Welcome to Success Assurance, our Concierge program which will reach out to new leads via calls and text messages for up to 365 days, with the goal of qualifying them and passing over to you when they are ready to have a conversation.
Some configuration may be desired once your Success Assurance plan is up and running, and below you’ll find just how easy it is to make those adjustments within your Marketing menu.
Configuration Steps
In order to set the Success Assurance Configuration settings, click on Marketing. Find the Success Assurance tile and click on Manage.
Manage Agents
To activate agents, select Manage Agents.
From here, you can toggle on or off any Agent you want to receive leads from Success Assurance under the Status column:
Note: If you do not see a confirmed activation date of the user, or it throws an error message, this means that the timezone is likely not set up at the account level (office or team), or the the agent has not added a cell phone number to their profile.
If the timezone fields are not completed, the Admin on the account will need to edit the office/team profile and add in the appropriate time zone based on your location.
Enabling Live Transfer
The Live Transfer option can be enabled on the Manage Agents page once you have activated the selected Agents.
With this option, the concierge will ask the lead if they would like to be transferred to you in real time and have a warm handoff, if the lead indicates they are ready to have a further conversation.
Click the Settings option under the Live Transfer column, and select which phone number you want the Concierge to call when a live transfer would be appropriate.
This will default the number to “Cell Phone” but you can also select any number that is added in the Agent’s user settings, or you can add any desired custom number:
Changing Lead Sources
If you want to change the lead sources that will be sent to the concierge, navigate to the Lead Sources tab and click on +Add Source.
Note: By default, the following lead sources will be added:
EntPropertyBoost
KVBuyerPaid
KVFacebookPaid
kvPaidBuyer
kvPaidGoogle
kvSellerPaid
ManagedGoogle
PropertyBoost
Once you click on the +Add Source button, a window will pop up allowing you to select the desired sources to be worked by the Concierge. Once you type in and select the source, Click ‘Save’ and it will be added to the list of active sources.
If you wish to remove a source from being worked by the Concierge, you can click the “X” icon under the Disable column, and you will get a pop up window for you to confirm this selection.
How do I avoid Overages?
If you do not want overages, you will need to ensure that the Disable Overage Billing setting in the Concierge Settings is set to ON. By default, the Disable Overage Billing setting is set to OFF, meaning that once the account limit has been reached, additional leads CAN be sent to the Concierge at an overage cost per lead.
If the non-overage option is preferred, the toggle should be set to ON. When the setting is on, the leads automatically stop being sent to the Concierge once the account limit has been reached.
The account limits in both options will restart at the beginning of each billing cycle.
Have more questions? Please reach out to Customer Support via the blue chat bubble to the right or by emailing support@insiderealestate.com!