RealtyJuggler EmailFeed Instructions

Are you looking for a way to feed your leads from any web site into RealtyJuggler? If so, then this document is for you.

Do you want to feed leads from your IDX, Realtor.com, Zillow.com or some other lead source? Then this document is also for you.

The easiest way to get leads into RealtyJuggler is to use the EmailFeed feature. EmailFeed Feed will take any email and converts it into a Prospect record. This approach has the advantage that it works with any pre-existing web site without any conversion.

This technology is sometimes called lead forwarding, email parsing, lead capture, or lead parsing.

There are also EmailFeeds for Appointments, Tasks, Showings and Expenses as well.

You have been assigned a unique Email address to be used for your EmailFeed. You can see that email address by going to Main:Settings:EmailFeed

Below is more detailed information about how this feature works.

Prospects
Forwarding Emails
Zillow Tech Connect
Realtor.com
BoldLeads.com
Any Lead Source
Tasks
Appointments
Expenses
Showings
Creating Your Own Custom WordPress Forms
Creating Your Own Custom Forms
Feeding "Facebook Lead Ads" into RealtyJuggler

EmailFeed for Prospects

You can send an eMail to RealtyJuggler and have a new Prospect record automatically created based upon the contents of that eMail. This is a perfect way to feed leads from your IDX or any other web site that already has a Contact Me form. Go to: Main:Settings:eMail Feed for details on the exact eMail address you should send your leads to. Each RealtyJuggler account has a unique eMail address, allowing to easily feed leads to your account.

If your Email contains a vCard file attachment, we will use that information.

If no vCard is included, then the subject and body of the eMail will be parsed for key information such as name, phone number and Email address. The list of the field names that RealtyJuggler looks for are listed below:

First Name: First Name
Last Name: Last Name
Name: If first and last name are combined, use this field name.
Home Phone: Home Phone Number
Work Phone: Work Phone Number
Office Phone: Office Phone Number
Mobile Phone: Mobile Phone Number
Cell Phone: Mobile Phone Number
Address: Property Address
City: Property City
State: Property State
Province: Property Province
Postal Code: Property Postal Code (can also use Zip Code)
Zip Code: Property Postal Code
EMail: EMail address
Country: Country
MLS ID: MLS ID
Source: Source
SourceDescription: Source Info
Category: If blank the categories will be set to 'CallNow' automatically. Otherwise, will be set to the category you specify plus 'CallNow'.
Looking_To_Buy If this word (1 word, no spaces) is in the body or subject, then the category "Buyer" is added to the prospect record
Looking_To_Sell If this word (1 word, no spaces) is in the body or subject, then the category "Seller" is added to prospect record
Looking_To_Rent If this word (1 word, no spaces) is in the body or subject, then the category "Renter" is added to prospect record

For example, if the body of the eMail contained the following information:

Name: Andrew Anderson
Address: 858 Main Street
City: Wildson
State: Colorado
Zip Code: 87679
Home Phone: 967-765-7678
Email: test@emailaddress.com
These are some notes.

All of the appropriate fields for a new Prospect record are configured automatically. To see how this works, go to Main:Settings:Emailfeed and send an email to the Email address listed there with the body text listed above.

Whenever leads are sent to your eMail feed, you are immediately informed via an eMail notification.

In order to avoid duplicative emails, you will not receive a notification eMail from RealtyJuggler if you have addressed the original feed eMail to both the email feed and your eMail address. We detect this by looking at the TO and CC fields. If we see that you are already receiving the original notification eMail, we will forgo sending the second notification eMail.

You can forward emails to your eMail feed email address at any time. For example, if leads are already coming into your email today, you can forward (by clicking on the Forward button within your email program) those leads to your eMail feed email address. RealtyJuggler will then take that email and convert it into a Prospect record.

You can also have emails directly sent to your eMail feed email address from the originating web site. To do this, you will need to add your eMail feed email address to the list of recipients that receive the email notification. This is normally done from the control panel of the web site that the lead is coming from. We recommend that you keep sending these leads to your own email address as well. That way, you have a redundant copy of all leads in your mailbox.

If the eMail feed is not parsing your leads correctly, please forward the eMail lead to administrator@realtyjuggler.com and we can help you troubleshoot the format.

New Prospects will have the category 'CallNow' added to them automatically. This category will cause an AutoTask to appear in your tasks list with the task of calling your prospect. If you mark that AutoTask as Done, the Prospect Record Category is changed from 'CallNow' to 'Active'.

Forwarding Emails

Do NOT Automatically Forward Emails to your RealtyJuggler Email feed. Automatically forwarding emails to your feed will not work and may cause dangerous looping.

Forwarding an email by hand (by clicking on the forward button within your email program) will always work.

If you forward an email by hand, make sure to remove any extraneous information that might have been added as part of the forwarding process. If your contact information is added to top or bottom of the Email, RealtyJuggler will consider that extra information as part lead's contact information.

To have your leads sent automatically to your email feed, sign into the control panel for each lead source (your web site, realtor.com etc) and add your email feed email address to the list of email addresses that your lead source is sending the leads to.

Zillow Tech Connect

Zillow offers a way to feed leads into RealtyJuggler called Tech Connect. We recommend using Tech Connect instead of email feed when feeding leads from Zillow into RealtyJuggler.

Log into Zillow Premier Agent.
At the top right corner, click on your profile photo in the top right corner and select "Settings" from the drop-down menu.
On the left side of the screen under General, click "App Integrations"
In the middle pane, you will then click the "Link app" button under ONE-WAY INTEGRATIONS.
Select "RealtyJuggler" from the list. Click the Next button to lower right.
For "Provide a Partner ID", enter the email address that you use to sign into RealtyJuggler with. Click "Save".
The final step may not appear for you unless you lead routing settings set up for other agents. Choose option 1, which will send all leads to your agent account or choose option 2 for leads to round-robin to other agents.

Leads from Zillow will now be automatically fed into RealtyJuggler Prospects database and an email will be sent notifying you of the new lead. NO INFORMATION IS SENT TO ZILLOW.

Trulia

Trulia and Zillow are part of the Zillow Technology Group and use Tech Connect to feed leads. Log in to your Zillow Group profile and view the Contacts tab to see your contacts. Follow the Zillow Tech Connect directions to feed Trulia leads into RealtyJuggler.

Realtor.com

To configure so that leads from Realtor.com feed into RealtyJuggler:

Log into your Realtor.com dashboard.
Click your profile icon in the top-right corner.
Select "Settings".
Select "Lead Settings" on the left.
Under "Connections Plus", click "Change".
Click "Select email type" and choose "CRM". Select "Plain Text" for Email Format.
Paste in your RealtyJuggler Email Feed address.
Click "Send test" to the right.
Click "Save" at the bottom.

BoldLeads.com

To configure so that leads from BoldLeads.com feed into RealtyJuggler:

Log into your BoldLeads.com dashboard.
Click "Settings" and then "Email Routing Settings" and enter your email feed address address.
Enter your email feed address address.
Click Save settings and do a test lead on your website.

Any Lead Source

RealtyJuggler can feed leads from any lead source. Just sign into that lead source and look for the section for lead forwarding. Enter your email feed email address are you are all set!

EmailFeed for Tasks

You can also create a Global Task by sending an eMail to a special eMail address. Go to: Main:Settings:eMail Feed for details on the specific eMail address that has been assigned to your account. The Subject of the eMail is used for the Task description and the body of the email is used for the Notes for the Task. The categories for the task are set to "eMail Feed".

The due date for the task is set to No Date.

Creating tasks in this way is a perfect compliment to your smart phone. Do you sometimes send emails to yourself as reminders? If so, why not send these eMail reminders to your special RealtyJuggler tasks eMail address? That way, the reminders become tasks automatically.

EmailFeed for Appointments

You can also create a Appointments by sending an eMail to a special eMail address. Go to: Main:Settings:eMail Feed for details on the specific eMail address that has been assigned to your account. The Subject of the eMail is used for the Appointment description and the body of the email is used for the Notes for the task. The category for the appointment is set to "eMail Feed".

The due date for the appointment is set to not date, which means that it will be displayed in your Calendar regardless of the date filter tab that you select. Once you have a chance to review your calendar, you can fill in the specific due date as needed.

Creating Appointments in this way is a perfect compliment to your smart phone. Do you sometimes send emails to yourself as reminders? If so, why not send these eMail reminders to this special eMail address for appointments that you make?

EmailFeed for Expenses

You can also create an Expense by sending an eMail to a special eMail address. Go to: Main:Settings:eMail Feed for details on the specific eMail address that has been assigned to your account. The email subject will become the expense Description. The date of the expense will always be the current date. The category of the expense will be set to "eMailFeed". Enter the expense amount in the subject, with a dollar sign before the number and a brief description (e.g. $120.34 Dinner). The body of your email will be stored in the Notes field.

EmailFeed for Showings

RealtyJuggler can parse Supra eKey notifications and Sentrilock showing notifications. It can also parse emails with an email body containing these variables.

First Name: First Name
Last Name: Last Name
Name: If first and last name are combined, use this field name.
Agent Company: Agent Company name
EMail: EMail address
Work Phone: Work Phone Number
Mobile Phone: Mobile Phone Number
Phone: Work Phone Number
Address: Address for the listing
City: City of the listing
State: State of the listing (can also use Province) for the listing
Postal Code: Postal Code (can also use Zip Code) for the listing
Country: Country
MLS ID: MLS ID for the listing
Lockbox ID: Lockbox ID for the listing
Showing Date: date and time of the showing. If not provided will use current date and time.
IsNotAgent If this word (1 word, no spaces) is in the body, then the IsAgent check-box is NOT checked in Showing record. By default, it IS checked.
HasNotVisited If this word (1 word, no spaces) is in the body, then the showing status is set to Unknown and Confirmed check-box is NOT checked for Showing record. By default, the showing status IS set to Visited and the Confirmed check-box IS checked.

If you are using ShowingTime, there are two options for integration with RealtyJuggler. The first is to use RealtyJuggler Google Sync to synchronize your RealtyJuggler Calendar with Google Calendar. ShowingTime also has a Google Sync, so your showing appointments will be synchronied that way. You can also feed lockbox information using Supra or Sentrilock lockboxes.

Creating Your Own WordPress Custom Forms

Are you looking for a way to create your own custom web form for your Wordpress Blog? If so, this video shows how to do that:

Are you looking for more advanced forms? RealtyJuggler can work with any third party Wordpress form builder Plugin. Here are a few:

Creating Your Own Custom Forms

Not using WordPress? RealtyJuggler can work with any Contact Me form the comes with your web site. Below are a few links to some third party contact me form builders that might be helpful as well.

Feeding Facebook Lead Ads into RealtyJuggler

Here's a link to instructions on how to integrate Facebook Leads with RealtyJuggler: RealtyJuggler Partners.

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