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How to Set up a Lead or Prospect RSS Feed in Outlook

Yabber has multiple ways in which to notify broker of new leads, such as email, SMS, CRM, Planner, webhooks, but the easiest way of building a simple notification system is via an RSS feed. RSS stands for 'Really Simple Syndication', and it works by ingesting multiple RSS 'feeds' into a single aggregated source. Typically used by news aggregators, the systems aren't often used now because of the popularisation of social feeds, but RSS is still an effective solution for aggregating information, and it's still supported by Outlook. While the method is a little antiquated by modern standards, the simplest methods are often the most effective, and regardless of whether you choose to use the system or not, it's still worth adding the feed to Outlook as a foolproof backup. This FAQ will look at the process of adding a Lead or Prospect RSS feed to Outlook.

In order to add an RSS feed to Outlook you must be using a desktop version of Outlook - the addition of feeds is not supported by the web version. However, the web-based version of Outlook does show those feeds that were added via the desktop version.

RSS Feeds: RSS is supported by Yabber in a number of ways. Other feeds are available for systems such as triggers, webhooks, and SMS replies. If any of these feeds need to be added to Outlook you should follow the same method we're about to describe.

RSS Aggregators: While we're adding the RSS feed to Outlook, you may add the same feed to any RSS aggregation tool, such as Thunderbird or most good email clients. There are thousands of mobile applications that support the feature.

Microsoft: An introduction to RSS feeds, and instructions for adding feeds, is available on the Microsoft website . For troubleshooting purposes, the MS source should be referenced.

  Locating the Lead and Prospect RSS Feeds

You will find the Lead and Prospect RSS feeds in the standard Leads table. Selecting the small orange RSS icon as shown will return a panel with URLs for leads, prospects, and contacts (the latter aggregate those submitted via the mostly deprecated contact form).

Lead Prospect RSS Feeds

  Pictured: You will find the Lead and Prospect RSS feeds in the standard Leads table. Selecting the small orange RSS icon as shown will return a panel with URLs for leads, prospects, and contacts (the latter aggregate those submitted via the mostly deprecated contact form).

We'll copy the Prospect RSS feed for the purpose of the example. It's this RSS URL that we'll copy into Outlook.

  Adding an RSS Feed to Outlook

From within Microsoft Outlook (desktop application), you will see an option for 'RSS Feeds' towards the bottom. Right click on the text and select 'Add a New RSS Feed'.

Outlook Add New RSS Feed

  Pictured: From within Microsoft Outlook (desktop application), you will see an option for 'RSS Feeds' towards the bottom. Right click on the text and select 'Add a New RSS Feed'.

A dialog box will be returned to your screen where you should copy the 'Prospects' RSS feed we copied earlier from Yabber.

Outlook Add New RSS Feed

  Pictured: A dialog box will be returned to your screen where you should copy the 'Prospects' RSS feed we copied earlier from Yabber.

Once you click 'Add', Outlook will start populating and appear in the same format as standard email. Selecting each record (normally arranged by date, of course) will return most of the data available for the Prospect.

Outlook RSS Feeds

  Pictured: Once you click 'Add', Outlook will start populating and appear in the same format as standard email. Selecting each record (normally arranged by date, of course) will return most of the data available for the Prospect.

You will now be notified of new leads and/or prospects as they're submitted to Yabber. You may add alerts, notification sounds, or anything else that normally applies to standard email. If required, you can rename the RSS folder by right clicking on the feed and selecting 'Rename Folder'.

It's a simple method of lead notification, but it's highly reliable and very efficient. At worst, it's a good backup for any other system that might not be correctly defined.

As stated earlier, any other RSS feed made available in Yabber is added to Outlook in the manner we've just described.

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