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:

Navigate to: Websites & Widgets > Authorized Domains

Then click "Website Settings" for the selected Domain.
Scroll down to Advanced Options and use "Assign Website to User" option.

2. Referral ID

The MBB 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 MBB Referral ID as a parameter on links will ensure that any generated leads get assigned to that User/Agent.

Also, if the 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 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 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 Referral ID?

Navigate to: CRM Settings > Lead Import Settings

The referral ID can be seen as one of the very first fields on the Lead Import Settings" panel.

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

Using the 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 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 MBB Referral ID.
NOTE: There are TWO ways to do this, based on if you are using the MBB WordPress Plugin or not.

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

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

Example-3 !Replace with YOUR referral ID

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

b) Using MBB JavaScript Plugin (non WordPress sites)
If you have the MBB Plugin Library 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>

Example-4 !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

Admin