Before SmartRent can enter into the configuration, some endpoints will need to be enabled by Entrata. Either you or your SmartRent Account Manager will need to reach out to Entrata to ensure the following endpoints are enabled:
sendLeads (inserts prospects and tours into the Guest Card)
getLeadPickLists (chooses which activity event is sent when a tour is finalized and when the credential is viewed)
updateLeads (updates prospect and/or tour information)
Enabling Entrata for Self-Guided Tours:
Once the endpoints are enabled, follow these steps in SmartRent:
Click on the desired Community
Click Settings in the left sidebar menu
Click Integrations
Click Entrata (Note: No Provider Configuration is needed due to the configuration at the organization level)
Click the Property Settings tab at the top of the page
Enable Send Prospects to Provider (Note: This is required if you want to enable the tour insert)
Enable Enable Send Tours to Provider
Select a Source (optional)
The sources are from Entrata and we pull these in through the API (if you do not see a source, you will need Entrata to add it to your system)
Set the Tour Scheduled Activity Event from the dropdown menu
This event will get inserted into Entrata upon a prospect successfully scheduling a tour
Set the Prospect Started Tour Activity Event from the dropdown menu
This event will get inserted into Entrata upon a prospect successfully starting the tour and viewing the access codes
Click Save
We pull in activity events from Entrata, so if an event does not exist in the dropdown, it does not exist in Entrata. Please reach out to Entrata to add new events if necessary.
Prospect Information:
We insert the prospect data as soon as the prospect submits their contact information on selftournow.com via the contact information page. We also insert prospect information if a prospect is manually added in SmartRent. The following is a list of prospect information we provide Entrata:
First Name
Last Name
Email
Phone Number
Source (the value entered in the above screenshot)
Tour Information:
At the time the tour is scheduled or finalized, SmartRent will insert an appointment record into Entrata with the activity event of whatever is selected within SmartRent for the scheduled tour. When the prospect views the access code for the first time, we assume they have started the tour, therefore we insert a new activity event (i.e., whatever value is selected in SmartRent) at this time. The following is a list of tour information we provide Entrata:
Tour scheduled activity event
Tour scheduled date/time
Tour started activity event
Tour started date/time