👋 Let's get Aisa Holmes setup with your Rate Digital leads.
Here's how to get setup:
👉 Log in to your Outlook account
👉 Select the "Settings" icon from the top right then select "View Full Settings" from the drop down.👇
👉 Select "Rules" then "Add new rule" 👇
👉 Name your New Inbox Rule "Rate to Structurely" (or whatever you like) 👇
👉 From the Add an Action section, select "From" from the dropdown. 👇
👉 In the new field, type "firstname.lastname@example.org" and hit enter to lock in the value. Then click "Add another condition"👇
👉 From the new dropdown, find and select the "Subject includes" field👇
👉 In the new field, type the word "new seller valuation inquiry" (excluding the quotation marks) and hit enter on your keyboard.👇
👉 Now, go to the "Add an action" section and click the dropdown, then find and select the "Forward to" field👇
👉 In the new field, type your unique email@example.com email (found in your HomeChat dashboard) and hit enter on your keyboard👇
❗ ❗ ❗ YOU CAN THEN CLICK SAVE IN THE TOP RIGHT TO SAVE YOUR NEW RULE ❗ ❗ ❗
👉 Your new rule should now be saved and toggled ON, and should look like below👇
🎊 Nice job, your Rate leads will now be responded to by Aisa Holmes!
Okay, so here's how to make sure it's working
Go to a contact form that funnels to your Rate account on your website and fill out the lead inquiry form.
Please use your own name and phone number to fill out this test form. 😅
👍 You should have now received a response from Holmes via SMS through your Aisa Holmes Phone Number to the number you filled out.
You should also see a new lead in your HomeChat Dashboard with the lead's contact details and with the message Holmes responded with.
Tell us if it didn't work!
If you aren't receiving a response from Holmes, or don't see the new lead in your Holmes dashboard, shoot us a message via the little floating live chat bubble in the bottom right of this page 😃
Or you can send an email to firstname.lastname@example.org and I'll get back to you!
🚀 The Structurely Team