WP Pro Real Estate 7
  • Home
  • Demos
  • CRM
    • Overview
    • Features
    • Views
    • Premium Extensions
    • FAQ
  • IDX/MLS
    • Overview
    • Features
    • MLS Coverage
    • IDX Hosted Website
    • Book a Consultation
    • FAQ
    • Order Now
  • Pricing
  • Showcase
  • Features
  • Setup & Customizations
  • Support
  • FAQ
  • Resources
    • Documentation
    • Knowledge Base
    • Changelog
  • Get Hosting
  • Buy Now!
Menu
  • Home
  • Demos
  • CRM
    • Overview
    • Features
    • Views
    • Premium Extensions
    • FAQ
  • IDX/MLS
    • Overview
    • Features
    • MLS Coverage
    • IDX Hosted Website
    • Book a Consultation
    • FAQ
    • Order Now
  • Pricing
  • Showcase
  • Features
  • Setup & Customizations
  • Support
  • FAQ
  • Resources
    • Documentation
    • Knowledge Base
    • Changelog
  • Get Hosting
  • Buy Now!
Get Hosting
Buy Now
Order Now
0
WP Pro Real Estate 7
Back

Knowledge Base

  • How do I update the theme?
  • Setup wizard finished but the demo isn’t complete?
  • Skipped setup wizard how do I get back?
  • Mobile menu isn’t showing?
  • Google Maps aren’t working?
  • Listing markers are disappearing when using map pan, zoom or draw?
  • I’m being redirected back home when trying to search listings?
  • Front end registration isn’t working?
  • How do I remove admin access for everyone but admins?
  • I’m getting a 404 page error?
  • Contact forms aren’t working or sending to a 404 page?
  • Missing strings in language file?
  • Adding extra status flags in Real Estate 7
  • I’m missing MLS data or seeing inaccuracies with CT IDX Pro?
  • Running CT IDX Pro and seeing blank white pages on site or errors in admin
  • I’m seeing a flash of unstyled content when using Elementor?
  • How can I make my site faster?
  • Running CT IDX Pro how can I speed up results loaded from the homepage search?
  • How can I increase lead generation & conversion?
  • How do I setup my Cloudways hosting?
  • How can I build my own custom header and footer?
  • Quick guide on migrating to Real Estate 7 from one of our previous or other providers real estate themes
  • Override the parent theme footer sidebar area in child theme
  • Using WPML to translate the “Featured” status
  • How to obtain PayPal API credentials

Documentation

  • Installation & Setup Wizard
  • Instructional Videos
  • Homepage Setup
  • Listings Advanced Search
  • Adding & Managing Listings
  • Custom Taxonomies and Usage
  • Single Listing Contact Form 7
  • Building Out Your Navigation, “Find A Home”
  • Using Mega Menus
  • Setting Up Your Blog
  • Blog Category Header Images
  • Uploading Blog Post Images
  • Front End Listing System
  • Listing Analytics
  • Membership & Packages
  • Agents
  • Brokerages
  • Estimated Payment & Affordability Calculator
  • Open Houses
  • Co-listing
  • Sub Listings
  • CT Leads Pro
  • CT IDX Pro
  • IDX Plugins (Third-party)
  • Zapier
  • Social Login
  • Elementor
  • Google Maps
  • Compare Listings
  • Saved Search & Email Alerts
  • Favorite Listings
  • Listing Reviews
  • Walk Score
  • Setting Up “What’s Nearby?” for Listings
  • Booking Calendar
  • WPBakery Page Builder (aka Visual Composer)
  • Slider Revolution
  • WP All Import
  • Using Permalinks
  • Custom Page Templates
  • Custom Widgets
  • WPML
  • Translation
  • CSS
  • JavaScript
  • Child Themes
  • Advanced Development
  • Home
  • Documentation
  • CT Leads Pro

CT Leads Pro

Table of Contents
  • Admin Options
    • Setting Up Reply By Email
  • Extensions
    • How Are Extensions Installed?
    • Where can I find more information on the Premium Extensions?
  • Lead Routing
  • SMS Messaging

The CT Leads Pro plugin is our CRM, it allows you to capture, qualify, nurture, & manage leads all from one place. With a zero learning curve interface and a very simple installation process, if you don’t have it already automatically installed see the following steps:

  1. Login to your WordPress Admin
  2. Go into Appearance > Install Plugins
  3. Find CT Leads Pro > Install & Activate
  4. Then go to Real Estate 7 Options > CT Leads Pro
  5. Set the Leads Pro Page to “Leads Pro” and Recently Viewed Page to “Recently Viewed”
  6. That’s it, now you can navigate to the Leads & Activity views via the front end when logged in as an administrator, broker, or agent user roles.

Admin Options

You’ll find this in Real Estate 7 Options > CT Leads Pro (when the plugin is activated), you can set the Leads Pro, and Recently Viewed pages here, those are created automatically when the plugin is installed but do need to manually set in that area otherwise you won’t see them available in the front end.

Setting Up Reply By Email

We highly recommend this feature as it allows your leads to simply reply back via email which is then routed back to your site’s leads area and keeps all messaging within it, rather than shifting the conversation to standard email. It’s very easy to set up just follow the steps below:

  1. You’ll need to set up a CloudMailin account via https://www.cloudmailin.com/
  2. Once logged in you’ll be guided to “Let’s Get Started”
  3. Find “Receive Email (SMTP to HTTP)” > click Create Address (keep this window open)
  4. Go back to your WordPress Admin > Real Estate 7 Options > CT Leads Pro > Enable Replying by Email > set to Yes
  5. Find your “Reply Webhook” copy that and go back to Cloudmailin > paste that in “Enter the URL of your server (HTTP Endpoint)” and keep “POST Format” defaulted to “Multipart”
  6. Click Next > then Skip This
  7. Copy the email address under “Receiving email at” (screenshot)
  8. Go back to your WordPress Admin > Real Estate 7 Options > CT Leads Pro > paste into CloudMailin Inbound Email > Save Settings, and you’re all set!

They do have an option to add custom domains (paid plans), so your leads aren’t seeing something like “5f70af126d456801de7a@cloudmailin.net” in their “reply to” but it’s not required and purely for vanity purposes.

Extensions

You’ll find this in Real Estate 7 Options > Extensions, and while CT Leads Pro is a full CRM, with our extensions you can tailor and enhance it to fit your needs. This area includes both free and paid extensions designed to boost your site and workflow. We’re just getting started by continually improving with new innovations to keep our customers ahead of the curve.

  • Live Chat (premium)
  • Lead Routing (premium)
  • SMS Messaging (premium)
  • Export Leads
  • Tags
  • Push Notifications
  • Notes (coming soon)
  • To Do’s (coming soon)
  • Round Robin (coming soon)
  • Batch Messaging (coming soon)
  • Leads Import (coming soon)
  • Files (coming soon)

How Are Extensions Installed?

The free extensions are just enabled/disabled via the “Extensions” panel on your site and that’s it, easy peasy! For the premium extensions once the purchase is made you’ll be emailed your license key, from there you login into your site’s WordPress admin > find Real Estate 7 Options > Leads Pro > Extensions, paste your key(s) to the corresponding extension(s) > it’ll automatically activate and you’re all set.

Where can I find more information on the Premium Extensions?

Everything can be found via the CT Leads Pro landing page under Extensions, there’s also a full FAQ available there as well.

Lead Routing

The Lead Routing premium extension allows you to automate your workflow and assign incoming leads to team members by creating rules based on lead attributes, including location (city, state, or zip), price, and specific MLS numbers. Once it’s activated you’ll find a new nav item in the front end “Routing” under the user dropdown or user sidebar — from there you can create and edit your routing rules for the site.

SMS Messaging

The SMS Messaging premium extension allows you to quickly send messages or property shortlists via text, instead of email. The Twilio API is used for sending and receiving text messages, once activated you’ll find the sub-panel under Real Estate 7 Options > Leads Pro > SMS, and to set that up just follow the steps below:

  1. You’ll need to set up a Twilio account via https://www.twilio.com/try-twilio
  2. Once you’ve verified your email & cell number, you’ll see a landing page to tell them how you’re going to use the service: select SMS > then Lead Conversion > With Code > Continue > then select JavaScript as your preferred language > then select “No, I want to use my own hosting service” just like this > click Continue — don’t worry you won’t be doing any coding, looking at any code, or reading any code 😉
  3. Next, after you’ve authenticated your account, find the following under https://www.twilio.com/console
    1. Account SID
    2. Auth Token
  4. Copy each of those and return back to your WordPress admin > Real Estate 7 Options > Leads Pro > SMS > paste them to the corresponding fields
  5. Next, go back to Twilio and find “Get Trial Phone Number” > follow the steps > Done > copy the newly created phone number
  6. Go back to your WordPress admin > Real Estate 7 Options > Leads Pro > SMS > paste it to Twilio Number with SMS capabilities > Save Settings
  7. While you’re there find “Number Reply Webhook” > copy the entire URL
  8. Then go back to Twilio https://www.twilio.com/console/phone-numbers/incoming > select the phone number you just created > scroll to Messaging > “A message comes in” > select “Webhook” and paste the URL > make sure its set to HTTP POST, like this
  9. Save, and you’re all set!
  10. That’s it! Now when you go back to your site and navigate to a lead you’ll notice a new toggle for “SMS” whenever you toggle that on (per lead) the messages will be sent directly to their phone, if it’s toggled off it’ll use the normal email functions.

NOTE: If you’re still in “Trial” mode, you’ll want to go back to Twilio > Upgrade Project (upper right) this will remove the account from trial > run through the steps and make sure you add funds to the account.

Did you find this article helpful?
Table of Contents
  • Admin Options
    • Setting Up Reply By Email
  • Extensions
    • How Are Extensions Installed?
    • Where can I find more information on the Premium Extensions?
  • Lead Routing
  • SMS Messaging
Contempo

Real Estate 7 is a Contempo Creative Inc. project. Meet our team, and connect with us on social.

Twitter
Facebook
Youtube
© 2021 Contempo Creative Inc.

Real Estate 7

  • Home
  • Demos
  • Features
  • Pricing
  • Showcase
  • Setup & Customizations
  • FAQ

CT Leads Pro

  • Overview
  • Features
  • Views
  • Premium Extensions
  • FAQ

CT IDX Pro

  • Overview
  • Features
  • MLS Coverage
  • IDX Hosted Website
  • Book a Consultation
  • FAQ

Support

  • Live Chat
  • Documentation
  • Changelog
  • My Account
  • Terms & Conditions
  • Support Policy
  • Privacy Policy

Affiliates

  • Affiliate Program
  • Become an Affiliate
  • Terms & Conditions
  • Affiliate Login