Contacts & Follow-ups

      What is a Follow-up Plan?   Follow-up Plans allow you to define a series of calls and emails (automated and personally sent) for each of your contacts, giving you drip email capability with a huge a... read more
Marissa Azzara on August 11, 2015
25 people found this article helpful
In this section     Easily contact your leads using the email and call scripts in the Script Library. Scripts can serve to communicate with everyday prospects or keep in contact with your customers.     ... read more
Marissa Azzara on May 16, 2015
25 people found this article helpful
In this section     Create an email script From Manage on the left navigation panel, select Email Script Library. Click + Create Script in the top-right corner. Under Audience, select who your script is designed ... read more
Gloria Choi on September 6, 2018
Use lead performance reporting in Zap to get an overview of how your leads are converting.   Narrowing down your reports   At the top of the page, you’ll see a field with a date range. Your reporting view is default... read more
Bria Hunter on December 14, 2017
8 people found this article helpful
Bulk Import allows you to upload multiple Contacts into Zap at once from a CSV file.     How do I Bulk Import my Contacts?   Upload File   There are three places in Zap where you can upload your CSV file... read more
Christine Nedilsky on September 20, 2017
25 people found this article helpful
 With the bulk email feature, you can reach out to a large group of your Contacts at once with the same message.      How to send bulk emails To send a bulk email, start by clicking on “Contacts” in the ... read more
Bria Hunter on August 22, 2017
25 people found this article helpful
In this section     Entering your Contacts into Zap helps you manage your communication with them and allows you to easily create accounts for them on your agent website.     Add Contacts One-by-One To a... read more
Marissa Azzara on May 16, 2015
25 people found this article helpful
You can use tags to manage your Contacts in a way that makes sense for you. With a combination of system-generated tags and your own custom tags, you’ll have an at-a-glance look at some of your Contact’s most noteworthy chara... read more
Marissa Azzara on August 8, 2017
4 people found this article helpful
Keeping your leads up to date in Zap is always a good practice – and if your brokerage is using compliance rules, it may be a key to getting more leads routed your way.   What are compliance rules?   Compliance rule... read more
Marissa Azzara on March 15, 2017
25 people found this article helpful
     You can search for Contacts by their search activity or by characteristics you’ve added to their account. For example, you may want to pull up your Closed Contacts, you may want to find the Contacts y... read more
Marissa Azzara on December 6, 2016
6 people found this article helpful
Each of your Contacts has a thorough Contact Profile in Zap. The Contact Profile is where you can view important information on your Contact, including actionable insights, communication history, contact information, and much... read more
Marissa Azzara on April 5, 2016
16 people found this article helpful
Receiving New Leads   You can receive new leads from your agent website, your company website, marketing placements on other sites, and direct calls to your broker office as well as through traffic you are generating th... read more
Marissa Azzara on February 29, 2016
25 people found this article helpful
New to working with online leads – or just need a guide to help you navigate the process?   The good news is that there’s plenty that you already know! It turns out, online leads aren’t so different from your traditional... read more
Marissa Azzara on February 22, 2016
25 people found this article helpful
Throughout Zap, you’ll find a ZapScore assigned to each of your Contacts. A ZapScore is used to represent your Contact’s online activity and engagement level so that you know how active they are and whether they’re read... read more
Marissa Azzara on September 3, 2015
25 people found this article helpful
In Zap, you’ll be designated as the Primary or Secondary Agent for any Contact on your platform. This is your Agent Status. Your ability to access that Contact’s website account and detailed information about their website a... read more
Marissa Azzara on August 25, 2015
25 people found this article helpful