Implementation - Project Setup
In this article:
- Getting Started
- Initial Setup
- Importing Data
- Lasso User Accounts
- User Email Addresses
- Connecting Online Form
- Online Form Questions and Answers
- Mass Email Opt-In/Opt-Out Functionality
- Domain Authentication
- Logging into Lasso
The first step towards setting up a project in Lasso is to complete the documents sent to you by your Client Director. They are available for download at the bottom of this article and are as follows:
1 - Lasso Implementation Checklist – basic information about your project
2 - Lasso User Account List – names and details of those who will need access to the project on Lasso
Please contact your Client Director if you have any questions about either document.
Working with your Client Services Director, the following items need to be set up in Lasso:
- User Permission Presets
- Sales Rep Rotation
- Sales Processes
- Registration Page and Qualifying Questions
- Registrant Settings (e.g. Ratings, Source Types, History Types, Activity Types, Relationships)
- Website Tracking (if applicable)
- System Terminology Maps (if applicable)
If you have contacts and/or inventory to import, there are templates you’ll need to download from Lasso. Your Client Director will work with your project team for both the download of the templates and subsequent upload/import into Lasso to ensure everything is complete. The format of the templates must be strictly adhered to in order to ensure a clean data import.
Import templates are provided in Lasso for the following:
- Inventory (if applicable)
- Outside Realtors (if applicable)
- Lasso Users
Requirements for Registrant, Inventory, Outside Realtor, and User imports:
- The required format for importing contacts (registrants), inventory, outside realtors (brokers), and users into Lasso is a CSV (Comma Separated Values) flat file, i.e. each row contains one unique record with all data associated to that record in a single row.
- Associated data for each unique record should include only the data that is to be imported into Lasso, i.e. only desired data.
- If contact history is to be imported, it should be in a separate file and contain person IDs matching person IDs in the contacts (registrants) file.
Please note that contact history cannot be included when using the standard download template in Lasso. If it is necessary to import history, it will require custom development and we’ll require a copy of the data in order to determine the additional work-effort and associated fees. Standard rates would apply. Any data supplied not using our template will be subject to additional fees.
Requirements for Contact History Import:
- The required format for importing contact history is one row per unique history item.
- Each history item must include the associated Contact's person ID that matches their person ID in the contacts (registrants) file.
If you have any questions on the import process, please contact your Client Director.
When setting up users in Lasso, in order to access the project, they need to be given roles of Client Administrator, Project Administrator, Inventory Manager, Sales Manager, and/or Sales Rep. Each role has its own set of permissions related to various functionality within specific areas of Lasso. Permissions can be added to or removed as desired, depending on what is required for each user.
It is recommended that there be at least one user in Sales Rotation. Users who are in rotation will be automatically assigned (in an alternating manner) prospects that register online. An email notification will be sent to the user each time they are assigned an online registrant.
Note: If your online form includes an auto-reply email, at least one user must be set up for rotation as the auto-reply email will be generated from the users that are in rotation.
A project-specific email address (e.g. email@example.com) must be entered into Lasso for each user. Your Lasso Client Director can work with your email service provider to put the appropriate forwards in place.
Note: Once project email addresses have been added for each user, Lasso must complete an email authorization step so please ensure that any email addresses added after initial setup are also provided to your Client Director for authorization.
Your Client Director will work with your web developer to link your project website's online form (registration page) to the Lasso database. A technical document will be provided to your web developer which contains IDs and values needed for programming. This registration page code can also be viewed in the Project Admin Center.
The questions and answers that are added to your online form (registration page) must also be added to Lasso so that the data can feed directly into the project database. You can also have additional questions such as qualifiers in Lasso that are not on your online form.
Your Client Director can set up initial questions for you but questions and answers can be added or edited at any time by a user with access to the Client Admin Center.
If you are using the Inventory Center, Lasso will program and upload contracts as a value-add service. Once your contracts are programmed and uploaded to a project's Inventory Center, they will auto-populate and can be then printed for sign-off. Our team will require your finalized contracts in Adobe PDF format, and will provide you with work-effort estimate, fees, and estimated timeline for completion.
To ensure that your mass email reaches as many of your registrants as possible, and to comply with email regulations such as the Can-Spam Act, Lasso contains opt-in/opt-out functionality. There is a set of templates that will need to be created prior to a mass mail send-out. As part of the project setup, you’ll need to determine which Lasso user(s) will be given the permission to perform this function.
Six specialized templates are available in Lasso as follows:
- Default Opt-in (sent automatically, e.g. online registration)
- Mass Mail Opt-in
- Content Block – Opt-out (Unsubscribe)
- Subscription Page – Error
- Subscription Page – Thank You
- Subscription Page – Landing
Until an opt-out template is created, Lasso’s default opt-out template will be automatically attached to all outgoing mass emails.
In order to achieve better deliverability of your mass mail, Lasso requires your domain to be authenticated. Domain authentication identifies email senders as legitimate to avoid email being placed in bulk or junk folders, or being completely blocked by Internet Service Providers (ISPs).
Lasso has incorporated performance and optimization technology which provides authentication that assists our clients with improved email deliverability. Email/domain authentication has become extremely important in order for messages to be accepted by the major ISPs such as AOL, Microsoft and Yahoo. Your Client Director will work with your website developer to ensure that your domain is authenticated.
1 - Connect to the Internet.
2 - Enter https://app.lassocrm.com in the address of your Web browser.
3 - Enter your Username and Password.
4 - Click Log In.
This brings you to Lasso’s Home Page, which includes Lasso’s blogs, maintenance announcements, and news posted by your company’s Lasso Administrator. Depending on your user account permissions, you will be able to click on the following icons to access:
Client Admin Center - Manage user accounts, registrant questions, terminology, registrant and project settings, and news postings as well as define specific business rules.
Project Admin Center - Set project preferences, create sales processes, add inventory options and upgrades, manage sales rotation, hide inventory, create self-serve registrant updates, and set up website tracking.
Inventory Center - Import inventory, manage contracts and inventory activity, store documents like floor plans and/or sales agreements, and monitor sales projections.
Sales Center - Import existing contacts, add and manage registrants, add outside realtors/brokers, access email templates, create marketing campaigns, track media costs.
Mail Center - Access email, calendar, and contact information.
Help Center - View Help Files on functionality as well as access guides, release notes, and webinars.
If you have questions, please contact Lasso Support at:
Phone: 1.855.400.4564 (North America)