To ensure your Wise Agent CRM and iHomefinder website are configured properly, be sure to review the list of notification options before making changes in iHomefinder.
Part 1: Understanding the Notification Options in iHomefinder
iHomefinder has two email notification sections: Get Copies of emails Sent to Leads to your and your Agents and Options for Emails Sent to You. For a list of our recommendations for optimal results, scroll down to Part 3: Our Recommendations.
Avoid duplicate emails: Add your Wise Agent Lead Capture Email only under Options for Emails Sent to You. If you also add it under Get Copies Sent to Leads, you will receive duplicate emails.
Part 2: How to Set Up Your Notifications
Step 1: Obtain Your Unique Wise Agent Lead Capture Email & Log in to the iHomefinder Control Panel
Login to Wise Agent.
From the sidebar, select Integrations and click Settings from the menu.
On the Integrations Settings page, locate and click the API Keys and Lead Email tab to expand your email parsing options.
Locate and copy your Lead Capture Email by clicking the copy icon. This email address is specific to your Wise Agent account and is used for capturing leads from various sources.
Once your Lead Capture Email is copied, scroll down to find iHomefinder from your list of integration options and expand to view the integration details.
Click the three dots to open the menu option and select Single-Sign-On.
NOTE: If you have not set up your API integration with iHomefinder, click HERE for instructions.
Once the iHomefinder dashboard is open, click SETUP across the top menu to access your website settings. Then select Advanced Routing.
Review the list of notification options in each section and select the type of email notifications you prefer for each option.
Step 2: Add your Lead Capture Email & Notification Preferences
Review each notification option and add your preferences by selecting one of the following options:
Main Company Contact: sends an email notification to your main company contact address.
Agent, if selected: sends an email notification to the assigned agent's email address within their profile.
Other: Allows you to enter a custom email address to receive these notifications. Use this selection to enter your Wise Agent Lead Capture Email to send a notification to the Wise Agent CRM. This option will create a new lead or update an existing lead when the selected action is performed.
For the best results, review Wise Agent's recommendations below.
Step 3. Save & Test
Once each notification option has your preference selected, scroll down and click SAVE to confirm your changes in iHomefinder.
Submit a test form on your own website.
Confirm the lead appears, or a note is added in Wise Agent within a few minutes.
Part 3: Our Recommendations
To assist you with selecting the correct notification types for optimal results, we have put together a list of notification types and descriptions, along with our recommended setting selections.
Section 1: Get Copies of Emails Sent to Leads
Route COPIES of emails sent to leads to you and your agents:
In this section, we do not recommend adding your Wise Agent Lead Capture Email. These notifications send copies of the emails your leads receive. Adding your Lead Capture Email in these sections may create duplicates or non-lead emails in Wise Agent.
If you would like to be notified when your leads receive these emails, select Main Company Contact or Agent, if selected.
Notification Type & Descriptions | |
Email Updates | Selected email is copied every time the system emails new property listings or price reductions to a client |
Email Updates Sign Up Welcome Email | Selected email is copied when a homebuyer visits your website and manually fills out a form to subscribe to listing alerts (or creates a Property Organizer account), iHomefinder automatically triggers a Welcome Email to that lead. This email greets them, confirms their subscription, and provides account access credentials |
Property Organizer Sign Up Welcome Email | Selected email is copied on the "Welcome Email" containing their username and password sent to a lead so they can log back in later to view their favorite homes. |
Account Disabled Email | Selected email is copied when a lead’s automated property search alerts or their Property Organizer account has been shut down or paused by the system due to deliverability issues. This is usually caused by repeated bounced emails, opt-outs or spam complaints. |
Reactivation Email | Selected email is copied when a lead’s account was previously set to "Disabled" (either because they opted out, their email bounced, or an agent paused it), and they have logged back into their Property Organizer account and turned their saved searches back on. When they do this, the system sends them a confirmation email |
Emailed Saved Property | Selected email is copied when a logged-in user uses the share feature on a property detail page to send a listing to a friend. |
Registered User Welcome | Selected email is copied when a brand new generic user registers an account on your website. |
Section 2: Options for Emails Sent to You
Configure custom routing of emails sent to you and your agents
In this section, when set up correctly, a new lead or lead activity will be added to your Wise Agent CRM when triggered by a registration or update.
We recommend adding your Wise Agent Lead Capture Email to the following notification options:
Descriptions of Notifications to Enable | |
Contact Form Submission | Sent when a visitor submits the contact form on your website. |
More Info Request | Sent when a visitor asks for more information about a listing. |
Schedule a Showing Email | Sent when a visitor requests a showing. |
Email Update Sign Up | Sent when a visitor signs up to receive email updates and property alerts. |
Property Organizer Sign Up | Sent when a visitor creates a Property Organizer account to save listings and searches. |
Valuation/CMA Request | Sent when a visitor requests a home valuation or CMA. |
Existing Lead Adds A Property Organizer Account | Sent when someone who is already a lead creates a Property Organizer account on your site. |
Subscriber Assigned to Agent | Sent when a subscriber is assigned to an agent, so the assigned agent knows about the new lead. |
New Website Registration | Sent when a visitor registers on your website. |
We DO NOT recommend adding your Wise Agent Lead Capture Email to these notification options.
Notifications to Leave Disabled | |
Inactive Subscribers Summary | A summary of subscribers who have not engaged with your emails and property alerts. This is a report, not a lead. |
Disclosure Reports Request Summary | A summary of requests for disclosure reports. This is a report, not a lead. |
Part 4: Troubleshooting
Here are some common issues you may experience when setting up your iHomefinder Email Notifications:
Lead did not appear: check your Lead Capture Email for typos and confirm the setting was saved.
Duplicate leads: make sure your Lead Capture Email is not listed under Get Copies Sent to Leads.
Reports showing up as leads or errors: remove your Lead Capture Email from the two report options.
If you have any questions or concerns when setting up your iHomefinder notifications, do not hesitate to reach out to our award-winning Wise Agent Support team. You can reach us 24/7 by emailing support@wiseagent.com or by calling (480)836-0345.