When leads are generated through Top Marketer they begin receiving a Market Snapshot at regular intervals. When you integrate Top Marketer with Top Producer, you can also automatically apply a follow-up Action Plan. This is a great way to send additional marketing that interconnects your personal style with the powerful content of Market Snapshot.
To configure Top Producer to automatically apply an Action Plan to leads generated through Top Marketer, you must complete the following:
1. Integrate Top Producer with Top Marketer
If you have already set up Top Marketer, there is a good chance this step has already been completed. In fact, if you are receiving Top Marketer leads within Top Producer, the products are already integrated. To confirm the integration, log in to your Top Marketer Control Panel, and in the Setup menu choose Top Producer 7i/8i Account.
2. Use Inquiry Capture Forms to Receive Leads
Configure the Inquiry Capture form in Top Marketer and provide access to it through external sources like websites and email links. If you are already receiving leads through Top Marketer forms, this step has been completed. For information about Inquiry Capture, click here.
3. Decide Which Action Plan to Use
Create an Action Plan within Top Producer (or chose a default action plan) that you would like to use for follow-up with Top Marketer leads. It is recommended you use an Email based plan, since all Top Marketer lead forms always capture an email address. For information about creating Action Plans in Top Producer, click here.
4. Create an Auto Apply Plan Rule in Top Producer
Create an Auto Apply Plan Rule within Top Producer. Auto Apply Plan Rules tell Top Producer which plan should be applied to an incoming lead based on the Source and Sub-source.
For information about creating Auto Apply Plan Rules for Top Marketer Leads, use the source and sub-source information below, and follow the instructions here.
- For all Top Marketer Leads, the Source is: TOP MARKETER
- For leads generated from the Market Snapshot Link Code, the sub-source is: Agent Text Link.
- For leads generated from the Market Snapshot Web Form, the sub-source is: Agent Widget
The different sub-sources not only allow you to determine the origin of the lead, you can also create a separate rule in Top Producer that is unique for each type!
Once the above steps have been completed, you have the peace of mind that your leads will receive current market data in a high-quality presentation through Market Snapshot, and also receive your personalized marketing messages through Top Producer. Better still, this all happens automatically!