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Lead Profile FAQs

Common questions about lead profile fields, sources, email status, visits, and welcome invitations.

Lead Sources and Attribution

What does the "UNKNOWN" lead source mean?

The UNKNOWN source means a lead came in from a referral URL that BoomTown couldn't match to a known source in our database. Our list of recognized sources is extensive but finite — anything outside that list lands in the UNKNOWN bucket.

When a lead's source is UNKNOWN, BoomTown shows the URL referrer — the page they were on before reaching your site, as reported by their browser. To see this, hover over the UNKNOWN source on the lead's profile.

Note: Browsers don't always send referrer data, so the URL may not always appear. When it does, it's a useful clue about where the lead actually came from.

How can clearing cookies and cache impact a lead's source?

Lead sources are based on cookied data from the lead's first visit. Here's how that plays out:

  • A visitor accesses your site via Facebook for the first time.

  • They don't register on that visit, so no lead profile is created yet.

  • They return to the site later. Their browser still has the original cookie, so when they register, their source is recorded as Facebook.

But if the visitor clears their cookies and cache between visits, the original source data is lost. When they return and register, BoomTown picks up whatever source applies to that second visit instead — not the original Facebook touch.

This is normal browser behavior, not something that can be corrected after the fact.


Email and Communication

How is a lead's email status determined when they have multiple email addresses?

When a lead has more than one email address on their profile, the status appears next to each individual address at the top of the lead profile.

In Lead Central, however, the Emails column displays a single status for the lead overall. That column shows the highest-ranking status the lead has across all their email addresses, in this priority order:

  1. Active

  2. Valid

  3. Unknown

  4. OptedOut

  5. SoftBounce

  6. HardBounce

So if a lead has one Active email and one HardBounce email, the Emails column in Lead Central will show Active because that's the highest-ranking status they hold.

How many bounces happen before an email is marked Invalid?

A lead's email status updates to Invalid after either:

  • 1 hard bounce, or

  • 3 soft bounces

A hard bounce indicates the email address is permanently undeliverable (the address doesn't exist, the domain is invalid, etc.). Soft bounces are temporary issues — full mailbox, server problem, etc. — so we wait for three before flagging the address as invalid.

Once an address is marked Invalid, the system stops attempting delivery to it.

How do tracking email addresses work when a lead is transferred to a new Agent?

A lead's tracking email address never changes, even when the lead is transferred between Agents. It's tied to a unique ID assigned to the lead, which stays with them for the life of their record.

This means a couple of things in practice:

  • If the previously assigned Agent emails the lead's tracking address after the transfer, BoomTown checks whether the sender should still be communicating with that lead. If not, the email is not forwarded to the lead.

  • If the lead replies to an old email from their original Agent, the reply is logged in the lead's profile so the new Agent can see it. The reply is also forwarded to the original Agent — unless that Agent has been deleted, in which case it goes to the lead's currently assigned Agent instead.

So a transfer doesn't break the lead's existing communication record, and old conversations don't accidentally route to the wrong Agent.

Where do the phone and email descriptions on a lead profile show up?

The email description and phone description fields you set on the lead's Edit Profile tab display in three places:

  • The Edit Profile tab itself

  • The contact information section at the top of the lead's profile

  • The lead's profile information in the BoomTown NOW mobile app

Use these descriptions to label numbers and addresses (for example, "work cell" or "shared family email") for quicker reference at a glance.


Visits and Activity

What counts as a "Recent Website Visit" on a lead's profile?

The Recent Website Visits area of a lead profile only counts visits where the lead viewed at least one Full Details page for a listing.

These do not count as a Recent Website Visit:

  • Just landing on the website without viewing a property

  • Viewing the listing photos on the search results page (without opening the full details)

These visits do count in the Last Logged In area of the profile, however. As a result, you can see different numbers between Recent Website Visits and Last Logged In — that's expected behavior, not a discrepancy.

What counts as a log in or visit?

A log in (or visit) is recorded when a lead hits any page on your site under these conditions:

  • The lead has been inactive for at least 30 minutes, AND

  • The lead doesn't have another visit logged within the past hour

If the lead is already signed in when they return to the site, the new session still counts as a visit.

Don't confuse this with Recent Website Visits. A log in is any page hit (subject to the timing rules above). A Recent Website Visit specifically requires viewing a Full Details page for a property.


Lead Profile Display

What does "Other" refer to in the Distribution pie chart?

The Distribution pie chart on a lead's profile shows up to 5 main groupings, ordered top-to-bottom by the number of listings in each. The default grouping type is price, but other types can be selected.

Any listings that don't fit into the top 5 groupings are combined into a 6th grouping called "Other." So "Other" represents the long tail of listings that fall outside the most common categories for that lead's activity.

How many characters display in an email record in the History section?

Email entries in a lead's History section show approximately the first 200 words of the message. To read the full email, either:

  • Select the hyperlinked email subject, or

  • Click the More button

Both options open the full email in a new view.


Welcome Invitations and Account Setup

When does the Send/Resend Email Invitation option appear on a lead profile?

If a lead has never visited your site and logged in with their credentials, you'll see an option in their profile beneath the Transactions module to send or resend their welcome invitation. The exact label depends on what happened when the lead was added:

  • Send Email Invitation — appears if the welcome email box was unchecked when the lead was manually added, or if a welcome email was not sent during a bulk import. Clicking Send Invite opens an email composition window with default text you can customize before sending.

  • Resend Email Invitation — appears if the welcome email box was checked when the lead was manually added, or if a welcome email was sent during a bulk import. Clicking Resend Invite sends another copy of the automatic system welcome email — no composition window opens.

Once the lead visits the site and logs in for the first time, this option no longer appears on the profile.

What happens if a lead doesn't accept the welcome invitation?

Nothing breaks. Not accepting a welcome invitation has no impact on:

  • Email delivery to the lead

  • The lead's ability to access your website

  • e-Alerts (the system identifies leads via e-Alert links, no login required to view content)

  • Any other automated communication

The lead just needs their login email and password to access the site. If they registered directly on the site, they've already entered these — they only need them again if they log out.

What are the "Recommended Properties" in the Welcome Email based on?

The recommended properties in the welcome email are based only on the last search the lead performed on the site where they registered. The email shows up to 4 properties maximum.

It's not based on browsing history, e-Alert preferences, or any other criteria — just that one final search.


Other Lead Profile Questions

Is a lead's Lead Type separate for Lenders vs. Agents?

No. Lead Type (Buyer, Seller, or Buyer/Seller) is a global setting that applies across the entire system.

Unlike lead category, which can differ between Agents and Lenders, Lead Type updates from any user (Agent or Lender) reflect for all users on the lead's profile.

What happens to a lead's home valuation links if the data changes?

Valuation links don't update automatically. When a lead fills out the What's My Home Worth? page, the valuation reflects the data at that exact point in time.

If property data changes later — new comparables, updated tax records, etc. — the existing valuation links in the lead's profile won't reflect those changes. The only way to see updated information is to run a new valuation for the same property.

When a visitor shares a listing via email, does BoomTown record the recipient?

No. When a lead uses the Email this listing option on a property's Full Details page, the action is logged in the lead's profile with the lead's contact information, but the recipient's information is not recorded. The system only tracks that the share happened, not who received it.


Key Terms

  • Distribution Pie Chart — A visualization on the lead profile showing up to 5 main groupings of the lead's activity (by price by default). Any listings outside the top 5 are combined into a sixth "Other" grouping.

  • Email Status — A status on each email address tied to a lead, indicating its deliverability state: Active, Valid, Unknown, OptedOut, SoftBounce, HardBounce, or Invalid.

  • Hard Bounce — A permanent email delivery failure (e.g., the address doesn't exist). One hard bounce flips an address to Invalid.

  • Last Logged In — The lead profile area that records site visits, regardless of whether the lead viewed a property's Full Details page.

  • Lead Type — Buyer, Seller, or Buyer/Seller. A global setting on the lead, separate from category, that applies across both Agent and Lender users.

  • Recent Website Visits — A lead profile area that records only the visits where the lead viewed at least one property's Full Details page.

  • Soft Bounce — A temporary email delivery failure (e.g., full mailbox or server issue). Three soft bounces flip an address to Invalid.

  • Tracking Email Address — A unique BoomTown email address tied to each lead's permanent record. Doesn't change when the lead is transferred between Agents.

  • UNKNOWN Source — The lead source assigned when a lead's referral URL doesn't match any of BoomTown's recognized sources. Hover the source on the lead profile to see the URL referrer (if available).

  • URL Referrer — The page a visitor was on immediately before arriving at your site. Used to provide context for UNKNOWN sources, when the data is available from the visitor's browser.

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