Overview

Zillow Pro membership customers have access to My Agent - Send Invite, which automatically identifies the sphere contacts in your pipeline who are most likely to accept a My Agent invite — and surfaces them so you can act at the right moment.

When a contact meets one or more qualifying signals, a zillow-my-agent-send-invite tag will be applied and trigger a set of automated actions to make sure the opportunity doesn't slip by.

My Agent invites sent within the first 3 days since the last interaction are ~2X more likely to be accepted than invites sent after 3 days, on average.* 

Acting quickly on these opportunities significantly increases your chances of establishing a My Agent relationship.

What triggers the tag

Zillow Pro evaluates every contact in your pipeline against the following engagement signals. When any one signal qualifies, the tag is applied automatically.

• 5+ incoming communications: The contact has sent 5 or more emails, texts, or calls
• Appointment or Showing stage: The contact's pipeline stage is Appointment or Showing
• Sphere or Referral contact: The contact has a Sphere or Referral relationship tag
• IDX save: The contact has saved a listing or search

What happens when the tag fires

Once the zillow-my-agent-send-invite tag is applied, FUB automatically:

• Adds a task: assigned to you with a due date, prompting you to send the invite
• Logs a note: added to the contact's profile page with context on why they were flagged
• Sends a notification email: delivered to you as the assigned agent
• Surfaces the contact in your My Agent Opportunity Smart List: a FUB Smart List that consolidates all flagged contacts in one place

How to find your flagged contacts

1. Open FUB and navigate to People tab and open a lead profile page
2. You will be able to find the zillow-my-agent-send-invite tag on the left section of the page, you will also see a note on the timeline and you will receive an email notification for a task that has been created for you to send a My Agent invite to this contact. 
3. You can also find these tagged customers on your My Agent Opportunity Smart List

FAQs

• Who can access this feature in FUB?
  • This feature is exclusively available for customers with a Zillow Pro subscription. 
• How does Zillow determine if a contact is likely to accept a My Agent invite? 
  • Zillow identifies customers more likely to accept a My Agent invite by looking for recent engagement and relationship signals like number of incoming lead communications, being in appointment or showing stage, being a sphere or referral connections, or saved IDX searches.
  • The model will only flag sphere contacts who are categorized as high or moderate addressable contacts in the agents’ database, who match the qualifying signals of similar buyers who accepted My Agent invites.
• Will the tag be removed if my contact does not accept my invite after a few days?
  • The tag will be removed after 14 days from when it was tagged.
• Can I remove the tag if I have talked to that contact outside of FUB and know they won’t accept the invite?
  • Yes, you can manually remove the tag from the Person detail page.
• What happens to the tag if the connection is reassigned to another agent on the team? 
  • The tag will be removed from the contact 14 days after the contact is tagged, regardless if it’s transferred to another agent. 
• How can I differentiate which leads have this tag from the My Agent Opportunity Smart List?
  • You can click on the contact and open their lead profile page to see if they have the tag.