What is Witly?
Witly is a marketing automation platform that eliminates the cost of lead generation for real estate agents! Witly provides a set of strategies to grow your real estate business and a platform to cover the cost. With Witly, you have the option to share your Witly leads with industry partners willing to purchase them, allowing you to offset your advertising expenses and put your hard earned money back in your pocket.
Before running ads and sharing your leads through Witly, you will first need to sign up! To create your Witly account, follow the steps below:
Sign Up for Witly
In a new tab or window, open this link
Select your subscription type on the left side of the screen by toggling the button on or off next to "Save $994 with annual billing."
Monthly: $497.00 per month
Annual: $4,970.00 per year
(Optional) Promo Code: If you have a promotion code, it can be entered by:
Select "add promotion code"
Type in your code
Select "Apply", as pictured below
Set Up Your Payment Method + Account
After selecting your subscription's billing period, enter your payment details. You will have 2 payment and sign up options: payment through a credit/debit card, or payment through your US bank account.
Enter your account details:
Contact Information:
Enter the email and phone number you wish to be associated with your Witly account.
Please note this phone number must be accessible to you, as 2-factor authentication is required to complete the onboarding process.
Enter the 6-digit code sent to your phone.
Customer Name: Enter your first and last name.
Website: Enter the URL of your website's landing page.
Enter your payment method:
Pay by Card:
If you are paying by card, select "Card"
Enter your payment details:
Card Information: Enter your card number, expiration date, and security (CVC) code.
Name on card: Name exactly as displayed on card
Billing Address: Enter the billing address exactly as it is on file with your card provider.
Pay by Bank Account:
If you are paying with your bank account, select "US Bank Account"
Enter your payment details:
Full Name: Enter your full name as it is recorded with your banking institution.
Billing Address: Enter the billing address associated with your bank account.
Bank Account: Select "Search for your Bank" to search for your bank.
Once found, this will prompt you to login to your account with your banking institution.
If your bank is not found, you can enter your banking details manually by selecting "enter bank details manually instead".
Enter your Account Number
Enter your Routing Number
Confirm your Account Number
Select "Continue"
Review + Accept Terms of Service:
Review Witly's Terms of Service and Privacy Policy
Check off user agreement
Select "Subscribe"
Confirm Your Account Details
Hooray! You are now Witly customer. Let's set up your account!
This information should populate based on what you have previously entered, but you can change any details here that you wish to update!
To update your account details, select the text field next to the detail you would like to update:
Name: The name you wish to be associated with your Witly Account.
Email: The email you wish to be associated with your Witly Account.
Phone Number: The phone number you wish to be associated with your Witly Account.
Website: Your business website / landing page.
Review your information
Select "Next"
Connect Your Facebook
Select "Connect"
Select the ad account(s) you will be running ads from
Select "continue"
Select the business page(s) you will be running ads from
Select "continue"
Select "save" and "got it"
Set your Default Settings:
Select your default business page and ad account. (This is the account and page that Witly will default to when reporting your ad metrics, and the page your Witly account will default to when you create an ad.)
Select "Next"
Are you running into obscure Facebook errors? Not a problem! Click the button below to learn more about setting up your Facebook business manager.
Integrate Your CRM
If your CRM is NOT listed:
Select "Skip Integration"
If your CRM is NOT listed, select "Skip integration". You can later integrate via Zapier!
If your CRM is listed:
Select your CRM
Select "Next"
Enter your API Key
Select "submit"
Don't know where your API key is located? Check out the article below for help finding API keys in your CRM.
Congratulations on creating your Witly account! 🎉
You're now set up to run your first ad! Check out the article below for help launching your first homes list!
Click the button below to learn how you can get paid to generate leads!