Smart Targeting Onboarding Video
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Read More...Subcategories: Account Settings | Add-Ons | Campaign Management | Contacts, CRM, and Check-In App | Getting Started | Lead Capture & Nurture Tools | SmartTargeting for your Sphere
Customer Support Resources
How to get in touch with your Account Management Team To find your support team’s contact information within your account, use the dropdown referenced in the photo below. Our office […]
Read More...Lead Funnel + Follow Up FAQ
Learn how to locate and manage your leads within the platform Q: Where can I find all my leads?A: You will have quick access to the most recent leads within […]
Read More...Lead Capture Websites: Offer Pages
Learn more about our four different offer pages Offer Pages Smart Home Price is our flagship site that offers a popular call to action- the opportunity for a homeowner to […]
Read More...Lead Capture Websites Setup
How to customize and launch your Lead Capture Websites This article includes: How to configure your Lead Capture Fields How to customize your display preferences for SmartHomePrice.com How to create […]
Read More...Launching Campaigns
How to launch your first Geo farm-based Mailing + Online Ad Campaigns Campaigns Overview A campaign is a series of automated marketing activities aimed at a specific segment of your […]
Read More...Agent Branding Setup
How to create and edit your Branding Profile The branding you set up in this section will appear cohesively across your entire account and be used on all your marketing! […]
Read More...Launchpad
Complete the initial setup of your SmartTargeting account using our Launchpad feature When first logging into your SmartTargeting account, you will use our Launchpad feature to set up your Brand […]
Read More...Billing System Overview
Learn what to expect with our updated billing system and how to contact our Billing Department! SmartZip Billing System SmartZip is constantly investing efforts to improve our platform and the […]
Read More...Adding Additional Emails for Lead Notifications
Learn how to add email addresses to receive lead notification emails. You can add an assistant, team member, or CRM email address to receive your lead notification emails! Click your […]
Read More...Notification Settings
Learn how to adjust your notification settings and add lead notification recipients Please click here to read the article on how to adjust your notification settings.
Read More...Updating your Login Credentials
Learn how to update your SmartTargeting Login Credentials a To change your SmartTargeting login credentials, click on your photo in the top right corner, then in the dropdown menu, click […]
Read More...Unlocking Predictive Insights for your Sphere Contacts
Learn more about how to use credits to gain SmartTargeting rankings for your Sphere contacts! While you have the ability to use almost all of the SmartTargeting CRM features with […]
Read More...Exporting Contacts from another CRM to Import as Sphere Contacts
Learn more about how to download contacts from another CRM to use within your SmartZip Account. Each CRM has its own step-by-step process on how to successfully download the contacts […]
Read More...Importing your Sphere
Your go-to guide on how to import Sphere contacts into your SmartTargeting Account! With your SmartZip account, you have to capability of importing up to 10,000 Sphere contacts! SphereTargeting allows […]
Read More...Lead Nurture: 8×8 & Monthly HTR
What are they and how do they work? Our lead nurture campaigns are an automatic email drip campaign that get sent out whenever any respondents visit one of your 4 […]
Read More...Revamped Postcards
With increasing demand for Postcards, we have decided to make your purchase worthwhile by providing new and convenient features. What’s New: These new features will mainly affect the Postcards, which […]
Read More...Marketing Template
View which Marketing Templates you want to use for your Online Ads, Custom Direct Mail, and Just Listed/Sold Cards. With the new “Marketing Template” feature in Smart Targeting account you […]
Read More...Email Drip Campaign
What is the Lead Nurture Email Drip Campaign? Our lead nurture campaigns are an automatic email drip campaign that gets sent out whenever any respondents visit one of your 4 […]
Read More...How do I set my preferences for my Lead Capture Websites?
Go to Account Settings and click on Lead Capture Websites. 2. Under the URL setup page, you can determine what information you would like homeowners to provide prior to accessing […]
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