Ylopo + Real Geeks
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 + Real Geeks integration! Visit the Ylopo Knowledge Base to view more articles on the Ylopo + Real Geeks integration.
It's essential to understand how Real Geeks works because Ylopo integrates directly with Real Geeks features. By knowing your CRM, you'll better grasp the Ylopo + Real Geeks integration, enabling you to build more efficient workflows and automations. Visit the Real Geeks Support Page for help with Real Geeks 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 Real Geeks and added into Ylopo Stars for lead nurturing. User website activity is tracked in Ylopo Stars and added to leads profiles in Real Geeks. Learn more about the home search site.
Agent Home Search Site (optional) - A great option for teams using Ylopo, the Agent Home Search Site, also referred to as the agent subdomain, is a duplicate of your main home search site with a slighty different URL. Instead of generic team information, the assigned Agent’s information is listed in the presented by section. URL example: agentfirstname.youryloposite.com. We will utilize the agents email and assigned agent in Real Geeks to synch the users experience to the agent home search site. Leads who register on agents subdomains are created as a lead in Real Geeks, assigned to the agent and associated with the agents home search site. Learn more about the home search site.
Branded Site - Your Ylopo website used to inform prospects about you and/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 Real Geeks and added into Ylopo Stars. Learn more about the Branded Site.
Ylopo Stars - Stars is Ylopo’s database marketing tool that integrates with your CRM and leads profiles. You’ll access Stars via a leads Stars link on leads profiles in your Real Geeks 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 and leads from other sources 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 feature includes a combination of drip texting, behavioral texting and Automated ISA AI text. Behavioral texting is included in your Ylopo platform tech fee, drip and Automated ISA AI texting is an additional cost. Leads in Stars are eligible for AI texting. 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 lead workflows and automations in your Real Geeks CRM. Our Ylopo tags are automatically applied to leads such BUYER for leads generated through Ylopo buyer ads and YPRIORITY to indicate important activity to follow up on. Ylopo will use tags for other important activity with your Ylopo ads, sites and tools like AI texting. See our full tag catalog here.
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 + Real Geeks Integration
Below is a deep dive into how Ylopo integrates its marketing platform and tools within Real Geeks. Refer to the Overview of Integrated tools above to review specific key Ylopo features.
Visit the Ylopo Knowledge Base to view more articles on the Ylopo + Real Geeks integration. For additional help on the Ylopo + Real Geeks integration please email support@ylopo.com.
Visit the Real Geeks Support Page for help with Real Geeks features.
Customize > Sources
Ylopo lead sources
Image: Ylopo lead sources are added to Real Geeks. Sources can be configured to route to correct Round Robins, Ponds, or Agents.
Ylopo Generated Leads are delivered to your Real Geeks CRM and distributed according to your CRM lead distribution rules. Ensure these are set up for your business needs.
Ylopo lead sources may include: Ylopo, Ylopo Seller, Open House (Ylopo), Ylopo LSA, Branded Website, Home Valuation (Ylopo).
Note: You can create saved filters in your leads by filtering for Ylopo lead sources.
Activity History
Access Ylopo Stars - Integration and Agent Tools
Image: The users registation responses have been captured and added to the leads profile. The Stars link can now be accessed and used to manage listing alerts, seller reports, view all lead activity on the home search site.
Stars is Ylopo’s database marketing tool that integrates with your CRM, giving you a powerful way to engage, nurture and track home buyer and seller activity from your database.
Stars also contains your Agent Tool kit where you can manage users listing alerts, seller reports, send push listing and mange your AI texting.
Note: There is no dedicated field in Real Geeks for users Stars links. The users original registration note and priority alerts will include a link to a leads Stars Profile. You have the option to “Pin” notes in Real Geeks so they appear near the top in Activity History. Use this Real Geeks feature to save a users link to Stars to the top of the activity hsitory section for easy access to their Stars profile.
IMPORTANT: Import your existing leads and leads from other sources into Ylopo Stars
Complete a mass lead import to import your existing database into Stars
Leads can be manually added through Stars
Lead Assignment
Sender, Agent Notifications and “Presented By”
Image: The lead is assigned to agent Gabie Godina. The lead will receive listing alerts from Gabie Godina that will link back to Gabie Godina’s agent home search site.
The assigned agents information will be used to send listing alerts and seller alerts.
The assigned agent will receive Ylopo’s Priority Notifications and AI engagement text notifications for the assigned lead.
Optional - If agent subdomain are exist, the users experience on the home search site and be synched to the agent subdomain.
Activity History
Activity synched from Ylopo to Real Geeks
Image: The lead viewed property 621 Fox Hollow Lane in Virginia Beach on the Ylopo Home Search Site.
The Leads Engagement with your Ylopo ads, AI text, home search site activity, and priority alerts will be found under the Activity History section of your leads and added as notes.
Some notes will include the option to go to Stars. Some contain a link to “View This property,” however, this does not link the Real Geeks site so this will not open to your Ylopo Home Search Site.
You can view the property the lead looked at by visting Stars which contains all of the properties the lead viewed.
Tags
Ylopo tags to inform, organize, work and automate
Image: The lead came from a Ylopo buyer lead ad source, indicated they need to move within 90 days, they do not need to sell before they buy, triggered a priority alert, have viewed a the same home more than 3 times.
Ylopo will utilize the tag section in Real Geeks to add its own collection of Ylopo tags. These tags provide insight into where the leads originated, registration responses, and how they're engaging with your Ylopo sites and tools, including AI engagement. View our Ylopo Tag Catalog
IMPORTANT: Utilize tags to filter through your database around whats important to you and create saved filters to follow up on important activities. Create workflows and automations in Real Geeks using Ylopo tags.
AI Texting
Ylopo AI text Assistant
Image: Conversation between lead and AI text is added to lead profile via a note in the activity history section. AI_ENGAGED tag is added to tag section.
AI can text users imported into Stars. Agents will access the lead message inbox in Stars to pause AI texting, stop AI texting or step in as the AI text assistant.
Both outbound texts sent from the AI, and inbound texts received from the lead, will be included on the lead's profile in Real Geeks.
A relevant Ylopo AI text tag is applied in the tag section and the conversation is added to activity/notes section when a conversation begins with a lead. These tags include:
AI_ENGAGED - Lead replied to a text sent from your AI Text assistant
AI_NEEDS_FOLLOW_UP - The AI has found an opportunity for the agent to follow up on ASAP.
AI_NOT_INTERESTED - The lead has replied with a negative sentiment to the text and has automatically opted out of further communication
AI_OPT_OUT- When a lead responds unfavorably to Automated ISA (Ylopo AI) using any language to stop we will automatically opt the lead out of all future texting
Important: Create a saved filter to see engagement with the AI text feature using the tags above.
Ylopo Notifications
AI Text Replies Notifications
Image: Conversation between lead and AI text added to the leads profile as well as the AI_ENGAGED tag.
When someone responds to your AI text assistant the conversation added to activity section with a note in Real Geeks.
The assigned agent will receive a text and an email notification.
Priority Notifications
Image: Priority event, lead Daisy viewed a property 8 times.
When someone’s home search activity heats up, or they reach out to you for help or more information, we will flag them as a "Priority Lead." These alerts serve as an event for the agent to take action on and connect with the lead.
Ylopo will send the assigned agent a priority text, email, add a priority note in the activity history and the tag “YPRIORITY” is added to the leads profile.