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Getting Started

Welcome to Zap!

 

Zap is a technology solution that helps you manage relationships with your customers and provide them with real estate service they’ll appreciate.

It’s full of tools you can use to improve your business. But if you’re new to Zap, it might be hard to know where to start.
So we’ve put together this guide to help you learn the basics. Ready to get started?

 

 

Step 1: Make yourself at home.

 

Some of the first things you’ll want to get familiar with are your Dashboard and your consumer website.

 

Your Dashboard is the home page for your CRM – and there’s a lot to explore! Find your way around with this quick guide to the Dashboard.

 

 

With Zap, you also get a consumer website that’s an excellent resource for home buyers and sellers – and you can make it even better by customizing it. Here’s how:

 

 

 

Related Links:

 

Customizing your website

 

 

Step 2: Get all your ducks in a row.

 

Make sure Zap is set up to work for you the way you want it to by:

 

 

 

 

 

Need help with your settings? These articles explain it all:

 

Adjusting your website’s coverage area

Lead and Notification Settings

Email Settings

Account Settings 

Step 3: Get leads and keep them coming.

When new leads come in through your Zap site and mobile app, make sure you know how to accept them – and keep up with those leads so you can get even more.

 

You can accept new leads from your company via phone, text message, or email. This article explains the details.

 

You’ll find your new leads on your Dashboard under Priority – and from there, you can get in touch with them by clicking the blue phone or envelope icons.

 

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Some of your leads may come in with specific requests, so make sure you’re familiar with how to respond to them.

   
        

Related Links:

 

Receiving, accepting, and updating leads in Zap

Contacting Leads using the Contact Summary

Showing Requests

Requests for Info

Step 4: Get more Contacts in Zap! 

Zap is a great place to receive new leads from your website and app – but it’s also the perfect place for customers you’re already working with outside of Zap! You’ll give them easy access to your website and app – and get the opportunity to get valuable insight into their activity.

 

Here’s how you can add a Contact to Zap.

 

 

Once they receive a welcome email from you, they can click through to create a password and start searching right away.

 

Related Links:

Add Contacts to Zap

Step 5: Start building better relationships.

 

Zap isn’t just for receiving new leads or storing your Contact’s phone numbers and email addresses – it’s designed for long-term lead incubation and relationship building. To help you do that, we’ve built a detailed Contact Profile for each Contact in Zap – so you can see what they’ve been up to and what’s next for them. Click any Contact’s name in Zap to check it out!

 

You’ll also find a key tool on the Contact Profile – your Contact’s ZapScore. The ZapScore ranks your Contact’s activity against the rest of the Contacts in your CRM, so you can predict who’s most likely to transact soon.

 

 

When you’re just getting started, you may not have many Contacts to score against each other – but once you’ve added more, the ZapScore will be an easy way to prioritize and connect with your most active Contacts. In the meantime, put the data you get from the ZapScore details to use and reach out the Contacts based on their activity.

 

ZapScore.png

 

 

Related Articles:

 

Contact Profile

Follow-up Plans

New Listing Alerts

Watched Home Updates

Understanding the ZapScore

 

This is just a quick guide to get you up and running – but when you want more information, we’re here to help.

 

If you want to explore how-to resources, videos, our Glossary, and more, check out our Knowledge Base.

If you have a specific question or run into a problem with Zap, post a question on the Zap Community.

Marissa Azzara December 19, 2018
Comments
Insightful Sightseer

I dont have any leads. When does it start?

Community Manager

Hello Patricia, 

 

I see that you are eligible to receive leads. Please contact your broker or admin to determine why no leads are being sent to you. Your broker determines ow leads are allocated based on service area, agent rotation and availability. 

 

Zap Support, 

Obi

Budding Explorer

I used to be able to send things in bulk mail.  I don't see how to do that currently.  Please help

Community Manager

Hello Peggy,

Please go to Contact > Bulk Actions to view your bulk email options. You'll need to select contacts in the contact list before taking the bulk action.

Insightful Sightseer

I can't send welcome emails to any contacts, from any computer I use, on any browser. I can send all other emails. I've called twice, both times the very nice tech thought maybe I was doing something wrong, connected through teamviewer, saw the problem, and agreed it wasn't me. They both did everything they could, yet the welcome emails wouldn't go through.They sent tickets to the support team, support said that they could send them fine from my account, and I guess wrote it off. However It is 100% not fixed. It's been a week and I still can't send welcome emails. PLEASE, someone help me. Anyone.  I'll completely start over, upload my contacts again, fill out my profile, whatever

Community Manager

Hello Neil, 

 

Can i have you log out clear your cache an dlog back in then attempt to send welcome email once more? I am not able to replicate the issue using a test account. This would appear to be related to a session time out which can affect various features of Zap. Also, confirm you are on the latest version of the browser you are using. 

 

Zap Support, 

Obi

 

 Find Software Version of Browser (FireFox, Chrome, Internet Explorer & Safari)

FireFox

  1. select menu (3 bars, top right)
  2. help
  3. About FireFox (the first 4 numbers show the version #)

 

Chrome

  1. select menu (3 dots, top right)
  2. help
  3. about google chrome (look for numbers next to version

 

Internet Explorer

  1. select settings (gear, top right)
  2. about internet explorer (version # shows)

 

Safari (on a MAC)

  1. Open your Safari browser by clicking on the Safari iconin the dock of the Mac desktop or laptop computer.
  2. Click on Safariin the menu bar at the top of the screen.
  3. Choose the option labeled About Safariin the drop-down menu that appears.
  4. A small dialog box appears with the browser's version number. The first number, located outside of the parenthesis, is the actual version of Safari. The longer second number, located inside the parentheses, is the WebKit/Safari Build version

 Clear Cache

 Chrome

  1. Click on three dots
  2. Settings
  3. Type in cache in search bar
  4. Click on “clear browser settings”
  5. Make sure “cached images and files” is the only selected option then click “clear data”

Firefox

  1. Click on three bars
  2. Options
  3. Type in “cache” in search bar, click “clear”

(keep in mind that if you are logged into an account which you have not saved the password for, you might need to log in again)

Safari

  1. Click Safari in the upper left-hand side of your screen. In the menu that appears, click Preferences. (+)
  2. In the window that appears, click the Privacy Tab. Click the button Remove All Website Data.... (+)

Click Remove Now in the pop-up window that appears. (+)