Completing Setup
Once you’ve purchased RealContact Lead Qualifications Services our team will enable the integration. You will have received an email to confirm your account. This will require you to set a password. From there you’re on your way to completing the setup wizard.
Important: Concierges only qualify leads AFTER the setup steps are complete.
1- Check your inbox for an email from: noreply@mail.realcontact.com with the subject line: "Welcome to RealContact".
Click START YOUR SETUP in that email to navigate to the Setup wizard.
Here is what the email looks like. Check your Spam folder if you don't see it in your inbox.
When you click START YOUR SETUP you will be prompted to choose a password. The password must contain:
8 characters (minimum)
one number
one uppercase letter
one lowercase letter
a symbol (other than #)
The setup wizard will walk you through a series of questions on how you would like to customize RealContact. One of the last steps will be to select a phone number for RealContact. This is the phone number leads will see when they interact with your Concierge. It is separate from your BoomTown phone number.
2- Download the RealContact App. (Download for Android and Download for Apple)
3- Make sure your team members complete their setup and download the RealContact App.
If you indicated to us that specific team members should have access to RealContact, they also will have received an email from noreply@mail.realcontact.com with the subject line: "Welcome to RealContact" prompting them to activate their account.
How RealContact Integrates with BoomTown
We're working to consolidate RealContact functionality and communication into BoomTown, but until then, you'll need to know how to access both the BoomTown CRM and RealContact desktop site in order to get a full picture of your leads being worked in RealContact. Below is a breakdown of how you should utilize each system with the current integration.
RealContact Desktop Site
View Concierge and lead communication history
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Claim and Unclaim leads
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Customize Scripts
For more information on customizing scripts, click here! | 
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Customize Follow Up Campaigns
For more information on customizing Follow Up Campaigns, click here! | 
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BoomTown CRM
See which BoomTown leads are in RealContact
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Create a Smart Segment to quickly access a list of the leads sent to RealContact
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View current RealContact status of individual leads
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Text and call your Claimed RealContact leads
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RealContact Mobile App
Receive push notifications for key actions With the RealContact mobile app, you'll receive push notifications for the following actions:
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View your Concierge's conversation with your lead in real-time
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Claim and Unclaim your leads while on the go
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BoomTown Mobile App
Once you Claim a lead in RealContact, text and call them on the go
This will ensure all of your communication with the lead logs in BoomTown! |
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Quickly jump to your lead's profile in RealContact
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Your Dashboard
Responses
The Responses section will display the three leads with the most recent activity. Recent activity will include any of the following:
Lead response
Follow Up Campaign message
Concierge message
Lead being claimed or unclaimed
Urgent Request being sent by Concierge
Engagement Rate
The Engagement Rate section will show you the three data points below. Click on a bar to see the leads represented in the Dashboard.
1. Inbound Leads - How many leads have entered RealContact for the date range selected
2. Responses - How many leads sent 2 or more replies
NOTE - Leads that reply only once are not included here as their reply is usually requesting to not be contacted anymore
3. Engagements - Leads that have replied 3 or more times are considered engaged
Appointments Set and Revived from Follow Up Campaign
If you're using the Calendly integration with RealContact, you'll be able to see the number of appointments your Concierge has set for you in this section. For the Revived from Follow Up Campaign section, you'll see how many leads have replied at least once to a Follow Up Campaign message on the left and on the right, how many leads have been sent at least on Follow Up Campaign message for the date range selected. The percentage in the middle represents the leads that have been re-engaged from a Follow Up Campaign.
Customize Your Script
There will be 4 different sources you can customize scripts for in RealContact:
BoomTown
Realtor
Zillow
General - all other sources that don't match up to one of the above
Customizing Scripts
1) In your RealContact account, click on the Lead Sources and Scripts tab in the left menu
2) Select a Lead Source at the top and a lead Type tab on the left.
3) To start customizing, click the Enable Customization button. If you've already customized the script, click the Edit button in the top right
4) From here, you can customize the following:
The initial greeting your lead receives within 90 seconds of entering RealContact
#PROTIP - use the template text options (first 3 refer to lead's information) to personalize your text messages!
The second attempt message, which is what the Concierge will send if the lead doesn't reply to the initial greeting. You can also adjust the amount of time the Concierge should wait before sending the second attempt message by clicking on the drop-down in the right corner.
You can adjust, remove and add qualifying questions. To edit the default message, simply click into the message box. If you'd like to delete a question, click on the red
'x' to the right of it. To add a question, click on the 'Add Question' link.
If there is a specific message you wish for your Concierge to use before getting the lead over to you, the Agent, enter it into the Closing section. An example closing is, "Great! Thanks for all the information. I will pass this back to our team. Are you free this week for a quick call with an agent to discuss the best available homes for your needs?"
The Notes section is where you can add any specific information you want your Concierge to keep in mind when they're working with leads from this source.
By default, your source will be tied to its corresponding Follow Up Campaign. If you wish to turn off the Follow Up Campaign or change the Follow Up Campaign your source is tied to, you'll need to first save your script changes and then click on the Follow Up Campaigns tab in your left menu.
Last step is to click the Save button at the top!
What Are Follow Up Campaigns?
What is a Follow Up Campaign?
Follow Up Campaigns are a great way to have your Concierge reengage your leads until they're ready to speak to you, the Agent! These Campaigns can be customized for each of the available lead sources and types to ensure messaging is always seamless, accurate and relevant.
How to Add Follow Up Campaign
There are a few different ways a lead can be placed on a Follow Up Campaign:
If a new lead does not respond to the Concierge's first and second attempts, the lead will be placed on the Follow Up Campaign that corresponds to their source and type.
When unclaiming a lead, you'll need to change their status to "Follow Up Campaign" in order to have the Concierge step back into communication with them. To edit the lead's status:
1) Click on lead's name to get to profile
2) Click the Edit button
3) Select Follow Up Campaign from the Status drop-down at the top
4) By default, the lead will be placed on the Follow Up Campaign tied to their Source. If you wish to place them on the "Follow Up in 180 Days" or "Follow Up in 30 Days" Campaign, you must select it from the Follow Up Campaign drop-down.
5) Click the Save button at the bottom
If at any point, you wish to manually place a lead on a Follow Up Campaign, you can do so by following the same steps above!
RealContact Mobile App
The Notifications Tab is a great place to reference for valuable updates on what’s happening in your RealContact account.
Notifications will include:
Click any of the notifications to view the Lead Profile of the associated Lead and take action. For instance, click on an urgent request notification to claim Once you do so, the notification will disappear from this tab. |
Frequently Asked Questions
How many texts are included in the standard one-year nurture plan?
An unlimited number of text attempts can be added to the nurture plan. You can add as many texts as you’d like by creating your own.
Will manually added leads be worked by RealContact?
No, manually added leads will not be automatically sent to RealContact. You can manually send a manually added lead to RealContact by going to the lead's profile and clicking on the "Send to RealContact" button located in the top right corner of their profile.
Will bulk imported leads be worked by RealContact?
No, bulk imported leads will not be sent to your Concierge. If you have a new agent come on board, encourage them to bulk import those leads instead of manually adding.
Where can I see the details of the default outreach and nurture campaigns?
You can see these details in your RealContact account (not in your BoomTown CRM), under the Followup campaigns section.
To login to your RealContact account go to realcontact.com and click on LOGIN in the top right corner of the page:
EMAIL: The email you use to login to your BoomTown CRM account
PASSWORD: The password you set up when you initially activated your RealContact account
Once you've logged in go to Follow Up Campaigns in the left hand navigation. This is where you can customize the default outreach and nurture campaigns:
I am going on vacation and will be unavailable what should I do?
Best practice is to have your Concierge continue working the leads and simply schedule appointments for when you return. This can easily be set up if you add your Calendly link to your RealContact settings.
I have a BoomTown app and a RealContact app. Which one should I be using?
Each app has its purpose. You will need the RealContact app to view the Concierge’s conversation and act on urgent requests. The BoomTown app remains where you’ll go for everything else, such as viewing high-interest leads and accountability.
Does RealContact work contact forms that are completed?
If a NEW lead fills out a contact form then the lead will be sent to your Concierge. If an EXISTING lead fills out a form this lead will not be sent to your Concierge.
I am on a text-only package. What happens to leads who register with a landline phone number?
The Concierge will not work this lead. It will be auto-claimed to you, the agent. You will receive a text message notification letting you know that a new landline lead came into RealContact and to reach out. If you are on a text-only package landline leads do not count towards your billable leads.
I am on a text and call package. What happens to leads who register with a landline phone number?
Your Concierge will call this lead twice.