Ylopo + Sierra Interactive
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 + Sierra integration! Visit the Ylopo Knowledge Base to view more articles on the Ylopo + Sierra integration.
It's essential to understand how Sierra works because Ylopo integrates directly with Sierra features. By knowing your Sierra CRM, you'll better grasp the Ylopo + Sierra integration, enabling you to build more efficient workflows and drip email campaigns by utilizing Ylopo activity and tags. Visit the Sierra Help Center for help with Sierra 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 Sierra and added into Ylopo Stars for lead nurturing. User website activity is tracked in Ylopo Stars and added to leads profiles in Sierra. 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 an exact copy of your main home search site with a slightly different URL, URL example: agentfirstname.youryloposite.com. Instead of the generic team information or team broker, the assigned Agent information is listed in the presented by section. Leads who register on agent subdomains are automatically assigned to the agent in Sierra, added into Stars 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 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 Sierra 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 directly on leads profiles in Sierra. 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 - Ylopo heavily utilizes its own sets of tags to help optimize your workflows and automate outreach in your Sierra CRM. Our tags are automatically applied to leads such as Ylopo_Adwords for Google PPC generated leads, AI_ENGAGED for leads responding to AI texts, and YPRIORITY for important activity on your home search site. 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 + Sierra Integration
Below is a deep dive into how Ylopo integrates its marketing platform and tools within the Sierra Interactive CRM. 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 + Sierra integration. For additional help on the Ylopo + Sierra integration please email support@ylopo.com
Visit the Sierra Help Center for help with Sierra features and training.
Lead Routing
Ylopo Lead Sources
Image: Ylopo lead sources will be added to be used in setting up your lead routing rules.
Ylopo Leads are delivered to your CRM and routed according to your Sierra lead routing and distribution rules. 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
You can also route leads based on Ylopo tags.
Connected Platform
Ylopo Stars Integration and Agent Tool kit
Image: A “View on Ylopo Stars” link is present, meaning the user is Imported into Ylopo’s platform Stars, which can be accessed via this link.
Stars is Ylopo’s database marketing tool that integrates with Sierra, giving you a powerful way to engage, nurture and track home buyer and seller activity. Stars will capture information as users engage with your Ylopo websites and tools and syncs information to the leads profile in Sierra.
You will access Stars via each persons profile in Sierra by clicking on the “View on Ylopo” button. The original registration note and Priority notes will also include links to the users Stars profile.
Leads generated by Ylopo are automatically imported into Ylopo Stars.
IMPORTANT:
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.
You can manually add leads to Stars within the Stars platform.
Status
AI Texting Management
Image: Status is currently marked as “New,” making the lead eligible for AI texting. If agent changed the status to “active,” AI engagement would stop.
A users Status will be synced to Stars. AI text will work eligible status’ like “new” and be blacklisted from working the others. You can also pause or stop your AI within the users Stars profile. You will advise in your Implementation phase which Status to allow and Ylopo will blacklist the others.
IMPORTANT - AI should not work leads or a status where the agent has qualified the lead or has an existing relationship with the lead like Active, Pending, Closed or Do Not Contact. To review or adjust your AI Text settings email support@ylopo.com.
Agents
Sender, “Presented By” and notifications
Image: The lead is assigned to Gabie. Listing alerts and seller alerts from Ylopo will be sent from the assigned agent Gabie.
The assigned agents information will be synched to Stars used to send listing alerts and seller alerts.
The assigned agent will also receive notifications from Ylopo for Priority Notifications and engagement with the AI text feature for their assigned leads.
Optional settings:
For Ylopo users with a seat in Sierra, Stars access, and a Ylopo agent subdomain, the assigned agent will also synch to the users experience on the home search site to the agents subdomain.
History
Lead activity synched from Ylopo to Sierra
Image: The lead viewed a listing on the Ylopo home search site.
Engagement with Ylopo websites and tools will be captured in Stars and synced to the history section on the leads profile in Sierra.
The activity section will provide insight into the price, address and recent activity on your home search site.
This section will show you recent lead activity, engagement with your ads, AI texting and highlight important activity with Priority lead events.
Some notes can also direct to you the users Stars profile to utilize the Agent Tool Kit or manage your AI text feature.
These interactions will be added as notes.
Tags
Ylopo tags to route, organize, filter, and automate
Image: The lead was generated by Ylopo Facebook lead generation “YLOPOFACEBOOK,” they are a “BUYER,” and have viewed the same property more than 3 times “Y_HOME_3_VIEW.”
Ylopo Tags created in Stars will be synced to the users profile in Sierra. The 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 filters to follow up on important activities, create automations in your CRM using Ylopo tags and set up lead routing using Ylopo tags.
AI Texting
Ylopo AI Text Assistant
Image: The leads conversation with the AI has been added as notes on the leads profile.
AI can text leads in eligible Status’. Both outbound texts sent from the AI, and inbound texts received from the lead, will be included on the lead's profile in Sierra as they happen in Stars. Agents will access the leads Stars profile to step in as the AI or manage the AI texting.
When someone responds to your AI text assistant, the assigned agent will receive a text and an email notification.
Within the leads profile in the CRM a relevant AI text tag is applied in the tag section and the conversation is added to activity/notes section. These tags include:
AI_ENGAGED - Lead replied to your AI texts
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: The leads conversation with the AI text assistant are added to the leads profile in Sierra. An AI_ENGAGED tag is added to the profile as the lead replies to the AI texts.
When someone responds to your AI text assistant in Stars, the corresponding AI text tag will be added to the leads profile in Sierra, ex: AI_ENGAGED or AI_OPT_OUT. The conversation in Stars is added 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.
The Assigned agent will recieve a text and email when a lead has responded to your AI text assistant.
AI texts messages where the AI found an opportunity will also be flagged as a priority alert.
Priority Lead Alerts
Image: Priority Alert note added in Sierra due to a lead favoriting a property.
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" in Stars and in Sierra.
Ylopo add a “YPRIORITY” tag and a priority note on the leads profile.
The assigned agent will receive a similar email and text about the priority lead event.
Training & Coaching
Online, Self-paced, Master Class on utilizing Ylopo + Sierra.