Ylopo + LionDesk
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 + LionDesk integration! Visit the Ylopo Knowledge Base to view more articles on the Ylopo + LionDesk integration.
It's essential to understand how LionDesk works because Ylopo integrates directly with LionDesk features. By knowing your LionDesk CRM, you'll better grasp the Ylopo + LionDesk integration, enabling you to build more efficient workflows and campaigns, utilizing Ylopo activity and tags. Visit the LionDesk Help Center for help with LionDesk features and training.
Overview of Integrated Ylopo Tools
Home Search Site - Your Ylopo lead conversion site. Used for generating new leads, remarketing to existing leads, engaging your database with listing alerts and seller alerts. Website activity is tracked in Ylopo Stars. Home Search site URL example: search.youryloposite.com, search.youryloposite.com/seller. Leads who register on your home search site are automatically brought into LionDesk and added into Ylopo Stars for lead nurturing. User website activity is tracked in Ylopo Stars and added to leads profiles in Liondesk. 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 broker information, the assigned Agent information is listed in the presented by section. Leads who register on agent subdomains are automatically assigned to the agent in LionDesk, 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 LionDesk and added into Ylopo Stars. Learn more about the Branded Site.
Ylopo Stars - Stars is Ylopo’s database marketing tool that integrates with your LionDesk CRM and leads profiles. You’ll access Stars via a leads Stars link on leads profiles in your LionDesk. 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 and your Ylopo home search site. User engagement and activity with these can be tracked and managed 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 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 + LionDesk Integration
Below is a deep dive into how Ylopo integrates its marketing platform and tools within LionDesk. 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 + LionDesk integration. For additional help on the Ylopo + LionDesk integration please email support@ylopo.com.
Visit the LionDesk Help Center for help with LionDesk features and training.
Lead Distribution
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 LionDesk 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
Custom Field
Ylopo Stars Integration and Agent Tool kit
Image: A 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 LionDesk, giving you a powerful way to engage, nurture and track home buyer and seller activity within your LionDesk CRM. Stars will capture information as users engage with your Ylopo websites and tools and syncs this information to the leads profile in LionDesk.
You will access Stars via each persons profile in LionDesk by visiting the users unique Stars link in the custom field. The original registration note, some activity notes and Priority notes will also include links to the users Stars profile. These links are not clickable but can be selected by double clicking to highlight the link > right clicking > go to page.
Leads generated by Ylopo are automatically imported into Ylopo Stars and eligible for remarketing. You’ll work with Ylopo to import all of your existing eligible leads and other lead sources into 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.
Hotness Level
AI Texting Management
Image: Hotness levels are managed by agent. Ylopo will only work leads in eligible hotness levels.
A users Hotness Level will be synced to Stars. AI text will work eligible Hotness Levels and be blacklisted from working the others. You will advise in your Implementation phase which to allow AI texting to work and Ylopo will blacklist the others.
You will also manage, takeover, pause or stop your AI within the users Stars profile.
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, or Closed. To review or adjust your Ylopo AI Text settings please email support@ylopo.com.
Assigned User
Sender, “Presented By” and notifications
Image: The lead is assigned to Heather. Listing alerts and seller alerts from Ylopo will be sent from the assigned user Heather.
The assigned agents information will be synced to Stars and 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 LionDesk, Stars access, and a Ylopo agent subdomain, the assigned agent will also associate the lead to the assigned agents subdomain.
AI texting can reach out based on the assigned agent or a team persona, ex: The Acme Team’s assistant.
Activity
Lead activity synched from Ylopo to LionDesk
Image: The lead organically visited the Ylopo /seller page, registered and viewed their home evaluation report (seller report).
Engagement with Ylopo websites and tools will be captured in Stars and synced to the activity section on the leads profile in LionDesk under “all activity.”
Visits to the home search site will be logged as a visit and a user login.
Interactions with the AI text will be added as Contact Comments.
Some activity from Ylopo will include links to the users Stars page.
Tags
Ylopo tags to route, organize, filter, and automate
Image: The buyer (BUYER) lead was generated by Ylopo Google (YLOPO_ADWORDS), returned (RETURNED) after registering to the home search site, etc.
Tags created in Stars will be synced to the users profile in LionDesk. 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 saved filters to follow up on important activities in LionDesk using Ylopo tags like AI_ENGAGED and YPRIORITY.
You can also set up lead routing rules using Ylopo tags in your lead distribution rules in LionDesk.
AI Texting
Ylopo AI Text Assistant
Image: The leads conversation with the AI has been added as Contact Comments on the leads profile.
AI texting can work new leads and existing imported leads in Stars. AI text will only work eligible Hotness Levels and be blacklisted from working the others, based on your preferences. AI Text can engage with imported leads once they interact with your home search site.
Both outbound texts sent from the AI, and inbound texts received from the lead, will be included on the lead's profile as Contact Comments 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 from Ylopo.
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_NEEDS_FOLLOW_UP - The AI has found an opportunity for the agent to follow up on ASAP.
AI_ENGAGED - Lead replied to a text
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 Liondesk
When someone responds to your AI text assistant, the assigned agent will receive a text and an email notification.
AI texts messages where the AI found an opportunity will also be flagged as a priority alert.
Priority Alerts
Image: YPRIORTY tag and a Priority Alert note added in LionDesk due to a lead returning to look at properties after 33 days of inactivity.
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 is added on the leads profile. The lead will also be tagged with the “YPRIORITY” tag.
Ylopo Training
Self paced online course on the basics of the Ylopo and LionDesk integration.