Getting started with Zap

[#1]

 

 

Zap helps you nurture and strengthen the most important part of your real estate business: your relationships! Use it on your computer or phone to keep your business moving wherever the day takes you.

With Zap, you have:

• Your own agent website and mobile app
• A simple way to prioritize activities
• The ability to leverage contact data to better anticipate client needs

Step 1: Set up your account

Before you begin using Zap, you’ll need to set up your account settings, which include your email settings, which zip codes you can receive leads from, and your service market selections.

Step 2: Adjust your settings

It’s important to adjust your lead and notification settings. This way you’ll know right away when a lead reaches out to you - and have the perfect welcome message to start off the conversation.

Step 3: Import your contacts

Next, you’ll want to add your contacts to Zap so you can keep them all in one place and start tracking their activity. You can add contacts individually, or you can bulk import your contacts directly from a CSV or from your Google account.

Step 4: Customize your agent website

Your agent website is an excellent resource for your customers to learn more about you and get in touch. Watch this video to learn how you can make your agent website shine!

What's next?

• Now that you’re all set up, you can put your contacts on Follow-up Plans. 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 amount of flexibility.
• Increase your visibility and give your contacts valuable insight into homes and neighborhoods you’ve visited by adding Property Insights and Local Insights.
• If you’d like to send your contacts new listings that match their search criteria, set them up to receive New Listing Alerts.
  

Welcome to Zap! We're happy you're here. 😊

Visit Get Help to explore how-to articles, FAQs, videos, and more.

Have a specific question? Get it answered in Zap Talk.

[Patricia Baxter]

I dont have any leads. When does it start?

[Obi Madu]

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

[Peggy Lucas]

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

[Christian Lucas]

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.

[Neil Simmons]

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

[Obi Madu]

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. (+)

[Diana Ruiz]

I don't know what I need to do I click on my web page link and it takes me to the coldwellbanker website but It goes to a different agent.

[Mercedes Perez]

Hi Diana,

Thanks for reaching out. It looks like your website toggle was turned off. I went ahead and turned it on for you so now you can access your website

https://www.coldwellbanker.com/Coldwell-Banker-Advantage-827c/Diana-Ruiz-7401021a?utm_medium=referra...