Forcing Lead Assignment to a User

There are two methods to help with forcing lead assignment to a specific user in your team: Website Assignment, or Referral ID.

1. Website Assignment

If you have multiple websites then you may wish to dedicate one of your  websites to a specific Agent. This method associates a website to a User so that any lead registrations from this website will be assigned to the selected Agent. Additionally, the only Agent profile showing on listings is the selected agent.

This is a setting made in Website Settings:

Menu Widgets > Authorized Websites

Go to the Display Options tab and assign the website to a user in "Advanced Lead Capture and Assignment Settings".

2. Referral ID

The Lead Referral ID is a unique reference number that can be used by Agents/Users in a Multi-User account (TEAM or OFFICE) to help ensure that leads are correctly assigned.

The Referral ID is not available to Roster Agents.

Why Use Referral ID?

Appending a User's Lead Referral ID as a parameter on links will ensure that any generated leads get assigned to that User/Agent.

Also, if the Lead Referral ID is set, you can now display User Variables to personalize information to that Agent as well.

• For example, this method means that Users / Agents can generate their own traffic to the main website - as long as the link includes THEIR Lead Referral ID, their personal information will be shown against listings, and the registration form WILL NOT include other agents, leads will ONLY be assigned to them.
• Another example may be that on a web page you invite Consumers to click links indicating which Agent they are working with (or area they are interested in and so on). If that link includes a User's Lead Referral ID then any subsequent leads will get assigned to that User / Agent. User Variables can also be used to display the Agents photo and contact information in the header or sidebar etc.

Where is the Lead Referral ID?

Menu Profile > My Profile & Preferences

Your Lead Referral ID can be found on your Personal Profile - at the bottom of the "Profile" tab.

The Lead Referral ID is a unique fixed code for each User in your account and cannot be changed.

Using the Lead Referral ID to Ensure Correct lead Assignment

There are two methods for assigning a referral ID.

1. Add the parameter "mbbagent={referral_id}" at the end of any referring Link.
2. Use the JavaScript method to set the Lead Referral ID.

URL Parameter Examples

If Bob (an Agent in your account) has a referral ID of Ulg7LBd, then Bob can use this in links to send visitors to your main website.

Example-1

http://www.yourwebsite.com?mbbagent=Ulg7LBd

Example-2

A Custom Search link may be used on Facebook, or in an email, or even from his own personal website that sends consumers to the main website to see results. Bob can ensure that any leads generated by this approach are assigned to him by adding his Referral ID to the end of the custom search link.

Or, if the custom search link is this:
http://www.yourwebsite.com/results/html?filter=mls_id:denver+city:denver
Then when the Referral ID is added, this link would look like this (notice that we use & to add the parameter when it is not the first parameter.)

http://www.yourwebsite.com/results/html?filter=mls_id:denver+city:Denver&mbbagent=Ulg7LBd

JavaScript Method

Use the MBB_SetAgent(); function to set the User's Lead Referral ID.
NOTE: There are TWO ways to do this, based on if you are using the Buying Buddy WordPress Plugin or not.

a) Using Buying Buddy WordPress Plugin
If you are using the Buying Buddy WordPress Plugin, then deploy the function within script tags as follows:

<script>
    MBB_SetAgent("[Your_MBB_Referral ID]");
</script>

** Replace with YOUR referral ID !! **

<script>
    MBB_SetAgent("E8DeaHw");
</script>

b) Using Buying Buddy JavaScript Plugin (non WordPress sites)
If you have the Buying Buddy JavaScript plugin loading on your site using the <script> method (e.g. Squarespace, Weebly, custom etc), then deploy as follows with jQuery:

<script>
jQuery(document).on("mbb-widgets-loaded", function() {
    MBB_SetAgent("[Your_MBB_Referral ID]");
});
</script>

** Replace with YOUR referral ID !! **

<script>
jQuery(document).on("mbb-widgets-loaded", function() {
    MBB_SetAgent("E8DeaHw");
});
</script>

Read more about assigning leads in Lead Assignment Rules