Set up lead capture & email alerts
Overview
Lead Capture
Optima Express provides many built-in lead capture features to encourage visitors to register and provide their information. These features are ready to use and don’t require any setup.
An optional “User Registration” feature will present your site visitors with registration prompts while they are searching and browsing listings. A range of settings are available to control the behavior of these registration prompts.
Email Alerts
Email alerts are one of the most powerful tools for nurturing leads and keeping then “on the line”. Automated email alerts with large, attractive listing photos will bring leads back to your site again and again. You’ll want to make sure you apply your branding and contact information to these emails.
Getting Started
Lead Capture – Set Up User Registration Prompts
The Knowledgebase article “Lead Capture & User Registration” will provide steps for turning on User Registration prompts and adjusting the settings. The Knowledgebase article “Email Alert Popups” discusses how to enable popup registration prompts which appear after a site visitor performs a search on your site, helping you to capture more lead registrations.
Watch how to access the User Registration features:
Watch how to access your leads in the IDX Control Panel:
Watch how to manually add a lead to your IDX Control Panel:
Email Alerts – Add Your Branding
The Knowledgebase article “Email Branding Display” will help you apply branding to email alerts sent to your subscribers.
Watch how to add your branding to email alerts
Frequently Asked Questions
Can I add leads manually?
Yes – our Knowledgebase article “Managing Leads”provides instructions for adding leads in your IDX Control Panel.
Can I add saved searches for my leads?
Yes! Our Knowledgebase article “Managing Leads”provides instructions for adding saved searches for leads in your IDX Control Panel. This will also send email alerts to the leads for the saved searches.
