Active Clients Settings

'Contact By' Reminders

You've got complete control of how quickly your Cold, Warm and Hot Active Clients move up in your list of Active Clients. Don’t forget, the “Contact By” column in the Active Clients table is there to help remind you when you need to contact your Active Client.

1. In the sidebar, click on Settings
2. Select Active Clients
3. On the right-hand side, your Active Clients options open up. Here you can set the reminder interval for each Active Client score (hot, warm, cold).

Example

You meet Tony and input Tony as a new cold Active Client. The day you input Tony is calculated as Day #1. If you have cold Active Clients setup for every 5 days, Tony will have his "Contact By" set 5 days in the future. In 5 days time, Tony will be at the top of your list of Active Clients.

With Active Clients and Touchpoints, it's an easy way to remember to stay in touch with current or future clients. Once you have "actioned" your Active Client, the 'Contact By' date will be reset for the next interval.

External Leads

Your existing Leads (e.g. from Facebook Ads, your website contact form, etc) can be inserted directly into Reach. Reach offers a couple of External Lead options for a variety of use cases:

Simple Setup (when Active Clients are emailed to you):

• You are provided with a personal Reach Lead Email address.

Advanced Setup (Facebook Ads, website contact form, custom integrations)

• You can embed a form in your website
• You can use our Zapier integration to embed with other systems
• You can write custom code to send a message to an API endpoint

External Lead Capturing (Simple)

Active Client capture is simplest when you receive an email from an external system regarding a new Active Client. For example, you may receive emails from realtor.ca or even your personal website.

tip

All emails sent to your Reach Lead email address will automatically be forwarded to the email address you use for login - so you always retain a copy of your Active Client emails

Once External Lead is enabled, you will be assigned a unique @reachforagents.com lead email address that can be used for capturing Active Clients. Simply provide this email address to your service providers (e.g. realtor.ca) and ask that they send or cc Active Client emails to this email address. Any Leads sent to this email will automatically appear in your External Leads section in Reach (Active Clients -> External Leads).

If you are unable to provide your service provider with your Reach Lead email address, then you can setup email forwarding (see instructions below) so that any Active Client emails that get sent to your email can be automatically forwarded to Reach.

caution

Manually forwarding emails to your Reach Lead email address may not work as the original email is often required to parse the relevant Active Client information.

Enable External Lead Capturing

1. In the Sidebar, click on Settings
2. Click on Active Clients
3. Select the Enable External Leads checkbox to enable Active Client Capturing

Use Your Reach Lead Email Address

If your providers are unable to send your Active Client emails to your ****@reachforagents.com email directly, then you can set up your mail provider to automatically forward such emails to your reach email address. Automatic forwarding is required as manually forwarding emails to your Reach Lead email address may not work as the original email is often required to parse the relevant Active Client information.

Setup Google Mail Auto-Forwarding

Follow the steps below to setup email forwarding for Google Mail or refer to Google's Documentation

1. Login to Google Mail in a web browser
2. In the top right, click the gear icon to open up "Quick Settings"

3. Click the "Select all Settings" button at the top
4. In the top tabs, select "Forwarding and POP/IMAP"

tip

If you have already added your Reach Email Address and you are setting up an additional filter, skip to step 10

5. Click the "Add a forwarding address" button
6. Enter your unique Reach email address (found in Settings -> Active Client Settings) and click Next
7. Click "Proceed" and then "OK"
8. Wait for Reach to forward you the verification code email
9. Once you have your verification code, reopen the "Forwarding and POP/IMAP" settings, put the verification code in and click the "Verify" button
10. In the top tabs, now go to "Filters and Blocked Addresses"
11. Click the "Create a new filter" button
12. Create a filter using the "From" and "Subject" and other fields to create a filter that matches an Active Client email from a service provider. For example, the "From" value of "lead@realtor.ca" captures new leads from realtor.ca
13. Click the "Create filter" button
14. In the next screen that prompts for the desired action, select "Forward it to" and select your Reach Lead email address
15. Optionally select the "Skip the Inbox (Archive it)" option as Reach will forward you a copy of the original copy anyway
16. Click the "Create Filter" button to create the filter

Setup Microsoft Outlook Auto-Forwarding

Follow the steps below to setup email forwarding for Microsoft 365.

1. Login to Microsoft Outlook in a web browser
2. In the top left, click the "View" tab
3. Click the "View Settings" button underneath
4. In the sidebar, select the "Mail" item
5. In the following menu, select "Rules"
6. Click "Add new rule"
7. Name your rule (e.g. "Reach realtor.ca External Lead")
8. Using the conditions, create a filter that matches an Active Client email from a service provider. For example, the "From" value of "lead@realtor.ca" will match new Active Client emails from realtor.ca
9. Select "Add an action" and select "Redirect to" from the dropdown list.
10. Enter your Reach CRM Active Client Email Address (your unique @reachforagents email address found in Settings -> Active Client)
11. Click Save to finish

Repeat for as many service providers as applicable. At this point, it would be good to go to your service provider's website (or realtor.ca, etc) and send yourself a test Active Client to verify the forwarding setup has been configured correctly.

External Lead Capturing (Advanced)

Private / Public Key

If you need to get your Public or Private Key:

1. In the Sidebar, click on Settings
2. Click on Integrations
3. Click on Show Public Key or Show Private Key (whichever is needed)
4. If there is no key, click on the applicable Generate Key button to generate a new key.
5. Click on the clipboard icon to copy the key.
6. If you generated a new key in step 4, make sure to Save the Integration Settings form.
7. Use your key as specified in the integration steps below.

Embed a Reach Form

Reach provides a simple form that you can embed in your existing site. This will appear as a "Get In Touch" button that when clicked opens a popup form.

1. In the Sidebar, click Settings
2. Click on Active Clients
3. Make sure Enable External Leads is selected
4. Click on Get Embed Snippet
5. Copy the embed snippet
6. Place the snippet in your website (or provide the snippet to your website service provider for them to insert)
7. Test the form in your website

You should now be able to see your External Leads come in! Simply visit Active Clients -> External Leads to see any new External Leads.

Script Technical Details

The script will insert the "Get In Touch" button inside the element that has the id reach-button-container. This element is provided in the snippet but is not necessary if an element with that id already exists on the page. The script can also use an existing button with the id reach-button instead of adding a new button to the page (in which case the reach-button-container element is not necessary).

Integrate using Zapier

Zapier is a service that allows integration between different applications. Reach has written a External Lead Zapier integration that you can use.

info

Our integration is not yet publicly available. Use the following link to get access to our integration: https://zapier.com/developer/public-invite/154120/3e9ac52454a93a71bbdc7971cc72a357

1. Create a Zapier account https:
2. Navigate to the invitation link above
3. Click on Accept Invite & Build a Zap
4. Once redirected to the Zaps page, click on Create Zap

5. Configure your trigger (e.g. Facebook Ad) and follow the prompts and Zapier help guide
6. When configuring your action, search for ReachCRM

7. In the Action Event dropdown, select Capture Active Client and click Continue

8. In the Choose Account dropdown, select Connect a New Account
9. The pop that appears will ask for your Private API Key.

10. In Reach, go to Settings > Integrations and click on Show Private Key. Once shown, click on the clipboard icon to copy the key. If there is no key, click on Generate Private Key. If generating a new Private Key, make sure to click Save on the Integrations page.

11. Put the private key in the popup window and click Yes, Continue
12. Once the popup closes, click on Continue in the Zap
13. Click on the Reach fields to map them to values from your configured Action. The expected Reach fields are the following:

• First Name (required)
• Last Name
• Email (required)
• Phone Number
• Message
• Is Buyer
• Is Seller
• Source (required)

14. You can either map values from your Action or type hard-coded values. For example, if you type "Facebook Ad" as the Source, then every External Lead's Source will be "Facebook Ad".
15. Once complete, click Continue
16. Test your integration
17. Turn on your Zap!

API Integration

Reach offers a public API endpoint that new External Leads can be sent to. This can be useful if you control a backend service and want to send new External Leads to Reach or you have an existing form on your website that you want to use instead of the provided Reach form.

Technical Details

Send a POST to with a JSON payload that adheres to the following JSON schema:

schema: {
  type: 'object',
  properties: {
    firstName: {
      type: "string"
    },
    lastName: {
      type: "string"
    },
    phoneNumber: {
      type: "string"
    },
    email: {
      type: "string"
    },
    isBuyer: {
      type: "boolean"
    },
    isSeller: {
      type: "boolean"
    },
    source: {
      type: "string"
    },
    message: {
      type: "string"
    },
    publicKey: {
      type: "string"
    }
  },
  required: ["firstName", "email", "source", "publicKey"]
}

API Example

The following snippet is example code that is run when a user clicks the submit button on a webform

const form = document.getElementById("contact-form");
const name = form.querySelector('[id="name"]').value;
const email = form.querySelector('[id="email"]').value;
const phoneNumber = form.querySelector('[id="phone"]').value;
const message = form.querySelector('[id="message"]').value.trim();

const payload = {
  firstName: name,
  email,
  phoneNumber,
  source: window.location.href,
  message,
  publicKey: YOUR_PUBLIC_KEY,
};

fetch("https://reachforagents.com/api/captureLead", {
  method: "POST",
  mode: "no-cors",
  headers: { "Content-type": "application/json; charset=UTF-8" },
  body: JSON.stringify(payload),
});