Overview

The Activity Stream is the first page you see when opening kvCORE. You can always come back to it by clicking 'Dashboard' from the main navigation on the left-hand side.

The 'Activity' tab shows a stream of events that are matched to the activity of your contacts in kvCORE.

If you click on a contact's name from one of the tiles in the Activity Stream, it will open their details page and the same activity will be reflected on their timeline, along with your notes and other details.

The top left of the Activity Stream gives you basic filtering options for you to narrow down to a type of activity if desired. 

The first dropdown menu allows you to select a scope. For example, if you are a Company Admin and only want to see the activity for a particular Office, you can use the menu to narrow the scope of activity to that particular Office.

The dropdown menu that reads 'All Activity' allows you to limit the type of activity to only show Texts, Emails, New Leads, Questions, and more.


The buttons are shortcuts for the most popular activity types. Instead of choosing an activity type from the dropdown menu, you can click the corresponding button for ease.

Activity Types

These are the available filters you can select from the 'Activity' dropdown menu.

Property Views

Property views display some pertinent information on the tile.

  1. Contact's name.

  2. Time since the property was viewed.

  3. How many times this property was viewed by the contact on a desktop computer/laptop.

  4. How many times this property was viewed by the contact on a mobile device.

  5. Property address.

  6. Main property image.

  7. Actions: Send contact an email, initiate a phone call, send a text, or send a CORE Video

To learn more about CORE Video Powered by BombBomb, click here.

Hot Leads

In the case where there is a 'fire' or 'flame' icon on the property photo, it indicates a hot lead.

A hot lead is someone who has triggered 4 or more Behavioral Alerts. To learn more about Behavioral Alerts, click here.

Saved Properties

If a contact is not a 'hot lead' and they save a property, the heart icon will be visible on the top right of the listing image.

You can find your contact's saved properties in their contact record. Click 'All Activity' and select 'Properties - Saved' from the dropdown.

Questions

Questions will generate a unique email notification. The subject of the email will say: Question Received and the email will include the contact details, the property they're asking about, and their question.

Questions may be asked by contacts via your kvCORE website. Whenever they are viewing a property, there is a call to action where a question may be asked.

After they fill out their question into a form, it generates a 'Question' tile in your Activity Stream.

  1. Contact's name.

  2. How long ago the question was submitted.

  3. Address of the property the question references.

  4. Question contents.

  5. Answer button to reply to question.

Clicking the answer link will bring up a form to reply with. Simply type in your response and click send.

Once you have done so, the link will be marked as 'Answered.'

Showing Requests

Showing requests generate a unique email notification. The subject of the email will say: Showing Request Received the email will include the contact details, the property they'd like to tour, and their message.

Showing requests are similar to questions in the sense that they are sent via your kvCORE website, using the 'Go Visit This Property' button on your kvCORE website.

After they fill out the request form, a 'Requested Showing' tile is created in your Activity Stream.

  1. Contact's name.

  2. Time elapsed since request.

  3. The address associated with the request.

  4. Respond to request.

Clicking 'Respond' displays the response form.

  • MLSID - ID of the listing.

  • Date - Date which they would like to visit the property.

  • Waiting - Date the request was sent to you.

  • Question - Their message that s associated with the request. The message 'I'd like to see...' shown above is the default pre-filled message.

  • Does This Date Work? - Choose if the requested date will work or not. You can cancel the request, reschedule, or agree with the date.

  • Your Response - Enter a message to accompany your intent. If the contact has a phone number it will be texted. Otherwise, an email will be sent.

After clicking 'Send Response' the message is sent. The next time you look at your Activity Stream the showing request will not be visible. If you open the lead to review their timeline, the text or email and intent you specified will be shown as two separate simultaneous events.

Valuations

Valuations are potential home sellers who have attempted to get an automated valuation of their property on your kvCORE website. How this works in detail is explained here.

When a valuation is received, it is added to your Activity Stream.

  1. Contact's name, email, or property street address. (Depending on what information was gathered.)

  2. Full property address.

  3. Time elapsed since valuation was generated.

  4. Shortcuts to email, call, text, or send a CORE Video

    1. Please Note: Your contact will need to be subscribed to texts in order for the 'Text' shortcut to populate on the Dashboard tile.

New Leads

New leads are generated from various sources and sent to your kvCORE website, delivered to your kvCORE database via API or other software. They could also have come from advertisements linked to your website, or from lead routing via your Office/Team/Company websites. They specifically have the status of 'New Lead.'

Whenever a new lead is captured or delivered, you are notified as usual, and a new lead tile is also generated in your Activity Stream.

  1. New lead's name.

  2. How long ago they were created.

  3. New lead type (Buyer, Seller, Renter).

  4. Source.

  5. Notes from the source, or details captured on your kvCORE website when they registered.

  6. Shortcuts to email, call, text, or send a CORE Video

    1. Please Note: Your contact will need to be subscribed to texts in order for the 'Text' shortcut to populate on the Dashboard tile.

New Texts

Text messages are typically received by your kvCORE smart number. If you're leveraging the automation that kvCORE offers, you will commonly see these responses in your dashboard. Additionally, if your smart number sends you a text notification, it will also show in your Activity Stream.

  1. Contact's name, number, or your smart number.

  2. Time elapsed since the text was received by your Smart Number.

  3. Contact information telling you who sent the message at what time.

  4. Text message contents.

  5. Button to send text message response.

New Emails

The emails that you receive within kvCORE are going to be one of two things.

  1. An email response from a contact to a message that was sent from within kvCORE.

  2. An email response from a contact that is synced to kvCORE from your Google or Microsoft account.

These emails will show on the contact's timeline, as well as in a tile on your Activity Stream.

  1. Contact's name.

  2. Time since email was received.

  3. Email subject.

  4. Email message/body.

  5. Link to open the full email. If you are synced then it will open the email in Google/Microsoft.

  6. Link to reply to email from kvCORE.

Email Events

  1. Lead name.

  2. Email Opened or Clicked through.

  3. Time the email was viewed.

  4. Shortcuts to email, call, text, or send a CORE Video

    1. Please Note: Your contact will need to be subscribed to texts in order for the 'Text' shortcut to populate on the Dashboard tile.

Hot Leads

With the hot leads filter selected, any combination of the other tiles shown above may display. The tiles will be limited to showing your contacts who have generated 4 or more behavioral alerts in kvCORE. Behavior alerts are automated actions like messages that may be sent when a contact does something interesting.

Related Articles

Contact Record Overview

How Do Contacts Save the Listings They Like?

Dashboard: What is a Showing Request or Question?

Seller Valuation Report Overview

Email Tracking Overview

If you have any questions or need further assistance, please reach out to Customer Support via the blue chat bubble to the right or by emailing kvcore@insiderealestate.com!

(Keywords: dashboard, activity, flame, fire, favorite, activity stream)

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