re/max mid-states and dixie regions beginners technology ...€¦ · 2016-10-01 · from your...

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RE/MAX Mid-States and Dixie Regions

Beginners Technology Program Website Start Up Guide

Agent Name: ____________________________________ User Name: _____________________________________ Password: ______________________________________

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MUST READ! Before you begin please make sure you read the requirements needed to accessing and managing your Agent Intranet for your website.

1. The Following Browsers are support: • Microsoft Explorer 5.5 or higher and running on a “windows” based sys-

tem. 2. The following platforms and browsers are NOT guaranteed to work properly:

• Platforms-Macintosh and Linux • Browsers-Firefox, Safari or Opera

What’s In this Book?

First Time Login Steps: Page 3

Must Do Items to making your new website work for you: Page 7

User Manager: Profile setup Page 9

User Manager: Controls setup Page 10

User Manager: Instant Acceptance Page 11

User Manager: Email Signature Page 12

User Manager: User Photo Page 13

User Manager: Domains Page 14

Check your listings Page 15

Listings Manager: Listings Page 16

How to Setup your automated email campaigns: Page 17

Clients Manager Tool: Campaigns Page 18

How to Accept your leads: Page 21

How to Change the color and layout of your website: Page 23

Set Up your Search Controls: Page 25

Intranet Navigation Descriptions: Page 27

How to get Help! : Page 28

Table of Contents

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For first time login please see your office administrator or broker for your user name and password (NOTE: your user name and password must not be shared with any other person) After receiving your User Name and Password from your Administrator or Broker please visit your state website.

Mid-States Region Type: Dixie Region Type: www.remax-kansas.com www.remax-alabama.com www.remax-oklahoma.com www.remax-mississippi.com www.remax-arkansas.com www.remax-louisiana.com www.remax-missouri.com

1 Open your browser and type in your state into your browser address

area

2 From your RE/MAX State website • Select “Agents & Offices” from the top

level tabs.

3 From the “Agents & Offices” page scroll down this page to find:

• Search by Agent Name • Type in your First or

Last name • Select “Search” button

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5 Your personal agent website is now visi-ble. Some items like your picture and

your contact numbers may not be viewable. Do not be concerned because you can make the changes once you log into your “Agent Login” area. • Scroll to the bottom of

your website. • On the right hand side

(sometimes on the left depending on the tem-plate you use). You will see “Agent Login”

• Select “Agent Login”

4 Find your name and Select: • “Visit Web Site”

• NOTE: A new browser window will open

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6 You will be pre-sented to the Web-site Management Center.

• Provide your “User name”

• Provide your “Password” • Select “Submit” NOTE: After you have signed up for the first time and you forget your pass-word. Select this link.

7 Please read the “On-Line Privacy and Acceptable Use Policy. Once you

have read the agreement please enter in the following if they are viewable: • Provide your “Email Ad-

dress” and/or • Your Agent MLS ID • You may be asked to

enter in a new password • When completed Select

“I Agree” or “I Do not Agree”

NOTE: If you select “I do not agree then your website will not be activated. IMPORTANT: The MLS ID is the most important item needed to activate your website and to show your listings to your website. If your listings DO NOT appear on your website you MUST contact your office administrator IMME-DIATELY!

Your MLS name will show here

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8 The screen below is what you should be seeing when you are logged into your agent intranet area. If so, Excellent and Perfect! You are done and ready to learn some of the basic setup steps to start you on your way to building your internet busi-ness.

As a short cut next time simply go to your agent website and Select “Agent Login” (see step 5). REMEMBER! You can find online help and instructions by selecting =Technology Training on Demand or =FAQs & Help Documents

A

B

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B

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Technology Program Must Do Items to making your new website work for you

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The following steps are to insure that your website is fully operational so it will: • Be interactive, easy and fun for internet consumers while they are using your website • A communication area between you and the internet prospects and your current clients • All contact information and a photo of you are available • Provide you with the wireless interaction to your website while on the road • Prepare your automated “campaigns”

Y ou will need to verify the personal contact information that was used to setup your

internet business platform by Selecting: • USER manager tab

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1 In the USER manager tab you will be at the first of five (f) functions. These functions are important

and need your full review and ac-ceptance. Walk through the next couple of pages so as to edit, change or delete information. NOTE: Always make sure you select the “Submit Changes” for each area or your changes will not take affect. A. Account Access Settings: On

accessing this system for the first time you DO NOT have to change your password again. You already have p;rovided that on the first time login. However it is highly suggested to change your pass-word every six months.

B. Account Information: Com-plete your first and last name. You can add additional “text” for designations. Associate ID is REQUIRED. Email Set-tings: Primary email is the email address your leads and reply emails for your website will be using. Email 2 is for team member or assistant to get “copies” of leads. Phone Settings: The Primary number is the one that shows on your homepage. All other numbers will be shown on all emails and drip marketing cam-paigns. Use the pull down menu for list.

C. User Account: Should say “Sales Associate, website”

D. Agent MLS ID: MUST! Your MLS name will appear and your MLS ID (provided by your office administrator or website support manager) will need to be entered here. NOTE: if your listings are not showing on your website then your MLS ID is not correct. Contact your office adminis-trator or website support man-ager.

E. Specialties: If you are bi-lingual then you can choose up to five languages. This system does not provide multi-lingual websites. How-ever we will promote your abilities on the state website for consumers.

USER Manager Tool: User Profile

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B

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B

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E

D

Please do not add any unique characters (for example @ or &). Only alpha-numeric characters.

It is very important that this is your actual Associate ID number and not just any numbers. Ask your office admin to verify the numbers if you are unsure.

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2 This area provides you with the functions to change your password, forward leads to others in your of-

fice and most important your regis-tration controls, or as it is called “The Electronic Lockbox”. A. Lead Settings: This shows the

time line for accepting leads. B. Lead Assignment Market Ar-

eas: Select your zip codes for your market. You can enter any combination. You can change your zip codes at any time.

C. Market Area Zip Code Report: A report of the zip codes in use, high use or zip codes with a opportunity for leads.

D. Opt Out of Leads: You can opt out for receiving company and office leads so that you will only receive leads on your list-ings and from your website.

E. Client Registration Options: Maximum Registration is the “lockbox” on all listings. Con-sumer is required to provide first and last name plus email Minimum Registration re-moves the “lockbox” from your entire website allowing con-sumers to search without any registration.

F. Forward Leads To Another Account: You can forward your leads to another agent or team member automatically.

G. Emails Notice of Client Activ-ity-Your Standard Setting: This is the “GLOBAL” tool for email notifications for all your clients.

H. Emails To and From Other Agents from Virtual Showings ONLY: Other agents can in-quire into your clients who have visited their sellers home and you can do the same. This is an on and off function. Please read carefully

USER Manager Tool: Controls

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USER Manager Tool: Instant Acceptance

3 The Instant Acceptance provides those sales profes-sionals who have cell phones and handheld de-

vices that can accept email to accept their leads while away from the of-fice. A. Instant Acceptance Email Ad-

dress: Place your email address for your cell phone or PDA/handheld device. Then select: SUBMIT

B. Test Instant Acceptance Email: After you have entered and submitted your email address above you can then test the function.

NOTE: Please read the in depth instructions provided on this page so as to know how to make this very powerful tool work.

A

B

Instant Acceptance will only function with a mobile device that has email. If you only have *TEXT MESSAGING, you may receive the lead notification, but you will not be able to accept the lead via your phone. *WARNING: Text Messaging may not work for all provid-ers. This function is set up for EMAIL only and is not guaranteed to work otherwise.

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USER Manager Tool: Email Signature

4 You can easily change out your email signature that dsipalys when an email is sent from this system.

Your standard signature includes your name, office name and ad-dress, phone numbers and website. Choose to display your signature in the header, footer, right column, or create your own signature. A. Choose your standard signa-

ture to display in the header, footer or right column.

B. Create Custom Signature to display in the header or footer.

A B

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USER Manager Tool: User Photo

5 You can easily change out your professional photo that will show on your web-site, email campaigns and

New homes by email “drip market-ing” tools. A. Update Account Photo: Up-

load your photo by: • Select Browse • Find your photo on your Hard

drive • Then select: Upload Photo B. Please Read the instructions

regarding photo sizes. A B

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USER Manager Tool: Domains

6 Your website is preset with a free sub-domain name that is provided by the re-gion. To view this domain

name you will need to view the “domains” page. A. Current Domain: The website

does provide a free sub-domain name. You can find this domain name here. All of your personal domain names when you point them to this website will show in this area as well. However, we recom-mend that you purchase your own domain name for personal branding purposes. Also, with-out a personal domain name, you do not have a mobile web-site. The sub-domains to not access your mobile website. For more information, go to our online help desk, www.remaxtrainer.com.

NOTE: If you are not experienced in domain name transferring or pointing please contact our online help desk, www.remaxtrainer.com. B. Email Options for Domain

Name: Please read the follow-ing information if you are cur-rently using your domain name as your email address. Our website developer does not provide for MX records. Please contact our online help desk, www.remaxtrainer.com for further instructions.

C. Primary Domain Name: Set your primary domain name.

D. Primary Domain Name 301 Redirect: Choose to redirect all of your domain names to your primary domain name. This is necessary when doing Search Engine Optimization.

E. Current Domain: Enter in your domain name here to notify our developer of your pointing your domain name to the web-site.

F. Name Servers: Here is the location of the Name Servers you will need to change on your Name Server with your current hosting company.

A B

C

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NOTE, your Name Servers are as follows: Kansas, Missouri, Oklahoma and Arkansas NS1.MIDSTATESREALESTATE.COM NS2.MIDSTATESREALESTATE.COM Alabama, Mississippi and Louisiana: NS1.DIXIESTATEHOMES.COM NS2.DIXIESTATEHOMES.COM

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Technology Program Check Your Listings

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Listing Manager Tool: Verify YOUR listings are online

1 To make sure that your website is fully loaded and showing YOUR listings you will need to verify that the

listings are showing. A. Listings: Select the Listing

Manager tab B. Listing Manager Main: This is

the default tab but make sure you are on this tab

C. Your Listings: If you see all your listings then your MLS ID is working correctly and your listings will be showing on your website

A

B

C

WARNING: If your listings are not showing, please contact website support at

www.remaxtrainer.com.

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Technology Program How to Setup your automated email campaigns

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T o activate your auto-mated email drip mar-keting letters and monthly newsletters

the following steps will need to be performed. Select: • CLIENTS Manager Tab

CLIENTS Manager Tool: Campaigns

1 Find the “Campaigns” tab and activate your cam-paigns.

A. Signature Options: Select this to change your email signature. Also located under the User Tab, Email Signature.

B. Welcome New Client, Select: Settings button.

C. Select: On radio button D. Select: Update button E. Select: OK from the

popup window.

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B

C

D

E

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2 Still on the “Campaigns” page you are going to turn on your monthly

newsletters. You are going to activate the “Monthly Newsletter (12 Let-ters) these newsletters go out automatically on the 5th of each month. A. Select: Settings button B. Select: On radio button C. Select: Update button D. Select: OK from the

popup window.

A

B

C

D

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3 Still on the “Campaigns” page you are going to turn finalize the last proc-

ess for your newsletters. You are going to activate the “Monthly Newsletter (12 Let-ters) for ALL clients. A. Select: Recipients button

(a new window will open) B. Select: On radio button C. Select: Update Recipients

button to activate for all clients.

Helpful Hint: Now go to your website and explore as if you’re the consumer. Then register on your own website and start getting the auto-mated emails. If by the fol-lowing day you have not re-ceived a welcome letter or one of your campaign letters contact your office adminis-trator

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B

C

You Are DONE!

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Technology Program How to Accept your leads

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A

B

1 The “Clients Main” page is your first page. This is the area where you will see

your pending leads. A. The Reports & Summa-

ries area is where All leads PENDING will be in RED.

B. To accept the lead you will Select the Top ballot box which will select all leads pending.

C. Select: Accept Lead button

D. Next Screen Select: Accept Selected Leads button

Helpful Hint: If you had your Instance Acceptance for your cell phone setup as shown under the User Tab you can accept these leads while out of the office. Save time

CLIENT Manager Tool: Main

D

Congratulations: The Lead is Yours

C

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Technology Program How to Change Colors and the Layout of your website

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A

B

C

SITE BUILDER Manager Tool: Site Design

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B

1 The “Site Builder” provides you with the ability to change col-ors and layouts for

your website and customize pages within your website. It also gives you the tools for basic search engine optimiza-tion as well as reports for tracking visitors to your site. A. Themes & Header: Pro-

vides the tools to change the color theme.

B. Choose a Color Theme: Choose from several color themes.

C. Choose a Header: Select from one of the Company Header Images that are available for your chosen color theme. Or, choose to upload your own cus-tom header image. Make sure you read the instruc-tions and the size the cus-tomer header must be.

D. Home Page Layout Choose from several home page layouts. Once you’ve selected the de-sired layout, click on Up-date Home Page Layout.

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Technology Program How to Setup Your Search Controls

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B

C

1 The “Search Con-trols” page provides agents with the ability to “localize” the start

search on their website for the consumers. It also allows you to turn on or off the addi-tional search tabs. A. Instructions: Please read

over the easy to follow instructions.

B. Use the Sliding Knob: Pulling up or down will zoom in or out on the map. You can use the little “cursor” hand and drag the map around to center it for your area. Zoom to the area you WANT your clients to start searching from.

C. Reset to Company Map Area: If you make any mistakes and want a quick “start over” select this but-ton.

D. Save My Search Map: Once you have your map centered and at the zoom level you want select this button.

E. Search Tabs: Allows you to show or hide which search tabs are featured on your agent website. Make these settings does not affect the leads you will be offered from the corporate/office websites.

SITE BUILDER Manager Tool: My Search Map

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A

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E

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The Site Builder tab controls all of your website’s customization tools. This section contains some of the most powerful tools available in your industry. The Site builder tools allow you the flexibility to edit the de-fault content or to completely customize your website. Move Page Objects from page to page, Change the template of your Featured Properties, Add Slogans and scrolling footers, one of a kind Search Engine Opti-mization tools and submit to search engines features, powerful website reporting tools and unique “return of investment” marketing source codes to track the value of your internet marketing locally or nationally.

Agent Intranet Top Tool Bar Descriptions

The “User” tab contains all the contact and user information for your website. Your website is ‘Database Driven”. This means that the information that you enter in the User section of your website is what displays on the website. It is essential that this information be kept up-to-date. In brief, if a prospective buyer/customer can’t find you, you run the risk of losing that prospective buyer/customer. You need to be sure your contact information is correct! This tab controls all of your Contact information, Password, Email Ad-dresses, Zip Code Marketing Area, Wireless Instant Acceptance, Agent MLS ID, Agent Photo, and Domain Name's) Management.

The Listing Manager is the driving force for adding site value. Even though the tools in this section may be perceived as only for Advanced (Power) Users, making an effort to learn these tools means you’ll be able to more effectively attract buyers and market your listings. Enhance your listings by adding photos, editing the remarks, or create manual listings or Demo listings as well as maintain a list of Sold Properties that will en-hance your profile. This is also where your Featured Property Controls reside. Included are Buyers Tours, Sellers reports, reports on internet traffic to any listings within our system, Listing reports, Every Homes has it’s own domain name feature, flyers and manual listings.

Key area to accepting leads and generating your customizable email campaigns. Both site usage reports and your prospective buyer/customer activity records are located in this section. Powerful Drip marketing and auto-responders and editable letters to meet your marketing needs. In addition, there is a robust add clients, upload or download your contact management list, contact management system with tasks, calendar and email capabilities.

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RE/MAX Mid-States and Dixie Region

LeadStreet Websites Online Help Easy as: WWW.REGIONALHELPSOLUTIONS.COM Direct all agents to this website so we can track the needs of all associates. This service ticket system is audited and all website support man-agers have access to help and assist all associ-ates, brokers and office staff in relation to the websites and design center.

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1 Creating a service ticket.

A. Click on New Ticket. B. Select Department. C. Create.

RE/MAX Help Desk: Create Service Ticket

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2 Creating a service ticket.

A. First & Last Name B. Email Address C. Priority: This is where

you will choose your state from the drop down menu.

D. Subject: The subject that the issue or question is with.

E. Message: Provide us with as much detail as possible. As much infor-mation as possible will speed up our response and a solution for your issue.

F. Attach: Attach any screen shots or necessary images to assist us with your issue.

G. Provide your city, state and office name.

H. Word Validation: This changes with each new ticket created. Please retype the numbers and letters that are shown to you when you create a ticket.

I. Create Ticket.

RE/MAX Help Desk: Create Service Ticket

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F A Q S & H E L P D O C U M E N T S

www.RegionalHelpSolutions.com Hours of operation : Monday – Friday - 9am to 5pm Central

You can also call or email us: Mid-States & Dixie Region

Kelly Powell Toll Free: 1.866.428.8274

Direct: 816.813.4606 [email protected]

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If you need assistance from website support, please use our Online Help Desk, www.regionalhelpsolutions.com.

It is the best way to communicate with website support.

Need more information or want to learn more about your Leadstreet website? View one of the 3 help

options!

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RE/MAX Mid-States and Dixie Region

Website Support Team

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