Workflows that work with Custom Fields

Agent Notifications

These workflows will allow you to get notified when a potential client does the following actions:

• IDX Lead has 3 saved properties
• IDX Lead has 3 saved searches
• IDX Lead saved a property
• IDX Lead Saved properties - scheduled mailout - an email with the saved properties the lead has
• IDX Lead Saved searches - scheduled mailout - an email with the saved searches the lead has
• IDX Lead Viewed 10 properties - the last 10 properties the lead has viewed
• IDX Lead viewed same property 3 times - the same property the lead has viewed 3 times

Client Score

These workflows will allow you to set up a client score based on the actions the lead has done on the IDX pages. You can set up a score for each action and get notified when the lead reaches a certain score. A client score will guide you to focus on the most promising opportunities first, making your efforts more effective and rewarding.

• IDX ClientScore Add points from Notes - add points whenever a note related to a saved search (+10), saved property (+5), or viewed property (+1) is added
• IDX ClientScore Has Saved Property + 5 points - add 5 points if the lead has at least one saved property
• IDX ClientScore New Saved Property + 5 points - add 5 points whenever a lead saves a new property
• IDX ClientScore No IDX visits in the last 3 days - 1 point - subtract 1 point if the lead has not visited any IDX pages in the last 3 days
• IDX ClientScore Viewed New Results page + 1 point - add 1 point whenever a lead views a new results page

IDX Lead Emails mailout - saved searches for a lead

Send a customized email with property updates to a lead based on their IDX saved searches. You can set up the frequency of the emails.

• IDX Lead Emails mailout - saved searches for a lead

Complete setup guide

IDX Plunk Home Valuation

Automate the sending of home valuation reports

• IDX Plunk Home Valuation - send a home valuation report to a lead

Complete setup guide

Send Contacts to IDX Broker

We provide an example of how to send contacts to IDX Broker. Please note that you will need to customize the workflow to fit your needs and add the necessary fields to make it work.

• IDX Send Contact to IDX Broker

Complete setup guide

We provide an example of how to send contacts to IDX Broker and assign a saved search based on an IDX Broker Saved Link search criteria. Please note that you will need to customize the workflow to fit your needs and add the necessary fields to make it work.

• IDX Send Contact to IDX Broker + IDX Saved Link Assigned

Complete setup guide