The engageRE Plug-in Mergefields
The engageRE Plugin for WordPress supports a number of "merge fields", which, when used within text anywhere on your site, will be replaced with the text for your specific account.
To recall an account-specific value, insert the following short-code into a text area anywhere on your site:
[engageremergefield fieldname="some-name"]
Where some-name is one of the following:
accountid
address1
address2
city
displayname
email
engageredisclaimer
firstname
hasphoto
homefinderbar
lastname
officename
phonedirect
photourl
primaryphone
primaryphonetype
primaryphoneunformatted
regioncode
rnaccountid
rnapitoken
secondaryphone
secondaryphonetype
secondaryphoneunformatted
statecode
websiteroot
zipcode
Adding A Custom Form To Your WordPress Site
Your engageRE WordPress website was initially setup with two forms that your site visitors can use to interact with you - a general contact form, and a home valuation request form. Note: These are in addition to the lead capture forms used with the search experience.
With WordPress Express, you can also create new and specialized form for other purposes using the custom form builder that is part of engageRE WordPress. Creating a new form has three steps - 1) add a new form to the form library, 2) setup the desired actions that should occur when the form is used, and then 3) deploy that form to all the places where you want it to appear. The following provides step-by-step instruction for that process.
Adding a New Form
- Sign into the WordPress backend for your website.
- Select Add New from the Forms menu.
- From the Template Fields section, tap the button for the first desired element. It will be added to the form at your right.
- Adjust the settings for that element.
- Repeat steps 3 and 4 until the form is complete. You can reorder elements by dragging them into the proper position in the form builder area.
- Click Save to save the form. Click Preview Form to see your form on a sample page.
Processing Your Form
As a second step, you need to setup the action(s) you want performed after a visitor submits your new form.
- After you have built and saved a form, click the Email & Actions tab.
- Click Add New.
- There are three types of actions:
- Email the form field results to you.
- Replace the form with a success message.
- Redirect the visitor to another website or URL (advanced feature).
- Generally, the first two are done on most all forms. Note that the last one is an advanced feature which may require some custom coding.
- To create an email action, choose "Email" from the Type drop-down complete the remaining fields. Build the body of the email with the editor, embedding form fields from the drop-down as desired. Click Save when you are done.
- To create a success message action, choose "Success" from the Type drop-down, and then create the message/content you want to appear in place of the form when it is submitted. Click Save when you are done.
Choose Preview Form to test your actions.
Using Your Form
Once a form is built it can be added to your site in one or more areas.
To add a form to a page or post:
- Create or edit it using Page Builder.
- Drag the "Ninja Forms Widget" selection from the WordPress Widgets area of the Add Content drop-down onto your page or post.
- Select the form from the drop-down and click Save.
- Save and Publish your changes to the page or post.
To add a form to a sidebar (or other widgetized area):
- From the main WordPress dashboard, select Widgets from the Appearance menu.
- Drag the "Ninja Forms Widget" control from the list at left to the target sidebar on the right.
- Select the desired form from the drop-down.
- Click Save.
Planning for Profit with Peter Mueller 7-13-16
How Leads Are Routed
Most engageRE users will receive leads from several different sources, such as remax.com or their personal engageRE website, or their SPAW, for example. These sources can utilize differing lead routing rules.
Routing of Leads From RE/MAX Brand Sources to COR Affiliates
RE/MAX Brand Sources include remax.com, the RE/MAX mobile apps, SPAW/SPOW, TheREMAXCollection.com. homes.com and (in certain cases) regional websites.
Leads generated by any of those sources can be offered to you through the LeadStreet by Homes Connect system. The following process occurs:
- If the lead is generated while agent branding is in effect (personalized mobile app, SPAW, etc), then the lead is assigned to that agent, and no further routing occurs.
- Otherwise, if the lead is generated by a consumer who is already assigned to an agent in the market of interest (MLS), then the lead activity is added to that agent's account, and no further routing takes place.
- Otherwise, if the lead references a subject property that is an active RE/MAX listing, the listing agent is first offered the lead. If accepted, the lead is assigned to that agent and no further routing occurs.
- Otherwise, a pool of eligible agents is assembled based on their affiliation with the MLS listing the subject property and their declared area of interest (the list of ZIP codes). The lead is initially offered to a random agent from that pool, and if not accepted, it is then offered to additional agents until it is ultimately accepted.
You can send any leads you accept from your Homes Connect LeadStreet account into your engageRE account by following the steps in this Tech Assist article.
Routing of Leads From engageRE Sources
engageRE users typically receive leads from one or more engageRE websites. This includes their personal website, as well as office or possibly region sites that are hosted on the engageRE platform.
Leads captured from engageRE sources are handled as follows:
- Exclusivity is observed only within the channel where a lead originates. In another words, leads accepted from a region website will be observed as exclusive for all future inquiries from that same contact interacting on the region website. Same is true for leads assigned from an office website - exclusivity ofo an accepted lead is only observed with subsequent inquiries from that same contact on the office website.
- New leads originating from agent websites are always assigned to the site owner, without observing exclusivity from any prior assignment on any other channel.
Any lead that comes from your engageRE site will automatically be offered to you.
WordPress: Let’s Go! (webinar series)
The WordPress: Let's Go webinar series introduces you to the most important topics for getting the most from your engageRE WordPress website. Whether you are Express or Premier, you will find useful information here.
Adding To Your Blog is one of the basic WordPress functions. A personal blog is a simple and effective way to publish your own content, and when done properly and consistently, it will improve SEO yield for your site. Watch this webinar recording to learn the simple, step-by-step process for adding posts to your blog.
Customizing Your Homepage is a common first step with an engageRE WordPress website. This webinar recording demonstrates in step-by-step fashion, customizing a homepage area, as well as adding new homepage rows.
Organizing Your Content is an essential skill for getting the most from your engageRE WordPress website. This webinar recording demonstrates in step-by-step fashion, how to create posts, categorize them and update the menu.
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