Lead Enrollment Rules

Some leads you want Structurely to engage, some you don't. Here's how to set that up

Nate Joens avatar
Written by Nate Joens
Updated over a week ago

๐Ÿ‘‹ Have you ever wanted Structurely to engage only certain leads, and not engage the others?

Lead Enrollment Rules are how you can do just that - here's how ๐Ÿ‘‡

๐Ÿ‘‰First, click "Rules" on the lefthand nav bar, then click into Enrollment Rules ๐Ÿ‘‡

๐Ÿ‘‰Then, if you're ready to create a new Enrollment Rule, click "Create Rule" ๐Ÿ‘‡

โ— NOTE: Creating an Enrollment Rule will impact leads making it into your Structurely account and being engaged. Please ensure you do in fact want to stop certain leads from being engaged by Structurely before continuing with the Enrollment Rules setup โ—

๐Ÿ‘‰Name your Enrollment Rule with a clear name, then click "Add Criteria" ๐Ÿ‘‡

  • In the criteria dropdown, you will see a familiar list of all the values seen commonly across Structurely - these values are what you can use to prevent certain leads from being engaged or not

๐Ÿ‘‰In this example, we want to not enroll Zillow leads. So we will find the Lead Source value and select it, then enter the value "Zillow"๐Ÿ‘‡

๐Ÿ‘‰You'll now see the criteria saved. Then click "Submit"๐Ÿ‘‡

  • You can always add combinations of criteria here (or later) with AND and OR operators so you can create complex combinations of criteria like Enrollment Rules for "Zillow leads and Buyers"

๐Ÿ‘‰You'll now see your rule saved, with the THEN statement of "Do not enroll lead in Structurely" added automatically. This example rule now reads as "Do not enroll leads with the Lead Source Zillow into Structurely".
โ€‹When you're ready to turn this rule on, click the toggle in the top right ๐Ÿ‘‡

Congrats! You've created an Enrollment Rule to filter out leads from a certain source ๐ŸŽŠ

Deleting and Duplicating Rules

๐Ÿ‘‰To delete a rule, click the trash can icon in the top right, then click "Confirm" to delete๐Ÿ‘‡

๐Ÿ‘‰To duplicate a rule, click the copy icon, then click "Confirm"๐Ÿ‘‡

โ— NOTE: You can edit the values for existing rules right from the rule inline itself at any time โ—

Determining Rule Priority/Importance

๐Ÿ‘‰Enroll Rules are read by Structurely in order of importance from the top down. You can rearrange the rules on the screen by clicking the up and down arrows๐Ÿ‘‡

  • In this example, any lead that was eligible for Structurely would first try and match the first rule here, then it'd go to the second rule. This is important to note in case you have rules that are overlapping.

Lead Enrollment Rules are an important tool to make sure just the right leads are going to Structurely or not.

If you have any questions you can send an email to help@structurely.com and we will get back to you!

Happy closings!

๐Ÿš€ The Structurely Team

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