re/max mid-states and dixie region beginners technology...

Page revised 9/07

RE/MAX Mid-States and Dixie Region

Beginners Technology Program Website Start Up Guide

Agent Name: ____________________________________ User Name: _____________________________________ Password: ______________________________________

revised 9/07

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: User Photo Page 12

User Manager: Domains Page 13

How to Setup your automated email Page 15

Clients Manager Tool: Campaigns Page 16

How to Accept your leads: Page 18

How to Change your website look:

How to Change the color and layout of your website: Page 22

How to get Help! : Page 24

How to setup your search map to your local market: Page 25

How to put in a service ticket: Page 27

HELP contact Information: Page 30

Intranet Navigation Descriptions: Page 31

Links to online Movies: Page 32

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 “Agents Login”

• Select “Agents 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 =Frequently Asked Questions or =Previous Training Classes Recorded

B

A

A

B

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

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

internet business platform by Selecting: • USER manager tab

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”

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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 pro-vided 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. 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.

A

B

B

E

B

C

D

USER Manager Tool: User Profile

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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. 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.

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

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

F. 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

G. Activating Your realPING Ac-count: In most cases if we had your email address prior to you signing into your website, your realPING account should al-ready be activated. IF we did not have your email then you would need to make sure you put in your “DIRECT” contact number in this area. NOTE DO NOT put in the office number.

USER Manager Tool: Controls

A

C

D

F

B

E

G

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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

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USER Manager Tool: User Photo

4 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

5 Your website is preset with a free domain name that is provided by the region. To view this domain name you

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

does provide a free domain name. You can find this do-main name here. All of your personal domain names when you point them to this website will show in this area as well.

NOTE: If you are experienced in domain name transferring, forward-ing or pointing please continue. If you are not familiar please contact your office administrator. B. Current Domain: Enter in your

domain name here to notify our developer of your pointing your domain name to the web-site.

C. Name Servers: Here is the location of the Name Servers you will need to change on your Name Server with your current hosting company. NOTE: For Kansas, Missouri, Oklahoma and Arkansas your name servers are:

Ns1.midstatesrealestate.com Ns2.midstatesrealestate.com For Alabama, Mississippi and Louisiana: Ns1.dixiestatehomes.com Ns2.dixiestatehomes.com D. Domain Name Options: Please

read the following information if you are currently using your domain name as your email address. Our website developer does not provide for MX re-cords.

E. Marketing Source Manage-ment: This area is for advanced domain name tracking.

A

B

C

D

E

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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

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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 marketing 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 select this to enter into this function.

You are going to activate the “Welcome New Letters” that a prospect gets when they reg-ister on your website. 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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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

A

B

C

You Are DONE!

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Technology Program How to Accept your leads

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Y our website will alert you via email that someone has regis-tered or requested a

showing or information about a listing on your web-site. It is extremely impor-tant to accept all leads to your website. From your agent intranet: • Select: CLIENTS Man-

ager tool

• The following steps are setup to help you accept your leads and start the branding process and communication with your internet clients.

CLIENT Manager Tool:

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A

B

C

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

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

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A

B

C

1 The “Site Builder” page provides you with the ability to change colors and

layouts for your website. This gives you the opportunity to make your website look dif-ferent then another agent. In the Beginners we only go over the “Site Design” page. A. Site Builder: Change the

look and feel of your web-site.

B. Site Design: Provides the tools to change the color theme and layout for your entire website.

C. Color Theme: Select from 10 different color themes and looks

D. Do not forget to select “Update Website Theme”

E. Home Page Layout: Se-lect from two layouts

F. Do not forget to select “Update Home Page Lay-out”

G. Customize Your Home Page: 6-panel (standard) Layout shown: Allows you to edit text in the areas noted “Text Area”. Or to turn “On” and “Off”

H. Do not forget to select “Submit Home Page Cus-tomizations”

SITE BUILDER Manager Tool: Main

H

D

E

F

G

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Website Support Contact

The entire Technology Program has been developed to help our RE/MAX profes-sional sales associates in their daily needs to improve their internet business avenues. As part of this program we present a professional standard in your website needs and support items. Please contact your office administrator for further information about our programs.

Sincerely, David Teefy Chief Technology Officer (866) 428-8274 option 3 [email protected] RE/MAX Mid-States and Dixie Regions

I am here to support your RE/MAX Technology Internet Business Platform. Please feel free to contact me about the website or the Marketing Design Center.

Sincerely, Mid-States Region: Kelly Powell Dixie Region: Traci McKinley Website Support Manager Website Support Manager [email protected] [email protected] 1-866-428-8274 Option 1 1-866-428-8274 Option 2

Make the following steps part of your daily business program. 1. Check your email regularly or at least three times a day. 2. Check your website to assure your clients are listed properly and

that all your photos are online, viewable for your internet clients. 3. Search your website daily so as to be familiar and experienced to

guide your potential new clients online to their real estate needs. 4. Get a Domain Name and promote it in your market. 5. Accept your leads even the fake ones 6. Use your website and it’s unique tools in your listing presentations 7. Be the Technology Pro in your market!

Go Online Now!

http://www.remaxtrainer.com

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Technology Program How to Setup Your Search Map to your Local Market

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A

B

C

1 The “My Search Map” page provides you with the ability to “localize” the start

search on their website for the consumers. So an agent and office can “Drill” down to their individual market area. A. Site Builder: Select this

Button B. My Search Map: Select

this tab. C. Instructions: Please read

over the easy to follow instructions.

D. Use the Sliding Knob: Pulling up or down will zoom in or out on the map. You can use the lit-tle “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.

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

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

G. EXAMPLE: This shows an example of “drilling” down to a market area and saving. This map as shown would be the start-ing map for my clients.

SITE BUILDER Manager Tool: My Search Map

D

E F

G

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Technology Program How to put in a Service Ticket

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A

B

C

1 Putting in service tickets is very easy. Please visit

www.remaxtrainer.com The Ticket System is used as the primary method of getting issues and solutions for your website and your clients list-ings. A. This is the homepage:

Note the hours of opera-tion in the upper right hand corner.

B. Home: This is the start page. You can select any of the tabs on this level for your needs. However the “Home” level is the start for placing a ticket into the website support group.

C. Knowledge Base: You can view previous Frequently asked questions and an-swers and search as well to questions you might have.

D. Placing a Ticket: Choose from the list provided as it pertains to your needs or issues. If you do not find it from the list please use the “General Help”

E. Do not forget to select “Next”

RE/MAX Trainer: www.remaxtrainer.com

D

E

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A

B

C

2 Creating a service ticket.

A. Create New Ticket Screen

B. Provide the following Items: First and Last Name, email address that you can be reached at

C. Subject: Provide us with some type of description header to go by.

D. Message: Provide as much detail as possible. Numbers, links, bulleted step by step. As much information given will mean faster solutions.

E. Priority: The ticket is not determined by this field. However if this is con-cerning a listing not show-ing, missing photos etc. this would denote an ur-gency. Provide your City, State and Office name as we can quickly pull up your website account.

F. Notify You: Select this ballot box to notify you when your ticket was han-dled. NOTE: Even when a ticket is closed out you will receive a notice and you can also reopen a ticket if you feel it’s not completed.

G. Select “Create Ticket”

RE/MAX Trainer: The Create a Service Ticket

D

E

F

G

What Happens when you put in a service ticket? Answer: your website support manager as well as the Chief Technology Offi-cer receive an email notification. The ticket gets a number and time stamp. All correspondence and communication for the Service Ticket is relayed back to the agent who placed the ticket. Once a resolution is provided or explana-tion given the ticket is closed. All tickets can be reopened by the agent if they feel the resolution was not completed. Allow for 8 business hours from when the ticket was placed for a reply.

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Website Support Contact

The entire Technology Program has been developed to help our RE/MAX profes-sional sales associates in their daily needs to improve their internet business avenues. As part of this program we present a professional standard in your website needs and support items. Please contact your office administrator for further information about our programs.

Sincerely, David Teefy Chief Technology Officer (866) 428-8274 option 3 [email protected] RE/MAX Mid-States and Dixie Regions

I am here to support your RE/MAX Technology Internet Business Platform. Please feel free to contact me about the website or the Marketing Design Center.

Sincerely, Mid-States Region: Kelly Powell Dixie Region: Traci McKinley Website Support Manager Website Support Manager [email protected] [email protected] 1-866-428-8274 Option 1 1-866-428-8274 Option 2

Make the following steps part of your daily business program. 1. Check your email regularly or at least three times a day. 2. Check your website to assure your clients are listed properly and

that all your photos are online, viewable for your internet clients. 3. Search your website daily so as to be familiar and experienced to

guide your potential new clients online to their real estate needs. 4. Get a Domain Name and promote it in your market. 5. Accept your leads even the fake ones 6. Use your website and it’s unique tools in your listing presentations 7. Be the Technology Pro in your market!

Go Online Now!

http://www.remaxtrainer.com

revised 9/07

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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Type in the links below into your browser to watch “self help” movies on the following items.

Name URL

1 New User Setup Guide https://remaxtraining.webex.com/remaxtraining/k2/e.php?AT=RINF&recordingID=21399612

2 Listing Tab https://remaxtraining.webex.com/remaxtraining/k2/e.php?AT=RINF&recordingID=21574252 3 Clients Tab https://remaxtraining.webex.com/remaxtraining/k2/e.php?AT=RINF&recordingID=21881387 4 Custom Campaigns Let-

ters and Groups https://remaxtraining.webex.com/remaxtraining/k2/e.php?AT=RINF&recordingID=21972692

Design Center Training Name URL

1 New User Set-Up https://remaxtraining.webex.com/remaxtraining/k2/e.php?AT=RINF&recordingID=20549232 2 Creating a Brochure https://remaxtraining.webex.com/remaxtraining/k2/e.php?AT=RINF&recordingID=20569217 3 Create an Ecard https://remaxtraining.webex.com/remaxtraining/k2/e.php?AT=RINF&recordingID=20694197 4 Create a Flyer https://remaxtraining.webex.com/remaxtraining/k2/e.php?AT=RINF&recordingID=20747112 5 Using National Ads https://remaxtraining.webex.com/remaxtraining/k2/e.php?AT=RINF&recordingID=20884022 6 Property Cards https://remaxtraining.webex.com/remaxtraining/k2/e.php?AT=RINF&recordingID=21022357 7 Web Commercials https://remaxtraining.webex.com/remaxtraining/k2/e.php?AT=RINF&recordingID=21115457 8 Slide Shows https://remaxtraining.webex.com/remaxtraining/k2/e.php?AT=RINF&recordingID=21214462 9 Virtual Tours https://remaxtraining.webex.com/remaxtraining/k2/e.php?AT=RINF&recordingID=21274207

10 Adding Links to Your Website

https://remaxtraining.webex.com/remaxtraining/k2/e.php?AT=RINF&recordingID=21567862

11 E-Newsletters https://remaxtraining.webex.com/remaxtraining/k2/e.php?AT=RINF&recordingID=21661072

Grab your popcorn and soda! Learning online is easy, on your schedule and fun. There are many online movies to help you. Click one today!

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