Agent Recommendations

by Marissa Azzara Product Manager on ‎09-26-2016 12:55 PM - edited on ‎04-06-2017 03:34 PM by Bria Hunter Senior Product Content Strategist

Agent Recommendations let you drop helpful hints for your customers about homes and searches that you think they might be interested in.

 

Sign in as your Contact, recommend a home or search for them, and they’ll see a banner over your recommendation on your site – and they can even get an email alert!

 

How to recommend a search for your customer

 

  1. First, find your customer in Zap by clicking on their name or searching for them using the search bar at the top of the screen.
  2. You’ll be taken to their Contact Profile, where you should see a button labeled “More” beneath their name. Click More, and select Sign in as Contact from the menu options provided.
  3. You’ll be taken to your customer’s web account. Use the search bar to search for properties using the criteria that your customer has given you, or the criteria that you think would make sense based on their activity.
  4. Once you press Search, you’ll be taken to the search results page. You should see a button labeled “Recommend Search” at the top of the list of homes. Click Recommend Search.
  5. If you’d like to leave an optional message with your recommendation, you can type it into the box provided. You can also leave the checkbox to the left checked if you’d like to send an email notification letting your customer know that you’ve recommended the search. If you do, the message you type in the box will be sent along with the email notification.
  6. Each search will be given a name automatically, but if you’d like, you can customize the name of the search that your customer will see on their web account and in their email alerts.
  7. If everything looks good, click the button to Recommend or Email this Recommendation.

 

If you’ve left the email option checked, your customer will begin receiving New Listing Alerts for this search. You can learn more about New Listing Alerts in our Knowledge Base article.

 

How to recommend a home for your customer

 

  1. First, find your customer in Zap by clicking on their name or searching for them using the search bar at the top of the screen.
  2. You’ll be taken to their Contact Profile, where you should see a button labeled “More” beneath their name. Click More, and select Sign in as Contact from the menu options provided.
  3. You’ll be taken to your customer’s web account. If you already have a specific address in mind, you can type it directly into the search bar. If not, you can search as if you were your customer until you find a home you think they might like.
  4. Once you’ve found a home you think your customer would like to see, click the Recommend button that has a heart icon beside it.
  5. If you’d like to leave an optional message with your recommendation, you can type it into the box provided. You can also choose to send your customer an email notification letting them know that you’ve saved a home for them – to do so, just leave the checkbox labeled “Email this home” selected.
  6. If everything looks good, click the button labeled Recommend or Email this Recommendation.

 

What your customer sees

 

When your customer logs in, they’ll see a big banner letting them know that you’ve made a recommendation. These banners will appear on the Account pages on the Saved Homes and Saved Searches tabs, as well as on search results pages and home details pages for homes you’ve recommended. 

 

If your customer is using your mobile app for iOS or Android, they'll also see a notification on their phone whenever you recommend a home or a search.

Marissa Azzara April 6, 2017