Tags
Ylopo tags to organize and automate
Ylopo Tags will be automatically added to the users profile in HighLevel, under the Actions section, as they begin to engage with your Ylopo website 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 smart lists to follow up on important activities such as YPRIORITY and AI_ENGAGED.
Image: The lead has tags associated with source and registration responses such as they registered on the website organically, they are a buyer but also own a home and do not need to sell before they buy.
AI Texting
Ylopo AI Text Assistant
Image: The leads conversation with the AI has been added as notes on the leads profile
Leads imported into Stars are eligible for AI texting. Both outbound texts sent from the AI, and inbound texts received from the lead, will be included on the lead's profile in HighLevel as they happen in Stars. Agents will access the leads Stars profile to pause, stop, or take over as the AI text assistant.
Within the leads profile in HighLevel, the conversation is added as note in the notes section, with a link to manage the conversation in Stars.
A relevant AI text tag is applied in the tag section. These tags 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
Ylopo Notifications
AI Text Replies Notifications
Image: The leads conversation with the AI text assistant are added to the leads profile in Lofty.
When someone responds to your AI text assistant in Stars, the corresponding AI text tag will be added to the leads profile in HighLevel, ex: AI_ENGAGED or AI_OPT_OUT. The conversation in Stars is viewable 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.
An email will be sent to a client provided email for responses to your AI text assistant.
Priority Lead Alerts
Image: The lead favorited a property causing a Priority Alert note and YPRIORITY tag were added to the leads profile.
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.
An email will be sent to a client provided email for all priority notification events like tour requests, leads favoriting a home or requesting more information.