Master Type Descriptions

Modified on Fri, Mar 1, 2024 at 1:01 PM

Overview

Master Types are major categories that field options are filtered into in order to keep your reports clean. The following definitions should be used as guidelines but can be re-purposed to suit other needs that your database requires

Activity Types

The bold fields below represent our Sales Stages and are used in tracking conversions in both Standard Reports and in Enquire Analytics. It is highly recommended that there is an activity type for each sales stage master type (i.e. Inquiry, Tour, Deposit, Move In). Outreach master types are used to track activities specifically for Referral Sources. It is recommended to have an activity type for each outreach master type if you will be using your database for tracking activities for Referral Sources.

Type	Description
Inquiry	Initial activity for a prospect, contact or referral.
Tour	When a prospect and/or contact comes to visit the community and view living conditions.
Deposit	Taking in money from a prospect, contact or referral to hold an apartment/unit for a future resident.
Move In	The date when a resident has physically taken possession of an apartment/unit.
Move Out	The date when a resident has physically vacated an apartment/unit.
Call In	Receiving a call from a Prospect, Resident, Contact or Referral.
Call Out	Making a call to a Prospect, Resident, Contact or Referral.
Email In	Receiving an email from a Prospect, Resident, Contact or Referral.
Email Out	Sending an email to a Prospect, Resident, Contact or Referral.
Mass Email	Sending an Email to a group of Prospects, Residents, Contacts or Referrals.
Mail Out	Sending items via a postal service to a Prospect, Resident, Contact or Referral.
Mass Mail	Sending items via a postal service to a group of Prospects, Residents, Contacts or Referrals
Assessment	Evaluation of the Prospect's care level, housing needs, etc.
Transfer	Moving a resident to another apartment/unit or between care levels. This can be used if a resident is moving for a shot period of time (rehab) or permanently.
Appointment	A set time and date to meet with a Prospect, Resident, Contact or Referral. An appointment typically involves you and the person you are speaking with.
Meeting	Specific time to come together with a Prospect, Resident, Contact or Referral to discuss a topic. A meeting typically involves a group of attendees.
Home Visit	Off-site visit of a Prospect for a meeting or for assessment
Walk In	When a Prospect, Contact come in to visit the community without an appointment.
Referral	A Prospect or Cantact that has been recommended by another person.
Reschedule	Changing the date/time of a meeting/tour.
To Do	Specific items that need to be completed.
Event	A planned occasion to bring groups of people together. This is typically an event hosted at the community such as a 4th of July mixer or Open House.
Web Form	Page on a website where contact information is entered. Typically this is when a Prospect or Contact submits information through your website as a request for contact or information.
Outreach Appointment	Used to track the appointments made to a Referral Source contact in regards to outreach.
Outreach Call In	Receiving a call from a Referral Source regarding outreach.
Outreach Call Out	Making a call to a Referral Source regarding outreach.
Other	Used for various items that do not fit into another activity type. This should be used sparingly.

Activity Results

These are master types are applied to any custom activity result codes and play an important role in completed activity reports. Please note that activity results are extra details about a completed activity and are not counted in sales conversion reports. For instance, a walk-in activity that resulted in an Appointment/Visit Held would still require an appointment or tour activity be created for proper conversion to be tracked.

Note: The speed to lead report does take result conversions.

Master Type	Description
Attempt	The activity occurred but resulted in no contact being made with the prospect or contact.
Appointment/Visit Held	The prospect received the appointment or tour and was completed.
Contact Made	An activity that resulted in a voice-to-voice or face-to-face interaction with a prospect or contact.
Deposit Taken	An activity resulted in a deposit being received.
Move In	An activity that resulted in either a physical move in or financial move in date being set.
Scheduled Appointment/Visit	An activity that resulted in an appointment or tour being scheduled for a future date.

Market Source

These master types are heavily used in our Enquire Analytics. They allow you to group your more specific market source options into more broader categories that can provide better insights when looking at a trend report.

Master Type	Description	Paid or Unpaid
Print Advertising	Discovered via ad on newspaper, magazine, etc.	Paid
Media	Discovered via ad on television, radio, etc.	Paid
Event	Discovered at conventions, networking, etc.	Paid
Professional Referrals	Unpaid 3rd party referral sources such as a local doctors office or rehab center.	Unpaid
Website/Social Media	Discovered via your community website, Facebook, Instagram, etc.	Paid
Internet Advertising	Discovered via internet advertising such as web banners.	Paid
Online Directory	Online referral companies such as A Place for Mom, Caring.com, etc.	Paid
Agency	Paid 3rd party agencies/professional referrals (typically more boutique or local agencies)	Paid
Signage	Advertising via billboards, benches, etc.	Unpaid
Direct Mail	Print ads that has been mailed to a large group of consumers at one time.	Paid
Community Knowledge	Word of Mouth or someone local that is already aware of your community.	Unpaid
Competitor Referrals	Referred to your community by a competitor.	Unpaid
Staff Referrals	Prospect or Contact that has been notified of your location from a current staff member.	Unpaid
Resident Referrals	Prospect or Contact that has been notified of your location from a current resident.	Unpaid
Family/Friend Referrals	Prospect or Contact that has been notified of your location from a family member or a friend.	Unpaid
Email	Prospect or Contact that has been notified of your location from an email blast.	Paid
Other	Used for various items that do not fit into another category. This should be used sparingly if at all.	Unpaid

Lead Score

These master types are useful in categorizing you specific lead scores. Custom Lead Scores are more likely to be brought into standard and custom reports than these master types but can be useful in categorizing lead scores if custom options exceed the number of master types. When using lead scores, it is recommended to have a Move In/Resident and Move Out option. This will make it easier to separate out residents and past residents from prospects.

Master Type	Description
1 - Future Lead	A prospect who has no interest in moving now but will in the next 1+ years.
2 - Cool Lead	A prospect who has an interest in moving within the year.
3 - Warm Lead	A prospect who has an interest in moving within the next 90 days.
4 - Hot Lead	A prospect who has an interest in moving within the next 30 days.
5 - Ready Immediately	A prospect who has an interest in moving as soon as possible
Lost Lead	A prospect who has fallen off of the sales cycle.
Unqualified	A prospect who does not meet the requirements to move in to the community.
Not Yet Classified	A prospect who does not currently fit one of the above master types.