Ylopo + Wise Agent
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 + Wise Agent integration! Visit the Ylopo Knowledge Base to view more articles on the Ylopo + Wise Agent integration.
It's essential to understand how Wise Agent works because Ylopo integrates directly with Wise Agent features. By knowing your CRM, you'll better grasp the Ylopo + Wise Agent integration, enabling you to build more efficient workflows and automations. Visit the Wise Agent Help Center for help with Wise Agent features.
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 Wise Agent and added into Ylopo Stars for lead nurturing. User website activity is tracked in Ylopo Stars and added to leads profiles in Wise Agent. 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 Wise Agent to synch the users experience to the agent home search site. Leads who register on agents subdomains are created as a lead in Wise Agent, 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 Wise Agent 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 Wise Agent 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 other lead 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 features 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/Categories - Ylopo heavily utilizes its own sets of tags, known as Categories in Wise Agent, to help optimize your lead routing and workflows . Our tags are automatically applied to leads such BUYER for leads generated through Ylopo buyer ads, YLOPO_ORGANIC for leads who registered organically on your home search site, SELLER_ALERT for leads set up on seller alerts and will use tags for other important activity with your Ylopo sites and tools. 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 + Wise Agent Integration
Below is a deep dive into how Ylopo integrates its marketing platform and tools within Wise Agent. 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 + Wise Agent integration. For additional help on the Ylopo + Wise Agent integration please email support@ylopo.com.
Visit the Wise Agent Help Center for help with Wise Agent features.
Lead Management
Ylopo lead sources
Image: Ylopo marketing and website generated lead sources are added in lead management and are distributed based on the distribution rules set in Wise Agent.
Ylopo Generated Leads are delivered to your 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), Branded Website, Home Valuation (Ylopo).
You can also create a saved search in your contacts by filtering by Ylopo lead sources.
Custom Fields
Ylopo Stars Link - Integration and Ylopo Agent Tools
Image: A link to Ylopo Stars is present, making the lead eligible for remarketing, AI engagement, website activity synching, etc.
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. You will access the Stars profile via the Stars link in Custom Fields.
Agents will access users Stars profiles to view all lead activity on the home search site, edit listing alerts, send push listings, take over AI texting conversation, etc.
Leads generated by Ylopo are automatically imported into Ylopo Stars.
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
Complete the auto-import form for your other buyer and seller lead sources you wish to have automatically imported into Stars and nurtured by Ylopo.
Leads can be manually added to Stars.
Assigned Agent
Sender, Agent Notifications and “Presented By”
Image: The lead is assigned to Gabie Godina. Listing alerts and seller alert will be sent to the lead from Gabie Godina.
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.
Categories
Ylopo tags to organize and automate
Image: The lead was generated by through Ylopo’s site organically, indicated they need to buy before they sale upon registration, is a buyer lead and seller lead.
Ylopo will utilize the categories section in Wise Agent to automatically apply Ylopo tags (known as categories in Wise Agent) to 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 Wise Agent using Ylopo tags.
Activity
Activity synched from Ylopo to Wise Agent
Image: The lead viewed the same property on two different days.
Engagement with your Ylopo ads, AI text, home search site activity, listing and seller alerts, and priority alerts will be logged in the activity section in the leads profile via Notes as they are captured in Stars.
Some Ylopo activity notes will direct to you the users Stars profile to utilize the Agent Tool Kit or manage your AI text feature.
Web Activity
Ylopo site visits
Image: The lead visited the home seach site 4 different times between Nov 2 - Nov 4.
By selecting the Web Site Activity tab in Wise Agent, you can see visits on the Ylopo home search site by date, page name and website page visited.
All visits and enagement can be found in their Stars profile.
Addresses
Property addresses viewed on the Home Search site
Image: The lead has viewed multiple properties in San Francisco on the home search site
The addresses of homes viewed on your home search site will be added the the addresses tab on the leads profile in Wise Agent.
All properties the lead viewed or interacted with can be found in their Stars profile via their Stars link.
AI Texting
Ylopo AI text Assistant
Image: Conversation between lead and AI text added to lead profile via a note in the activity 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 Wise Agent.
A relevant AI text tag (category) is applied in the category section and the conversation is added to activity/notes section when a conversation begins with a lead. These tags/categories 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
Ylopo Notifications
AI Text Replies Notifications
Image: Conversation between lead and AI text added to lead profile.
When someone responds to your AI text assistant the conversation added to activity section with a note in Wise Agent.
The assigned agent will receive a text and an email notification.
Priority Notifications
Image: Priority event, lead Jake requested a tour on the home search site.
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, a priority note and the tag “YPRIORITY” is added to the leads profile.
Training & Coaching
Self paced online course on the basics of the Ylopo and Wise Agent Integration.