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Addresses

Direct contact completion – Settings / Shipping

General defaults for contact completion can be found in Basic Settings >> Automation (tab: General, Category: Contact completion). There you can set whether one or more search criteria are to be seen in the contact completion and whether automatically created search criteria are also displayed. Automatically created search criteria have been created via a property or contact assignment, e.g. for portal queries.

Configuration

When you select Contact Completion in the Actions bar of an contact record, a pop-up window opens. Here you can specify email contact, text, combination of the information (mode) and some options.

Address completion popup

Here is a list of the individual fields and options:

Email

The email contact from the contact record is automatically inserted. If the contact has multiple email contacts, you can select here to which the completion link will be sent.

Text

You can customize the text that appears in the email above the link to suit your needs. Macros contained therein, such as the letter salutation, will be replaced when sent.

Signature

Here you can select which email signature should be sent with the contact completion.

Mode

Here you can select whether the customer should complete only his contact data, only his search criteria, or both.

If you have the category Money Laundering Act (MLCA) active in your contact records and if input fields for contact completion have also been activated, you can extend the contact data completion to query the data for the MLCA. Please select the queries with the addition GWG.

  • Contact
  • Contact with search criteria
  • Search criteria only
  • Contact with GWG
  • Contact with search criteria and GWG

Search criteria

If your prospect already has search criteria on file with you, you can decide here whether to edit the existing search criteria (and also create new ones), or just create new search criteria to add to the existing ones. Here the mandatory field settings are taken into account in the search criteria. If these fields are not filled in, a corresponding warning message appears. If search criteria are changed or removed (edited), this is stored in the remarks of the respective search criterion.

In the Basic Settings >> Automation >> General >> Contact Completion Category you can select “Send all search profiles (manual first, max. 5 search criteria)” or “Send only the first search profile”. In the “Edit” mode, either the first 5 or only the first search profile is then sent to the customer for editing.

Templates

When the contactee enters a new search criterion, you can specify which fields are displayed to him. If it should not be the standard fields for search criteria , please select the appropriate template here. For example, you can query different criteria for apartments than for houses. This is also useful if you want to enter search criteria for commercial properties.

Options

You can set some options and ask the customer questions, which he must confirm.

  • Save text as default: The text in the email cover letter can be edited by you. If you want to save the text so that the same text will be used in the next cover letter, you can activate this option.
  • Consent to be contacted by telephone or email: Do you need the prospect’s consent to call them back or send emails? Herewith you can obtain this consent. The interested party, before sending the data, must give this consent, otherwise the sending will not be possible. This consent is stored for you in the activities.

Notice:

Consent is no longer mandatory if the option “Ask for consent data storage” was activated at the same time and the interested party does not agree to the storage.

  • I would like to receive a confirmation email when the record is completed: You will receive an email after completion. This email is sent to the sender of the contact completion. The system sends the mail to the email contact that is stored in the user data.
  • Request consent data storage/Show all personal data: This allows you to show the query for storing personal data according to GDPR, including the display of all stored personal data and the corresponding notice form. The decision is stored in the activities and sent to the broker by email. If selected, all existing data will be displayed for the default data .
  • Subscribe to newsletter: If this option has been activated, the interested party has the option to sign up for the newsletter mailing with a check mark. If he has registered for the newsletter, the “Newsletter” field is also set to “Yes” in the basic data of his data record. You have the option to filter by newsletter subscribers and write to the customer in the future.
  • Enter comment (only displayed for search criteria): If this option was activated, the interested party has the possibility to enter an additional comment to his search criteria.
  • Accept T&C: You can only include the item “Accept GTC” in the contact completion if you either upload your GTC as a PDF file or enter a legal notice in your basic settings. The PDF file will be prioritized.
    To upload your GTC’s as a PDF file, please proceed as follows: Click on Tools >> Settings >> Basic Settings, under the basic data you will find the option to upload a PDF file in the bottom right corner.
Einstellungen für die AGB-Datei in den Grundeinstellungen
  • If you use groups, you can define your own terms and conditions for each group in the group management under Tools >> Settings >> Groups . The GTC is stored as a file in the basic data , you can store a text under the information on the revocation .
  • Automatic brochure dispatch If you have activated the additional module“automatic brochure dispatch“, you can ask the customer here whether he would like to be offered suitable properties automatically.
  • Landing page: Under the ‘Landing Page’ option, you can store a URL to which your customers will be redirected after completing the contact completion. If nothing is entered in this field, the URL from the user’s basic data is used for forwarding.

Language

You can choose the language in which the contact completion will be sent. By default, the language stored in the contact data set is adopted. If you use the multi-language module , the email and the data entry form can be displayed in the selected language.

Preview and shipping

What does the prospective customer get to see? Detailed examples can be found in the chapter“Contact completion – What does the customer see?“.

Here in the configuration you can use the “Preview” button to see which fields and data the prospect will see. Only the interested party can save data. It is not possible to preview the email to the interested party.

The interested party is contacted directly via the “Send link” button. If the customer follows the link in the email, within the validity of 14 days, he will get to the form to complete his contact data.

Standard list of personal data

The following data – if filled – will be displayed as saved data when a request for storage is made.

List of personal data

Field Category
gwgGeburtsdatum Money Laundering Act
gwgWbGeburtsort Money Laundering Act
gwgWbGeburtsdatum Money Laundering Act
gwgWbOrt Money Laundering Act
gwgWbPlz Money Laundering Act
gwgWbStrasse Money Laundering Act
gwgWbStaatsangehoerigkeit Money Laundering Act
gwgMitgliederVerwaltungsorgan Money Laundering Act
gwgRegisternummer Money Laundering Act
gwgRechtsform Money Laundering Act
gwgVertragspartner Money Laundering Act
gwgGeburtsname Money Laundering Act
gwgBerechtigter Money Laundering Act
gwgAusstellendeBehoerde Money Laundering Act
gwgAuffaelligkeiten Money Laundering Act
gwgStaatsangehoerigkeit Money Laundering Act
gwgAusweisnummer Money Laundering Act
gwgAusweisart Money Laundering Act
gwgGeburtsort Money Laundering Act
gwgWbName Money Laundering Act
gwgWbVorname Money Laundering Act
LanguageContact Contact
Email Contact
Homepage Contact
Plz place2 Master data
LKZ-Plz-Ort Master data
door number Master data
Salutation2 Master data
Date of birth2 Master data
Plz_postbox Master data
Zipcode Master data
employer Master data
jobTitle Master data
jobPosition Master data
salary Master data
workContract Master data
Zipcode2 Master data
City2 Master data
LKZ Master data
staircase Master data
immocard_id_at Master data
immocard_firma_id_at Master data
Co Master data
Salutation title Master data
Titles: Master data
Name Master data
First name Master data
Addition1 Master data
Addition2 Master data
Addition3 Master data
Street Master data
Plz-Ort Master data
Location Master data
District Master data
P.O. Box Master data
Country Master data
Gender Master data
Phone1 Master data
Phone2 Master data
Fax1 Master data
Fax2 Master data
Date of birth Master data
Title2 Master data
First name2 Master data
Name2 Master data
Street2 Master data
account number Administration
bank code Administration
nameBank Administration
iban Administration
bic Administration
Addresses