Platform
What is Convert?
Convert is a marketing analytics tool that shows you exactly how the people in your database are engaging with your website and marketing to empower you to reach out with highly relevant, personalized messages.
Why did we update Convert Profiles?
Not only did we update the overall design, but we made it even easier to drill down to see specific activities.
Plus: as your Chime IDX is set up in the near future, we will surface search behavior and give you the ability to set up property alerts directly from the Convert Profile.
Why should you care?
Within minutes, you'll understand what marketing is working and what's not. It's now easier and faster to identify your most highly engaged leads and to tailor your message to their specific activity. With the introduction of property data, you will have a full 360º view of a consumer's journey, activity and engagement.
So, what's different?
FEATURE 1
You can now filter by agent
Your list of contacts within Convert can now be filtered by agent. If you only want to analyze the activity of your leads, and ignore everyone else, you can!
FEATURE 2
Your activity timeline is now broken up into tabs:
All, Website, and Blast
Separating the activity timeline into "All" "Website Activity" and "Blast Activity" makes it much easier to consume recent activity.
FEATURE 3
Within each tab, you can filter the activity to drill down even further
Identify valuable activities by using the filters within each tab. For example, seeing emails that have been opened or clicked is far more valuable than seeing that an email has been delivered.
Within the "Website Activity" Tab
Filter by All, Pages, Blog Posts, Announcements and Listings viewed (once Chime IDX is integrated).
Within the "Blast Activity" Tab
Filter by All, Delivered, Opened and Clicked.
FEATURE 4
New & improved design
The first thing you'll notice with your updated convert profile is the new header and navigation. The sleek, black design is clean, elegant and user friendly.
PLUS:
As soon as your Chime IDX is integrated, you'll get even more out of this update...
There is a new section specifically for property data where you can view Property Alerts, Saved Searches and Saved Homes in the Convert Profile
Property alerts: See the criteria that makes up each property alert that a user belongs to along with the number sent, opened and clicked. You can edit, delete and create them from the profile.
Saved searches: If a user has created an account and saved a search, you'll be able to see it + the criteria they chose for each.
Saved homes: A visual representation of each property and it's address that a user saves will populate here.
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You can create a property alert directly from the Convert Profile
1. Click "+ Create property alert"
2. Input the information you want the property alert to consist of
3. Click "Next"
4. Name your alert
5. Save
That's it!
Learn More About Property Alerts
Listing data and search criteria will be available under the "Listings" filter within the Website Tab
Search Criteria: Surfaces any information that a consumer searches for i.e. City, # beds, # baths, or even what they type in the search bar
Listing Criteria: Surfaces all the property addresses that a consumer views
With this information readily available, it becomes extremely easy to identify a consumer's preferences and tailor a message that matches their interests.
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See it in action
“I love the new and improved Convert”
I find it much easier to use and it makes finding the leads with the most intent to take action super quick. I’m absolutely closing more deals because of the refreshed Convert"
- Eric Rollo
It's time to start digging in and following up!
More questions? We're here to help.