Booking Tours at Nearby Communities

Booking Tours at Nearby Communities

Funnel has supported nearby communities on our platform since late 2019. Starting now, after a prospect books a tour using the Funnel self-scheduling link, we’ll display any nearby communities and allow the prospect to easily book another tour within your portfolio. Specifically, this functionality will allow prospects to:

• Click through the nearby communities now appearing on the confirmation page
• Schedule an appointment without having to enter their information or preferences again, just the tour type, day, and time

Additionally, for prospects that book multiple appointments within this flow in the same session, the tool will:

• Default the day to the same day as the previous tour was booked for when booking a tour at a nearby community
• Consider all existing tours associated with the prospect and ensure at least 30 minutes exists between those tours and the time options offered for new tours
• Display a reminder at the top of the page for the previous tour the prospect booked in the tool (so the prospect can easily coordinate booking back to back tours)

Click here for a word version of the job aid.

How it Works

1. After a prospect goes through the standard booking through our appointment scheduler (ie. from an appointment link in an email), they will be taken to the appointment confirmation page. It will look something like this:

2. From here, they can click into any additional communities they’re interested in and receive information on amenities, layouts, and more! From there, they’ll be able to schedule additional tours.

FAQ

Q.  Will the confirmation page display any communities outside of my company?

A.  No, the communities on the confirmation page will only display communities associated with your company in Funnel.

Q.  What’s the farthest away a community can be before it isn’t displayed on the confirmation page?

A.   20 miles away from the booked community

Q.  What if there are no communities within 20 miles of the initial community?

A.  No additional communities will be shown on the confirmation page.

Q.  What is the maximum number of communities that can be displayed on one confirmation page?

A.   Five

Q.  Will each tour trigger its own confirmation emails?

A.  Yes, all current auto-marketing triggers will be followed for each tour scheduled

Revised 3.3.2021 | Booking Tours at Nearby Communities