Knowledgebase

Frequently Asked Questions (FAQ) for IDX Automator Pro:

1. When a new SaaS user logs in, is the email used to place the SaaS order considered the Business email, Representative email, or Profile email?

   • Answer: The email used during the SaaS order placement typically serves as the primary contact email for the account. It can function as the Business email, Representative email, or Profile email, depending on how IDX Automator Pro categorizes it.

2. Do SaaS sub-account owners have a "My Profile" section in their accounts?

   • Answer: It appears that SaaS sub-account owners do not have access to a "My Profile" section within their accounts.

3. What are the custom values under Business Profile and user-specific settings found under Team Management?

   • Business Profile Custom Values:

     Custom Value	Description
     {{location.name}}	Business name
     {{location.email}}	Business email address
     {{location.phone}}	Business phone number
     {{location.address}}	Business physical address
     {{location.website}}	Business website URL

   • User-Specific Settings (Team Management):

     Custom Value	Description
     {{user.name}}	Full name of the user
     {{user.first_name}}	First name of the user
     {{user.last_name}}	Last name of the user
     {{user.email}}	User's email address
     {{user.phone}}	User's phone number
     {{user.email_signature}}	User's email signature
     {{user.calendar_link}}	Link to the user's calendar

4. What's the difference between a branded domain and a website in IDX Automator Pro?

   • Answer: A branded domain is a custom domain name that reflects your brand, enhancing professionalism and credibility. A website is the actual online platform hosted on that domain, containing your content and services.

5. For real estate agents working for brokerages, what should their branded domain be if their agent websites and emails are formatted as joetsample.platinumrealestate.com and joe.sample@platinumrealestate.com, respectively?

   • Answer: In this scenario, the subdomain joetsample.platinumrealestate.com serves as the agent's branded domain, aligning with the brokerage's main domain while highlighting the individual agent.

6. What are the benefits for agents registering their own domains in terms of SEO?

   • Answer: Registering a personal domain can enhance SEO by providing a unique online identity, improving search engine rankings, and increasing brand recognition. It allows agents to create personalized content and optimize keywords specific to their services.

7. What is the definition of contacts in IDX Automator Pro, and what are the custom values and fields associated with them?

   • Answer: In IDX Automator Pro, contacts are individuals or entities whose information is stored within the CRM system, representing clients, leads, or any person your business interacts with.

   • Contact Custom Values and Fields:

     Custom Value	Description
     {{contact.name}}	Full name of the contact
     {{contact.first_name}}	First name of the contact
     {{contact.last_name}}	Last name of the contact
     {{contact.email}}	Contact's email address
     {{contact.phone}}	Contact's phone number
     {{contact.address}}	Contact's physical address
     {{contact.city}}	Contact's city
     {{contact.state}}	Contact's state
     {{contact.postal_code}}	Contact's postal code
     {{contact.company_name}}	Contact's company name
     {{contact.date_of_birth}}	Contact's date of birth
     {{contact.source}}	Source from which the contact was acquired
     {{contact.website}}	Contact's website
     {{contact.id}}	Unique identifier for the contact

8. What's the difference between Team and Contacts in IDX Automator Pro?

   • Answer: 'Team' refers to internal users with access to your IDX Automator Pro account, such as staff or team members, each with specific roles and permissions. 'Contacts' are external individuals or entities stored within the CRM, representing clients, leads, or any person your business interacts with.

9. Are the business profile custom fields/values the same as the account custom fields?

   • Answer: Business profile custom values are predefined placeholders that populate with information from your Business Profile settings, ensuring consistent branding. Account custom fields are user-defined fields that capture additional, specific information about your contacts, allowing for personalized data collection.

10. What are account custom fields/values in IDX Automator Pro, and can you list them in a table format?

    • Answer: Account custom fields are user-defined data points that allow you to capture additional information about your contacts or opportunities beyond the standard fields provided by IDX Automator Pro. They enable businesses to tailor the CRM to their specific needs by storing unique details pertinent to their operations.

    • Types of Account Custom Fields:

      Field Type	Description
      Text	Single-line text input for short responses
      Large Text	Multi-line text area for longer responses
      Numerical	Field for numeric input
      Phone	Field formatted for phone numbers
      Monetary	Field for currency values
      Checkbox	Allows selection of multiple options
      Single Option	Dropdown menu permitting a single selection
      Multiple Option	Dropdown menu allowing multiple selections
      Radio	Circular selection button for single choice
      Date	Field with a date picker
      Textbox List	List of textboxes for multiple entries
      File Upload	Enables file attachments (e.g., PDF, DOCX, JPG)
      Signature	Captures digital signatures