Lead Capture Integration

Imagine you're trying to send the following lead to Rechat:

First Name: John
Last  Name: Smith
Email:      [email protected]
Listing:    1265 Barry Avenue, Dallas, Texas

The most important part of this lead capture process is not the information above, which is the lead's information.

The key part of the lead you send to Rechat is: Who should receive this lead?

Account Structure in Rechat

For each brokerage, Rechat holds a complete or chart of a brokerage. Look at this example:

This tree above is an example of how Rechat looks at a brokerage. In practice, an organization can get many levels deep, with hundreds of offices and thousands of accounts.

Important to note is that each "Account" may have several "Users" accessing it. Accounts and Users are two separate notions.

Think of accounts as organization units, and each user having the ability to have access to different organization units.

Given the structure above, how would a website send a lead to Rechat, knowing it'd reach "John Smith" from "Adler & Associates"?

Lead Channels

Rechat, as a cloud platform, has thousands of brokerages and tens of thousands of agents. When a website (or any platform) submits a lead to Rechat, they need to send us a lead channel.

This lead channel is a unique identifier that tells us which account this lead belongs to.

So, when sending John Smith as a lead to Rechat, you also need to send a lead channel:

Lead Channel: 12345
--------------------
First Name:   John
Last  Name:   Smith
Email:        [email protected]
Listing:      1265 Barry Avenue, Dallas, Texas

12345 here being the identifier that would help us find out to which account should receive this lead.

How to get your Lead Channel ID

Navigate to the People Center from anywhere in Rechat by clicking on People in the sidebar.

Click on Lead Routing in the upper right-hand corner.

For a given route, click Connect Source located in the Actions column.

The Connect Sources panel will open. Click "Other sources (website, etc.) to expand.

Click to copy your Lead Channel ID. This will serve as both an endpoint identifier and an authentication key for lead capture.

Note: Each Route you define will have a unique Lead Channel ID. You can learn more about Lead Routing in our Lead Routing help documentation.

Important to remember is that each account is allowed to have multiple lead channels. For example, an account may create a lead channel for their incoming Newsletters and a separate one for Listing Inquiries. etc.

Assignments

Using Channel ID's you can send a lead to Rechat and "This lead belongs to Dickson Realty".

But, often times you need to also designate a very specific agent to receive a lead.

That's very assignments come in.

Once you send a lead to Rechat, you can include an collection of "assignees". These are the agents who this lead must be assigned to. Each assignee can have:

• Email

• Phone Number

• MLS Id, MLS Abbreviation

• First Name, Last Name

It is possible, that an agent has a different email address in Rechat comparing to your website.

Rechat will look at every field of an assignee like the above, and will try to find a corresponding agent using each of these fields. For example if you provide an email address for the assignee, and we find an agent with that email address, we'll assign the lead to that agent. Otherwise, we'll look for an agent using the phone number you provided.

In the diagram above, each of the final "User" Accounts can be an assignee.

The best way to think of Lead Channel and assignments is this:

Imagine you call a company on their phone and when they pick up, you ask for a specific person to talk to.

In this scenario, company phone number is similar to Lead Channel and the name of person you ask for is the assignee field.

Reassignments

You also have the ability to reassign a lead later from an agent to another one. The process is very similar to the original assignments.

All the lead related functionalities are implemented in Rechat's Lead Capture Demo tool. Feel free to start sending leads, tracking acitivies using the tool and inspect your browser to see the details so you can reimplement the functionality on your website.