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How to Test Your Website & CRM

A Complete Guide to Testing Sign-Ups, Emails, Texts, and Workflows in Real Geeks

Testing your Real Geeks Website and lead capture process helps you understand exactly what your leads experience when they register. By walking through the full journey yourself, you can confirm your Capture Forms are working, verify email and text notifications, and see how your Workflows are timed. This ensures your system is set up to respond quickly and consistently.

Need to Know

  • Always test using an email address that is not connected to your Real Geeks account

  • Test your website sign up forms in a browser that you don't typically use, or in an incognito/private window

  • Complete the full registration process to test your notifications, view your listing alert emails, and verify your workflows are sending out on a timely basis

Table of Contents

Why Website Testing Matters

When you test your Real Geeks Website, you are confirming exactly what your Leads will experience. You are verifying that your Capture Forms appear at the right time, that your CRM creates the Lead correctly, and that your automated emails and texts send as expected.

As you move through your own test registration, pay attention to timing, clarity, and ease of use. Ask yourself:

  • Would I respond to this?

  • Does this feel professional?

  • Is the follow-up fast enough?

Your test gives you full visibility into your system before real clients enter it.

How to Test Properly

  • Use an email address that is not connected to your Real Geeks account

  • Use an incognito or private window, or a browser you do not normally use

  • Have access to your CRM so you can monitor the new Lead in real time

  • Complete the full registration process so notifications, Saved Searches, and Workflows trigger correctly

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Test Your Capture Forms

During your test, you are confirming that your Capture Forms trigger correctly and create a Lead in your CRM.

  1. Visit your Website as a new user would.

  2. Search for properties in your market.

  3. Click into a property page (or multiple if you have delayed registration) to prompt the sign up form

  4. Complete the sign-up form using your test email and phone number.

You can also test additional forms such as:

  • Home Valuation Tool submissions

  • Market Report sign-ups

  • Contact forms

  • Request a Showing buttons

Complete the entire registration process so the system creates the Lead in your CRM.

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Review CRM Notifications and Lead Assignment

After you complete your test registration, immediately log into your CRM. You are verifying how your system handles you as a new Lead.

Confirm the following:

  • The new Lead appears in your Leads List

  • The correct Source is recorded

  • The Lead is assigned properly (single agent, Pond, or Round Robin)

  • You receive email notifications

  • You receive text notifications (if enabled)

  • In-app notifications appear on your Dashboard

Next, actively test behavior-based notifications. As your test Lead:

  • Reply to a CRM text message and confirm you receive a notification

  • Favorite a property and confirm you are alerted

  • Perform additional actions a real Lead might take

You are confirming that your system alerts you in real time when a Lead engages.

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Review Emails and Text Messages Sent to the Lead

As part of your test, log into your test email inbox and review every message your system sends you.

  • Auto-responder emails

  • Property Update emails from Saved Searches

  • Workflow emails

  • Sign-Up Responder texts (if enabled)

This is your chance to test your CRM Templates, text templates, and merge fields before real Leads receive them. Confirm that:

  • Correct branding and agent information

  • Merge Fields show the correct data in the correct location

  • Clear call-to-action messaging

  • Accurate contact information

If something looks off, update your templates and test again. Your goal is to approve every message before it reaches real clients.

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Test Saved Searches and Property Update Emails

As part of your test registration, a Saved Search will typically be created automatically. This allows you to see exactly what your listing alert emails send, when they send, and how they appear to your Leads.

In your CRM, confirm:

  • A Saved Search exists on the Lead Detail page

  • Property Update emails are scheduled

  • Listings in the email match the search criteria

This is your opportunity to test the full email experience. Review the subject line, layout, branding, listing details, and links. Confirm that everything looks professional and that the properties shown align with the search criteria you entered.

Property Update and Market Report emails are sent based on the schedule you select. For example, if your Saved Search is set to daily, you can expect the email to be sent the next morning. Monitor your test inbox so you can see exactly when it sends and how often it continues to send.

Over the next few days, continue watching your inbox to verify timing, frequency, formatting, and listing accuracy. This gives you full visibility into what your real Leads will receive.

 

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Review Workflow Timing and Automation

Your test Lead allows you to experience your Workflows exactly as a real Lead would.

After registering, open the Lead Detail page and confirm:

  • The correct Workflow is applied

  • Steps are scheduled properly

  • Emails and SMS steps display with accurate timing

  • Delays between steps match your intended schedule

Then monitor your test inbox and phone over time. You are confirming:

  • Immediate steps send right away

  • Delayed steps send at the correct hour or day

  • The information in each step is accurate and relevant

You can test each Workflow individually to ensure accuracy, clarity, and proper timing. If something sends too soon, too late, or contains outdated information, adjust it and re-test.

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Best Practices for Ongoing Testing

Your testing should not be a one-time event. Treat it as a system check for your business.

  • Test your Website regularly to confirm everything is still functioning properly

  • Re-test after changing Capture Form settings

  • Re-test after editing Workflows

  • Re-test after modifying Lead Assignment rules

  • Review your automated messaging regularly to ensure it reflects your current strategy

Each test gives you clarity and confidence that your system is performing the way you expect.

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Have Family or Friends Test Your Website

Another powerful way to test your Real Geeks Website is to ask family members or friends to go through the registration process.

Ask them to Sign Up by:

  • Searching for Homes and look at listings

  • Look at Market Reports

  • Click the "Contact Us" button

This approach gives you:

  • A true outside perspective on your Website experience

  • Honest feedback about clarity, ease of use, and messaging

  • Insight into how your emails and texts feel to a real person

  • A potential referral opportunity or future Lead in your CRM

After they complete the process, ask what stood out, what felt confusing, and whether they would respond to the follow-up messages. Their feedback can help you refine your messaging and improve conversion.

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Frequently Asked Questions

  • Why must I use a different email address when testing?
    Using the same email connected to your Real Geeks account can interfere with Email Integration and disrupt how messages sync in your CRM.

  • Why should I use an incognito window?
    Your Website uses browser cookies to recognize returning visitors. Incognito mode prevents prior visits from affecting Capture Form behavior.

  • How long should I monitor a Workflow after testing?
    Monitor for at least several days to observe delayed Workflow steps and confirm timing accuracy.

  • What if I do not receive text notifications?
    Check your notification settings in the CRM and confirm that SMS is enabled and properly configured.

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