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Website Field Mapping Follow

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Chris
  • Updated

This page provides an overview of all mapped fields between your Propertybase CRM and Propertybase Website. You can open the Field Mapping document below, as well as view frequently asked questions using the tabs on this page.

Note:  Click here to view the field mapping document online.

Field Mappings Last Updated: Oct. 23rd, 2019 (v1.4)

 

1.4 (NEW, version 1.619 and higher)

  • Enhanced the following fields Text Area Long to now be 65,535 characters:

    • pba__WebsiteListingNotec.pbaNote__c

    • pba__WebsiteListingContactFormc.pbaComments__c

    • pba__WebsiteListingInquiryc.pbaComments__c

    • pba__WebsiteListingShowingc.pbaComments__c

  • New website integration fields:
    • pba__WebsiteAssignedTeam__c
    • pba__WebsiteAssignedAgent__c 

1.3 

  • Added missing fields from Lead Signup form to contact object and BL Lead to PB Contact object mapping
  • Added additional property fields to website activity objects: State, County, City, Zip, Price

1.2

  •  Added the following fields to the Listing Object: 

    • pba_ColistingAgentEmail_pb_c Label: Co-listing Agent Email that should be an Email(255) field

    • pba_SaleAgentEmail_pb_c Label: Sale Agent Email that should be an Email(255) field

1.1

  • Added the following field: Additional Cities. This field was added because some Website Saved Searches contain more cities than can fit in the current "City" field. These cities will now be stored in the new "Additional Cities" field.

1.0

  • Added the following fields: Website Search URL, Website Search Type, Website Search Name, Lead Source Category, Lead Source Detail, Creation Type, Creation Name, Creation Path, Sign Up Site URL, UTM Source, UTM Medium, UTM Campaign, UTM Term, and UTM Content. For more information go to the tab Field Content Explanation.

Field Content Explanation

We have added the following new fields to PB Salesforce: 

Lead Source Category, Lead Source Detail, Creation Type, Creation Name, Creation Path, Sign Up Site URL, UTM Source, UTM Medium, UTM Campaign, UTM Term, UTM Content, Website Search URL, Website Search Type, Website Search Name

 

Description of the fields and the data they will contain:

Lead Source Category - Classified the source of the lead into 1 of the following 3 categories: "Agent", "3rd Party", "Website".
Agent = created by an agent (manual lead creation, import creation, convert lead from contact)
3rd Party = created on a 3rd party platform (inbound API, email parser, Skyslope, Dotloop, Docusign, LeadRouter, Tech Connect)
Website = created on one of our platform websites
 
Lead Source Detail- Further breakdown of detail in the category.
If lead_source_category = "Agent", lead_source_detail will be the same as creation_type (see below).
If lead_source_category = "3rd Party", lead_source_detail will be the name of the 3rd party source that sent us the lead.
If lead_source_category = "Website", lead_source_detail will be the domain of the website the lead signed up on.

Creation Type and Creation Name - These 2 fields tell how the lead was created on the website.  Most of the time they are the same, occasionally the creation_name has more detail than the creation_type.  I have created a document for you guys listings all the different values that and added some notes about what each means.  A bunch of them probably wont apply to PB website customers (rentals, commercial, some extra sources, etc...).  Here is the doc, you all have access:
Creation Path - If the lead was created via Modal Lead capture this would be the URL path of the page that the lead was captured on.  Or if the lead was created via parsing an inbound lead email (ex: Zillow, Realtor.com, etc..) and it was for a specific property it would be the path to that property on our website.
Signup Site URL = The domain for the website on our system where the lead signed up (differentiates between brokerage/agent/team/office websites)
The UTM Params object is an object containing 4 data values that are tracked on the lead if the lead lands on the website with a URL that contains these parameters.  These params are useful in online marketing to attribute email campaigns, PPC, display advertising, referal campaigns, etc... These can used to track every lead that registered on the website from your campaign effectively giving you an insight into ROI on your campaigns.  This object will only be in the response if the lead has the params, if they did not land on a page with the params this object will not be in the data payload.
UTM Fields:
UTM Source = Campaign Source (ex: google, facebook, newsletter)
UTM Medium = Campaign Medium (ex: cpc, ppc, email, banner)
UTM Campaign = Campaign Name (ex: springnewsletter, spring_sale)
UTM Term = Campaign Term (not typically used bit can identify paid keywords)
UTM Content = Campaign Content (again, rarely uses, but sometimes used to differentiate ads in a campaign)
Website Search URL, Website Search Type, Website Search Name: These fields contain data related to the saved search.

Frequently Asked Questions

Can I control which fields sync data to which platforms?

No, not at this time. The sync direction for fields is as shown in the "Field Mappings" tab on this page.

Will blank fields in one system (i.e. CRM) overwrite fields in another (i.e. Websites)?

No. If a field is blank in your CRM it will not overwrite data on your Website.

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