In the past, agents coming from other IDX companies, or simply had a lead they wanted to add to their IDX website, would create a lead from the admin lead area and our system would send the lead an email invitation which they would be required to accept and complete their registration.
As stricter CAN-SPAM (US law) and CASL (Canada's Anti-Spam Legislation) began to roll out over the past few years, it ensured that all leads added to your account gave their explicit permission to receive messages. In order to make the platform more flexible to our customers, instead of the platform rigidly ensuring 100% compliance, this responsibility is now on our customers as is the current industry standard. You still have to make sure you have permission to send your leads and clients messages, but this new change allows you to more easily work with your clients.
In the past with our opt-in requirement, if your lead did not accept this invitation, they could be stuck in limbo and unable to receive recommended searches!
We understood this was a huge hindrance and many of our customers, old and new, had very strong feelings about this feature.
On March 26th, we removed the requirement for leads to accept the invitation when created from the admin!
From today onwards, you are able to create a lead via the "create a lead" button in the lead dashboard and the lead's email address will be automatically registered to your IDX website! This means you can set them up on searches immediately.
When a lead is added, they will instead receive the lead sign-up welcome email, which you can tailor to your liking under Settings > Email in your agent admin.
This is the first in many major updates for Showcase IDX over the next few months and a further step in helping you scale your business.
Note that this updated feature will apply to leads added after March 26th only.
We recommend that leads who are created from the admin simply request a password reset on your IDX website to access their accounts.