Creation Type(s) in Lead Search and Smart Lists [Website Builder] Follow
When creating a Smart List or performing a Lead Search, the advanced options have a field called: "Creation Type:". It is a drop down field that you can use to help segment your leads based on how they were created on the site. So, if you want to run a report on all the leads that came into your site from Zillow Tech Connect, you can use this field. Or if you did a massive import on a specific date and time but now need to find the leads you imported, this field will allow you to specify that the leads were created in import and you can use the "Created Before" and "Created After" fields to narrow your search. To find this field simply...
1.) Go to Leads > Lead Search
2.) Click the Advanced Options field
3.) On the left side column find the field "Creation Type:"
Here's a table of the creation types and their meaning...
| Creation Type | Meaning |
| Agent Contact Form | Lead created from completing a contact form on an agent bio page |
| Contact Form | Lead created from completing the main contact form |
| Contact Form | Lead created from completing the contact form on the Whats My Home Worth page |
| Rental Booking | Lead created when completing a "booked date" on the Short Term rental in LogicMLS (backend) |
| Admin | Admin created the lead manually |
| Agent | Agent created the lead manually |
| Dynamic Form | Lead created by completing a dynamic form |
| Import | Lead created from a CSV import |
| Inbound API | Lead created via the API |
| Lead Router | Lead created via LeadRouter |
| Quickcma | Lead created by completing the Cloud CMA QuickCMA on an agent bio |
| Streeteasy Tech Connect Message | Lead created from the Tech Connect api, captured on the Streeteasy site |
| Trulia Tech Connect Message | Lead created from the Tech Connect api, captured on the Trulia site |
| Zillow Tech Connect Message | Lead created from the Tech Connect api, captured on the Zillow site |
| Signup Form | Lead created by standard signup form |
| Contact List | Lead created by converting a Contact to a Lead |
| Docusign | Lead created from the Docusign Transaction Rooms sync |
| Dotloop | Lead created from the Dotloop sync |
| Skyslope | Lead created from the Skyslope sync |
| Inbound Email Parse | Lead created by parsing an lead email from a 3rd party |
| Exclusive Sales Email Friend Creation | Lead created by emailing a friend an exclusive MLS property |
| Sales Email Friend Creation | Lead created by emailing a friend a MLS property |
| Rentals Email Friend Creation | Lead created by emailing a friend a rental property |
| Development Email Friend Creation | Lead created by emailing a friend a development |
| Commercial Building Email Friend Creation | Lead created by emailing a friend a commercial building |
| Commercial Space Email Friend Creation | Lead created by emailing a friend a commercial space |
| Exclusive Sales Inquiry Creation | Lead created by completing the Contact an Agent form on an exclusive MLS property |
| Sales Inquiry Creation | Lead created by completing the Contact an Agent form on a MLS property |
| Rentals Inquiry Creation | Lead created by completing the Contact an Agent form on a rental property |
| Development Inquiry Creation | Lead created by completing the Contact an Agent form on a development |
| Commercial Building Inquiry Creation | Lead created by completing the Contact an Agent form on a commercial building |
| Commercial Space Inquiry Creation | Lead created by completing the Contact an Agent form on a commercial space |
| Exclusive Sales Showing Creation | Lead created by completing the Request a Showing form on an exclusive MLS property |
| Sales Showing Creation | Lead created by completing the Request a Showing form on a MLS property |
| Rentals Showing Creation | Lead created by completing the Request a Showing form on a rental property |
| Development Showing Creation | Lead created by completing the Request a Showing form on a development |
| Commercial Building Showing Creation | Lead created by completing the Request a Showing form on a commercial building |
| Commercial Space Showing Creation | Lead created by completing the Request a Showing form on a commercial space |
| Sales Search Modal | Lead captured when MLS searches force modal to view results |
| Vacation Rentals Search Modal | Lead captured when LogicMLS short term rental searches force modal to view results |
| Rentals Search Modal | Lead captured when rental searches force modal to view results |
| Developments List Modal | Lead captured when Developments force modal to view results |
| Sales Property Modal | Lead captured when triggered from the view limit on MLS properties |
| Retnal Property Modal | Lead captured when triggered from the view limit on Rental properties |
| Development Details Modal | Lead captured when triggered from the view limit on Developments |
| Featured Properties Page Modal | Lead captured when featured page forces modal to view results |
| Sales Search Page Modal | Lead captured when the MLS search page forces modal to view results |
| Rentals Search Page Modal | Lead captured when the rental search page forces modal to view results |
| CMS Page Modal | Lead captured when the CMS page forces modal to view page |
| Commercial Search Modal | Lead captured when commercial searches force modal to view results |
| Commercial Search Page Modal | Lead captured when the commercial search page forces modal to view results |
| Commercial Building Modal | Lead captured when triggered from the view limit on Commercial Buildings |
| Sales Favorite Property Modal | Lead captured when trying to save an MLS favorite property |
| Rentals Favorite Property Modal | Lead captured when trying to save a rental favorite property |
| Sales Property Note Modal | Lead captured when trying to create an MLS property note |
| Rentals Property Note Modal | Lead captured when trying to create a rental property note |
| Sales Saved Search Modal | Lead captured when saving an MLS search |
| Rentals Saved Search Modal | Lead captured when saving a rental search |
| Market Insight Page Modal | Lead captured on a market insight subcription modal |
| Agent Page Property Modal | Lead captured on an agent bio page |
| Office Page Property Modal | Lead captured on an office details page |
| Login/Signup Link Modal | Some premium themes the login/signup in the header triggers a modal instead of a link to a page, this tracks leads created on that signup modal. |