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Final Launch Steps: Yardi & CRMIQ

  • Updated

As a final launch step, you must redirect all leads to your AI Assistant's email address. To find this address:

  1. Open the AI Portal and click Communities in the left sidebar.

  2. Click Manage in the Communities dropdown menu, then click Status at the top of the page.

  3. Locate your AI Assistant's email in the Lead Email for ILS column.

    ILS Email (1).png

See Final Launch Steps: Lead Email for ILS for more information on this process.

 

 

Next, follow the steps below to complete setup: Yardi administrators can complete Steps 1 and 2. Reach out to a Yardi representative to complete Step 3.

 

For Customers Using Yardi CRMIQ:

Step 1: Make sure "House" is set as the Default Agent for Property Website / RentCafe ILS prospects. 

  1. Navigate to RentCafe Site Manager: 
    • Company > Select Property > Content & Settings > Settings > Guest Card Settings > Default Agent for Property Website & Default Agent for RENTCafe.com ILS
  2. Set the default agent to "House"
  3. Ensure the checkbox next to "Use as system default" is checked on.

CRMIQ clients: Failing to default to the "House" agent may result in lead handling issues and loss of automation functionality.

 

For Customers Using Yardi Flex:

Step 1: Make sure "Meet Elise" is set as the Default Agent for Property Website / RentCafe ILS prospects. 

  1. Navigate to RentCafe Site Manager: 
    • Company > Select Property > Content & Settings > Settings > Guest Card Settings > Default Agent for Property Website & Default Agent for RENTCafe.com ILS
  2. Set the default agent to "Meet Elise"
  3. Ensure the checkbox next to "Use as system default" is unchecked.

 

For All Customers Using Yardi:

Step 2: Turn off first contact follow-up reminders in Yardi CRM

  1. Navigate to Yardi CRM: 
    • Search > Property > Select correct property > Communication > Follow-Up Setup > First Contact > Edit > Email 
  2. Click Deactivate on the Email page.

 

Step 3: Update "Web Requests" setting to auto-create guest cards in Yardi. NOTE: A Yardi representative must complete this step for you. 

  1. Navigate to Yardi Site Manager: 
    • Property Settings > Company Switch > Admin Edit Campaign (for the MeetElise marketing source) > CRM setting (auto-create guest card)
    • The MeetElise marketing source may be called "Meet Elise" or "Non-Source"
  2. Update "Web Requests" to auto-create guest cards for all sources except "Urgent Lead."

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