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Manual in PDF format - Learning

1. Current Slide The current slide indicator tells you where you are in your presentation lt lists a slide number following the total number of slides in the presentation or it indicates that you are currently on the summary slide The summary slide does not count as a slide in the presentation Current Slide 1of 1 Navigation As you navigate through the Marketing In Motion editor clicking Summary brings you back to a summary slide When the presentation is completed the summary slide is the final slide at the end of a presentation This slide is meant to be used as a closing to a presentation where you summarize the content of your presentation The images and data you use here appear in an email that is sent to your recipient s The images on a summary slide do not appear in a photo box or thumbnail pane Previous and Next either take you back to a previous slide or advance you to the next slide You can continue to click on either button to advance all the way through the presentation to the beginning or the end Composition Add and Remove enable you to compose a presentation by adding and removing slides When you add a slide to a presentation the editor adds the slide to the end of the presentation When you remove a slide from a presentation the editor removes the last slide Slide additions and removals occur sequentially from the end of the presentation lt is a good idea to preplan the sequence in which you
2. A Article ic Load Save As ummm Article Text Management Tools You ll be asked to give your text a file name for future reference After you ve entered a name click Save Your text can now be inserted on any other marketing piece you create in the editor Enter a name 123 Main St Descnption Add Saved Text To add a pre written article or saved text section to your marketing piece simply click on the Text Box where you want to add the saved paragraph or article or Add a Text Box 1 to your marketing piece Then click on the Load Article bution in the Articles Text Management Tools section of the editing tool bar Aride Text Management Tools Find your saved text from the My Articles folder in the list of available articles and click on it Show an image with the My Articles folder Select an Article The curently selected textbox is most closely sized to fit a small article a Sy Articles Small Home Garden J Financial Mortgage Health Wellness Real Estate 3 Targeting Realtors You can change the article text and resave the modified paragraph s into your library for future use by selecting the Save as Article button Map Editing Map Editing The following video demonstrates how to add a Google map to a marketing piece Add a Google Map To Add a Google Map to your marketing piece first click on the Add button in the Main Tools section of the editing toolbar Then select
3. Review and Print or Send 1 Review the report 2 If you want to change anything click Back 3 When finished reviewing click Send 4 When Market Leader displays a success notification click Close Send a Seller s Market Report Prepared for Prepared by Ferber Fobber eresa Choinski Property Location CENTURY 21 Semiao amp 123 Main Seattle WA 98101 Associates Beds 1 Baths 1 I ve put together a home market evaluation for you Below you will see a price range have estimated for your home which was determined by a number of factors including number of bedrooms bathrooms and square footage of comparable homes in your neighborhood Call me today with any questions you may have or if you would like a more detailed analysis Se nd ra Se er S A eal ket Re po rt Please note that this is not an appraisal only an estimate of the current market value of your home sight unseen When visit your home can give you a more precise evaluation based on any home improvements you ve made special features condition of your home etc One of my specialties is helping people get their home ready for sale and getting top dollar for their home look forward to working with you further j i Information Email sent successfully 10021 Comparable Properties on the Market a Y Back end Cancel See Also e Advanced Marketing e Referrals e Seller s Market Report Advanced Marketing Advanced Marke
4. 1 Select an existing Image Box 2 Click Replace Image or Add an Image to your marketing piece by clicking Add and selecting Add Image A standard Image Box appears on your marketing piece To select from a Stock Image click on the Stock Images tab to see the available Stock Images Upload an image from your computer Upload to E My Pictures File Browse Image Libraries Stock Images g Animals QJ Flowers and Gardens J Food and Cooking Holidays and Seasons CA Hornes QJ Ideas and Concepts 3 Money and Finance Nature Backgrounds People QJ Sports and Activities gt b f gt gt gt gt gt gt p Marketing Materials stores all available Stock Images in the Image Library folder of File Manager You can only access these images while editing a marketing piece To update an Image Box with a Stock Image select an Image from the list of available files Newsletter header images are considered Stock Images and are saved in the Header folder Delete Image To delete an image first select the image you wish to remove Next click on the Remove Image button in the Imag e Editing Tools section of the editing toolbar 2 LA x Replace Image Crop Image Mirror Image Remove Im NG Image Editing Tools Upload Image s To Upload an Image either select an existing editable Image or select the Add Image button in Main Tools section of the editing toolbar When the Image Box is s
5. MLS Administration MLS Administration This topic describes the MLS Administration view found in the market leader Admin interface The MLS Administration view enables you to manage MLS IDX feeds for your website In this view you can perform the following tasks Request approval for an MLS IDX feed Download instructions and required forms to gain approval for an IDX feed Monitor an IDX feed approval process Associate office MLS IDs with your website Cancel an approval request limited For more information see the following topics Start MLS Application Monitor an Application Cancel an Application Add Office MLS ID The following graphic shows the MLS Administration view To enlarge the image click the thumbnail LS e A eee Start MLS Application Start MLS Application To request approval for an MLS IDX feed on your website use the following procedure This procedure assumes you are already logged into the market leader Admin interface 1 2 3 8 In the navigation list click Admin Click MLS Administration Click Start MLS Application The system displays a Start MLS Application dialog The dialog includes instructions and a drop down list of known MLS feeds for your area You can view alternate names for a feed by selecting it You can change selections as many times as you want before you click Save From the Select the MLS drop down list select a feed If you found a feed in the previous s
6. Search Public Record Sold Data 2 Manually Enter Sold Listings Search the public record sold information below for properties to include in the report Note This data is not obtained from an MLS but rather is obtained from publicly available records You may select up to 4 listings to include in this report Min Beds Any v Min Baths Any v Price Range Zip Code Property Type All Types ETA Price Sold Date No records returned Send a Seller s Market Report Enter any Additional Comments that you would like to include on the report for your Contact This content will be added as the closing to the report Your signature will be automatically appended so you do not need to include it i Paragraph gt Font family Fontsize hd A gt O Cf nm Y X wer mi Note In the Additional Comments above you may want to include the number of visitors that have been to your website and viewed properties near your Contact s property in the same price range Based on the information you entered in this Seller s Market Report for your contact s property we have analyzed the number of contacts that have viewed comparable properties Comparable properties are defined as properties in the same city within 20 of the valuation you entered and containing 1 Bedroom and Bathroom of the property you entered e On your website mldevc21pro com 0 contacts On the entire Market Leader network of websites 208 contacts v
7. Black Grey White To post a piece on Facebook you ll need to select the Plain Link option on how you want your link to appear Click the Generate Campaign Web Post button After the web post code is generated hit Ctrl C or right click on the selected code to copy A E Return to Your Post your marketing material on your website or social networking page Marketing Material O Enhance your online presence by giving website visitors friends and fans the ability to view your marketing pieces online at any time You can post your materials to your website Twitter Facebook or personal blog by following the instructions below Choose how you want your marketing material link to appear View My editable text links 12ABC34DE Click Here http www marketleaderdoc 1 com O Greeting Card O Button O Text Link Plain Link Generate Campaign Web Post Paste this code into a wall post status update or on your fan page Here is the HTML code for your web post link Copy and paste the code below into your website If you are not familiar with HTML have your web developer add it for you Click to select code then right click to Copy http www marketleaderdocl com marketinglinks E4889E31 For the latest information on posting links in Facebook please consult the Facebook Help Center onhttp www face book com Post to Twitter Post to Twitter To include a link to a marketing piece in a Twitter p
8. Date of Home Listing Owner Comments Estimated Value read only Transaction Status Planning to Sell Pool Resident Status Relationship with property Heat Type Air Conditioning Type Home Sale Price Commission Earned Date of Home Sale When a contact requests an House Values com estimate Market Leader adds an address record to the contact with an address title HouseValues Lead If an estimate includes information from public records the public records information appears in an Estimated Value field of the address You cannot edit Estimated Value information Estimated Value might include any of the following data Home Value Estimate of Bedrooms of Bathrooms Square Footage Lot Size Acreage Type of Property Year Built Pool Overall Condition Style of House Heat Type Air Conditioning Type Secondary Details The Secondary Details panel enables you to save information about a significant other to a contact and other family members of a contact Information and Activity The Information and Activitypanel contains information provided by a contact or generated by the Leader system including the following Source Timeframe Moving From Looking In Listing Addresses This indicates how the contact entered the system For example the contact might sign up on your website after following a link from Craigslist or you might use the import process to add the contact to your account On the regis
9. H l J K L M N o p Q R S T U v wW Roya Elison X Y Z c D E F G H l J K L M N o p Q R S T U V Ww Xx Y Z Roya Elison Roya Elison Roya Elison Roya Elison Roya Elison OOU 0 0 00U0U0U0 U0Uu0 ug0 uu uu uu uu uu l Roya Elison To REMOVE a contact from a Campaign tic a check box next to a name OR click the Select All and click Remove To PAUSE a contact in a Campaign click a button to the right of a name The button changes state each time you click it In the below example Elisa Maines and Tom Brown are Paused Maines Elisa Paused Adams Melissa Active Brown Tom Paused To finish click Save Campaign Once you save a Campaign the contact manager redirects you to Campaigns You should see your Active Campaign displayed in My Campaigns Build a New Campaign Advanced Setting up an Advanced Campaign To set up an Advanced Campaign click on the Advanced button You are able to Choose a Pre Built Campaign or a Build Your Own Campaign Let s select Choose a Pre Built Campaign Build a New Campaign gt Basic Advanced k Choose a Campaign In this example we select Prospecting Rent vs Buy Under the type of campaign each campaign informs you of the target audience As you can see in the below example this campaign is targeted to First Time Home Buyers Next select the version of the Campaign you d like to start i e Email MultiC
10. Highlight Text You can Highlight Text by selecting the editable text you wish to modify Select the color you wish to use as your highlight color from the Text Editing Tools section of the editing tool bar Text Editing Tools Cut Text To cut text from a Text Box first highlight the text you wish to Cut Then click the Cut button in the Text Editing Tools section of the editing Toolbar The highlighted text will be removed from the Text Box You can then Paste this text elsewhere on the marketing piece Text Editing Tools J You can also use the keyboard shortcut Ctrl X to Cut text Copy Text To copy text from a Text Box first highlight the text you want to Copy Then click the Copy button in the Text Editing Tools section of the editing Toolbar You can then Paste this text elsewhere on the marketing piece s You can also use the keyboard shortcut Ctrl C to Copy text Paste Text To paste text into a Text Box first highlight a section of text and Cut or Copy the text You can copy or cut sections of text in your marketing piece or from other applications Next move your cursor to the position where you want to Paste the text in a Text Box and click on the Paste button in the Text Editing Tools section of the editing toolbar You can also use the keyboard shortcut Ctrl V to Paste text Spell Check To Spell Check the text in your marketing piece first highlight the text you d like to check Next click the
11. Hot Contacts who are working with you to buy a home Sold Customers who have completed the sale or purchase of their home Trash Contacts who ask to stop receiving email unsubscribed themselves or have no valid phone number or email address Use this status very rarely or not at all A contact marked as Trash will be automatically removed from automatic emails and listing alerts s Do not put contacts into trash because they stopped coming to the website provided a fake name or said they already have an agent It is a very common mistake to mark all old contacts as Trash When an agent does this contacts that are set up for listing alerts for example will have their alerts deleted This may cause you to miss out on a transaction when the contact starts actively looking for homes a few weeks or months later Custom Status Type Agent Custom Status Type Agent market leader does not support integration of custom status types with the built in status types If you would rather use a custom status type you can use a workaround Custom Status Workaround The concept of this workaround is to use a consistent set of terms in Contact Summary Comments such that you can search for them and the search returns all contacts whose comments contain a given term In preparation for using this workaround define a set of custom status terms e g Serious Just Looking etc and document them e g note to self for future reference To make th
12. Local Page My Tools Page Registration Page Sell a Home Page 1 Professional and Business Suite To Change Titles and Descriptions This procedure assumes you are already logged into the market leader Admin user interface 1 2 3 6 Le In the navigation list click Admin On the Website tab click Titles and Descriptions In the Titles and Descriptions view select a page name from the drop down list The view presents Page Title and Description form entry fields for the selected page To change the text that appears in the browser title bar edit the Title field To change the meta description text for the page edit the Description field A search engine might use this text as a snippet description in search results Google does not use this text for page rank so there is no benefit in stuffing it with keywords Click the Save button To change another page text repeat the previous steps for a different page Main Text Main Text The Main Text view enables you to change the text that appears on the home page of the consumer website To Change Main Text This procedure assumes you are already logged into the market leader Admin user interface 1 In the navigation list click Admin 2 On the Website tab click Main Text The view presents an HTML editor containing the current contents of the Main Text 3 In the HTML editor enter the text you wish to display on the Home page You can use the editor too
13. N to indicate the number of contacts that match the current filter criteria You can create more refined filters using Advanced Search To see more information about a contact click a contact name The rest of this topic describes the features of the contact list in more detail gt 4 Contacts A Remember to change your contact s status from new Please change the status for contacts you have contacted from New Using the right status will make it easier to keep track of your contacts Name CRM Status Select options Type Select options Groups Select options PL Advanced Search Contacts 1 Contact Avg View Save Looking Phone Type Source Created Activity Time CRM LeadRoute Actions Price In pd Frame Status r Status O Test Test 0 0 0 Buyer Offline 9 18 12 10 16 12 Just Active v A Marketing Looking Add Groups Remove Groups x Delete x Contact Type If the Market Leader product you use includes a consumer website when a contact signs up for an account on your domain they can indicate a type i e am a Buyer Contacts can select from one of the following core types If the Market Leader product you use does not include a consumer website the type field reflects the value provided by the system from which the contact came Buyer Seller Buyer Seller Investor When you add or edit contacts in the Admin interface of your website you can assign a type value to a contact Depending on which Market Leader product
14. Undo 12 Redo 0 cuan Align aie Ali Align Remove Up Let Center t Top le Botta m Alignment Tools Change Page Edit the Following Elements Text Boxes Contact Information 3 To select the alignment option that works for you imagine a rectangular box drawn around the outer perimeter of all the text boxes you selected e Align Left aligns all text boxes to the left most position of the imaginary perimeter box e Align Right aligns all text boxes to the right most position of the imaginary perimeter box e Align Center aligns all text boxes to the center position along the page s horizontal of the imaginary perimeter box e Align Middle will align all text boxes to the middle vertical position of the imaginary perimeter box Y fa 5 Middle e Align Bottom will align all text boxes to the bottom most position of the imaginary perimeter box s You can also align text boxes in the same way with other marketing materials elements like Images Google Maps and Shapes To undo a Text Box alignment select Undo Layer Text Box To move a Text Box above or below any other editable Element in your marketing piece select the Text Box In the Main Tools section of the editing tool bar you ll be able to select from the Layer Down and Layer Up options 2133 e J Zoom Layer Layer 20 27 Down up A in Layer Down This button will send the selected Text Box one layer down fro
15. and enter a valid existing forwarding email address that is not already part of the market leader system When you are finished click Add You can add up to 9 new accounts at one time The system sends the new users their login information To add more than nine repeat the previous steps To Edit Email Only Accounts 1 If necessary scroll to display the Current Email Only Accounts list 2 Next to the list title click the Edit link The the Password and Existing Email fields become editable in the list Modify any of the entries in the list 4 Click the Save Changes button ee To Delete an Email Only Account 1 If necessary scroll to display the Current Email Only Accounts list 2 Find the Email Prefix that you want to delete 3 On the row of the target account click the Delete icon To Resend a Welcome Email 1 If necessary scroll to display the Current Email Only Accounts list 2 Find the Email Prefix that you want to resend a welcome email 3 On the row of the target account click the Resend Welcome Email icon Email Signature Email Signature The Email Signature view enables you to maintain the signature block for email sent from your market leader accou nt Using signatures helps avoid problems with spam blockers and saves time The market leader system adds the signature on all emails sent to contacts It uses your contact information for the default signature content To Change Email
16. y Prospecting on purchasing their first home Establish yourself as a knowledgeable trusted advisor with these cards Benefits of a Professional Commercial Real Estate First Time Homebuyers Email Gorilla Marketing Individual inn Cost 12 Emails Gorilla Marketing Team 0 00 per i Moving Up contact 0 Direct Mail Rent vs Buy HH 2 Activities Single Female Homebuyer Website Follow Up Buyer OR TERG FORIENE Seller iii Website Visitors Buyer Advanced Setup Website Visitors Sellers Why Choose Me gt Campaign Elements b Recruiting gt Real Estate and Finance gt Home and Garden gt Food and Entertaining b View All Select a version of this campaign and click Next Step Add Remove Contacts After choosing a campaign click Next Step or Add Remove Contacts To create and activate a Campaign you must add contacts Market Leader presents a contact manager that you can use to add contacts individually or by Group To ADD contacts individually you can search their last name by typing it in the space provided or click on the letter of their last name on the left Next check the radio box to the left of their name s and click Add You can also add contacts to the Campaign by Group First click on the Groups tab select a Group by checking the box to the left of a Group name and click Add The contacts you select go through a verification process before being added to the campaign amp E
17. 1 Estimated Price Range 100 000 125 000 Select Listings Send a Seller s Market Report Please enter or edit the content below that will be included as the introductory text in the final Seller s Market Report sent to your Contact Note To make changes to the default content that will be used in future reports you can edit the content in Admin gt Email gt Seller s Market Report Format Fontfamily Fontsize X A 2 gt la i ms mi 20Qm 3 gt I ve put together a home market evaluation for you Below you will see a price range have estimated for your home which was determined by a number of factors including number of bedrooms bathrooms and square footage of comparable homes in your neighborhood Call me today with any questions you may have or if you would like a more detailed analysis Please note that this is not an appraisal only an estimate of the current market value of your home sight unseen When visit your home can give you a more precise evaluation based on any home improvements you ve made special features condition of your home etc One of my specialties is helping people get their home ready for sale and getting top dollar for their home look forward to working with you further 1 Depending on your Market Leader subscription select listings to include with the report You can include active and sold listings in a report You search for and select listings from within a f
18. 1 In the navigation list click Admin 2 On the Website tab click Site Images The view presents a form for adding the images If no images have been uploaded the form displays a box with a No Existing Logo or No Existing Banner message and an Add button for each box If you already uploaded a graphic the form displays a thumbnail of the image and an Edit button 3 In the Review and Edit Your Website Images form click the Add or Edit button corresponding to the image you want to upload The system displays a pop up form where you can either upload your own image file or choose images from a catalog 4 Depending on whether you want to upload your own or choose from the catalog use one of the following procedures e Upload your own a Click Browse b In the Open dialog select your graphic file c Click Open a OR e Choose from the catalog e Logos a Use the drop down list to select an agency b Click Search c Click the logo you want to use The system displays the selected logo under Current Logo d Click Save e Banners a Enter a keyword or location term in the search box to narrow the choices b Click Search c Click the banner image you want d Click Save Search Widget Search Widget The Search Widget view enables you to copy a script block to another website that provides the other website with an MLS Search Widget connected to your market leader domain When users search on the other website using the w
19. 170 AS TEXLEMIIOS it e A St a Mts kt A ce 170 E e A A ee mae ee are de eee ee a E ae E eee re ee ee ee eee 172 ae XCD SIGS a A AA A a aos 172 EZ ta a ES A ade N 172 e ZONAS td A AA AAA AA AR AAA ANA de 172 ASPINEEAD rota SS ES A a ae aoe Rake 172 PRA DENCIOO AA DAA A AR a ta 173 B Terms and CGONdIIONS atra sta SEA to 173 FNNO DSHEANaAIVICS ent A A EA a Reade 173 Online Help e Introduction e Conventions e Getting Started e Consumer Website e Quick Start e User Interface Tips e Manual Overview e What s New e Admin e My Account e Settings General Info 0 e Alerts e MLS Administration e Start MLS Application e Monitor an Application e Cancel an Application e Add Office MLS ID e Website e Titles and Descriptions Main Text Sell Text Site Images Search Widget Communities Served Featured Partners Listing Address Listing Search Areas Listing Search Fields Consumer Site Theme Custom Page Recommendations O e 3 gt Listing Alert Campaign Message Templates Email Only Accounts Email Signature Welcome Email Seller Market Report e IMAP Credentials e Site Activity e Performance Evaluator e Testing e Using Market Leader e Best Practices e Contact New Leads e Stay Connected e Get Organized e Advertise Your Site e Agent Dashboard e Additional Dashboards e My Inbox e Messages e Reminders e Webmail e Contacts e Status e Built in Status Type Agent e Custom Status
20. 3 State 3 Zip 3 Address 4 City 4 State 4 Zip 4 Address 5 City 5 State 5 Zip 5 Registered From Agent Site Andy Test fakefhousevalues com Monroe 341283 33 Hot 9 10 10 10 14 AM Ellen Smith Yes No No No No No Yes 5 Past Entered Imported fm nonw nn ww nw ww nw ww nw ww IG Rumi Ashal dr rashalfgmail com Renton WA Hot 8 23 10 1 04 AM Ellen Smith Yes No No No No No No 15 Past Offline 3 we woe woe wy we wow woe woe wie woe woe woe we woe woe woe we woe woe woe Marketing 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 No Export Messages Export Messages When you want to use message data in another format e g in a spreadsheet you can export messages exchanged between you and your contacts to a CSV file For large contact lists you might want to export messages for each contact status as a separate file or limit the date range you export For Business Suite and Professional users please see your broker or team leader to export messages To Export Messages 1 Log into the market leader Admin interface 2 In the navigation list click on Contacts 3 In the action links click Import Export Ml PA LAA LS E g MT La iy sas A SASS eco fee 4 Click the Export Messages tab The Export Messages text includes a description of the fields and order of the exported dat
21. Browse Files to upload EN crestock 133928 1920x1200 crestock 70406 1920x1200 d3_ehrenkallman_1600 p dead bunny 1024 Rename To Rename Pictures in your File Manager simply select the photo you d like to rename and click Rename Next type the new file name in the space provided and click Rename File My Pictures Add Folder To Add File To w My Pictures Type File Pa 5606 Wayne Ave Flyer Back Final my Version_SHT Name breakingfighting breetinatiarino Rename Move Delete Open ES Enter a new name for the file r i EN crestock 133928 1920x1200 Rename File ke crestock 70406 1920x1200 Es d3 ehrenkallman_1600 Ch dead bunny_ 1024 Delete To Delete Pictures in your File Manager simply select the photo you d like to rename and click Delete NOTE My Documents and My Mailing Lists work similarly to My Pictures System Requirements Create Marketing System Requirements Create Marketing The Create Marketing functionality requires the following applications and system settings Install Microsoft Silverlight Install Adobe Reader Adobe Acrobat Install Adobe Flash Player Change Browser Settings to allow Pop Ups Minimum Screen Resolution Change Browser Settings to allow Pop Ups Change Browser Settings to allow Pop Ups To access your account you must allow pop up windows from your Market Leader domain If you use a pop up blocker or your Internet Browser is pre configured t
22. Choose listing 1 Log into the Market leader Admin interface 2 In the navigation list click Advanced Marketing 3 Optionally click Email to Contacts to see previously sent listings 4 Depending on which tab you are on use one of the following e From All Listings a Choose a listing to send b Click the Email Listing action link e From Email to Contacts a Click the Email a Listing button b Choose the listing you want to send from the list c Click Continue Choose contact s 1 Using drop down lists select options to filter for contacts 2 Click Update 3 From the result list select the contacts to whom you want to send listings 4 Click Continue The system displays an Add comments about the listing text area You can add your own comments about the listing 5 Your comments replace the MLS comments In the next steps you can customize the email message and your contact information 5 If necessary type comments in the Add comments about the listing text area to replace the MLS comments 6 Click Continue The system displays a preview of the listing and email Edit and send message 1 Review the message and click Back to make any changes 2 Click Send Emailing Report When you email a listing to contacts the system creates a report that tracks each contact that received the message and if they viewed the listing requested information or requested a visit To View Report Log into the Marke
23. IMAP protocol For your convenience Market leader provides instructions for the following third party systems e Android e Phone e Outlook These topics contain the market leader specific settings that you need to know but the methods described are based on limited experience with a limited sampling of system versions For the most authoritative and up to date instructions on how to configure a third party system contact the system provider support Icons Icons Depending on the Market Leader product you use you might not see some of these icons Icon Definition Primary Location a Start myTransaction Contacts 5 Go to Campaigns Contact Summary Listing Photo Advanced Marketing le Listing Unavailable Advanced Marketing Export V card Contact Summary Sp Send sent to Lender Contact Summary 3 System Emails Enabled Contact Summary A System Emails Disabled Contact Summary Print Contact Summary tS Recent Activity Contact View 32 z D Contact Unsubscribed Mortgage Preapproval Request Bad Email Address Email Contact Listing Alerts Enabled Contact RSS feed Phone Number Available House For Sale Contact View Contact View Contact View Contact View Contact View Contact View Contact View Contact View File Message My Inbox Complete Reminders iw Incomplete Reminders F Edit Reminders Edit Disabled Reminders o Information Multiple Views i Delete Multiple Views
24. Keep Building t Clear Cart Create Campaign Marketing in Motion Marketing in Motion Marketing in Motion provides tools to create dynamic pieces with slide shows music and other visual effects For more information refer to the following topics e Selecting a Template to Edit e Create Edit Preview e Marketing In Motion Editor Selecting a Template to Edit Selecting a Template to Edit In order to get to the Marketing In Motion templates from the main page click on the Marketing Materials button from the left navigation menu in your account Then click on the Marketing In Motion From the Marketing Materials list Now you can select the appropriate link for the template selection that will most closely match your presentation needs This will bring you to the Marketing Presentations templates associated with that category Marketing Materials My Saved Pieces Mew Marketing Materials gt Flyers gt Postcards gt Single Email Template gt Newsletters gt Brochures Pro 25 Outdoor Signage gt Guides gt eGreetings Email gt Greeting Postcards Print gt Folded Greeting Cards gt Business Cards Wall Calendars Pro Photo Books Pro gt Door Hangers Pro P Sports Schedules Pro 250 P Spanish Content Pro 100 Website Resources gt Marketing in Motion Animated Greetings Business Builder Animated Greetings Pro Home Shows w Profile Pro Home Shows No Profile Pro
25. Remove Change Shape Opacity Opacity is the measure of how much light is not allowed to travel through an object You may change the opacity of aShape in your marketing piece to make the shape appear as though it is more or less transparent To increase or decrease the opacity or transparency of a Shape select the Shape you wish to modify In the Shap e Toolssection of the editing toolbar grab the Opacity slide bar and move it to the left to decrease the Shape s Opacity Less opacity will make the shape appear more transparent and you will be able to see Images Text or other Elements in you marketing piece through the Shape Grab the Opacity slide bar and move it to the right to increase the Shape s Opacity More opacity will make the Sh apeappear less transparent and you will not see Images Text or other Elements in your marketing piece through the Shape Bich geet Capper Bias ter paa Border Thicke Dpaciy aga Tias amp ts EAS AE E ron HOME BEAUTIFUL HOME Changing Views Changing Views How to Zoom Sometimes there may be advantages to change the view when working with a marketing piece You can now change the view s Zoom while editing Click on the Zoom button in the Main Tools section of the editing toolbar You ll then be able to change your Zoom You can increase the view of your marketing piece to 125 150 or 200 of its original size to Zoom In You can decrease the view of you marketing piece to 75 or 50 o
26. TAU Er HI ha ees ee her Ak Aoii Feeder lo open Corrine i HE If you have trouble opening the document make sure you have downloaded the latest version of Adobe Acrobat Reader For more information on required software versions refer to System Requirements Create Marketing Edit a Piece Edit a Piece To Edit a Marketing Material Template click on the thumbnail image of the piece that you wish to modify This will bring up the Template Action Window Then select the Create Edit button This will open up your marketing materials Editor EN Preview gt Create Edit Keywords 2 two panoramic postcard listing just listed just sold For additional instructions on editing a marketing material template refer to Marketing Materials Editor Print a Piece Print a Piece To print a marketing piece on your home or office printer click on the thumbnail image of the piece you wish to print This will open the Template Action Window e Prey EW Create Edit Download PDF Email Borrowing from your 407K 8 5 X 11 GO Post to Website Add to Campaign Keywords Fier flyers 8 5 x 11 11 8 5 Black Grey White If you are required to edit a marketing piece you must create and save a version of the marketing piece before printing Click Preview gt Print Preview or Download PDF Market Leader generates a downloadable PDF and displays download dialog When your piece is ready click
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28. amp At this point if you don t already have Adobe Flash Player in stalled you will be prompted to upload the Adobe Flash Player Please follow the directions in the System Requirements sectio n Once you navigate through the previous steps you see a selection of marketing pieces to choose from You can select from Marketing Materials or from My Saved Pieces The marketing pieces in Marketing Materials include labels that indicate a theme When you save a piece you can title it anything you want You can find the piece in My Saved Pieces with that name Create Edit Preview Create Edit Preview To Create Edit or Preview a piece you must first select it When working with marketing pieces you can either sele ct from Marketing Materials or from My Saved Pieces When you select a piece from Marketing Materials the application provides the following options From this view you can Create Edit or Preview a presentation 4 Preview F Create Edit email only Keywords 5 Photos Red Black Grey White Just Listed For Sale When you select a piece from My Saved Pieces you can choose to Create Edit Preview Email Post to Website or Delete the piece Regardless of which template you select once you select Create Edit the piece opens in Marketing In Motion Editor Marketing In Motion Editor Marketing In Motion Editor This is the Marketing In Motion editor page On this page you can edit slides text music and
29. an IDX feed to anyone or has exceeded a limit they imposed on the total number of IDX feeds available to agents While an MLS IDX application process is in Agent review instructions status MLS Administration provides a cancel action Once an application status progresses beyond Agent review instructions you can no longer cancel it through the Admin interface To cancel an application that has moved beyond Agent review instructions status you must contact Customer Support To cancel an application use the following procedure h ok ODN Log into the market leader Admin interface In the navigation list click Admin Click MLS Administration For a specific MLS in MLS Administration click the Cancel MLS Request icon In Cancel MLS Request confirm your choice Once an application has been cancelled you cannot restart it from the Admin interface To restart an application you must contact Customer Support Add Office MLS ID Add Office MLS ID You can edit Office MLS ID information in MLS Administration Recording an office MLS ID enables associated listings in Featured Homes on your website and in Advanced Marketing To add an officd MLS ID use the following procedure mb Log into the market leader Admin interface In the navigation list click Admin Click MLS Administration For a specific MLS in MLS Administration click the Edit MLS ID Information icon Eh W N The syste
30. are targeted to be delivered as close to the exact day as possible You are also able to change the Subject for scheduled Emails and Activities by typing desired text in the space provided If you d like to Change All pieces to Direct Mail OR Change all pieces to Email click on the corresponding button at the top You can change the order in which the pieces go out by typing in the desired number to the left of the title of the piece When you re done typing in the number click Update Delivery Order for it to appear correctly on your screen You can also change the delivery order by simply clicking the UP or DOWN arrow until your piece is in its desired location My Campaign Campaign Name First Time Homebuyers Campaign Type Interval do Update Delivery a Total Price 0 00 0 00 Contact LS Onder E Save Delivery Options sal 1 Is Buying an Unrealistic Goal m Email 8 Delivery Format Y Email Subject Is Buying an Unrealistic Goal Schedule 7 Day s after contact added y 2 a How Much House Can You Afford Email 8 Delivery Format Email Subject How Much House Can You Afford Schedule 15 Day s after previous element When finished making changes click the Save Delivery Options button E Save Delivery Options Add Remove Contacts To Add or Remove Contacts from a Campaign simply click on the Add Remove Contacts button This will populate the conta
31. by you to recognize and choose the template in market leader Specify a Subject for the template The Subject appears on the subject line of the email In the Message text area type the template message The template message is the body of the email Click the Save button Email Only Accounts Email Only Accounts The Email Only Accounts view enables you to manage forward only email addresses for people in your organization who do not need a subdomain i e agent website and do not need to be listed as an agent with your brokerage The Email Only Account associates a market leader email address with an existing email address for a person With the Email Only Accounts view you can add edit or delete accounts You can also resend the login information for an account The following procedures assume you are already logged into the market leader Admin nterface To Manage Email Only Accounts 1 2 In the navigation list click Email On the Email tab click Email Only Accounts The view displays a list of existing accounts Email Only Accounts and a form for adding additional accounts To add edit or delete an account use one of the following procedures Add Edit Delete Resend Welcome Email To Add Email Only Accounts 1 2 If necessary scroll to display the New Email Only Accounts form which follows the Current Email Only Accounts list For each new account type a unique Email Prefix assign a Password
32. domain that you can share through any channel by its unique URL The page operates as a standalone website That is it includes navigation that changes the view content but keeps the contact on the same URL in their web browser and it does not share any navigation with your consumer website View content includes the following e Home e Property Information e Agent Information ZN Market Listings M All Listings Email to Prospects Post on Craigslist Single Property Websites Property Location Price Status Headline Title Featured Actions 4116 123 Main Seattle WA 98101 150 000 For Sale By Agent My Seattle Condo 2 x Create a New Single Property Website Back to List Y Property Summary Address Unit Status Choose y City State Province Choose Zip Postal Area Neighborhood Subdivision Headline Title County Headline Text Contact Contact Email Y Property Details Property Type Choose Price Year Built Listing Type Resale New Sale Price View Style Choose Taxes Frontage Stories Levels None HOA Fees Basement Garage Parking None Spaces MA AJO ERI ERII EN Property Summary Y Additional Information Website URL MLS Listing Open House Virtual Tour Print Flyer Interior Exterior Appliances Features Pool C On Waterfront C Basement C ski In Out O Central Air LJ Barn Equestrian LJ Fireplace s C Master on Main Heating Cooling o LI Garage LJ Handicap
33. for Add Remove Contacts as Basic Campaign To finish SAVE your Campaign by clicking this should be Save and Activate if there are contacts added Edit Existing Campaigns Edit Existing Campaigns When you click on the name of a campaign in My Campaigns you will notice there are different options for you to select from Build a New Campaign gt Basic Advanced Name w Type Activities Emails Direct Mail Next Delivery Date Contacts Actions First Time Homebuyers Interval 2 12 0 10 25 2012 1 Rent vs Buy Interval 2 12 Inactive Add contacts business success O Interval 0 al 0 10 18 2012 2 Pause Manage Delivery Options Add Remove Contacts Rename Campaign 7 Q Duplicate Campaign Delete Campaign Pause To PAUSE an active Campaign simply click Pause in the drop down menu Once Paused the Campaign will display as Paused To UNPAUSE simply click Unpause from the drop down menu Manage Delivery Options To change delivery options in a campaign simply click Manage Delivery Options Here you are able to change the Delivery Format Whether you want your contact to receive a marketing piece via direct mail or email and view the Price the cost to print and mail this piece per contact and change the Schedule This is the number of days after a contact is added that this element is scheduled for delivery or the date the element is scheduled for delivery Emails are sent out on the exact day and print pieces
34. gt Remove item Multiple Views F Add item Multiple Views Li School Report Listing Details ma Good Performance Performance Evaluator oe Average Performance Performance Evaluator yE Poor Performance Performance Evaluator Training and Support Training and Support Market Leader offers the following resources to help get you started with its products e FAQ e Training In addition when you are logged into the Leader Admin interface you can access the Leader Support Knowledgebase To Access Support Knowledgebase 1 Click Help and Support 2 Select Get Support The system opens a new browser window or tab to the Leader Support Home page 3 On the Support Home page click Knowledgebase You can browser categories and search for articles To Access Market Leader Online Help In case you accessed this page from a browser bookmark or history the following procedure describes how to access context sensitive help for any view in the Leader Admin interface This assumes you are already logged into the Admin interface 1 Click Help and Support 2 Select Help for this page The system opens a new browser window or tab to the Leader online help content related to your current view If no specific content is available the system directs you to the Introduction FAQ FAQ How to post on Craigslist How to add communities served What to do when the company name changes How to use site Activity How to edit listing alerts
35. header navigation tab with the custom page name If you click on the tab you are directed to the custom page The Custom Page tool imposes a 15 character limit on the name Add Custom Page Content To create content for your custom page use the rich editor When you are finished editing your content click Save To view your content visit your consumer web site and click the navigation tab for your custom page Recommendations Recommendations The Recommendations tool enables you to manage recommendation entries inserted via your consumer web site The consumer website includes a Recommend link in the following places e About page agent In your Admin interface you can view all recommendations This view enables you to delete recommendations you do not want to keep Delete a Recommendation The purpose of this procedure is to delete a recommendation that you no longer want to display on your Agent profile page Log into Market Leader Admin console On the Admin menu select Website From the link list click Recommendations To delete a recommendation click a Delete Recommendation icon corresponding to the recommendation you want to delete The Recommendations tool displays a confirmation dialog to make sure that is what you meant to do OND Email Email The marketleader system sends several types of email to contacts on your behalf They include the following e Welcome email e Listing alert campaig
36. installed the system prompts you to install it the first time you edit a template For details on how to install Mi crosoft Silverlight see Install Microsoft Silverlight For detailed information on using Marketing Materials Editor refer to the following sections Editing Text Editing Images Text management tools Map Editing Shape Editing Changing Views Preview a Marketing Piece Page Controls Add Link to Video and Link Image Custom Postcard Backs and Footers Editing Text Editing Text The following video demonstrates how to edit text in the Marketing Materials Editor Text Editing Add a Text Box To add a Text Box to your marketing piece click on the Add button in the Main Tools section of the editing tool bar and select Add Text Box Add Image Add Text Box Apo Add Google Map Add Rectangle Add Circle Add Line You can modify this Text Box by dragging and dropping it to the desired location on your marketing piece Use the Text Box s corner points to change the shape and size of your Text Box Delete a Text Box To delete a Text Box select the Text Box you wish to remove Click on the Remove button in the Article Text Management Tools section of the editing toolbar i EJ Load Save As Ol Article Article Article Text Management Tools _ Move a Text Box To Move a Text Box click on the Text Box and position your cursor over it until the cursor changes from a pointer to a 4 directiona
37. market leader Admin user interface most procedures tell you to click in the navigation list e g Inbox The navigation list refers to the list of items in the horizontal menu bar that enable you to switch between the various views The following graphic shows the navigation list for Market Leader Professional Depending on the product you use and your role your navigation list might look different Dashboards Inbox Contacts Y Marketing Y Advanced Marketing Y Search Listings Admin y Ed Help Y Configure Columns All grids include a column filter which you can use to show and hide columns in each grid To show and hide columns click Configure Columns in a grid Check columns to show Un check columns to hide r Actions Log Out To log out of the Market Leader Admin panel click the Logout link in the banner of the web page Hello Francis Lau Panel The term panel is used to refer to a section of the user interface that contains a specific class of information e g a list of links a widget nearby listings nearby schools monthly payments and so on A panel usually has a border or a different background color to separate it from the main content of the page Panels often contain information ancillary to the main content and arrayed alongside i e sidebar the main content You can also refer to the main content area as the main content panel Getting Started Getting Started The Getting Started section provides help t
38. on the Remove button When you are satisfied with your campaign elements click on Next Step Tax Benefits 8 5 X 5 5 Jumbo Email Subject Tax Benefits Scheduled 7 day s after contact is added Delivery Format Ernail Delivery Options In this step you are able to change the following Campaign Name Campaign Type Order in which the pieces are delivered Delivery Options i e MultiChannel Direct only Email only Date in which pieces are scheduled to go out Delete elements Edit the Subject line to Email pieces Activities When you re satisfied with the delivery options click Next Step Add Remove Contacts Follow the same steps for Add Remove Contacts as Basic Campaign described in the Basic Campaign above To finish SAVE your Campaign by clicking the Save Campaign button Build Your Own Campaign Build Your Own Campaign Build Your Own Campaign Choose Campaign To set up a Build Your Own Campaign use the following procedure 1 Click either Basic or Advanced The Campaigns builder displays Choose a Pre Build Campaign or Build Your Own 2 Click Build Your Own Campaign The builder displays the message This campaign is completely blank Ready for you to go to the next step and start adding marketing materials and activities to it 3 Click Next Step Build a New Campaign gt Basic Advanced Add Remove Elements Add desired marketing pieces by clicking on their name and click A
39. open To Reply to an Email Message 1 In the Subject field make any necessary changes By default the system populates the subject field and no changes are required but you can override the suggested subject Do not leave it blank Subject is required 2 On the To line check one or more contact email addresses to receive the message In the salutation drop down list choose an appropriate greeting 4 Optionally in the message template drop down list select a message template ee If you select a template the system pastes it into the message text area 5 Optionally click the checkbox to Include original message If checked the system pastes the original text at the end of the text in the text area 6 In the message text area make any changes required Some templates have placeholders for pasting a link Be sure to replace any placeholders or edit the message appropriately to not include the intended replacement 7 Optionally click the radio button to say yes to file this message upon sending This is usually a good idea You can always find the message in the Contact Summary 8 After proof reading the form click the Send button The system returns you to the previous view and posts an information alert telling you Your email was successfully sent If you opted to file the message the system also posts Message filed successfully First Call Agents First Call Agents market leader provides
40. pictures You can use the edit controls at the top of the screen to modify the presentation or you can click a highlighted area of the presentation to the left to change the content of the presentation META HELPFUL HINTS he pt control ietated a fhe toe af the dd amd Fem ids i you bon To modi thee bext oF images otik B a Are on Ene part Beautiful Home For Sale Lise ihe edit controts located at the top a of the screen to modify your presentation OR Click a highkghted area lo the leit to change the contend of your presentation s The Helpful hints frame can be found in the top right hand corner of the Marketing In Motion editor page This will display helpful hints regarding the frame you are currently in or working on There is an EXIT button in this frame Clicking on this button will exit you out of the Marketing In Motion editor Once you click on it you will be reminded to save your work or be allowed to cancel the request to exit The frame directly under this one will also provide helpful hints regarding the various options available at this point in your presentation creation For more information on Marketing in Motion Editor refer to the following topics e Edit Action Buttons e Editor Panes e Working with Saved Templates Edit Action Buttons Edit Action Buttons Use the edit controls located at the top of the screen to add and remove slides in your presentation These are the Edit Action Buttons NOTE Edi
41. the First Call service When you sign up for the service market leader calls all new leads that provide a phone number within 20 minutes of the contact logging in The market leader operator asks the contact a series of questions and enters comments for you about the contact In the contact lists in both the Dashboard and the Contact views there are icons below the contact name if the call center has new comments for you Contacts with a call center immediate contact icon ve next to their names have requested an agent follow up with them immediately and those with a call center icon A should be called by the agent as soon as possible for a follow up conversation market leader also posts a notification of new comments at the top of the Contact Summary market leader saves all comments by its staff in Summary Comments Finding and Adding Contacts Finding and Adding Contacts The Contacts view provides tools to find contacts and to manually add contacts This topic describes steps to search contacts and add contacts to the system The following procedures assume you are logged into the Market Leader Admin interface with the Contacts view open Market Leader removes manually added contacts from the Referral Network i E A A B i tai i ek i r 4 To Find Contacts By default the Contacts view provides a basic contact search form that enables you to find contacts by name status type and groups The form includes an
42. the appropriate photo or photos click the Open button Depending on your photo or photos file size it may take a few minutes to fully import new pictures into your account Please be patient and allow extra time for larger files Move an Image To Move an Image click on the Image Box and position your cursor over it until the cursor changes from a pointer to a 4 directional arrow Click the Image Box drag and drop it to the new location on the marketing piece Resize an Image To Resize an Image click on the Image Box and grab one of the four corner points You can change the height width or overall size of the Image Box by dragging and dropping any one of the four corner points Crop an Image To Crop an Image select the Image Box you wish to crop and select the Crop button in the Image Editing Tools section of the editor toolbar a Replace Image Crop Image A mage Remove Image era Editing 7 Tools Drag the Crop Box around with your mouse or use the arrow keys on your keyboard to nudge it Holding shift while using the arrow keys will nudge the crop area by 10 pixels You can resize the crop area by grabbing a corner and dragging it The Crop Box will always maintain the proper aspect ratio height and width ratio of your Image Box Once you are happy with your image click the Crop Image button Rotate an Image To Rotate an Image Box select the Image Box you wish to rotate and move your cur
43. to Use ICW This procedure assumes that you are logged into the market leader Admin interface Agent Dashboard When a new lead signs up on your site the Agent Dashboard displays their name in the New leads list 1 Click the name of a new lead The system displays the Contact Summary view The view includes a notification that provides an ICW link 2 Peruse the Summary Listings and History tabs to learn about listings the contact viewed their Timeframe and other responses 3 After reviewing the Contact Summary click the Open the ICW link 4 Click the link to the ICW and follow the on screen instructions If the contact provided a phone number ICW displays call scripts and suggested next steps market leader re commends you contact them by phone Phoning is the fastest and most direct way to make contact 5 If they do not answer the phone choose an appropriate followup step If they did not provide a phone number ICW displays a form email Usually you do not have to edit the message but verify its accuracy and helpfulness based on what you know about the contact from perusing the summary You can add or remove listings and make minor text edits to match contact requirements Based on experience top performing agents recheck every message and send them as soon as they can 6 To send the email click the Send button If you do not use the ICW within 12 hours of the contact Created date and time market leader sends the messa
44. to a contact use the following procedure The following procedure assumes you are logged into the market leader Admin interface and have the Compose Message form open To Compose and Send a Message 1 In the Subject field enter the subject of the message The form requires a subject 2 On the To line check one or more contact email addresses to receive the message In the salutation drop down list choose an appropriate greeting 4 Optionally in the message template drop down list select a message template O If you select a template the system pastes it into the message text area 5 In the message text area make any changes required Some templates have placeholders for pasting a link Be sure to replace any placeholders or edit the message appropriately to not include the intended replacement 6 After proof reading the form click the Send button The system returns you to the previous view and posts an information alert telling you Your email was successfully sent Reply to Email Message Reply to Email Message When you click the Email Contact icon in any message list the system renders the Reply to Email Message form This form includes a HTML WYSIWYG editor to support custom formatting of the messages you send To reply to a contact email use the following procedure The following procedure assumes you are logged into the market leader Admin interface and have the Reply to Email Message form
45. up 6 When you are finished editing a Welcome Email click Save Useful Tips e After you save changes to Welcome Email templates you might want to create a test contact from your consumer site and verify that the test contact receives a Welcome Email and it is accurate If you have malformed HTML in your templates the email send might fail or it might not render correctly e Do not copy and paste text from Microsoft Word to Welcome Email templates Microsoft Word does not adhere to common HTML standards so copying and pasting formatted text from Word into a Welcome Email template can cause unexpected results Seller Market Report Seller Market Report The Seller Market Report view enables you to maintain default text that appears in a Seller Market Report The tool provides an editor for composing HTML rich text emails Your text can include up to 5000 characters Market Lead er provides default text out of the box You can use the text as is or modify it to suit your specific requirements This text initially populates the content area of a report When you configure a specific report you have an opportunity to modify the content for that specific report Email Site Activity Performance Evaluator Listing Alert Campaign Configure your Seller s Market Report Content Message Templates he text you enter below will be included as the introduction text in the Seller s Market Report that you send to Contacts I ve put together a home
46. want slides to appear before adding images and text Music When you click the music button you can select specific music for a presentation The frame at the right of the screen brings up a sound file tree from which to select sound choices Sounds are filed within categories based on music themes Once you select the music of your choice a pop up window asks if you want to set the sound When you click Yes you can preview the presentation with the sound You cannot preview the presentation with the sound unless you set the sound You may change and re set the sound as many times as you want before you finally save a piece Editor Panes Editor Panes The editor view defines the following panes that enclose display and functionality features Template Pane The Template Pane is the frame that shows the actual marketing presentation template Once you have selected a slide to edit wait until it is fully loaded on the screen Then move your mouse on top of the portion of the slide that you wish to edit and click on it This brings up an Image box a text box and a description box in the Edit Element Pane to the right or a Text Editor box depending on which portion of the slide you are editing Edit Element Pane When you highlight and click an element in the template pane the edit element pane changes and give you the tools necessary to edit the element If you select a text element in your slide you is presented with a text editor so
47. you are not familiar with what data your MLS provides and how they organize listing types review your changes by trial and error Apply changes and then review your website Try using the search fields to verify that they work as expected For example your MLS might not provide Waterfront information If you added this search field to your website it might cause confusion for your website visitors Some MLS systems treat rentals as a property type while other MLS systems treat rentals as a listing type If you are not sure how your MLS treats rentals you should try different settings and make sure your website is working properly See Also Listing Search Areas Consumer Site Theme Consumer Site Theme This topic describes the Consumer Site Theme view found in the market leader Admin interface The Consumer Site Theme view enables you to change the set of styles that determine the look and feel of a consumer website The theme has no effect on the Admin interface When you open Consumer Site Theme the system displays the available themes for your market leader product type Each theme includes a thumbnail image an activate button and a zoom Icon a The system highlights the thumbnail of the current theme and displays it with an Active button Depending your product type you might see one or more of the following themes Basic Classic Blue Classic Red Classic Silver Activate Theme The following procedure assumes yo
48. you must create and save a version of the marketing piece before printing Click Preview gt Print Preview or Download PDF Market Leader generates a downloadable PDF and displays download dialog When your piece is ready click Down load PDF Your print preview is ready Cioariocad POH bie ere oh WR In the Opening sa_bomplaic pel popup window salect Opan on Save on Compara your oriol br PL ha mapen Pee her Akh Bobet Renja to open Cowninaad i HF If you have trouble opening the document make sure you have downloaded the latest version of Adobe Acrobat Reader When you open the PDF you can save the piece anywhere on your personal computer or shared file drive by clicking on the Save button in Adobe Reader s main toolbar or clicking on the File Menu and select Save As Email a Piece Email a Piece For a brief introduction to emailing marketing pieces watch the following video tutorial How to Email a Marketing Piece To send a marketing materials email click on a thumbnail image of the piece you want to deliver This opens a Tem plate Action Window Click on Email to open a Send Email view a Download PDF Ex Email Borrowing from your 401 gt i 8 5 X 11 Lal Post to Website ef Add to Campaign Keywords Fiver iyers 8 5 x 11 11 x 8 5 Black Grey White If you are required to edit a marketing piece you must create and save a version of the piece before you can ema
49. you subscribe to in addition to the core types you can select from one or more the following extended types Renter Agent Recruit Personal Contact Vendor Other Market Leader does not include extended types in contact analysis ICW notifications website activity metrics or performance stats Recent Activity Depending on your Market Leader add ons you can filter a contacts list to view only recent activity To filter a Conta cts list for recently active contacts click Recently Active 2 Contacts Remember to change your contact s status from new Please change the status for contacts you have contacted from New Using the right status will make it easier to keep track of your contacts Name CRM Status Select options Type Select options Groups Select options y Advanced Search Price Listing Alert All vf Created Date Campaign All vf Market Last Activity Insider All vf Phone Number Xj Quick Call Quick Email Looking In Comments History Has Phone Number All vf Contact Sub type LeadRouter Status All gt Source Bulk Actions The contact list panel provides a bulk action control to perform the following actions on multiple contacts simultaneously e Add Groups e Remove Groups e Delete Using basic or advanced search and check boxes you can filter contacts to a list on which you perform one of the bulk actions Delete Multiple Contacts To delete more than one contact a
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51. Accessible Utilities Lot Description Community Pool C Adult Community Ll Golf Course O Tennis Cancel By submitting this listing you represent and warrant that you have all the necessary rights to feature this listing on your site and that all materials that you provide are owned by you or you have the express written permission of the owner of the materials to provide them to your site Add Featured Properties The Featured Properties view enables you to view and manage configured websites It includes a list of properties already added and a button to add a featured property Each row in the list of websites includes a check box to mark a site as featured and Actions icons that enable you to edit and delete E a featured property You can enter a maximum of 100 featured properties When you reach the maximum number Market Leader disables the Add Featured Property button When you add a website you must supply values for the following fields Address City State Zip Postal Code Status e Headline Title e Headline Text e Property Type e Price e Listing Type To add a featured property use the following procedure amp You cannot use HTML markup in any Featured Property form fields 1 Log into the Market Leader Admin inteface 2 In the navigation list hover on Manage Listings and click Featured Properties 3 In the Featured Properties view click Add Featured Property Market Leader displays a C
52. Advanced Search option that enables you to search on additional contact fields such as phone email comments and history To search use one of the following options e To Use Basic Search 1 In the contact search form enter or select a value for one or more of the following e Name or partial name in the text input box e Status e Type e Groups 2 Click Submit e To Use Advanced Search 1 In the contact search form click Advanced Search The form expands to include additional search criteria inputs 2 Enter or select values to refine the search 3 Click Submit e To clear all search criteria click Clear When you submit search criteria the system returns a list of contacts with names matching the specified values Advanced Search Tips e New fields Search by Category and Source e Use the Comments History field in Advanced Search as a custom status type workaround Campaign Yes returns users currently on active campaigns not if they were ever on a campaign To Add a Contact You can manually add contacts to the system to give them access to the listings on the website to set them up for Listing Alerts and to track their activity on the consumer website To add a contact use the following steps 1 Click Add a Contact Market Leader displays a form to enter contact information 2 Enter the required information Market Leader requires a name and at least one of the following e Email Address e Physical Ad
53. D By default Market Leader uses SLDB to populate listings In Market Leader Professional you can configure it to use agent MLS ID to populate listings in Advanced Marketing view and Post on Craigslist forms To include listings for an agent on the site use the following procedure 1 Click Add Agent MLS ID The tool pops open an Add MLS form 2 Select an MLS 3 In Agent MLS ID enter an MLS ID 4 Click Save or Cancel to save or discard changes respectively The tool closes the form and returns you to Settings Images The Settings tool supports uploading images for use on a Consumer Website in Marketing Materials and for a bulk mailing permit To upload an image use the following procedure Before starting the procedure verify that the image meets the following guidelines Image Type Guideline Website Image File format jpg Maximum size 8MB Aspect ratio 100 130 W H Marketing Image File format jpg or png Maximum width 2800 pixels Marketing Logo This is set automatically to a CENTURY 21 approved logo If your CENTURY 21 affiliation changes prompting a logo change Market Leader provides an U pdate Logos button which you can click to load a new logo Bulk Mail Permit File format jpg or png Maximum width 2800 pixels The system appropriately scales images to the size required by a given context In general scaling down does not sacrifice image quality whereas scaling up might degrade image qualit
54. Down load PDF Your print preview is rendy Cionariond FOI Pie eon fh BIR Inthe Opening sa_bonplaic pol popup Winey salecf Onan o Sane ur Corinna WUT CROAT TAU mei ha eee fee bee ee Amibe Feeder bo open Corrine i HE If you have trouble opening the document make sure you have downloaded the latest version of Adobe Acrobat Reader For more information on required software versions refer to System Requirements Create Marketing Once you ve opened the PDF you can send the piece to your personal printer by clicking the Print button in Adobe Reader s main toolbar or opening the File Menu and selecting Print amp Some Marketing Materials such as Pre built newsletters are two sided so you may want to know how to produce two sided prints on your system Unless you have a printer capable of duplex printing you will probably need to scroll to the first page click print enter the number of copies on the print driver and select Current Page Once you have printed the front pages take them out of the printer turn them over and put them back in the paper tray scroll down to the second page and repeat the procedure above Save PDF of Marketing Material To save a copy of your marketing material on your personal computer download a PDF Click the thumbnail image of the piece you want to save This opens a Template Action Window If you are required to edit the marketing piece and haven t already done so
55. E bj T Led fable sde a prin Mi ei oi pes Sl pr hy Fel ae Cem INICIO Li dama 182111 mies 9 Hat Parar lama ko aes 43 Fedra ra ig Ed LEIH AEI tEh F E 29H hil biir Gi ae mai i To Access a Contact Summary 1 2 3 4 Log into the market leader Admin interface In the navigation list click Contacts To locate a contact use the contact list or the Find Contact feature To use the list set the list filter scroll and use display controls to find a contact To use the Find Contact fea ture enter a name in the text box and click the Find Contact button In the contact list click a contact name Wherever you see a contact name in a list you can click it to go to the contact Summary See Also Initial Contact Wizard ICW Seller s Market Report Send Seller s Market Report Summary Fields Summary Actions Summary Comments Summary Emails Summary Campaigns Summary Buyer Requests Summary Fields Summary Fields This topic describes the fields included in a Contact Summary A contact summary divides the fields into the followi ng categories Primary Details Addresses Secondary Details Information and Activity A contact summary includes a contact name and a subtitle that characterizes the contact activity on your website A subtitle includes what a contact is looking for including location average price and number of bedrooms and bathrooms The rest of this topic describes th
56. Emails This selects all emails in the list 2 Click Delete Scheduled Emails Cell Phone Access to Market Leader Cell Phone Access to Market Leader Market Leader Profession only You don t have to be in front of a computer to access your market leader account Logging into Market leader on your smartphone gives you access to the mobile Dashboard which includes the following entities New Email Reminders Contacts Search Contact by First and or Last Name The mobile version renders New Email Reminders and Contact lists where each item in a given list links to a detailed view of the item You can access market leader on any smartphone but for the best results Market leader recommends using Windows Mobile or iPhone platforms although with new generations of smart phones the choice of platform might not be an issue e g it looks pretty sweet on my Nexus S Access Market leader from smart phone For smart phone access use the following procedure 1 On the phone open a web browser 2 In the browser address bar type in your website and add m to the end of the URL tte I http www servingmainstreetusa com m 3 In the login form enter your Market leader Login and Pass 4 Click Login Instructions for Mobile Email e Android e Phone e Outlook 2007 Mobile Email Mobile Email Market leader uses the industry standard IMAP protocol You can use any application on any device that supports the
57. How to use the ICW How to send recommended listings How to setup Outlook iPhone Android Blackberry How to add and manage listings How to add areas to a listing search How to see email history How to find the source of your contact Training Training Market Leader provides training for the following products Market Leader Professional for CENTURY 218 e Training e Market Leader Professional for CENTURY 21 Training Guide CENTURY 21 Business Builder e Training e CENTURY 21 Business Builder Training Guide Maintenance Maintenance The Maintenance section contains icon and screen shot graphics that can be referenced by any topic The Icon Graphics and Screen Shots topics must not be restricted They contain graphic files referenced by other topics If they are restricted then the graphics are not available to restricted users i e customers e Maintenance e Icon Graphics e Screen Shots e Text Entities Icon Graphics Icon Graphics The Icon Graphics article acts as the repository for all icon graphic files in the online help The graphic files are attached to this article and other articles reference them The Icon Graphics topic must not be restricted It contains graphic files referenced by other topics If it is restricted the graphics are not available to restricted users viewing other articles that link to it e Maintenance e Icon Graphics e Screen Shots e Text Entities Screen Shots Screen Shots The
58. Map Show Label Label Color J a Palette Colors E E Ml Standard Colors EHHE PANNHON Recent Colors e m E A Advanced Shape Editing Shape Editing Add a Shape To Add a Shape Circle Rectangle or Line first click on the Add button in the Main Tools section of the editing toolbar Then select either the Add Rectangle Add Circle or Add Line button A new shape will be added directly to your marketing piece You can then customize your Rectangle Circle or Line Shape with the Shape Tools 4 E o oot T add Zoom Layer Layer Down Up Add Image Add Text Box Add Google Map Add Rectangle Add Circle Add Line Lal O Delete a Shape To delete a Shape select the Shape you wish to remove Click on the Remove button in the Shape Tools section of the editing toolbar Shape Tools Move a Shape To Move select the Shape and place your cursor over the Shape until the cursor changes from a pointer to a 4 directional arrow Click the Shape drag and drop it to the new location on the marketing piece Resize a Shape To Resize select the Shape and grab one of the Shape s four corner points You can change the height width or overall size of the Shape by dragging and dropping any one of the four corner points Rotate a Shape To Rotate a Shape select the Shape and simply move your cursor over the gree
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60. On the Find a Home tab conduct a search In the search results click a listing 7 On the listing detail page using the Nearby Listing panel click a nearby listing O The search and the nearby listing actions give the system some sample information for the Initial Contact Wizard ICW and for you to work with when viewing the test contact from the Admin panel Using Market Leader Using Market Leader This section describes how to effectively use the marketleader Admin interface This section applies to any of the following products Depending on the product you use some descriptions and screen shots might look different from yours e CENTURY 21 Business BuilderSM e Market Leader Professional Best Practices Best Practices In this section we give you some pointers to help you get started and succeed in the market place The system provides dozens of features but the most value comes from a handful of simple tasks You may find that managing your contacts is not about how much work you put in but how quickly you attend to these few important tasks After you learn how to move around the site and use the basic tools you will not need to spend a lot of time on your computer However you will need to log in several times a day to make sure that you keep up with new leads To log into Market Leader 1 If you have Market Leader Professional you can log in from your consumer website 2 Visit your consumer website URL in a brows
61. Reminders Reminder Actions Groups Market Insider Summary Comments Summary Comments To see all comments that you have written about this contact or to add comments click on the Comments panel i If your team or brokerage is working with a lender you and your lender can share comments by checking the share comments box See also Summary Comments To see Contact Email 1 Scroll to view the Emails panel 2 Click the Emails panel 3 To view the full text of a message click the message excerpt 4 To reply to a message in the E mails From Contact pane click the Email Contact icon _ See also Summary Emails and Contact Email To see all reminders 1 Scroll to view the All Reminders panel 2 Click in the All Reminders pan el See also Reminders In the All Reminders panel of the bottom block in the view using the respective icons change reminder criteria complete a reminder or delete a reminder Use this panel to manage which groups a contact belongs to Use this panel to view how a contact uses Market Insider tools on your consumer website The Summary view includes a Comments panel for recording notes on your interaction with a contact The following graphic shows the Comments panel with its list of Comments and a New Comment entry form You can use comments to record anything that happens with a contact that is not automatically documented in the system You can enter notes
62. Screen Shots article serves as the central repository for all the screen shots in the online help The graphic files are attached to this article Other articles reference the graphics from this article The Screen Shots topic must not be restricted It contains graphic files referenced by other topics If it is restricted the graphics are not available to restricted users viewing other articles that link to it e Maintenance e Icon Graphics e Screen Shots e Text Entities Text Entities Text Entities The Text Entities article is restricted by design to confluence administrators and confluence users groups The aforementioned groups can View Source and copy and paste the markup to use for creating and updating content Basically if you get tired of typing the same thing over and over copy and paste the wiki markup into this page Keep it open in another browser tab View Source and use it as a kind of clipboard You can modify the CSS styles through Confluence Admin gt Theme Builder gt Manage Builder Layouts 1 Choose the appropriate layout e g ohkw 2 Select CSS tab 3 Edit Custom CSS Brand Name market leader Market Leader Product Names Business Suite Business Suite Professional Professional Conventions Thumbnails To enlarge image click thumbnail Navigation List link In the navigation list Procedures Logged into the Market Leader Admin interface logged into the Market Leader Admin interf
63. Select listings e Review and print send report The following procedure assumes you are logged into the Market LeaderAdmin interface with the Contacts view open Enter Report Specifications 1 2 Click Seller Market Report This opens a Send a Seller Market Report form Choose a delivery option If you chose email verify or enter a contact email A Seller Market Report email does not count against your monthly marketing email limit and you can deliver it to any contact even if they have opted out of system generated emails The report recipient must be a contact in your Market Leader system In the property information form enter the required values Click Continue In a subsequent screen you can customize the default Seller Market Report content for a specific report You maintain the default text under Admin in the navigation list on the Email tab Seller Market Report template Click Continue Send a Seller s Market Report A seller s market report highlights the services you provide as an agent and helps a contact who wants to sell a property understand what the property might be worth in the current market Enter the contact s property information below and in the next step you can choose to include comparable properties in the report Name Ferber Fobber Delivery Options O Download PDF Y Email M ferfob miprospect com Enter Property Information Address Select One 123 Main Seattle vf 98101 Beds pl
64. Signature This procedure assumes you are already logged into the market leader Admin interface 1 In the navigation list click Email 2 On the Email tab click Email Signature The view displays an editable text area that contains the current email signature 3 Apply changes to the signature text 4 Click Save amp Webmail does not use this signature You must configure the Webmail signature separately Welcome Email Welcome Email The Welcome Email view enables you to customize a text message that goes out in an email to leads The system uses different messages depending on whether a contact signed up on a consumer website or an agent manually added a contact The Welcome Email tool provides separate editor views for each message type To Change Welcome Email This procedure assumes you are already logged into the market leader Admin interface 1 In the navigation list click Admin 2 Click the Email tab 3 On the Email tab click Welcome Email The view presents HTML editors containing the current contents for each type of Welcome Email 4 Inan HTML editor enter the text you wish to display in a Welcome Email You can use the editor tools to format the text including text effects paragraph styles fonts font size font color list styles indents links graphics and more You can even switch it to HTML source view and edit the HTML source directly 5 Optionally click Preview Email to view the email in a pop
65. Spell Checkbutton in the Text Editing Tools section of the editing toolbar If any spelling errors are found you will be alerted in a pop up window sl Ll Not in Dictionary tst fonnt Ignore Ignore All Suggestions test Change tsp Change All tat Lin F suggest Cancel In the pop up window you have the following options e Select Ignore or Ignore All to dismiss the suggested changes that the Spell Check Dictionary has made for you e Select the Add button if you wish to add the word to your Spell Check Dictionary e Select Change or Change All to accept the highlighted suggested word in your marketing piece e f none of the suggested spelling changes are correct you can type the correct word into the Spell Check display box or click Suggest for more options Add Superscript To change text to Superscript highlight your text and select the Superscript button in the Text Editing Tools section of the editing toolbar To remove superscript highlight the text and click the button again Add Subscript To change text to Subscript highlight your text and select the Subscript button in the Text Editing Tools section of the editing toolbar To remove subscript highlight the text and click the button again Adding Symbols to Your Text To add a special character or symbol to your marketing piece start by selecting the Text Box where you will add your symbol Position you
66. The contact has unsubscribed from automatic system email and listing alerts OR the contact unsubscribed AND their email is not working The contact indicated that they would like to sell a house If you subscribe to First Call Busin ess Suite only this icon appears when you have a new comment from the call center concerning a contact If you subscribe to First Call Busin ess Suite only this icon appears when you have a new call from the call center and a contact requests that you call them back immediately See Also e Status e Finding and Adding Contacts e Manage Groups Status Status In the market leader system a contact has a status value that enables you to manage and view them in groups A contact has one of the following status values Lead Retry Active Inactive Hot Sold Trash The first time you open the Contacts view the contact list shows Lead contacts by default If you change the status type in the view the system remembers the last type you viewed the next time you view the contacts list You can change the status of a contact as often as you want Keeping the contact status up to date helps you focus on the contacts who need your attention and who are most likely to become clients Good use of status helps you save time and prioritize your tasks Click The following procedures assume that you are logged into the Leader Admin interface and you opened the Contac ts view by clicking Conta
67. Type Agent e eadRouter Status Contact Recent Activit Initial Contact Wizard ICW Contact Summar e Summary Fields e Summary Actions Summary Comments Summary Emails Summary Market Insider Summary Campaigns e Summary Buyer Requests e Contact Listings e Add New Listing Alert e Send Listings e Contact History e Contact Email e Compose Message e Reply to Email Message First Call Agents Finding and Adding Contacts Manage Groups Import Contacts Export Contacts Export Messages Unsubscribe Contact Tools for the Seller e Market Status Report e Send Seller Market Report Advanced Marketing e Email a Listing e Post on Craigslist e Craigslist Guidelines e Featured Properties Search Listings e Listing Details Marketing e Marketing Materials e Marketing Materials Selections Select a Marketing Piece Search for Marketing Materials Sort Marketing Materials and Saved Pieces Find Saved Pieces Find Available Sizes e Marketing Materials Editor e Editing Text Editing Images Text management tools Map Editing Shape Editing Changing Views Preview a Marketing Piece Page Controls Add Link to Video and Link Image e Custom Postcard Backs and Footers e Marketing Materials Actions e Preview a Piece e Edita Piece e Printa Piece e Email a Piece e Add Sender to Safe List Post to Website or Blog e Postto Social Network e Postto Facebook e Postto Twitter e Add to Campaign e Marketing in Motion e Se
68. When a contact signs up on your site the system sends a welcome message to the contact with login information so that the contact can return to the site and view their saved information It is up to the agent to make first contact after a contact signs up ICW is a user friendly resource for helping you make that first contact with your new lead Why Use ICW Successful contact agent relationships are based on rapid responses to contact needs When a contact signs up for an account on your system they probably have questions market leader recommends that you respond to new leads within 12 hours to answer those questions ICW not only helps you meet contact needs by answering questions but also sends an automatic email in your name if you are unable to send it yourself What ICW Provides e Step by step instructions about how to make an initial contact phone call e Pre written emails tailored to the contacts needs e A backup system in case you are not able to contact your new lead within 12 hours How ICW Works ICW correlates contact actions on your site and creates a custom message for you to use when making first contact It gives you a tested and proven edge that increases the probability that the contact returns to your site For example if the contact has not set up listing alerts the ICW message encourages them to create a listing alert The message also includes listing suggestions based on their searches and information on your site How
69. a 5 In the Contact Status drop down list select a status type 6 Click the All Time or Choose a date range radio option For the Choose a date range option enter valid dates in the From and To fields 7 Click Export 8 If the browser prompts you depending on your preference choose to save or open the CSV file Unsubscribe Contact Unsubscribe Contact A contact can unsubscribe from listing alerts or all system emails on the My Tools page of the consumer website A contact can also choose to re subscribe in that same location If a contact unsubscribes from listing alerts they no longer receive listing alert emails If a contact unsubscribes from system emails they no longer receive the following e Listing alerts e Listing alert sign up reminders e Email a Listing messages you might send to a group of contacts The contact is still able to view listings and send email to you and you can manually send emails to the contact Ifa contact verbally or electronically requests to not receive system emails then you must fulfill the request As an agent you have the ability to stop system emails To Stop System Emails 1 Access the contact summary 2 In Primary Details Email Subscriptions click Stop System Emails The system no longer sends the following e Listing Alerts e Listing Alert Sign up reminders e Email a Listing group emails The following graphic shows how the notification appears at the top of the Contact Summary v
70. ab or click the Email Contact icon in any contact list e To reply to email message from a contact click the Email Contact icon in any messages list e g New messages or Emails from Contact e To send an email with listings in the Contact Summary view click the Send Listings button e To send automatic emails about new listings to a contact in the Contact Listings view click the Add New Listing Alert button Any email message that you send to a contact from the site automatically contains your contact information by appending your email signature to the message Sending and Replying to Email On both the Compose Message and Reply to Email Message views a Select a message dropdown Fig 3 contains templates with pre written text that you can use Some messages are provided for you and you can add messages that you want to save for future use 22 Fenpienes ft lor ie Tou Pee ed Figure 3 Message template dropdown i Clicking the title of a message template will not send the message It only loads the selected text into the typing area You can edit the text before sending the message Compose Message Compose Message When you click the Send Email icon on Contact Summary tab or click the Email Contact icon in any contact list the system renders the Compose Message form This form includes a HTML WYSIWYG editor to support custom formatting of the messages you send To compose and send a message
71. ace Log into Admin interface Log into the Market Leader Admin interface Logged into the market leader Admin interface with the The following procedures assume you are logged into the M arket Leader Admin interface with the e Maintenance e Icon Graphics e Screen Shots e Text Entities e _excerpt_ml_brand e excerpt sidb _excerpt_ml_brand Market Leader _excerpt_sidb Shared Listings Database zen e zen master zen master A Zen Master Page defines the standard side columns for all pages that use it Master page side columns can only be edited from this page Use the Page Display Details option in the CONFIGURATION toolbar menu the gear to toggle display of e Page Title e Author Lasted Edited e Labels e Comments Content in this middle column will not appear anywhere else Your regular page contents will replace this center section Use this center column to park sections you don t want to show on all pages but don t want to delete yet If you want to add images or other attachments to the columns on the master page you must make sure to reference page they are attached to Please note Due to a link editor feature in Confluence you cannot display or link to attachments on the zen master page itself Move the attachment to another page and link to it there For example if you refer to attachments on another page reference the page title in the link editor s Advanced tab like so A e
72. al Setup To help you prepare for first use and customize the system to your specific need Using Market Leader To help you get the most out of the system s features Training and Support To assist you with additional learning and problem solving resources amp This manual covers all features for all of the Market Leader products Depending on your role and the package you purchased some features described or content in this manual might not apply to your situation For details regarding problems technical issues or other questions not answered in this manual you can find additional information by visiting the online Support link or contacting Customer Support as listed in the Market Lead er Admin user interface a Help Help on this page Training Getting Started Give us your feedback Can t find an answer send us an email Contact Customer Support at 1 866 224 9425 To log in to your Market Leader account If you use Business Builder 1 From 210Online click one of the following links e New Listings e New Contacts e New Activities e New Messages If you use Professional use the same procedure as Business Builder or 1 Visit your Market Leader consumer website 2 Scroll to the end of the page 3 Click Admin Login Download PDF You can download a PDF version of the entire online help contents from the following link Download Manual in PDE format What s New What s New The What s New topic l
73. ame Move Delete E 200 crestock 133928 1920x1200 tures png crestock 70406 1920x1200 d3 ehrenkallman_ 1600 A dead bunny_1024 Open To Open Current Pictures in your File Manager simply click on the name of the photo you d like to open and select Open My Pictures v My Pictures AF 5606 wayne Ave Flyer Back Final f Ml version SHT e A Breskinarignting Add Folder To Add File To Type File Name breakingfighting MN s i E 122222 1020 1200 ke crestock 70406 1920x1200 d3_ehrenkallman_1600 a dead bunny_ 1024 Add To Add Pictures to your File Manager simply select on the folder in which you d like to add the photos to by clicking on it and click Add File To Next click Browse select the image you d like to add by clicking on it and select Open This photo is now added to your Files to upload list Once you ve selected all the photos you d like to add to your File Manager click Upload Files NOTE We recommend that you select 5 or less photos to upload at once My Pictures Add Folder To Add File To Click the Browse or Choose File button to select an image allowed file types bmp jpeg jpg gif png tiff eps psd pdf Repeat Step 1 until you have selected all the files you want to upload Click the Upload Images button wv My Pictures Py 5606 Wayne Ave Flyer Back Final y Version _ SHT A breakingfighting ES 5 i
74. ample you can click Groups select a group and click Add and then send the email to all of your contacts in that group Contacts Groups Current Recipients A Y Search Options 5 Y Search Options Search by Last Name _Search_ 0 Contacts Selected 33 Total Valid Email Contacts _ Search by Last Name 0 Contacts Selected 3 Total Valid Email Contacts C Darin Dewell _ Ferber Fobber Darin Dewell Ferber Fobber James Bond C James Bond Leah Elison R Elison Rasd Elison Roro Elison Roya Elison Roya Elison Roya Elison Roya Elison Roya Elison Cc D E E G H I J K L M N o p Q R S T U Vv W X Roya Elison d Cc D E F G H l J K L M N o p Q R S T U V Ww X Y Z GO O PUDO 10 Y Y 1 0 Rova Flison Add Sender to Safe List Add Sender to Safe List On certain marketing emails a contact can click a link for directions When they visit the link the browser displays a page that describes how to configure email applications to help prevent your emails from being blocked You can view the page directly with the following URL Post to Website or Blog Post to Website or Blog To add a button or link to a marketing piece on your website blog or social networking site click on the thumbnail image of the piece This will open the Template Action Window Ifyou are required to edit the marketing piece you must create and save a version of the marketing piece before posting it onlin
75. anaging in which campaigns you include a contact The Cam paigns panel lists all campaigns to which you added a contact and provides shortcuts to the following actions e Add Contact to Campaigns e Go to Campaigns e Delete a contact from a campaign e Remove Campaigns for a contact y Campaigns Add Contact to Campaigns Go to Campaigns Campaign Name Type Activities Emails Direct Status Date Contacts Actions Mail Added 1 0 ACTIVE Remove Campaigns x The following procedures assume you are logged into the market leader Admin interface To Add Contact to Campaigns You can use this shortcut to quickly add a contact to one or more campaigns from a Contact Summary 1 Navigate to a Contact Summary 2 Click Campaigns The Contact Summary view expands a Campaigns panel 3 In the Campaigns panel click Add Contact to Campaigns The Campaigns panel opens an Add Contact Name to Campaign form The form only lists campaigns to which the contact has not been previously added 4 To quickly add a contact to a single campaign click an Add contact to campaign icon for a campaign The Campaigns panel adds the contact to the campaign and dismisses the form 5 Optionally to add a contact to one or more campaigns select one or more campaigns on the form 6 Click Add Campaigns To Remove a Contact from Campaigns The Campaigns panel provides the following methods to remove contacts from campaigns One method enables you to rem
76. arketing Ia MOUNT A AA AAA ene ane A da 146 Esas AEAN SES e e rta A aoc Sues Mca tae ards dcop abe Neel Bae aka 153 i23 6 2 1 bulld a New Campaign BasiO ete AAA akan eee wks 153 1 3 8 2 2 Build a New Campaign AVANCE A tanks ae do ake ica 156 ko 2 DUG YoUr OWN CAMPANA SEA cao tated het bad IA daa 158 1310 24 Edi Existing Gampalons urinaria AA A eae eae is 159 130 3 FO Manager axe A AS AAA ee ee eee ee eee ee 161 1 3 8 4 System Requirements Create Marketing o oooooocococornoonn eee eee eee 163 1 3 8 4 1 Change Browser Settings to allow Pop Ups cen eens 163 13190 42 lnstal Adobe Flash Player mi O A AAA A A A id 163 1 3 8 4 3 Install Adobe Reader Adobe Acrobat 164 12024 4 AMStalllMICKOSOM SIVGTIGING 1er A AAA A A ec ered Seep ah aoa teen ea aces 164 139 04 Minimum Sereemm ResSQlUUION adri A ee ea eae Ave eee Noda dhe II a 164 138 9 SCNEOUIEC EMAS Barden Mey Reha hak occ Sen ic Sr ead mp oh hace A E E a Mad arr igi gh Bacar os Meter herders 165 153 9 Gell Phone Access to Market Leader siria dna taka tee teeta ceded ddr whl eee Leta dee ees 165 310 MODIC Email it a AA AA EA ee lhe Spe A a Seas tented a aa 166 SAT UCOAS dia a O Sug eek Spa cht Rica AN A A E 166 tETraminorand SUppOR traia tan A AAA A A A E Ante 168 ANNA tt od E a 169 TAEZ ANINO dt A A AE AAA AA AA AS A AS Act 169 esVMalMtenalnice Hita AAA A A AA E A IA 169 ZVNCOMKAVADINGS eta A AAA EA AA AAA Aca 170 22 OCEM ONOS RAE IRA AA IA A A
77. arketing pieces in your account under the My Saved Pieces tab of the Marketing Materials view In My Saved Pieces you can sort through all the pieces you created and saved in your account Click on any link in the My Saved Pieces to display thumbnail images of your saved pieces If you have not saved any pieces in a category no thumbnail images display for that category If you want to work in a category for which you have no saved pieces switch to Marketing Materials Marketing Materials My Saved Pieces Flyers Flyers Postcards If you have a large number of saved pieces in your account your saved pieces may appear on multiple pages To see all of the pieces available click on the Page buttons Previous Next or Numbered Pages You can also choose to see more or fewer marketing pieces displayed per page by selecting a quantity from the Show Per Page Drop down menu 2 249 results found Show 12 per page All marketing materials saved in your account can alternatively be reviewed in your File Manager To access saved marketing piecesclick on the File Manager button on the left hand side of your account below My Profile Then click on the My Marketing Materials button Find Available Sizes Find Available Sizes Postcards Many Marketing Materials postcards come in two sizes Jumbo 8 5 x 5 5 and Regular 5 5 x 4 25 If a postcard is available in both sizes you can access a Regular or Jumbo Size template by clicking on a si
78. ces between words where necessary Paragraph Spacing To change the spacing between paragraphs of text in a Text Box highlight the lines of text you wish to change Then select the Paragraph Spacing button in the Text Editing Tools section of the editing toolbar You can increase or decrease the space by standard amounts Single Spacing 1 5 Spacing or Double Spacing Find and Replace Text To Find and Replace Text first click on the Text Box where you want to find your text or phrase You may also highlight a section of text if you re only looking for the word or phrase in a limited area Then select the Find Replac e button in the Text Editing Tools section of the editing toolbar upsrroz ola 1012 29 28 Text Editing Tools Replace Replace Replace All Find Hext Here you can enter a word or phrase for which you are looking Click Find Next to find and highlight the text or phrase in a text box Click Replace to find and replace the text or phrase you were searching for with new text you specified Click Replace All to find and replace all instances of the text or phrase for which you are looking in a text box that was selected Editing Images Editing Images The following video demonstrates how to edit images in the Marketing Materials Editor Image Editing Replace an Image To change a placeholder photo click on the image you want to replace and then click o
79. change e Send email e Add to campaign e Add to listing alert A contact linked to LeadRouter cannot be deleted in M arket Leader Actions Shortcuts you can click to initiate different forms of contact Icons 4 Depending on which Market Leader product you use some icons and their associated functionality might not apply to you Icon Tool Tip Description Email Contact This contact s phone number is HHH HHHH This contact has requested a mortgage preapproval This contact was sent to the Lender This contact has listing alert s This contact s email is NOT working This contact is unsubscribed OR This contact is Unsubscribed and Email is NOT working This contact is looking to sell a house The call center has added comments for this contact The call center has flagged this contact for immediate contact To send an email to a contact click the Email Contact icon and follow the on screen instructions Displayed if the contact provided a phone number Move the mouse over the icon to see the phone number The phone number also appears on the Contact Summary This contact requested information on mortgage pre approval when signing up After requesting mortgage pre approval the contact has been linked with a lender The contact receives listing alerts The contact email address has not passed our email validation process and does not appear to be a working email address
80. click the Done button the Photo Box Thumbnail section will go away and you will see that the image you selected is now in the slide as well Remember the text you insert into the Caption and Description fields will only appear in the Photo Box Thumbnail section of your presentation and not in the slide Some slides require more than one image field to be populated There is an image in the Photo box Thumbnail for every image If you use the same photo in multiple image fields that photo will appear in the Photo box Thumbnail multiple times as well Beautiful Home SUIYABANNAL A 1d Sh 535 000 1234 That Street Denver CO s hah This lovely new home has been B B completely refurbished with the Se once ton aan finest of details throughout The Your Phata cel master bedroom is spacious and meee alessevashameragentcom has a great mew of the lower downtown area gt E S 5 Working with Saved Templates Working with Saved Templates When you navigate through categories via previously listed steps you see a selection of saved pieces in My Saved Pieces You can also access Marketing Materials from File Manager on the Marketing menu Create Edit When you select a piece from My Saved Pieces you can choose to create edit preview email post to website or delete Create Edit opens Marketing In Motion Editor Preview Preview launches a slide show presentation This shows you exactly what an e mail recipient see
81. criteria you can save a search 1 2 To define a search use the previous procedure On the map click Save Search The system displays the Save This Search form lf you have previous saved searches you can update an existing search On the Save This Searchform try one of the following e To update a previously saved search a Click Update search b Select a search name from the drop down list e To save new search criteria a Click Save new search b Type a name for the search in the text box 4 Click Save Using Saved Searches To reuse search criteria use the following procedure 1 Log into the Leader Admin interface 2 In the navigation list click Search Listings 3 In Search Options use the Saved Searches drop down list to select a saved search 4 Click Search See Also e Send Listings e Advanced Marketing Listing Details Listing Details The Listing Details view provides the following controls e Previous and Next Traverse the search results at the detail level using these controls e Print Create a flyer e School Report Read local online reviews of the area schools e Contacts That have Viewed This Listing Gauge contact interest in the property View Listing Details You can access listing details from the Advanced Marketing view or the Search Listings view To view listing details try one of the following e On the All Listings table of Manage Listings click a MLS e I
82. ct manager and you can make desired changes Rename To RENAME a Campaign simply click on the name of the Campaign select Rename Campaign type the desired name in the space provided and click Rename Campaign Enter a new name for your campaign business SUCCESS Cancel Duplicate To DUPLICATE a Campaign simply click on Duplicate Campaign NOTE Don t forget to add contacts to activate campaign Delete To DELETE a Campaign simply click on the Campaign name and select Delete Campaign A prompt will appear asking if you are sure you want to delete this campaign Click OK File Manager File Manager File Manager enables you to manage Marketing Materials and Pictures from a file system perspective With File Manager you can create folder hierarchies to organize marketing materials and you can upload and organize graphic files to include in marketing pieces File Manager does not support uploading marketing material With marketing materials you can only organize rename move and delete ja My Marketing Q My icheas Materials Disk space in use 0 full For example by clicking on My Pictures you can open all pictures you ve uploaded add new pictures rename current pictures put current pictures into folders and delete those you no longer need My Pictures Add Folder To Add File To v My Pictures Type Folder x 5606 Wayne Ave Flyer Back Final Sg Version_SHT Name My Pictures per Ren
83. cts in the navigation list To View Contacts of one Status 1 Click the Status list filter 2 In the Status option list select a status To Change the Status of a Contact 1 If necessary scroll and use display controls to find a contact 2 In the row of the chosen contact click the change contact status drop down list 3 In the option list select a new status type Notes e When you change a contact status and the Status list filter is any value other than All the contact disappears from the list when you change the status e With the exception of Trash changing contact status does not delete unsubscribe or change the contact information in any way Built in Status Type Agent Built in Status Type Agent The following table shows the status types that are built into market leader For information on how to define a custom status type see Custom Status Type Agent Status Definition Lead Contacts who just registered and that you have not responded to yet Retry Contacts you are trying to engage but have yet to respond to your emails or phone calls Active Contacts who are engaging with you and your site but may not be ready to buy right now This list generally includes people who are contacting you with questions by email as well as long term contacts who are receiving listing alerts and therefore do not need to be proactively contacted at present Inactive Contacts who are not responsive or not interested
84. d Center Add Community You can adjust the map scale and click and drag the marker to place it in the desired location The marker appears on a Move page map for contacts viewing your website If you want to delete a center you must delete the community and then create a new one with the same ZIP Codes To add a Community Info URL click the Create URL button or enter an URL of your own choosing If you enter your own URL you must include the protocol as follows otto M http myeommunityinfourl com The Community Info URL adds a link for more information on the community to the Move page The Create URL button automatically generates a link to a Wikipedia page for the community If the button does not create a link when clicked try zooming in and moving the marker to a more precise location and click the button again 10 Click Save To Edit or Delete a Community This procedure assumes you are already logged into the market leader Admin interface 1 In the navigation list click Admin 2 On the Website tab click Communities Served The view displays the currently configured list of areas you cover 3 Click on an Action icon to edit or delete E entries in the list Featured Partners Featured Partners The Featured Partners view enables you to manage a list of business associates with which you network If you have configured a Featured Partner the market leader Home page displays a Featured Pa
85. dd to Campaign You are able to add Activities by clicking on the Activities tab then click on the type of activity you d like to schedule and complete required information NOTE Marketing pieces must be prebuilt or created amp saved ahead of time otherwise if you click on the piece the EZ Editor will open for you to create edit 8 save the piece NOTE To view all of your saved marketing materials click on Saved Pieces Add Campaign Elements Materials Saved Pieces Activities In this example we used Pre Built Newsletters Home Insurance There s no limit to the number of pieces activities you can add to a campaign When finished adding desired pieces amp Activities click Next Step Add Campaign Elements Go Back NextStep Materials Saved Pieces Activities home insurance 1 1 2 29 Next New content Sort by Alphabetical v New Marketing Materials Y EditRemove Campaign Elements Build Your Own Campaign Y gt Flyers Home Insurance gt Postcards Delivery Options In this step you are able to edit the following Campaign Name Campaign Type Order in which the pieces are delivered Delivery Options i e MultiChannel Direct only Email only Date in which pieces are scheduled to go out Ability to Delete elements Edit the Subject line to Email pieces Activities When you re satisfied with the delivery options click Next Step Step FOUR Add Remove Contacts Follow the same steps
86. dicators to indicate par Ed or sub par e 3 Pick a sub par benchmark if any and resolve to take action on that benchmark within the next say 24 hours 4 Take pride in your achievements Testing Setting Up a Test User for Testing Many agents set themselves up as a test contact to better understand what the experience is like for a contact who registers on their website With a test contact you can view listings look at the consumer website from a contact point of view and send emails to yourself like you send to contacts With an understanding of how the website works for a test contact you are able to provide better assistance to contacts when they contact you To Set Up a Test Contact 1 If you are currently signed into your market leader Admin account you must first sign out of the Admin panel In the upper right corner click the logout link 2 Goto the consumer website by entering your market leader domain name e g yourdomain com in the browser navigation bar To create a test contact you need to register as a user on the consumer website 3 To register as a user click Create an account or alternatively click My Tools tab to access a registration form 4 Complete the registration process as if you were a contact Do not use your market leader system email address as the Email address Use any contact name and any non market leader valid email address that you can quickly identify as a test account 5
87. ding a Page If it is possible to add pages to this piece you will click the Add Page button to the right of the pages list To adda page click Add Page You will be presented with a window showing thumbnails of the pages you can choose from to add Select one of these pages and it will be added to the end of your piece Removing a Page You can remove pages that you have added If you add a page you will see an X next to the page name in the pages list Click this X to remove the page Removing a page is permanent there is no way to undo this action Save Preview Add Zoom Layer Layer Undo O Redo O Down Up Main Tools Change Page amp Flyer Page 1 A A Page 1 Using the Jump to Menu If you piece has more than 1 page the Jump menu will show up The jump to menu allows you to jump directly to the page you want without having to scroll through the pages list to select it Some pieces have more than 10 pages making the Jump To Menu a much quicker way to switch pages Add Link to Video and Link Image Add Link to Video and Link Image The following video describes how to link a video to a marketing piece and how to link to a website from an image on a piece Add Link to Video and Link Image Custom Postcard Backs and Footers Custom Postcard Backs and Footers The following video shows how to add customized backs and footers to a postcard Customize Postcard Backs and Email Footers Market
88. dress e Phone Number 3 Optionally provide additional form values 4 Click Save Market Leader automatically generates login credentials for the contact to sign into the consumer website and appends it to the welcome email See Also Logging in Contacts Contact Summary Status Custom Status Workaround Consumer Website Import Contacts Referrals Manage Groups Manage Groups For a brief introduction to Groups watch the following video tutorial Create and Manage Groups The Manage Groups view enables you to create labels by which you can filter contacts in the Contacts view The following graphic shows the Manage Groups view The following procedures assume you are logged into the market leader Admin interface To Manage Groups 1 In the navigation list click Contacts 2 In the Contacts view click Manage Groups The system displays the Manage Groups form and a list of currently configured groups Inthe Create New Groups text box enter a group name 4 Click Save ee The system adds the new group name to the list To Use Groups Use groups to filter the contact list 1 In the Contacts view click the Groups drop down list 2 Click a check box next to one or more group names 3 Click away from the drop down list The system filters the contact list to show only users that are members of the selected groups To Populate Groups 1 In the Contacts view click the check box next to one or more con
89. e Click on the Post to Website button This will open the Web Post Tool A Preview Create Edit a Download PDF Email Borrowing from your 401K 8 5 X 11 3 Post to Website sr Add to Campaign Keywords Flyer flyers 8 5 x 11 11 x 8 5 Black Grey White You have the option to choose from three different ways to display the link to your marketing piece n Return to Your Post your marketing material on your website or social networking page Marketing Material O Enhance your online presence by giving website visitors friends and fans the ability to view your marketing pieces online at any time You can post your materials to your website Twitter Facebook or personal blog by following the instructions below Choose how you want your marketing material link to appear Click Here http www marketleaderdoc 1 com View My editable text links 12ABC34DE Greeting Card Button O Text Link O Plain Link Click here to change the button style then when you are satisfied with the appearance of the sample button shown above click the Generate Web Post Code button below Generate Campaign Web Post 1 Button Choose the button style to display a pre designed graphic button that your website visitors will see and click to view your marketing piece You can change the look of the button by clicking on the Button style link 2 Text Link Choose the text link style to display a link in your
90. e Attach area To attach more files click the Choose File button again You are not finished yet To attach the file s click the Add button Ahhh Now you are finished attaching files To close Webmail Click the Return to Main Pageicon de Notes and Tips Webmail limits attachment file size to 8MB Normally Leader recommends you email contacts using the Leader Admin interface However to send a message with an attachment you must use Webmail because you cannot send attachments from the Admin interface To see contact email in Webmail click on the ShownInCRM folder Check Webmail everyday and respond quickly to all emails When you receive a Webmail from a contact and it is not in the ShowninCRM folder that means the From address is not yet associated with the contact To fix that copy and paste the From email address into the Contact Summary so that Leader can automatically associate future emails from that address with the contact Contacts Contacts The Contacts view provides a contacts list with multiple filters you can use to refine the list The list contains an array of information for each contact Depending on your Market Leader subscription the head of the contacts list provides the following filters Name Status Type Groups You can filter contacts by choosing values in any of the drop down lists The drop down lists enable you to select multiple values The contact list head displays Contacts
91. e Contacts Actions 12 Direct This Month in Real Estate Date 12 0 4 14 2012 4 Postcard Campaign 12 Direct This Month in Real Estate Date 6 4 14 2012 Postcard Campaign Birthday Message Direct Mail Only Birthday 2 6 10 2012 Monthly Recipes Series 1 Interval 24 3 27 2012 Purchase Anniversary Purchase 5 0 6 2 2012 Anniversary Build a New Campaign Basic Setting up a Basic Campaign To set up a Basic Campaign click on the Basic button You can either Choose a Pre Built Campaign or a Build Your Own Campaign If you select Build Your Own Campaign it takes you to the advanced editing options Build a New Campaign gt Basic Advanced Choose Campaign To create a Pre Built Campaign click on the topic of choice left you d like to send In this example we used Pros pecting First Time Homebuyers This particular type of campaign is an Interval Campaign An Interval Campaign contains elements materials saved pieces and activities with a specified number of days between delivery dates for each element This campaign is best suited for non date specific messaging If you add a contact to this campaign type they always start at the beginning of the campaign Build Your Own Campaign First Time Homebuyers Choose a Pre Built Campaign Type Interval Campaign EY b Action Plans b Repeat and Referral This campaign addresses common questions and anxieties confronting consumers who are looking for guidance
92. e eee ee ee ee ee ee ee eee M y My Other Page cute puppies gif My Other Page white paper pdf e Online Help e Introduction e Admin e Using Market Leader e Training and Support Print FAQ Coming soon Print Pricing Coming soon Terms and Conditions Coming soon Website Analytics Website Analytics The Website Analytics view provides a full suite of statistical reporting on a consumer website For more information on Website Analytics see VisiStat Learning Center Fiririie Feal fir dal Trin ir Amaia A sistat E al E Y MA amp Open Learning Center To open Learning Center use the following procedure In the navigation list click Admin Select Website Analytics On the Website Analytics tab click Account Options Inthe Account Options pane click Learning Center WD Learning Center opens in a new window
93. e fields in a Contact Summary as they are grouped in the view Primary Details The Primary Details panel includes fields for names dates contact information referral information and contact type The Email Subscriptions field indicates contact preferences for receiving alerts and system emails The followi ng table shows email preference values and their meanings Preference Value Description Subscribed to Alerts Alert notifications are enabled for a contact Unsubscribed from Alerts A contact opted out of receiving alert notifications Subscribed to System Emails System emails are enabled for a contact Unsubscribed from System Emails A contact opted out of receiving system emails As used in the Email Subscriptions field the term subscribed only indicates a preference It does not indicate whether a contact has any currently configured alerts For more information see Add New Listing Alert Addresses The Addresses panel enables you to save multiple addresses for a contact When you create a new address for a contact Market Leader displays an Add Address form The form marks required fields with an asterisk In addition to required fields the form provides the following optional fields e Mailing Address e Property Type e Beds e Baths e Square Feet e Overall Condition e Lot Size Acreage e Basement e Parking Type Parking Spaces Year Built Style of Home Neighborhood or Development Number of Fireplaces
94. e workaround as robust as possible use the terms consistently A copy and paste would be ideal With this workaround the contact categories are unlimited The Performance Evaluator page uses built in status types If you use status types differently the data in the Performance Evaluator view might not be useful to you market leader recommends that you use the built in Status t ypes For definitions of the built in types see Built in Status Type Agent The following procedures describe steps for using the workaround and assume that you are logged into the market eader Admin interface and have navigated to a Contact Summary view To Use Custom Status Type 1 Inthe Contact Summary click the Comments bar 2 Inthe New Comment field enter a custom status term as previously defined 3 Click the Save button To Find Contacts of a Custom Status Type 1 In the Contacts view click Advanced next to the Find Contact button The view displays a form for entering multiple search criteria to find a contact 2 In the Comments History field enter a custom status term 3 Click Find Contact The system returns a list of contacts whose comments contain the customer status term When using the Ad vanced Find Contact the system searches All status types See Also e Summary Comments e Agent Dashboard LeadRouter Status LeadRouter Status Market Leader enables an agent to move LeadRouter data into its system to handle follow up use ma
95. ed on your web site Contains the number of saved listings for a contact on your web site The contact is looking for a home in this city or town Save up to three phone numbers for a contact and be able to quickly distinguish home cell and work phones Type Indicates the type of contact either buyer seller or both Source Indicates the channel through which the contact came into the system Created The date a contact signed up on your website or when you added the contact to your account Activity The last time a contact visited your website If this date is given as a time of day the visit occurred within the last 24 hours If it is a date then the visit occurred more than 24 hours ago Time Frame The contact time frame to buy a home When a contact registers on your website they are asked when they intend to buy The choices are Now 1 3 months 3 6 months 6 months or Just looking CRM Status Where the contact is in the home buying process To change the status for a contact click in the Status dro p down list and choose a a status type LeadRouter Status If you choose to push a lead to Market Leader this field shows the status of the lead in LeadRouter After you push the lead into Market Leader the following changes are synchronized between the two systems e Changes made to the contact in LeadRouter e Changes made to the contact in Market Leader e The following actions taken in Market Leader e Status
96. ed the transfer link Advertising The Advertising category shows the count of contacts resulting from paid traffic that Market Leader provides It includes the following sources e Google This is a requirement of being a Certified Google Reseller e Other Ad Campaigns All Market Leader advertising except Google Personal Marketing The Personal Marketing category shows the count of contacts resulting from brokerage s personal marketing activities plus a count of contacts entered or imported by agents It includes the following sources e Offline Marketing We do not have URL from which visitor contact came to Market Leader E g business card flyer or any other source we can t track e Online Marketing Blogs links domain forwarding etc for source to be reported accurately the ref tag ts leader must be used e g www ServingYourTown com ts leader e Entered Imported Performance Evaluator Performance Evaluator The Performance Evaluator view provides benchmark comparisons that show how your use of the market leader s ystem compares with that of known successful agents Each benchmark provides coaching tips for how to improve To Use Performance Evaluator This procedure assumes you are already logged into the market leader Admin interface 1 In the navigation list click Performance Evaluator 2 On the Performance Evaluator tab peruse the benchmark data Performance Evaluator includes quick Status in
97. elected the Image Editing Tools section of the editing toolbar appears Click on the Replace Image button You must select a file to save images in your account You can create Sub Folders in File Manager by clicking on the green Add button in the File Manager section of the Replace Image editing window Image Libraries My nO lo ats SubF older name wie kitchen Submit Next select the Browse button in the Upload an image from your computer section of the Replace Image editing window i x Upload an image from your computer Upload to Ca My Pictures File BrowS lt a Image Libraries My Pictures 3 A kitchenZ Multiple photos can be uploaded at the same time Use your Shift or Control keys to select multiple photos Look in E 214 to 218 gt A ji itemi z Plitemi My Recent PA item itemis Documents Tiitem19 13 Tiitem20 E Desktop Sig Size 606 KB Hitema Pitem32 Tlitem33 Tiitem34 Tlitemas Type Adobe Acrobat Document Date Modified 2114 2011 7 37 AM TDitemzs Phiten TDitemz6 aa Pitem12 Plitem27 i Tiitemis Tlitemzs mM PE A Tiitemi4 TDitemza Tiitemi5 Tiitem30 Pal Documents My Network File name hen pdf beni pd terna pd Places TDitemao Hitem TVitem4 TDitem43 TDitema4 TVitem4s TVitems6 Tlitem 7 Tlitem s Files of type Image Files bmp jp jped gif png tif Cancel Es After selecting
98. email addresses by clicking the corresponding check box es e Search Listings path a Inthe To field enter one or more comma separated contact names Optionally select a preferred greeting 4 Optionally using the Select a message drop down list select a different message template If you added a custom template that you prefer you can choose it here Otherwise the default message text is probably the most appropriate of the built in choices 5 Optionally in the text area manually edit the message text 6 Click Send The system displays a success information message 7 Click Close The system returns you to the previous view a amp When you email recommended listings to a contact the listings are not removed from Recomm ended Listings list until the contact views the listings on your website See Also e Contact Summar e Search Listings e Email a Listing Contact History Contact History The History view contains a list of events recording contact activity within the market leader system The following graphic shows the History view click to enlarge Contact Email Contact Email Contact email is any email correspondence between you and one of your contacts as compared with email between you and someone who is a colleague or Webmail The system saves copies of messages received from or sent to contacts so you can view the entire history of email between you and a contact in the Contact Summary You can send a
99. er e g servinggreaterspringfield com 3 On your consumer website home page scroll to the end 4 In the Site list click Admin Login You can also log in from an internet ready cell phone See details at Cell Phone Access to Market Leader 1 If you have Business Builder you can log in from a link in the 21Online portal See Also Contact Summary Recent Activity Contact New Leads Contact New Leads Contact your new leads as soon as possible It is critical that you respond to your new leads quickly Year after year studies show the faster you respond to a contact the more likely they will turn into a client Contacts with phone numbers Make a phone call as soon as possible The best way to contact a new lead is by phone it is the fastest and most direct means to let the contact Know you are here and ready to assist them The calls should be friendly without a sales message Let them know that you are available to help them with the website and to provide additional information about the listings they see Use the Initial Contact Wizard for specific steps to make the appropriate phone call Customers who do not want to personally make phone calls can subscribe to First Call With First Call the mar ket leader call center calls new leads on your behalf The call center asks the contact questions and passes on their notes as comments in the contact s summary section amp Unless you are using the market leader Prof
100. erminology changed to Contact May 2012 Profile alert when contact provides phone contact information Marketing Center April 2012 My Account credit card management Community Content custom content New contact and profile fields December 2011 e Agent Dashboard Visistat Widget e Website Analytics not available on eEdge accounts November 2011 New Navigation List Enhanced MLS Search Configurable Welcome Email Configurable School Info New option for Seller s Market Report September 2011 e Search Widget Choices August 2011 e Consumer Site Theme July 2011 e Consumer website Market Insider tab e Market Insider section on Contact Summary view June 2011 e Updated Reminders feature Agent Dashboard e HTML email May 2011 e MLS Administration e Additional fields in Contact Summary February 2011 e Search by Map Consumer site amp CRM Allow consumers amp agents to search for listings using an interactive map e Price search using user entered values Allow user to enter price range to better match search to their needs Share Listing on Facebook Admin Admin Admin tools enable you to configure and customize the Market Leader system to work the way you want This section describes Admin tools in more detail Specifically it covers the following e How to change your profile information Clear indication of Listing Type Foreclosure Short Sale Auction Rental Enhanced Listin
101. errain Terrain maps are not available for all areas and are primarily useful in hilly areas The Hybrid map type combines the Roadmap and Satellite Map Types The Roadmap names and road outlines are overlaid on the Satellite images Change Zoom on Google Map To increase or decrease the level of Zoom on a Google Map select the Google Map you wish to modify In the Ma p Editing Tools section of the editing toolbar grab the Zoom slide bar and move it to the left to Zoom Out Move the Zoomslide bar to the right to Zoom In The map will always be centered on the current Address that was used to create theGoogle Map 1600 Pennsylvania Ave Washington D C 20500 T B e X Map Type Zoom 5p Remove Map Update Address lji ds Map Editing Tools Edit Google Map Label A Label is automatically added to a Google Map when it is created in a marketing piece This Label pinpoints the address landmark or location that created the map To remove the Label click on the Label Settings button in the Map Editing Tools section of the editing toolbar Then deselect the Show Label Box Label Setti e Show Label ssl Label Color mma To change the color of the Google Map s Label click on the Label Settings button in the Map Editing Tools secti on of the editing toolbar Then click on the Label Color button Select from one of the available label colors gt Label Settings Remove
102. essional package you have to talk to your broker or team leader to use First Call Contacts without phone numbers Send an email message as soon as possible Use the Initial Contact Wizard to build the appropriate email for contacting a new lead Stay Connected Stay Connected Stay connected to your contacts One of the biggest mistakes agents make is taking too long to respond to incoming email messages An agent who checks the system every couple of days takes a couple of days or more to respond to messages from potential customers People who make the effort to contact you are very good contacts so it is essential to respond to them prompily Contacts often become active after they sign up to view listings see a home they were interested in and contact you about it If they do not get a quick response they may seek answers elsewhere or lose interest altogether If you take a day or two to respond to messages you jeopardize your chances of turning your contacts into real customers The sooner you respond to contact needs the more likely they are to turn to you for assistance in the future Ways to stay connected Put your cell phone number on the website so that customers can easily contact you Set up Alerts so that you will immediately receive a notification on your cell phone or at an external email address when you get new activity from your contacts or a new lead Check your email regularly by logging into the system a few t
103. f its original size To see the piece at its original size select 100 in the Zoom button Ha XA Gave Preview Add Zoo per ER Undo 14 Redo 0 P Main Tools Change Page Preview a Marketing Piece Preview a Marketing Piece Preview Print Ready to see how your edited marketing piece will display when printed Click on the Preview button in the Main Tools section of the editing tooloar and select Print Preview You will be able to view a PDF of your marketing piece with all current edits A OS _ 11 Preview Add Zoom r Main Took E Email Preview a 3 Print Preview ie Preview Email Ready to see how your edited marketing piece will display when emailed Click on the Preview button in the Main Tools section of the editing toolbar and select Email Preview You will be able to view a copy of your marketing piece with all current edits A QQ Preview Add Zoom HE Email Preview Print Preview Page Controls Page Controls Switching pages with the Pages List Under the Main Toolbar is the Pages list The page you are currently viewing is highlighted Click on any of the other pages and that page will be loaded If there is more than 1 page you will see arrows on the right and left of the Pages list Use these arrows to scroll through the pages Gave Preview Add Zoom Layer Layer Undo O Redo 0 Down Up Main Tools Change Page Flyer Page 1 Ad
104. formance The following graphic shows the consumer Sign In link click to enlarge mE i 4 s A A E ee To Access Market Status Report 1 On consumer website contact clicks Sign In The system redirects them to the last page they viewed on the website 2 If necessary contact clicks the Sell a Home tab In the Property input text box of the Marketing Campaign Report pane contact enters the MLS 4 Contact clicks View report See Also e Manage Listings e Referrals Send Seller Market Report Send Seller Market Report A Seller Market Report indicates what a property might be worth to a contact and how many contacts you know that might be interested in a property When you make a listing presentation you can generate and include a Seller Market Report The report helps inform a seller of the tools you have to market their property via the website You can create the report as an email or printable document It can show a potential home seller the exact number of contacts in your database who have recently been looking for similar homes and explains that you can market the home directly to relevant contacts You can access this feature from a Contacts view or a Contact Summary view To generate the report you enter basic property information and search for other listings to include in the report as comparable To Send Report This procedure includes the following high level steps e Enter Report Specifications e
105. g Detail Page School Info Nearby Listings Market Trends Additional homes 4 links on Home amp Community pages List Usability Enhancements Back to List maintains sorting filters Adjustable list height How to configure and customize a consumer website How to manage automated email content How to analyze website and agent performance How to manage orders and billing When logged into Market Leader you see an Admin link in the navigation list Clicking the Admin link displays the Admin tools which include the following My Account Website Email Site Activity Performance Evaluator My Account My Account My Account tools enable you to maintain the following vital information Profile details Marketing information Additional Info Bio and Awards Agent MLS ID Profile Images Logo and Bulk Mail Permit Dashboards 4 Inbox Contacts Y Marketing Y Advanced Marketing Y Search Listings Admin 4 12 Help y My Account h Website Why Dashboard Email Site Activity New Contacts 33 Contacts that are still in the new category and need action Performance Evaluator Contact Looking In Avg Price View Created v Activity Roy Elison 0 0 0 10 18 12 10 18 12 New v 3 42 PM Access My Account Tool The following procedure assumes you are logged into the market leader Admin interface 1 In the navigation list hover the pointer on Admin 2 Click My Account A Settings view opens on the My Accoun
106. ge automatically market leader recommends that you contact at least 90 of your contacts within 12 hours market leader calculat es your response time across all your new leads and reports it in Performance Evaluator See Also e Contact Listings e Contact Summary Contact Contact When you view a list of contacts e g on the Agent Dashboard and click a contact name the system directs you to the named contact view The contact view contains valuable information on each contact grouped by the following tabs e Summary e Listings e History The Summary tab includes the following information about the contact Reminders Comments Emails Group memberships Market Insider activity Personal and other information The Listings tab includes the following e Listings the contact has viewed e Listings the contact has saved e Listing alerts set up for the contact The History tab shows a log of system activity for the contact e g when they signed up or were transferred to you Contact Summary Contact Summary When you click the name of a contact in the market leader Admin interface the system displays the contact Summ ary view The Summary view contains the basic information for a contact The following gallery contains images of a contact summary 1 ery bere de IS Lise Sa bee Hig Li et Ear Cir pm Mor Llar Porc dr rr Pre bebe farm ies kets 0 4 A Pra Crisi La Sele Cas i FE ee Nh
107. gt Website tools The following graphics illustrate pages from a hypothetical consumer website The highlights indicate areas of the user interface that you can configure Some configurable elements such as contact and additional info are repeated throughout the website Repeated elements might have different locations depending on which page you view For more information on configuring the consumer website see Admin A a A Navigation Tabs The header includes navigation tabs that direct the visitor to different pages of the website depending on their specific interest Depending on your Market Leader subscription the navigation tabs include some variation of the following e Buy for visitors that want to search your MLS or configured search areas e Sell for visitors that want advice on selling their home e Market Insider for visitors looking for background information on your area e Meet or About for visitors that want to learn more about you e Contact an email form for a visitor to send a message to you e My Tools for visitors that want to access additional site functions by signing up also known as becoming a Contact Quick Start Quick Start market leader provides the following PDF files by product that describe the minimum requirements to start using the system e Business Builder e Professional User Interface Tips User Interface Tips This article contains tips for using the Online Help wiki and mar
108. hange your contact s status from new Please change the status for contacts you have contacted from New Using the right status will make it easier to keep track of your contacts Name CRM Status Select options Type Select options Groups Select options y Advanced Search Preset Searcy Price tO Listing Alert All vf Phone Numb r Esmmsrrsrrrass Created Date cO Campaign All Market j Quick Call Last Activity o Insider All y Looking In Comments History Has Phone Number All v Contact Sub type LeadRouter Status All Source To View Recent Activity This procedure assumes you are logged into the Market Leader Admin interface 1 In the navigation list click Contacts 2 If necessary to expand the Advanced Search panel click Advanced Search 3 In the Preset Search control click one of the following options e Recently Active e Quick Call e Quick Email Market Leader displays a list of contacts matching the preset criteria Try to make contact with all of these contacts and then change their status to Retry Active or Hot depending on their response See Also e Status e Contact Email Initial Contact Wizard ICW Initial Contact Wizard ICW The ICW is a streamlined guide for contacting new leads When you receive a new lead the Contact Summary view displays a notification The following graphic shows a screen shot of the Contact Summary with the ICW notification displayed
109. hannel or Direct Mail In this example we selected MultiChannel e Select a campaign from the list on the left below e Review the campaign information on the right 1 2 3 4 e Select a version Email MultiChannel or Direct Mail of this campaign e Click Next Step to continue Choose Add Remove very Add Remove Campaign Elements Option Contacts Choose a Pre Built Campaign or Build Your Own Go Back Next Step Build Your Own Campaign Rent vs Buy Choose a Pre Built Campaign Type Interval Campaign b Action Plans b Repeat and Referral A colorful eye catching series the Rent vs Buy campaign is a great way to market to First Time Homebuyers Connect with these consumers using messages on the financial benefits as well as the personal freedoms that Prospecting a z E are associated with homeownership Benefits of a Professional Commercial Real Estate First Time Homebuyers Gorilla Marketing Individual Email Gorilla Marketing Team co e Moving Up 0 00 per A Sr Rent vs Buy contact 0 Direct Mail ced png Single Female Homebuyer HH 2 Activities Website Follow Up Buyer Website Follow Up Seller Website Visitors Buyer Select a version of this campaign and click Next Step gt Campaign Elements Add Remove Elements You have the ability to Edit Remove any campaign elements to the Rent vs Buy Pre Built Campaign All the pieces scheduled to go out in this campaign are in the box as
110. has confirmed receipt of all required forms and is reviewing them Forms are reviewed in the order received Agent Resend forms Market Leader found unresolved issues or questions about an application form and has asked you to resolve the issues and resend the form Sent to MLS Agent Fix MLS issue Approved Deactivated Researching Acquiring new MLS Request Canceled IDX not available Cancel an Application Cancel an Application The forms are correctly completed and Market Leader submitted them to the MLS MLS boards can take from 1 6 weeks or more to respond Market Leader requested you to resolve issues raised by an MLS board e g membership dues name change etc MLS has approved an application and an MLS IDX feed is live on your website An MLS IDX feed is no longer active on your website possibly because of a non compliance issue or by your request Market Leader is researching your write in request for an MLS that was not on the list of known feeds for your area market leader Customer Support will contact you to discuss and agree on next steps Market Leader is in the process of getting MLS approval and building a new MLS feed to add to the list of known feeds for your area You canceled an application either through the Admin interface or by contacting market leader Customer Support An MLS IDX feed is not available This might be because an MLS is for brokers only or does not provide
111. he IMAP Credentials and support from the third party device or application provider you can configure any device or application to receive Market Leader web mail emails IMAP Credentials sends the information to your External Email address Send IMAP Credentials Email The purpose of this procedure is to send an email to yourself containing the information you need to configure Mar ket Leader webmail on your device Log into Market Leader Admin console On the Admin menu select Email From the link list on the Email tab click IMAP Credentials Click Send IMAP Credentials The browser displays a message Information Your IMAP credentials have been emailed to you ey Check Your External Email Inbox The IMAP Credentials feature sends the credentials in an email to your external email address as configured in Profile Details on the My Account tab After you send an IMAP Credentials email in the previous procedure check your external email inbox Look for an email with the subject Market Leader IMAP Credentials and content similar to the following If you do not see the email in your inbox check spam and junk mail folders To prevent future emails from this sender from going to junk mail you can add agentcare vision marketleader com to your contacts This email contains the information you need to configure your webmail on any device The information provided includes the values you need to complete an IMAP account setu
112. her or not you posted a listing on Craigslist If you posted a listing on Craigslist the system provides data on that post This view provides a tool to create a new Craigslist post e Single Property Websites Enables you to manage websites you create to market individual properties a Send at least one email for every new listing To achieve the broadest impact be conservative when removing contacts from the email list See Also e Send Listings Email a Listing Email a Listing You can email listings under your MLS to prospeects using one of the following methods e Email Listings link in the actions column of the All Listings tab e Email a Listing button under the Email to Contact tab The following graphics show the All Listings and Email to Contact tabs ikiye mali rL m on Eral l a egy fo rep miy Fa ri ML ms ee arl ph Aa If there are no listings associated with your MLS or you have not entered an MLS into your profile the All Listings list contains no listings If you have not sent any listings the Email to Contacts list contains no listings The email listings procedures include the following high level steps e Choose listing e Choose contact s e Edit and send message To Email Listings If you want to see all of your listings you can use the All Listings tab If you want to see which listings you have already sent you can use the Email to Contacts tab Both tabs provide a control to email a listing
113. idget they are driven to your Market leader consumer website for results The Search Widget tool provides the following widget styles from which you can choose Name Width x Height pixels Rectanble 180 x 150 Medium Rectangle 300 x 250 Leaderboard 728 x 90 fina ma Ekhi 102 e MN T ae REA a Fa la ii i a a Tai E s s P La 5 j i Em AN ee Low This procedure assumes you are already logged into the market leader Adminuser interface 1 In the navigation list click Admin 2 On the Website tab click Search Widget The Search Widget view presents each widget style choice with a sample image and a read only text box that contains search widget code 3 Select the entire contents of a search widget text box The selection should look like the following Do not copy this example because it does not use your domain name nor does it include a valid choice and it will not work Only copy search widget code from your Market leader Admin interface att todo i lt script src http yourDomain com webcapture type choice type text javascript gt lt script gt I e m om oe o m e e e e e ee ee ee ee ee eee eee ee ml 4 Copy the selection to your computer clipboard 5 Paste the code into an email or text message to send to the maintainer of the other site or paste it into the source code of the destination web page yourself Communities Served Communities Served The Communities Served view enable
114. iew after you select the Stop System Emails option Click ri la ie Be Le rl E diim v z 5 ran A Ia baru r Tes amp This action stops Automatic Emails and deletes any existing listing alerts You always have the option to restart system emails As long as the contact has not unsubscribed via the My Tools section of the website they begin receiving emails again from the system See Also e Contact Summar e Add New Listing Alert Tools for the Seller Tools for the Seller Contacts looking to buy might also require tools for selling a property they own When registering on your website a contact can check a box that indicates they have a property to sell The market leader system provides the following tools for the seller e Send Seller Market Report e Market Status Report If your team or brokerage is participating in the Referral Network and a potential seller home is not located in your area the contact may be referred to another real estate agent in the market leader network If this occurs you are notified in the Contact Summary Market Status Report Market Status Report When a contact lists a home with you they can sign into the consumer website and view a Market Status Report w hich shows real time listing activity The seller needs the MLS number of the listing to see the Market Status Report The seller can see a list of contacts who viewed the listing and various other tools to monitor listing per
115. il it The Send Email view presents a familiar looking email form with To Subject and body fields Using an Add Remo ve Contacts button you can select contacts individually or by Group s Select who you want to send this email to by checking a box to the left of one or more contacts or groups and then click Add When you are finished selecting contacts click Done The selected contacts appear in the To field You can add a subject line rich text in the body of the email and Preview the email prior to distribution The rich text editor includes an Image Library icon that enables you to insert an image in an email as follows Click Image Library In My Pictures select an image Click Use If necessary adjust size alignment and other values Click Insert Image If you want to redo the image insert place the cursor after the image press Backspace and try again AAA a To send the email click Schedule Email or Send Email Send Email _ Back To Darin Dewell Ferber Fobber James Bond ___ Add Remove Contacts __ Subject B Z U Paragraph Fontfamily Font size Mail Merge Variables v _ j sE A 2 E Q mm F 2 Sa A M Insert an Image To REMOVE contacts from the To field click Add Remove Contacts uncheck a box to the left of a name and click Remove then Done You can toggle between a contact list or Groups list by clicking the tabs at the top of the list So for ex
116. il midevc21pro com Team x C21realtorplace aol com Phone Number 2014566006 youremail housevalues com amp 2014608000 Unbranded Disclaimer 2012 Century 21 Real Estate LLC CENTURY 218 is a registered trademark owned by Century 21 Real Estate LLC Equal Housing Opportunity Each office is independently owned and operated 761 Ridge Road Lyndhurst NJ 07071 If you have a brokerage relationship with another agency this is not intended as a solicitation All information deemed reliable but not guaranteed Check to Display Realtor Logo Equal Housing Logo v Y Additional Information Additional Info Awards Po Y Agent MLS ID MLS Name No records returned As an agent who s an expert in this local area bring a wealth of knowledge and expertise about buying and selling real estate here It s not the same everywhere so you need someone you can trust for up to date information am eager to serve you Here are some of the things can do for you Find Your Next Home You need someone who knows this area inside and out can work with you to find the right home at the right price for you including all the neighborhood amenities that matter not to mention the essential criteria you have for your ideal home Sell a Home When it s time to move you need someone who will advertise your home show to prospective buyers negotiate the purchase contract arrange financing oversee the inspections ha
117. imes a day The New messages list on the dashboard shows all new email messages from contacts After you answer an email message click the File Message icon 3 to mark in the system that you are processing your incoming email When you file a message it is removed from the New messages list You can still access the filed email from the contact details page Filing old messages helps reduce the clutter so you can focus on new messages Get Organized Get Organized Use contact status to get organized and focus on the best contacts The Market Leader offers a variety of contact status options to allow you to categorize your contacts so you can identify and focus on your most active contacts Below are some suggested steps on how to use and update contact status Organize your contacts by doing the following e Make sure to communicate with new leads quickly After you communicate with a new contact change the status to Retry or Active e Make sure that all contacts marked Active are responding to your messages or calls are visiting the site or are viewing listings If they are not then change the status to Retry or Inactive e In Contacts gt Advanced Search review the Recent Activity filter to see contacts who have returned to your website in the last 48 hours Change the status for each contact in this list to either Active or Retry Mark as Active any contacts you communicate with directly who appear to be viable contacts Set the
118. ing Materials Actions Marketing Material Actions In Marketing Materials pieces display as thumbnail images in a preview area When you click a thumbnail Marketing Materials pops open an action window for the selected piece Depending on the state of the piece you select actions can include the following Preview a Piece Edit a Piece Print a Piece Email a Piece Post to Website or Blog Post to Social Network Add to Campaign Preview a Piece Preview a Piece Marketing materials preview depends on the piece Different pieces provide email print or both previews Email Preview To see how a marketing piece will look when it is sent to your contacts via email or posted to the web click the Prev lew button and then select the Email Preview option Preview E fk Email Prev w i Print Preview A new window will open displaying your selected piece Close the window after you have reviewed the piece Print Preview To see how a marketing piece will look when it is desktop printed or ordered for professional digital print click the Pr eview button and then select Print Preview Sg Preview ra Mail Preview i z 5 Print Preview A downloadable PDF of the marketing piece will be generated in the Print Download Window When your piece is ready click Download PDF Your print preview is rendy Lownmicad POH hie rara 2 eh WE Inthe Opening sa_bonplaic pc popup Winn select Opan o Sai u corneta UT CROAT
119. ins copies of all email correspondence with one exception That exception is automatically generated Listing Alerts where due to high volume the system only maintains the previous 60 days of listing alerts sent to a contact Y bm Email sent to a contact or received from a contact using the market leader system is automatically stored in Summ ary Emails These emails cannot be deleted 2 Email received from or sent to a contact might not be displayed in the Emails panel for the following reasons e The message was sent from an email address other than one associated with the contact In this case the system does not recognize that the message is from a contact and routes it to Webmail You can edit a contact email address or add a secondary email address so in the future the system can associate it with a contact Contacts can have up to three email addresses associated with an account e The message was sent to a contact from an email address notassociated with the market leader system Summary Market Insider Summary Market Insider The Contact Summary view includes a Market Insider section The Market Insider section captures information about a contact use of the Market Insider tools on your consumer website This section includes the following information e Last Market Insider ZIP code search by a contact e List of all ZIP codes searched by a contact e Total number of visits to a Market Insider page by a contact e Dates of fir
120. ion of the imaginary perimeter box 2 Align Right will align all image boxes to the right most position of the imaginary perimeter box 4 Align Top will align all image boxes to the top most position of the imaginary perimeter box 5 Align Middle will align all image boxes to the middle vertical position of the imaginary perimeter box Middle 6 Align Bottom will align all image boxes to the bottom most position of the imaginary perimeter box Image Boxes can also be aligned in the same way with other marketing materials elements like Text Boxes Google Maps and Shapes To undo an Image box alignment select the Undo Button on the Main Tools Bar Undo O Mirror Image Selecting the Mirror Image button changes a photo so that it appears as the reflection of the original image y A eum Replace Image Crop Image Mirror ms Image Image Editing Tools To Mirror a photo select an Image Box The Mirror Image button will appear in the Image Editing Tools section of the editing toolbar To reverse the mirror hit the Mirror Image button again or click Undo in the Main Tools section of the editing toolbar Text management tools Text management tools Saving Prewritten Text To save any text created in the editor for use on other pieces in your account select the text box you wish to save and click on the Save As Article button in the Articles Text Management Tools section of the editing toolbar JE
121. ion to Alerts watch the following video tutorial Set Up Notification Alerts The Alerts view enables you to manage notifications of Contact activity in the market leader system The following graphic shows the Alerts view To enlarge the image click the thumbnail Bp led Aelede Diri Ses eed ales Eros Curr Yau ia E ee a Pee ia e You receive notifications for the following events A new lead signs up on your website A contact clicks Request More Information when viewing a listing A contact clicks Request a Visit when viewing a listing A contact sends you an email A contact is transferred to you by another agent e Your lender updates comments on a contact record if working with a lender If you are a First Call user then a new lead alert indicates whether the call center will be calling this contact To Manage Alerts This procedure assumes you are already logged into the market leader Admin interface 1 2 4 de In the navigation list click Admin On the Website tab click Alerts The view shows a list of the currently configured Alerts You can delete an Alert by clicking the Delete icon To add a new alert click the Add button If the text fields in the Add Alert pop up form are disabled that means you have already specified the maximum of three 3 alerts Fill in the Add Alerts form You can enter either an email address a cell phone number or both Click the Add button
122. ists features released in Market Leader products dating back to February 2011 The features are in date order most recent first October 2012 e Users can add more than 2 social media links that are automatically included on marketing email including the following ActiveRain Blogger Google Digg Facebook Flickr LinkedIn MySpace Pinterest reddit Other Blog Twitter WordPress YouTube The marketing email compose form now supports adding an image into the email body Using the Image Insert icon a user can upload an image to File Manager and select to include it in an email Users can select which default columns display for grids throughout the system This helps users with smaller screens to see only the information they want Contact Summary contains a new free form text field called Category that enables agents to apply a searchable category to a contact Advanced Search includes Category and Source fields e Source field auto completes on existing Source types Start typing a source name and the tool suggests a completion Recently Active shortcut added back to Contacts menu Admin gt My Account tab placement moved to beginning of section General Info Alerts and MLS Administration moved from Website to My Account tab August 2012 Sellers Market Report enhancements June 2012 New contact types New contact fields for seller data Advanced search criteria Market Insider subscription management Prospect t
123. ket leader interfaces How to Print Online Help Content HTML WYSIWYG Editor How to Print Online Help Content e To print a single page 1 Click the print view button 2 Use the browser s Print option HTML WYSIWYG Editor market leader provides a HTML WYSIWYG editor in the Compose Message and Reply to Email Message forms as well as the Admin Website text area inputs e g Settings and Sell Text inputs among others WYSIWYG is an acronym that stands for What you see is what you get An HTML WYSIWYG editor enables you to compose HTML formatted text without having to edit HTML markup all those nasty looking angle bracketed tags If you know how to use a modern word processor application the HTML WYSIWYG editor should look and feel familiar to you The market leader HTML WYSIWYG editor supports the following format options Paragraph styles Font family and size Bold italic and underlined text Bullet and Number lists Indent and Outdent Undo and Redo Text and Background Color Hyperlinks Images J Images you insert must be hosted on a domain separate from your market leader domain Horizontal rules Custom characters Emoticons Spell check HTML source editing Manual Overview Manual Overview The Market Leader User Manual provides information to help you customize your website and use the contact management system The manual includes the following sections Introduction To orient you to the system and this manu
124. l arrow Click the Text Box drag and drop it to the new location on the marketing piece You can write text here You can save any text you write as a text snippet by clicking the appropriate button in the toolbar or you can populste this textbox with a pre written text snipgg Resize a Text Box To Resize a Text Box click on the Text Box and grab one of the four corners You can change the height width or overall size of the Text Box by dragging and dropping any one of the four corner points You can write text here You can save any text you write as a text snippet by licking the appropriate button in the toolbar or you can populste this textbox with a pre written text snippet Rotate a Text Box To Rotate a Text Box click on the Text Box and move your cursor over the green circle located on the top of your Text Box Your cursor will change shapes from an arrow to a round arrow You can then click and drag the circle to rotate your Text Box around a central pivot point Align Text Boxes Aligning Text Boxes is a great way to make your edited marketing piece look more professional and polished 1 To align first select one or more Text Boxes that you would like to align by holding down the Shift Key with each additional selection 2 After all aligning boxes are selected the Alignment Tools section of the alias toolbar appears 43 10 83 cave Preview Add Zoom rer E i i Main Tools Layer
125. lecting a Template to Edit e Create Edit Preview e Marketing In Motion Editor e Edit Action Buttons e Editor Panes e Working with Saved Templates e Campaigns e Build a New Campaign Basic e Build a New Campaign Advanced e Build Your Own Campaign e Edit Existing Campaigns e File Manager e System Requirements Create Marketing e Change Browser Settings to allow Pop Ups e Install Adobe Flash Player e Install Adobe Reader Adobe Acrobat e Install Microsoft Silverlight e Minimum Screen Resolution e Scheduled Emails e Cell Phone Access to Market Leader e Mobile Email e Icons e Training and Support e FAQ e Training Introduction Introduction Welcome to your new tool for success in your real estate business This Internet based system brings potential customers also called contacts to your website and then provides you with tools to organize target and market to each customer Market Leader consists of two parts the front end consumer website and the back end CRM management tool that you work with The consumer website is what anonymous visitors and contacts visit to search for homes for sale listed in your MLS When anonymous visitors sign up to view listings they become contacts You log into the Market Leader CRM to manage and communicate with contacts Conventions Conventions This topic explains the conventions used throughout this online help system Navigation List In order to access a specific view of the
126. lick Admin 2 On the Website tab click Listing Address 3 Click the radio button of your preference for the default setting 4 Click Save Listing Search Areas Listing Search Areas The Listing Search Areas view enables you to specify areas that your website visitors can search according to the following criteria e Neighborhoods e Zips e Nearby Cities These specifications only affect the consumer website They do not affect the searchable areas within your Market Leader system where you can search all areas that your MLS covers amp If you are a Business Suite customer ask your broker or site administrator to edit these options To Specify Searchable Areas This procedure assumes you are already logged into the market leader Admin interface 1 In the navigation list click Admin 2 On the Website tab click Listing Search Areas The view provides the following radio button options e Allow visitors to search all areas visitors can use your website to search any area that your MLS covers e Select the areas visitors can search visitors are limited by your search area criteria 3 To limit searchable areas click Select the areas visitors can search The view displays a list of the currently searchable areas 4 To add a searchable area click the Add Search Area button The Add Search Area dialog box presents tabs for Neighborhoods Zips and Nearby Cities 5 Click a tab and check off any areas that you want t
127. lin domainyo com What me worry See Also Referrals Export Contacts Export Contacts When you want to use contact data in another format e g in a soreadsheet you can use the following procedure to export contact data to a CSV file amp If you have a large number of contacts you might want to export each status type separately To Export Contacts 1 Log into the market leader Admin interface 2 In the navigation list click Contacts e oo Fiii A Sew rm ine a hen ra i io oor Pint Select Import Export Click the Export Contacts tab In the Contact Status drop down list select the appropriate status type Click Export When the browser prompts you depending on what you want to do either save or open the CSV file To a Example CSV Export Data Layout The following is an example of exported CSV data You can open a CSV file with a text editor or spreadsheet application The CSV export includes a row for the data headings First Name Last Name Home Phone Work Phone Cell Phone Primary Email Address Email Address 2 Email Address 3 Moving From Looking In Average Price Status Date Agent Primary Email Working Email Working 2 Email Working 3 Has Agent Requested Pre Approval Has Mortgage Lender Has Listing Alerts Total Properties Viewed Timeframe Source Address 1 City 1 State 1 Zip 1 Address 2 City 2 State 2 Zip 2 Address 3 City
128. listing you have not already posted e Post listings that you posted over 30 days ago To view post aging use the Post on Craigslist view Days Posted column Craigslist Guidelines Craigslist Guidelines Market leader recommends that you adhere to the following guidelines If you do not follow these guidelines Craigslist might delete your posts and block you for soamming Remember the goal of your post on Craigslist is not just to promote the listing but also to get people to visit your website and sign up e Use the content provided Do not change the link code that is in the body of the post Without this code the post will not drive people to your website The system auto generates parts of the content such as the title and parts of the body text to help avoid repetitive soam like content that deters visitors Experience has shown that the simple posts provided by the system are effective They do not use complicated HTML do not provide full home information and do not add all pictures Omitting some details encourages people to visit your website and sign up to get more information You might make slight changes occasionally but make sure the content and wording are appropriate Market leader strongly recommends using the structure provided because it has been proven to work e Do not over post listings If you post the same listings repeatedly or post too many listings in a row Craigslist might delete your posts and block you for
129. ls to format the text including text effects paragraph styles fonts font size font color list styles indents links graphics and more You can even switch it to HTML source view and edit the HTML source directly 4 When you are finished editing the Main Text click the Save button Sell Text Sell Text The Sell Text view enables you to change the text that appears on the Sell a Home page of the consumer website To Change Sell Text This procedure assumes you are already logged into the market leader Admin user interface 1 In the navigation list click Admin 2 On the Website tab click Sell Text The view presents an HTML editor containing the current contents of the Sell Text 3 In the HTML editor enter the text you wish to display on the Sell page You can use the editor tools to format the text including text effects paragraph styles fonts font size font color list styles indents links graphics and more You can even switch it to HTML source view and edit the HTML source directly 4 When you are finished editing the Sell Text click the Save button Site Images Site Images The Site Images view enables you to change the Site Banner and Agency Logo images of the consumer website 2 After updating an image to view the change on the consumer website you might have to clear your browser cache To Change Site Images This procedure assumes you are already logged into the market leader Admin interface
130. m displays an Edit MLS ID Information dialog box 5 In Office MLS ID enter an office MLS ID for which you have permission to display or advertise listings on your website or other websites You can enter up to two 2 IDs To add or delete IDs click corresponding icons og 6 Click Save In MLS Administration view you can see Office MLS IDs you entered for a given MLS IDX feed Website Website Website tools enable you to manage text and functionality on a Market Leader consumer website When you select Website in the Admin view you see the following list of tools For more information on each tool visit the link 4 Business Builder subscriptions do not include a website The following refers to a Professional subscription Titles and Descriptions Main Text Sell Text Site Images Search Widget Communities Served Featured Partners Listing Address Listing Search Areas Listing Search Fields Consumer Site Theme The following graphic shows the Website tools view Your view might differ depending on which Market Leader prod uct you use Titles and Descriptions Titles and Descriptions The Titles and Descriptions view enables you to change the text that appears in the browser title bar and the meta description for the following pages Depending on which market leader product you purchased some of these settings might not be available to you About Us Page Career Page Finance Page Find a Home Page Home Page
131. m its current position Layer Down amp Please be aware that certain background and other locked elements in marketing materials cannot be edited or modified Layering tools only apply to editable elements Change Font Type To change or modify a Font Type on your marketing piece highlight the text you wish to change A list of available fonts for the template you are working with will appear in the Text Editing Tools section of the editing toolbar es Arial Black 29 B 7 uy BABA Arial El Arial Black Baskerville Old Face _J oH Comic Sans MS Fi Add Page Courier Hew AER u m a AA A Futura Lt Light Georgia Impact Lucida Grande as Sites Aiae oF Times New Roman TRAJAN PRO REGULAR Trebuchet MS Verdana dos A Please be aware that specialty fonts are not available on all marketing pieces Change Font Size To change or modify a Font Size on your marketing piece highlight the text you wish to change The current font size will be displayed in the Text Editing Tools section of the editing toolbar Select your desired font size from the drop down list Text Editing Tools Change Text Color Highlight the editable text you wish to modify Select the new Text Color from the Text Editing Tools section of the editing tool bar
132. mail pieces require contacts to have a valid email address Birthday Purchase anniversary campaigns require contacts to have a valid birthday or purchase anniversary The contact manager recognizes if someone is already in a campaign and does not allow you to add them to the campaign again Once you review and approve a verification process as shown below click Add Contacts to Campaign Remember to check the radio button where it says I have previewed all elements of this campaign and approve them to be sent to the selected contacts and be sure to preview your entire campaign Campaign Pricing Ej 1 of 1 contacts that you selected are ready to be added to your campaign Contacts Selected to Add 1 Cost per contact 0 00 Total cost for valid contacts 0 00 have previewed all elements of this campaign and approve them to be sent to the selected contacts Add Contacts to Campaign 3 Cancel You should now see the contacts you added to the Campaign in the box on the right Contacts in Your Campaign Contacts Groups Contacts in your Campaign A Y Search Options A Y Search Options B B Search by Last Name _Search 1 Contacts Selected 33 Total Valid Email Contacts Search by Last Name 0 Contacts Selected 1 Total Contacts X Y Darin Dewell C Darin Dewell Ferber Fobber James Bond a Leah Elison R Elison RENONS Rasd Elison Roro Elison Roya Elison Roya Elison Roya Elison Roya Elison c D E F G
133. market evaluation for you Below you will see a price range have estimated for your home which was determined by a number of factors including number of bedrooms bathrooms and square footage of comparable homes in your neighborhood Call me today with any questions you may have or if you would like a more detailed analysis Please note that this is not an appraisal only an estimate of the current market value of your home sight unseen ive you jo s condition o When visit your home can give you a more precise evaluation based on any home improvements you ve made special feature dition of your home etc One of my specialties is helping people get their home ready for sale and getting top dollar for their home look forward to working with you further To Change Seller Market Report Content This procedure assumes you are already logged into the Market Leader Admin interface 1 In the navigation list click Admin 2 Click the Email tab 3 On the Email tab click Seller Market Report The view presents an HTML editor with the current Seller Market Report content 4 Modify the content to meet your requirements 5 When you are finished click Save IMAP Credentials IMAP Credentials The IMAP Credentials feature provides convenient access to information required for email client setup on a third party device or application Market Leader cannot provide instructions for all possible devices and applications but with t
134. message to or reply to a message from a contact anywhere you see the Email Contact icon New Messages from Contacts When a contact emails you the message first appears on the Dashboard in the New messages and at the top of the My Inbox Messages view The system automatically recognizes when an incoming message is from a contact When you file the message the system stores it permanently in the Contact Summary s The New messages list shows email messages that require attention After you attend to these emails remember to file them The following procedures assume you are logged into Leader Admin interface To File Message Use one of the following options e In any message list click the File Message icon 3 associated with the message e Inthe Reply to Email Message form Click yes on the option to file this message upon sending To See All Contact Messages 1 Click a contact name in any list of contacts This opens the Contact Summary 2 If necessary scroll to view the Emails bar 3 Click anywhere on the Emails bar to open the Emails view The system displays two lists Emails From Contact and Emails Sent to Contact To Send Contact Email Because timely communication is central to your success the system provides many locations from which to send email to contacts To send contact email use one of the following methods e To compose a message to a contact click the Send Email icon on a Contact Summary t
135. mport contacts use the following steps 1 Log into the market leader Admin interface 2 In the navigation list click on Contacts 3 In the action links click Import Export 4 On the Import Contacts tab select the settings to assign to each imported contact To avoid confusion it might be helpful to clear out your existing Lead contacts and use the Lead status type for the imported contacts Each imported contact receives an email that includes instructions on how to log into and use your website You can edit the wording of this email 5 Using the Import File Type drop down specify the format of the file you want to upload 6 By clicking Browse select an upload file 7 Click Import Example CSV Import Data Layout The following lines show an example of the Custom CSV layout and minimum data requirements For more information on Outlook Top Producer 8i and My Red Tools formats see their respective documentation Every field for a given import format must contain a value even if it is an empty value two quotation marks enclosing zero characters Each value must be enclosed in quotation marks The last line shows an example of a record that includes all data values Importing contacts might require some trial and error The import process might be sensitive to the type of data in each column e g numerical or alpha Experiment with a single line file before attempting to upload a file with a gazillion contacts until you ve
136. n k For how to adjust screen resolution consult the help system for your computer operating system 2 Verify that your screen resolution meets or exceeds 1024 x 768 1024 represents horizontal resolution 768 represents vertical resolution Larger numbers are OK Smaller numbers are not OK 3 For optimal viewing your browser view settings should be set to 100 and your text size should be set to medium If you have any questions or cannot determine if you have the correct programs and settings call Customer Service toll free 866 614 9372 Scheduled Emails Scheduled Emails When emailing a marketing piece Market Leader enables you to save an email to a queue for future delivery Scheduled Emails view enables you to manage the scheduled emails queue In this view you can preview or delete one or more schedule emails A Scheduled Emails Email Subject v Created Date Delivery Date Contacts Actions my scheduled email 10 18 2012 10 19 2012 El Delete Scheduled Emails x Preview a Scheduled Email 1 For a given email click an Actions gear 2 On the drop down menu click Preview Delete a Scheduled Email 1 For a given email click an Actions gear 2 On the drop down menu click Delete Delete Multiple Scheduled Emails 1 Click one or more check boxes next to an Email Subject Alternatively to Select all scheduled emails scroll to the end of the list and click the check box next to Delete Scheduled
137. n Search Listingsresults 1 Click a map icon or a row in the search results table 2 In Viewed Listings click View Details for the current listing Marketing Marketing This page links you to descriptions of market leader functionality to create and maintain marketing collateral and to automatically generate interest building communications with contacts Depending on the Leader product type you licensed you might have one or more of the following features available in the admin interface For detailed information on these features refer to the following sections e Marketing Materials e Campaigns e File Manager e Scheduled Emails Before using Create Marketing functionality for the first time verify that your computer meets the requirements Marketing Materials Marketing Materials This page provides a high level overview of Marketing Materials functionality built into Leader Marketing Materials functions enable you to find existing materials create or edit materials and deploy materials In a typical workflow you take the following steps 1 Select a piece 2 Optionally create or edit a piece 3 Choose an action for a piece This manual describes Marketing Materials in the following sections e Marketing Materials Selections e Marketing Materials Editor e Marketing Materials Actions e Marketing in Motion Create a Property Postcard As one example of what you can do with Marketing Materials the f
138. n circle located on the top of your Shape Your cursor will change shapes from an arrow to a round arrow You can then click and drag the circle to rotate yourShape around a central pivot point Change Shape Background Color Select the Shape you wish to modify Click on the Background Color button in the Shape Tools section of the editing toolbar Then select the new color that you want your Shape to have gt NS Background Color Border Color Palette Colors Standard Colors EHE bees Recent Colors a TH Basic Advanced Change Shape Border Color Select the Shape you wish to modify Click on the Border Color button in the Shape Tools section of the editing toolbar Then select the new color that you want your Shape to have La Border Color Border Thickness shape Tools Palette Colors E BEER ERT a a del eee al Bee DEERE EEEH Standard Colors Bae PC B Wee Recent Colors TH Basic Advanced Change Shape Border Thickness To increase or decrease the size of the border on a Shape select the Shape you wish to modify In the Shape Toolssection of the editing toolbar grab the Border Thickness slide bar and move it to the left to decrease the size of the border Move the Border Thickness slide bar to the right to increase the size of the border The Shape will remain the same size despite the thickness of the Shape Border AO xX Border Thickness i
139. n message e Initial contact email e Listing alert You can review and update some of the text that the system sends to contacts You can also add or edit message templates and change your default email signature Welcome Email The system sends a welcome email to contacts when they sign up on your website It contains login information and instructions on how to return to the site You can view the full text sent to a contact in the Emails Sent to Contact sec tion of the Contact Summary The welcome email contains critical login information To ensure that it avoids most spam blockers Leader provides carefully crafted default text for the welcome email which you can edit using your A dmin Emailtool amp If a contact email account does not accept this message the system assumes that the contact provided an invalid email address and does not allow the contact to sign into your website If the contact provides a new email account the system sends a new welcome email and both welcome emails show up in the Emails Sent to Contact section of the Contact Details section Admin Email Tools When you are viewing the Admin tools with the Email tab selected you see the following links Each link in the user interface has a corresponding page in this section Depending on the Market Leader product you use your view might be different e Listing Alert Campaign e Message Templates J 0 Email Signature Welcome Email The following graphic
140. n text for you to use in new email messages that you send to contacts You can use the ones provided by the system as is or edit them to meet your needs In addition you can create your own custom templates When you create a new email or reply to an email the Compose Message view provides a drop down list of message templates from which to choose To manage message templates you have the following choices e Edit Existing Template e Add New Message Template The following procedures assume you are already logged into the market leader Admin interface Edit Existing Template 1 In the navigation list click Email 2 Under the Email tab click Message Templates For lenders click Welcome Email It is the only message template for the lender role 3 In the drop down list that says Select a message select an existing message name The Admin tool displays the current contents of the message template 4 To change the template contents click the Edit button The view displays editable fields for the template name subject and message text 5 Apply your changes to any of the template fields 6 When you are finished editing the template click the Save button Add New Message Template 1 2 3 4 f In the navigation list click Email Under the Email tab click Message Templates Click the New Message Template button In the Template input field type a name for the template This name is only used internally
141. n the Replace Image button in the Image Editing Tools section x Replace Image Mirror Image Remove Image Image Editing Tools A standard Image Box will appear on your marketing piece You can choose to Upload a New Photo By Clicking on the Browse Button or choose a pre uploaded photo from the Image Libraries Upload an image from your computer Upload to E My Pictures File Browse Image Libraries My Pictures Stock In E kitchen Your new Image Box can be edited further Resized Moved Rotated etc before or after replacing the placeholder image Add an Image To add an Image Click on Add in the Main Tools section of the editing toolbar and select Add Image TAE Zoom Layer Bainig LL gi Add Image I Add Text Box Add Google Map Add Rectangle Add Circle Add Line a al Lal C A standard Image Box appears on your marketing piece You can choose to Upload a New Photo By Clicking on the Browse Button or choose a pre uploaded photo from the Image Libraries Upload an image from your computer Upload to E My Pictures File Browse Image Libraries My Pictures Stock Images pm x Pe kitchen You can further edit a new Image Box by Resizing Moving Rotating etc before or after replacing the placeholder image Add a Stock Image To add Stock Images from Marketing Materials image library use the following steps
142. ndle all necessary paperwork and supervise the closing can take care of everything you need from start to close Consult on Home Selling Tactics Oftentimes buyers don t visualize living in your home the way you do can make your home attractive to its ideal audience which can help you get top dollar Things like staging the home making repairs or minor improvements or even simply painting the walls can be the difference between a home resting on the market and one that s sold fast ID Actions y GAO Y Images Website Image This is the profile picture used This is the profile picture used on your website no image available gt ies Marketing Image Marketing Logo Bulk Mail Permit This is the logo used on marketing collateral Contry This is the bulk mail permit on marketing collateral no no image image available available The following procedures assume you are already logged into the market leader Admin interface Access Settings 1 In the navigation list click Admin 2 Click My Account The My Account tool opens on Settings by default Maintain Profile Marketing and Additional Information 1 Click Edit 2 Make changes to any of the fields 3 Click Save or Cancel to save or discard changes respectively Read only Information Fields The edit form includes some read only fields CREST provides these values and you must use that system to edit them Agent MLS I
143. nnot delete requests generated by Market Leader 1 Fora specific request click Delete This opens a confirmation dialog 2 Click Yes Contact Listings Contact Listings The Contact Listings view shows Current Listing Alerts Saved Listings and Viewed Listings for a contact In addition it provides action buttons to Send Listings and to Add New Listing Alert Listing alerts notify contacts of new MLS listings that match their search criteria When a contact sets up a listing alert the market leader system automatically posts a reminder in your account The following graphic shows a contact Listings view To enlarge the image click the thumbnail E Liding es OL Lares il Wed oO Lic eee OS E a rai To View Contact Listings 1 Log into the market leader Admin interface 2 In the navigation list click Contacts 3 In the contacts list click a contact name 4 Click the Listings tab 2 If a contact has saved a listing that is no longer on the market the listing icon is grayed out lcon Graphics disabledListing gif How to Use Listings View In the Listings view you can see listings a contact has saved or viewed sorted by date This view enables you to observe analyze and ultimately help a contact market leader recommends contacting the contact and offering to show or provide additional information about the listings The Viewed Listings information helps you gauge whether a contact is seriously looking for a h
144. non contact email messages By contrast Le ader system routes all contact email messages to the Admin interface to enable integration with its many customer relation management features amp You might find email from a contact in Webmail but only when that contact emails you from an email address you have not yet stored in the Contact Summary Note to self capture that address To Open Webmail 1 2 Log into the Leader Admin interface In the navigation list click Webmail The system opens a new browser window or tab with the Webmail interface To Change Name and Address Options 1 2 3 4 O Use the previous procedure to open Webmail In the Options pane click Change Settings To display your name on the From line of all messages enter a name in the Full Name field In the Signature text area enter a signature Consider something like the following tte I Full Name Company Name Office phone 425 555 1212 Email username yourdomain com Website http www yourdomain com I e e ml To save changes click the Submit button To Attach Files to Webmail 1 2 3 D In the Webmail interface click Compose Use the email form to compose the message At the end of the form click the Choose File button A system File Open dialog box opens Use the dialog box to find a file Click the Open button to dismiss the dialog The Webmail interface displays the file name in th
145. o 12 months and detailed source information such as how many people are coming to your site because of syndication or personal marketing Campaigns for up to 180 days The Site Activity view is a reporting tool The reports use preset queries for which you can vary the time period of the query It includes the following reports e New Lead Count Shows a bar graph of traffic counts with data grouped by sources Market Leader Advertising and Personal Marketing e Visitor 8 Contact Sources Shows details of URLs from where Visitors and Contacts come lt shows Visitors and Contacts referrer URLs grouped by Market Leader and Personal Marketing You can expand each group to view more detailed grouping of the data e Search Links Shows Visitors and Contacts referrer URLs filtered by domain name Instead of grouping the results this report shows the source type e g SEO or syndication as a separate column The following sections explain the groupings in the New Lead Count graph Market Leader The Market Leader category shows the count of contacts resulting from listing syndication natural search and email lt includes the following sources Listing Syndication Craigslist Search Widget Search Engine Optimization We know the source URL but these URLs don t fall into other categories Market Leader Campaigns Emails listings listing alerts welcome email campaign etc Referrals Contacts received from other agents who us
146. o be searchable You can expand the number of areas you see in these lists with radius options at the top 6 When you are finished selecting areas Click the Add button The dialog box closes and you are returned to the Choose Your Listing Areas screen 7 To remove an area that you ve added click the Delete icon E next to the Area you want to delete If the Delete icon is gray that area cannot be removed because it is one of the areas where your site is advertised For example if you advertise as a site that provides Seattle listings you cannot remove Seattle as a searchable area See Also Listing Search Fields Listing Search Fields Listing Search Fields The Listing Search Fields view enables you to specify which search filter controls to include in the Find a Home se arch tool of your consumer website The Listing Search Fields settings do not affect the controls you can use while logged into the market leader Admin interface 4 If you are a Business Suite user work with your broker or site administrator to edit search fields To Specify Listing Search Fields This procedure assumes you are already logged into the market leader Admin interface 1 In the navigation list click Admin 2 On the Website tab click Listing Search Fields 3 Use the checkboxes to specify which fields to show on your website 4 Click the Save button The market leader system might offer search fields that are not supported by your MLS If
147. o new users for the following e An introduction to the Consumer Website e A Quick Start summary for a minimal setup e Acollection of User Interface Tips that describe common patterns and features of the Market Leader user interface Consumer Website Consumer Website Using a computer with an internet connection you can access the consumer website by entering your domain name such as MyDomainName com into the address bar of a web browser The Home page appears as the landing page for your domain Take a moment to peruse the Home page s Optionally you can access your website on the Admin gt My Account gt General Info tab of Market Leader In the General Info section click View your website The website uses a layout with the following elements e A header that includes an agency logo navigational tabs and account links The header content is consistent across all pages on the site You can select an agency logo to display in the header e A body that typically includes multiple columns of content including text and images e g website image and site banner The body content depends on the page being viewed Most pages contain text and your contact information both of which you can modify using Admin gt Website tools e A footer that includes site navigation links contact additional and legal info The footer content is consistent across all pages on the site The contact and additional info are configurable using Admin
148. o restrict pop up windows refer to the browser instructions on how to allow pop ups for a site You should only have to do this one time Install Adobe Flash Player Install Adobe Flash Player You must have Adobe Flash Player 8 or higher to create or preview Marketing in Motion marketing pieces Check your computer to see if you already have the correct version of Flash Player installed 1 In a browser visit the following URL http www adobe com software flash about 2 On the Adobe Flash Player page look for a Version Information box 3 Verify that you have the correct or later version If you do not have Adobe Flash Player installed on your computer or need to upgrade to the latest version look for a download link on the previously mentioned Adobe Flash Player page Follow Adobe instructions to download and install Flash Player Install Adobe Reader Adobe Acrobat Install Adobe Reader Adobe Acrobat You must have Adobe Acrobat Reader version 9 0 or later installed on your computer to view the print version of marketing materials Check your computer to see if you already have the correct version of Adobe Reader installed 1 If you have Adobe Reader installed start the application and skip the next step 2 If you do not have Adobe Reader installed on your computer or need to upgrade to the latest version visit the following URL http www adobe com downloads To download and install the application follow the ins
149. o subscribe to RSS feeds 2 Contacts A Remember to change your contact s status from new Please change the status for contacts you have contacted from New Using the right status will make it easier to keep track of your contacts Name CRM Status Select options Contacts 1 Contact Avg View Save Looking Phone Price In Test Test 0 0 0 a y E Add Groups Remove Groups x Delete x To Access Contacts List 1 Log into the Market Leader Admin interface Select options Source Offline Marketing 2 In the navigation list click Contacts Contact List The following tables describe the features of the list Created Activity Time CRM LeadRoute Actions Frame Status r Status 10 16 12 Just Active v Looking Depending on which Market Leader product you use some columns might be hidden by default If you choose to show acolumn and your product does not support it it might contain no data To see more data you can upgrade your Market Leader product Columns Label Contact Agent Average Price View Save Looking In Phone Description Click the name to go to the Contact Summary If your subscription supports it you can see the agent that is assigned to a contact Click an agent name to view Agent Profile Contains the average price of saved property searches for a given contact on your website Contains the number of individual property listings a contact view
150. ollowing video demonstrates how to create a property postcard from an MLS Administration MLS Integration Create Property Postcard Marketing Materials Selections Marketing Materials Selections This section describes how you can find and select marketing materials with which to work The system provides you with thousands of professionally designed marketing pieces that you can email and or print and distribute by direct mail to clients You can send pre built pieces or you can customize templates to create Business Cards Guides Newsletters Flyers Greeting Cards Postcards and Sports Schedules For more detailed information on finding and selecting marketing materials refer to the following sections Select a Marketing Piece Search for Marketing Materials Sort Marketing Materials and Saved Pieces Find Saved Pieces Find Available Sizes Select a Marketing Piece Select a Marketing Piece To select a marketing piece click on Marketing Materials Here you are able to select what type of marketing material you d like to use You can find all pieces in the Marketing Materials Library in one or more sections of the Marketing Materials tree Here you can sort through the entire catalog of pieces available to you Click on any link in the tree to starting seeing marketing materials Clicking on sub sections of that link will further refine the pieces you see Marketing Materials My Saved Pieces 1 ES gt fe 22 y Nex
151. ome For example a contact might be consistently looking in one area or always at a specific price range or always looking at listings with a specific feature Search consistency can signify that a contact has real interests and may be a valid customer Conversely random searches for million dollar estates trailer parks land commercial buildings etc might signify a less than serious home buyer amp A contacts Viewed Listings will be archived after 90 days To view the archive click the See More History checkbox Times Viewed In addition to being able to see which listings a contact has viewed you can see how many times a contact viewed a particular listing In the Times Viewed column for Viewed Listings and Saved Listings click the number to see a list of the dates that the contact viewed that listing y Peruse a contact Viewed Listings to understand what homes seem to be of interest to the contact especially before using the Initial Contact Wizard ICW or sending recommended listings See Also e Add New Listing Alert Add New Listing Alert Add New Listing Alert A listing alert is an automatic email notifying a contact of new listings that match search criteria that the contact provides One can configure an alert to be sent daily bi weekly or weekly The Contact Listings view provides a button to add a new listing alert for a contact Listing alerts are designed to keep your contacts coming back to your website frequentl
152. on If your brokerage or team has a lender as part of the Le ader account this indicates whether the contact is working with younender or not If a contact requests a mortgage pre approval when they sign up you see it here A Summary view enables you to take actions with respect to a contact The following table provides a description of actions you can perform from a Contact Summary view The table lists the actions in order of flow in the view Action Description Edit Status Reminders Send Email Send Listings More Actions Add New Listing Alert Transfer Print To edit a Contact Summary 1 Click Edit 2 Make changes to contact summ ary fields 3 Click Save y If a contact signs up with one email address but emails you from a different address M arket Leader routes the message to Webmail Save the new email address in the Contact Summary Saving the email address enables the system to associate future emails from that address with the contact See also Finding and Adding Contacts Using the drop down list select a different status for a contact Click to view all reminders for a contact or to add a new reminder Click to open a Compose Messagef orm Click this to launch an MLS search from where you can select and send listings to the contact Opens a dialog box to configure a new alertfor a contact To transfer the contact to another agent 1 Click Transfer 2 Follow
153. on phone calls or copy and paste emails sent from another email address The system automatically captures the date and the time of each comment so you do not have to enter that information The more information you record for a contact the easier it is for you to maintain the relationship Contacts sometimes stop using your website for a time and then come back later If you record comments you have a complete record of interaction with the contact which you can use to refresh your memory To View Comments 1 Log into the market leader Admin interface In the navigation list click Contacts Find a contact Click the name In the contact Summary scroll to view the Comments panel If necessary click in the Comments panel to expand it A E Notes If your team or brokerage has a lender on the system you can share comments with them by checking the Share this comment with Lender check box If you subscribe to First Call the market leader call center notes are in the contact Summary Comments 5 You can use Comments to group and search for contacts For more information see Custom Status Type Agent See Also e Contact Summar e Status e For Lenders Share Comments Summary Emails Summary Emails The Summary view includes an Emails panel for viewing messages exchanged between you and a contact The following graphic shows the Emails panel with its Emails From Contact and Emails Sent to Contact panes The system mainta
154. opy Paste this code into your Tweet Here is the HTML code for your web post link Copy and paste the code below into your website If you are not familiar with HTML have your web developer add it for you Click to select code then right click to Copy http f www marketleaderdoc1l com marketinglinks FE 4889E31 For the latest information on posting links on Twitter please consult the Twitter Help Center at http www twitter co m Add to Campaign Add to Campaign You can add most pieces in Marketing Materials to an Email Campaign a Direct Mail Campaign or a MultiChannel Campaign To add a marketing piece into an automated marketing campaign click on the thumbnail image of the piece This opens a template action window Click Add to Campaign which opens a Campaign Cart A Preview Create Edit m Download PDF Email Borrowing from your 401K 8 5 X 11 l Post to Website gt SF Add to Campaign Keywords Flyer flyers 8 5 x 11 11 x 8 5 Black Grey White To add additional materials to an automated campaign click Keep Building To refine and launch an automated marketing campaign click Create Campaign For more information on creating a campaign refer to Campaigns Your Campaign Cart Phone Call x It s time to fall back XK Happy Halloween You must edit this piece before proceeding gt Add contact to new Campaign Borrowing from your 401K x Borrowing from your 401K _ LLL
155. orm You select active listings on one form and sold listings on a subsequent form amp Essentials Edition does not include MLS integration so if you subscribe to Essentials Edition you do not see this option 2 Click Continue 3 Add any additional comments you might want to include with the report Depending on your subscription you might see that Market Leader provides statistics on the number of your site and network visitors interested in similar properties They are provided here as optional information that you might want to mention in the comments 4 Click Continue Send a Seller s Market Report Search below to find Active MLS Listings similar to your contact s property If you already know the MLS numbers of the properties you wish to include search by MLS number You may select up to 3 listings to include in the report Contact s Property Address 123 Main Seattle WA 98101 Area Er ty 1 hoo amp Seattle WA King Add more areas Property Type All Types Price Range 100 000 to 125 000 Min Beds Any Min Baths Any OR MLS Number s Location Zip Postal Price 11275 59th Ave S Lot 98178 100 000 92492058 18 Seattle WA 375132 2100 SW Orchard St 98106 100 000 Lot 6 Seattle WA 4518 Delridge Wy SW 98106 105 000 32703185 Lot 5 SALE Seattle WA Send a Seller s Market Report You can include information about Sold Listings in the report for your contact
156. ost click on the thumbnail image of the piece This will open the Template Action Window bs If you are required to edit the marketing piece you must create and save a version of the marketing piece before posting it online Click on the Post to Website button This will open the Web Post Tool e Preview Create Edit a Download PDF Email Borrowing from your 401K 8 5 X 11 3 Post to Website te Add to Campaign Keywords Flyer flyers 8 5 x 11 11 x 8 5 Black Grey White To generate a link for Twitter you ll need to select the Plain Link option on how you want your link to appear Click the Generate Campaign Web Post After the web post code is generated hit Ctrl C or right click on the selected code to copy 4 z x gt Return to Your Post your marketing material on your website or social networking page Marketing Material O Enhance your online presence by giving website visitors friends and fans the ability to view your marketing pieces online at any time You can post your materials to your website Twitter Facebook or personal blog by following the instructions below Choose how you want your marketing material link to appear View My editable text links 12ABC34DE Click Here http www marketleaderdoc 1 com Y Greeting Card O Button O Text Link Plain Link Generate Campaign 6 Web Post After the web post code is generated hit Ctrl C or right click on the selected code to c
157. ou or the system can create a reminder market leader reminders include the following types You can filter the list by reminder type date range and status The system remembers the filter settings from your last session You can also sort the list by Due Date User System Birthday Anniversary System reminders appear automatically for example when a contact saves a listing and are displayed for three days or until you mark it Complete The system removes incomplete items over three days old from the list Birthday and anniversary reminders display from 45 days before due until 90 days past due The following table lists system events that trigger reminders and a suggested action to take for each reminder Event Suggested Action A contact provides a phone number when signing up Call if you have not contacted the contact already A contact signs up for a Listing Alert Review the listing alert to see if you think the search criteria are realistic If not email the contact to explain why the search criteria may not be successful and offer to update the listing alert A contact saves a listing Contact the contact to see if you can provide additional information about the saved listing Another agent transfers a contact to you Call or email the contact if you have not already Contact birthday or anniversary data is inserted or Optionally send an appropriate message updated in the Contact Summary You cannot edit or delete System
158. our credentials If you do not have an account click Apply for Account Copy and paste values from Market leader form to Craigslist form 1 Using both the Market leader Post on Craigslist window and the Craigslist create posting window copy the following values from Market leader and paste them into Craigslist e Price Post Title Description Street City State You can use the same information for Specific Location and City To improve search experience for users enter the locations and price accurately 2 In Reply to options always select hide Choosing the hide option helps drive the user to your consumer website Complete Craigslist post 1 To preview the ad click Continue 2 To accept Craigslist Terms click Continue Craiglist displays a Captcha form to finalize the post Follow the on screen instructions and click Continue To publish edit or delete the ad use the Craigslist confirmation email 5 Close the Craigslist window E OQ Mark listing as posted in Market leader 1 In the Market leader Post on Craigslist window click Mark as Posted in List The system sets the timer so you know when to post this listing again Suggestions Keep an eye on your Craigslist account When logged in to your Craigslist account check your ads to see which have expired or been deleted If you notice your listings being deleted pink listings contact Craigslist J Cultivate the following habits e Post any
159. ove a contact from one campaign at a time Another method enables you to remove a contact from one or more campaigns at once You might see the following message on a Contact Summary In this case the contact no longer receives any campaign emails even though they might still be listed in an active campaign To remove a contact from a single campaign 1 In Campaigns panel click a delete icon for a given campaign To remove a contact from one or more campaigns 1 In Campaigns panel click a check box next to one or more campaigns 2 Click Remove Campaigns This action removes a contact from selected campaigns It does not remove campaigns from the system but only adjusts the Contacts in your Campaign list for selected campaigns To manage Campaigns using Campaigns Admin tool click Go to Campaigns The Go to Campaigns link redirects the browser to Campaigns Admin tool Summary Buyer Requests Summary Buyer Requests This topic describes the Buyer Requests feature in a Contact Summary view A contact summary includes a grid showing an overview of property profiles for which a buyer has requested information through justlisted com and property profiles that an agent has manually created on behalf of a buyer The grid includes the following columns e Time Area Beds Baths Price Min Price Max Actions On justlisted com when a contact answers questions that characterize their ideal home purchase Ma
160. own words You also have the option of changing the color of the text to white or black 3 Plain Link Choose the plain link style if you do not want to generate additional HTML for your website posting This option is preferable if you are posting to places like Facebook and Twitter or if you want to build your own HTML code for the posting After you have selected your preferred link appearance click on the Generate Campaign Web Post button Generate Campaign Web Post After the web post code is generated hit Ctrl C or right click on the selected code to copy You can then paste the code directly to your website or blog If you are not familiar with HTML have your web developer add the code for you Post to Social Network Post to Social Network Marketing Materials support posting to popular social networks For specific networks refer to the following e Post to Facebook e Post to Twitter Post to Facebook Post to Facebook To post a marketing piece click on the thumbnail image of the piece This will open the Template Action Window De If you are required to edit the marketing piece you must create and save a version of the marketing piece before posting it online Click on the Post to Website button This will open the Web Post Tool A Preview Create Edit a Download PDF Email Borrowing from your 401K 8 5 X 11 gt A Post to Website ae Add to Campaign Keywords Flyer flyers 8 5 x 11 11 x 8 5
161. p For procedures and instructions on how to configure email on a given device please see the device manufacturer or service provider from whom you purchased the device Email Content The following settings will help you set up your email client to automatically receive your Market Leader Webmail emails in your inbox This will enable you to stay more connected to your prospects and better handle your business on the go Key Notes Use IMAP POPS is currently not supported Once set up this will forward all Webmail inbox emails straight to your inbox In order to view emails from your prospects you will need to click into the Shown in CRM folder If you respond to your prospects from your email client you will still need to login to your Market Leader system in order to File your emails from prospects Business Suite users This is how your Broker knows you handled the email Please use the server details below to complete your webmail forwarding set up Username myuser mydomain com Password mypassword Incoming mail server email marketleader com Incoming Port 993 Use SSL Yes Outgoing mail server email marketleader com Outgoing Port 587 Use SSL Yes Thank you The Market Leader Team Site Activity Site Activity The Site Activity view provides you with tools to analyze the visitor and contact traffic on your consumer website You can see the number of contacts you have received by source for up t
162. r cursor where you want to insert the symbol In the Text Editing Tools section of the editing tool bar click on the Symbol button Here you will find a list of commonly used symbols glyphs and characters Add Hyperlink To add an active hyperlink to your marketing piece for email or online marketing highlight the entire text you wish to turn into a hyperlink and click on the Insert Hyperlink button in the Text Editing Tools section of the editing toolbar You may also edit the URL of any existing hyperlink using the Insert Hyperlink button It is not necessary to include htto or httos Remove Hyperlink To remove an active hyperlink on your marketing piece highlight the linked text and click on the Remove Hyperlink button in the Text Editing Tools section of the editing toolbar Paragraph Alignment To change the paragraph alignment of editable text in a marketing piece select the Text Box and highlight the text that you wish to modify If no text is highlighted the paragraph alignment applies to the section of text in which the text Cursor appears Select one of the Alignment Buttons in the Text Editing Tools section of the editing toolbar e Align Text Left Aligns text to the left of the Text Box e Align Text Right Aligns text to the right of the Text Box e Align Text Center Aligns text to the center of the Text Box e Align Text Justified Aligns text to both the left and right margins adding extra spa
163. rch tips 1 Default search By default search will match on ANY of the words entered Therefore a search for property marketing flyers will match on property or marketing or flyers To match on an exact phrase use double quotes around your phrase 2 Exact phrase Words enclosed with double quotes will search for those words in that exact order So property marketing flyers will only return results if an exact match for that entire phrase is found 3 Multiple phrases You may join groups of search words with AND which will match for each of the phrases entered So Spani sh flyer AND holiday theme will only return results if both of those phrases are found Sort Marketing Materials and Saved Pieces Sort Marketing Materials and Saved Pieces You can find Marketing materials by sorting the contents of the Marketing Material Tree You have the option of sorting pieces based on the following criteria e Alphabetical Alphabetical is the default sort option Marketing materials will display in order of their title from A to Z Sort by Alphabetical e Newest To see the most recently added marketing material in any given section of the Marketing Materials tree use the Newest sort option Sort by Newest 7 e Most Used To see the most often used marketing materials in the past two months use the Most Used sort option Sort by Most used Find Saved Pieces Find Saved Pieces You can find all saved m
164. rds the previous 60 days of listing alerts sent to a contact Send Listings Send Listings The contact Listings view provides the Send Listings button to help send recommended listings to a contact The system might suggest some recommended listings or you can search your MLS to suggest listings Recommended listings are listing that match contact viewing behavior but that the contact has not yet viewed The recommended listings are based on the following criteria e The average price of the homes the contact has viewed e The most common areas the contact has looked in e The types of properties e g residential land etc the contact has viewed The Initial Contact Wizard ICW also uses the recommended listings A O ease o A To Send Listings To send listings you can use two different paths within the market leader Admin interface e Contact i e Admin gt Contacts gt Contact gt Send Listings e Search Listings i e Admin gt Search Listings gt Send Listings Both paths use the Search Listings view but one automatically addresses the email to a contact while the other requires that you choose to whom one or more contacts the message is sent The following procedures describe each path in detail They assume you are logged into the market leader Admin interface Choose a Path e Contacts 1 In the navigation list click Contacts 2 In the contact list click a contact name The system displays a tabbed
165. reate a New Featured Property form 4 Provide values for all required fields Optionally provide non required fields 6 Click Save O1 Market Leader saves the information populates the Website URL field with a URL you can share to send contacts to the site and adds a Property Imagespanel to the form 7 Optionally click Add Image Market Leader opens a File Upload dialog which you can use to search your file system for images and select images one at a time up to 25 When you complete the File Upload dialog your browser uploads the image in the background and refreshes the list of Property Images The first image you upload is the primary image which is used on the Home page You can use Move this Photo Down and Move this Photo Up controls in the Property Images list to re order the images In the Featured Properties list a Featured check box enables you to activate and deactivate websites When a website is deactivated and anyone visits its URL the browser redirects to your consumer website To edit a featured property click an edit icon corresponding to the website you want to edit To delete a featured property click a delete icon E corresponding to the website you want to delete Search Listings Search Listings Market Leader integrates directly with your MLS to provide MLS data access and search within its system The listings on your system can be viewed from either the Leader Admin interface or from
166. reminders The Edit and Delete icons are disabled You can toggle birthday and anniversary status i e complete or incomplete User reminders are ones that you create and they do not expire They are visible until you complete or delete them You can remove a reminder from the list by clicking the Complete icon y or delete it by clicking the Delete icon Any reminders associated with a contact appear in the contact summary The following procedures assume you are logged into the market leader Admin interface To Add a Reminder 1 In the navigation list click Inbox 2 In the Inbox view click Reminders 3 On the Reminders tab click the Add a Reminder button The tool displays an Add a Reminder form 4 On the form enter a Due Date Required A reminder appears on the Dashboard Upcoming Reminders list three days before a due date 5 Optionally choose a contact with which to associate the reminder The system suggests a name as you type 6 Optionally choose one of the following types e Phone Call Meeting Important Date To do Note 7 Enter the Reminder text Required 8 Click Save To Edit a Reminder 1 In the navigation list click Reminders 2 In the Reminders list click the Edit icon for a User reminder The system opens an Edit Reminder form 3 Edit any of the fields on the form 4 Click Save Webmail Webmail Market Leader provides you with a Webmail interface for managing all
167. rify that the upload works with the file format and data formats you want to use lf an import fails the system notifies you and does not add the contact record If necessary you can easily delete a single contact to conduct more trials Use the experimental file to verify the format of your gazillion contact file and adjust data entries accordingly Upload files are plain text files which you can edit in a simple text editor such as Notepad Windows or TextEdit Mac We do not recommend using fancy word processing applications to edit an upload file as they might introduce extraneous characters in the file The import process is sensitive to the number of values in each line of an import file Only change data values Do not change the number of values in a line In other words be very careful not to add or remove field separators i e commas for CSV tdt eee Rogelio A Francisco we j woe j we i woe A woe F woe A woe j woe wey j woe woe j woe P woe j LLERA a woe 7 rogelio example W Wei Wey Wey com A F W 7 W W 7 W Woy Woy Wey Wey Wey Wey Woy Wey Wey Wey Woy Wey Wey Wey Wey W 7 Rosario Francisco y P 7 y j j 7 P gt E rosario example com j U F U FirstName LastName 206 555 1212 206 555 1313 206 555 1414 123 Main Totem Lake WA 98034 125 Main Totem Lake WA 98034 127 Main Totem Lake WA 98034 firstlast marketleader com fnln yourdomain com fn
168. rket Leader c aptures those answers as a Buyer Request and sends the contact a Thank you email with your picture and contact details If you subscribe to the area you receive an email notification and Market Leader adds the request to an existing contact or if no matching contact exists creates a new contact You can view a copy of a Thank you emai in Summary Emails You can manually enter Buyer Requests using a Create New Request button To subscribe to an area contact Customer Support _ _ A _ ____ __ _ __ __ __ _ _ ________________ A __ ______ Edit Buyer Request dass rd Dergi k 7 mri Using Buyer Requests The Buyer Requests grid enables you to add view edit or delete a request Before you begin any of the following procedures Log into the Market Leader Admin interface Manage Requests 1 In the navigation list click Contacts 2 Using search filters find a contact 3 Click the contact name Market Leader displays a contact summary 4 Scroll to view Buyer Requests grid Add a Request 1 Click Create New Request This opens an Add Buyer Request form 2 Complete form fields as needed At least one Search Area is required 3 Click Add View or Edit a Request 1 For a specific request click Edit This opens an Edit Buyer Request form 2 3 View and edit fields as needed 4 Click Add or Cancel to save or discard changes respectively Delete a Request amp amp You ca
169. rketing tools and process a contact Agents still remain eligible to receive new leads in LeadRouter because Market Leader send s status updates on each contact back to LeadRouter Overview When an agent receives a new lead in LeadRouter she has an option to push that lead to Market Leader Once she pushes the lead Market Leader synchronizes any updates to the contact information with LeadRouter Once a contact is linked to LeadRouter the contact cannot be deleted in Market Leader Contact grids and lists include a LeadRouter status column Recent Activity Recent Activity Market Leader provides preset filters in Advanced Search that show recent activity by contacts on your consumer website Preset searches are defined as follows Check these searches daily and reach out to each of these contacts as soon as possible Preset Search Definition Recently Active Last Activity within the previous 48 hours Quick Call Last Activity within the previous 48 hours AND Status Inactive or Trash AND Has Phone Number Yes Quick Email Last Activity within the previous 48 hours AND Has an email address AND Status Inactive or Trash AND Has Phone Number No Anyone who is coming back to the website is worth your attention If you are not already working with all of them try to contact them As a general rule every contact that shows up in these searches should be given status of Retry or Active SL Contacts A Remember to c
170. rtner sidebar panel that enables you to help promote your network If you provided a company URL when you configured the partner the sidebar item links website visitors to the parnter company website In addition the Home page provides links to your Partners page where website visitors can view all of your partners If you are a Business Suite user see your site owner to use this feature To Add a Featured Partner This procedure assumes you are already logged into the market leader Admin interface 1 In the navigation list click Admin 2 On the Website tab click Featured Partners The view displays the currently configured list of Featured Partners To add a parnter click the Add Partner button 4 Inthe Add a Featured Partner dialog box enter the name of the Company Name a Optionally enter an URL contact name email phone image and or description The only required field is C ompany Name The Home Page checkbox controls whether or not this partner will be shown on your website home page If you do not check this they only appear on the Partners page 5 Click Done The Featured Partners list includes the following rules e Youcan have as many featured partners as you like e If you have no partners configured the Home page does not display the Partners sidebar panel e If you have not enabled Home Page for any partners the sidebar panel only displays a link to your Partners page e The consumer website only
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172. s when they click the link in an email or view a web post Email The email you send matches the template you selected with a link to the presentation The data from the summary slide of a presentation merges into the email The email directs the recipient to a button that enables them to see a Virtual Home Tour Campaigns Campaigns Campaigns enable you to plan ahead and send emails and or direct mail marketing pieces to contacts on a predefined schedule To get started click Build a New Campaign Depending on what Market Leader product type you have Campaigns include the following functionality e Build a New Campaign Basic e Build a New Campaign Advanced e Build Your Own Campaign e Edit Existing Campaigns What is the difference between building a Basic and an Advanced Campaign Building a basic campaign enables you to select a pre built campaign and add contacts to it in only two steps Building an advanced campaign enables you to select a pre built campaign and completely customize it or build a campaign from scratch in four step S Build a New Campaign gt Basic Advanced If you already set up campaigns you see a view as shown in the following graphic The view gives a summary of campaigns including Name Type Activities Emails Direct Mail Next Send Date and Contacts you have in each campaign You can organize your Campaigns by clicking a column name Name w Type Activities Emails Direct Mail Next Delivery Dat
173. s you to manage a list of the areas that you cover as an agent On the Home page of the consumer website market leader displays a list of the areas you serve The Communities Served list links website visitors to specific information on a community The Communities Served list affects the following e Every community name you add displays in the Search Widget area drop down list e If you are a broker or a team leader and you have chosen to participate in the referral network then ZIP codes you add in Communities Served dictate both outgoing and incoming referrals If you are a Business Suite user see your site owner to use this feature To Add a Community This procedure assumes you are already logged into the market leader Admin user interface 1 2 In the navigation list click Admin On the Website tab click Communities Served The view displays the currently configured list of areas you cover To add a new community click Add Community The tool opens an Add Community form add daa In the form enter a community of your choosing Inthe Add a Zip Postal Code text box enter a code Required Click the Add Zip button You can add additional zip codes to this community as needed In Review and Edit Descriptive Content text area let your local expertise shine through with styled copy using the WYSIWYG editor To configure an information marker on the website map for this community click Ad
174. shown below The first piece Tax Benefits is a Direct Mail piece as noted next to the title of the piece Add Campaign Elements Go Back NextStep Materials Saved Pieces Activities New Marketing Materials Y Edit Remove Campaign Elements Rent vs Buy wo Tax Benefits Throwing Your Money Away Are You Running a Charity You Make the Decorating Decisions b Flyers b Postcards b Single Email Template b Newsletters gt Brochures Pro 25 Phone Call Outdoor Signage Noisy Neighbors b Guides Your Own Backyard gt eGreetings Email No Money Down gt Greeting Postcards Print Wish Life Were More Predictable gt Folded Greeting Cards Personal Visit ls That Leaky Faucet emElements png wamrtarenuars Pro Dog Lover Photo Books Pro Make Them Ring Your Doorbell gt Door Hangers Pro Want to Move Up b Sports Schedules Pro 250 If you d like to edit preview or remove this piece from the campaign click on the name of the piece OR click on the arrow to the left of the name The below box will display If you d like to edit this piece click on Edit Piece and the EZ Editor will display allowing you to edit and save this piece To preview this piece click on Preview Piece The first preview that populates is the Email preview Since this piece is a Direct Mail piece we ll want to preview the Pri nt Preview by clicking on Print Preview button To Remove the Tax Benefits piece from this campaign simply click
175. shows one partner at a time on the Home page If you select more than one partner to be on the Home page the system automatically rotates the featured partner e lf your brokerage works with a lender the lender will not automatically be included as a Featured Partner though you can add them as well e When adding a partner you must use entire URL including the protocol as follows Pt ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee eee hetoe 7 To Edit or Delete a Featured Partner This procedure assumes you are already logged into the market leader Admin interface 1 In the navigation list click Admin 2 On the Website tab click Featured Partners The view displays the currently configured list of partners 3 Click on an Action icon to edit or delete E entries in the list Listing Address Listing Address The Listing Address view enables you to configure the default setting for showing or hiding the addresses of listings on the consumer website This is a default setting in the sense that you can override it for individual contacts To override this setting for an individual contact see Contact Summary If your MLS rules do not permit the display of addresses then this setting will have no effect Addresses will not display on your website To Show or Hide Listing Addresses for Contacts This procedure assumes you are already logged into the market leader Admin interface 1 In the navigation list c
176. shows the Admin tools view with the Email tab selected Your view might differ depending on which product you purchased Hd r CE T Eu hiy ba Jer amn ies aim Limi mp ert Cope inma rra ip e ap Per idas Haris i na Listing Alert Campaign Listing Alert Campaign The Listing Alert Campaign view enables you to edit the text of automatic followup email messages for contacts that have not set up a listing alert or have not sent email to you The market leader system sends these automated emails on a 2 week 1 month 3 month schedule By default the Listing Alert Campaign requires no action on your part If you want to change any of the default text you can use this tool to change it To Edit Listing Alert Campaign Email Text This procedure assumes you are already logged into the market leader Admin interface 1 In the navigation list click Email The view displays the Listing Alert Campaign view by default This view includes a text area input field for each of the three follow up email messages i e 2 Weeks 1 Month and 3 Months 2 For each follow up type compose the message text to suit your preferences 3 When you are finished click Save Changes You can always revert to the default text by clicking Revert to default text Message Templates Message Templates The Message Templates view enables you to edit the template text of various email types that the market leader sy stem sends Message templates provide pre writte
177. sor over the green circle located on the top of your Image Box Your cursor will change shapes from an arrow to a round arrow You can then click and drag the circle to rotate your Image Box around a central pivot point Layer Images Text To move an Image Box Text Box above or below any other editable element in your marketing piece select the Image Box Preview Add Zoom Layer Layer Undo 4 Redo O 2 Sl E m Down Up Main Tools In the Main Tools section of the editing tool bar you ll be able to select from the Layer Down and Layer Up options Layer Up This button will bring the selected Image Box Text Box one layer forward from its current position Please be aware that certain background and other locked Elements in marketing materials cannot be edited or modified Layering tools only apply to editable Elements Align Images To Align Images first select two or more Image Boxes that you would like to align by holding down the Shift Key or Control Key with each additional selection After all boxes to be aligned are selected the Alignment Tools section of the editing toolbar will appear Align Ale Align Align Align Remove Center Right Top Middle Bottom Alignment Tools To select the alignment option that will work for your needs you ll need to imagine a rectangular box drawn around the outer perimeter of all the image boxes you ve selected 1 Align Left will align all image boxes to the left most posit
178. spamming Craigslist automatically deletes posts after a certain number of days When you fill out the form to post on Craigslist you are notified Your ad will expire in X days Plan to re post your listings in X days to ensure you keep getting traffic from Craiglist but do not post it more often than the expiry period If Craigslist sees that you repeatedly post the same house they might delete the listing and block you from making additional posts e Make sure you post in the right Craigslist area The Open Craigslist to Post button takes you to the appropriate Craigslist page If for some reason this button leads to an incorrect area or is not working contact the Customer Support listed on your website Only post in Real Estate for Sale in the proper geographic area e Fill out the form properly Make sure you put the price in the Price field the city in the City field and so on Craigslist uses the fields to match posts to searches People can only find a post if the fields contain correct information e Do not show i e always hide your email address If you neglect to select the hide radio button Craigslist visitors can contact you directly instead of signing up as a contact on your website Market leader cannot track the success of Craigslist posts unless contacts visit your website from the post Featured Properties Featured Properties The featured properties feature enables you to create a page on your Market Leader
179. st and last visits to a Market Insider page by a contact e Market Insider email preference for a contact You can click the Zip Code to open a Market Insider report for that ZIP code before calling a contact The report opens in a new browser tab or window Market Insider Emails The system sends monthly Market Insider emails to a contact under the following conditions e A contact is not unsubscribed from listing alerts e A contact has searched at least one ZIP code for a Market Insider report The system sends the first email two weeks after a contact registered on the site Monthly Market Insider emails commence from the two week anniversary The email contains a link that enables a contact to return to the site and be logged in automatically Sign Up Contact The Market Insider panel includes controls to edit a Zip Code and to toggle Market Report Email status for a contact To change Zip Code or Market Report Email use the following procedure Log into Market Leader Admin interface In the navigation list click Contacts Using the contact search tools find a contact In the contact list click a contact name In a contact Summary click Market Insider In Market Insider panel click Edit oot a a The panel refreshes so that Zip Code and Market Report Email are editable 7 Edit the values the way you want 8 Click Save Summary Campaigns Summary Campaigns The Summary view includes a Campaigns panel for m
180. status of everyone who does not respond to you within two weeks as Retry e Periodically review your contacts with the status of Retry to see all contacts who have not responded to you recently Review when each contact last visited your site Attempt to reach out via phone or email to those who visited your site in the last two weeks Try to engage them about any listings they have viewed or saved If contacts are not on Listing Alerts ask if they want to be If any contact has not visited your site for two weeks set the status for that contact as Inactive The following graphic shows the Recent Activity filter selection E ie l Ml ee ee a a A J F IF bom Advertise Your Site Advertise Your Website If you have business cards stationery print advertising or are doing your own Internet advertising include your website address to receive as much traffic from contacts as possible To see your personal website address URL This procedure assumes you are already logged into the market leader Admin interface 1 In the navigation list click Admin 2 On the Website tab click the View your website link 3 In the location bar of the browser e g Firefox or Internet Explorer select the entire contents bi Cc fh fo http www servingyourtown com Location Bar E Kirkland WA Homes and Real Estate East Lake Real Estate Company Ear E http vweww servingyourtown com Location Bar M ad 4 Copy the selection to
181. t Flyers Sort by Alphabetical 249 results found Show 12 per page New Marketing Materials Flyers Property Flyers Business Builder Property Flyers Fine Homes amp Estates Business Builder a gt Property Flyers Pro 150 Property Market Evaluation Pro 1 Photo Gray MLS 1 Photo Red Geometric MLS Always Delicious Always Delicious You have the ability to Search for marketing materials based on keywords or Sort the Marketing Materials Tree at any time Most sections in the Marketing Materials Tree have more pieces available then can be displayed on a single page To see all of the pieces available click on the Page buttons Previous Next or Numbered Pages You can also choose to see more or fewer marketing pieces displayed per page by selecting a quantity from the Show per Page Drop down menu 2 249 results found Show 12 per page NOTE Selecting more pieces displayed per page can sometimes slow down the loading time for new pages in the Marketing Materials Tree Search for Marketing Materials Search for Marketing Materials Find the marketing material template you re looking for quickly and easily by using the Search Option in the Marketing Materials selector Instead of looking through the complete library by navigating the Marketing Materials Tree just useSearch Enter any word or phrase into the Search Bar and either hit enter or click on the magnifying glass icon Here are some quick sea
182. t click the Email Contacticon To File a Message You can remove a message from the New message list on the Dashboard by filing it If you work in a team environment filing helps your manager or team leader know that you handled it 1 On the Messages tab select the Not filed mode from the drop down list 2 Locate a Message to file 3 In the Actions column of the Message row click the File Message icon X Depending on your message volume the filed message appears in the Last 25 filed list for a time You can always view a filed message through the contact summary To Transfer a Contact You can even transfer a contact to another agent or ZIP code from the Messages view 1 On the Messages tab select a mode from the drop down list 2 Locate a Contact to transfer 3 Inthe Actions column of the Contact row click the Transfer Contact icon e The system displays the Transfer Contact form 4 In the form enter either a ZIP code or an agent email address For ZIP code market leader assigns the contact to an agent in its system who includes the ZIP code in their Communities Served 5 Click the Transfer button The system returns you to My Inbox Reminders Reminders To Add a Reminder To Edit a Reminder A reminder is a text note with a due date A reminder can optionally have a contact assigned to it The Reminders vi ew enables you to view edit mark complete and delete reminders in a list Either y
183. t you can use the Webmail link to access the Webmail interface and manage email from non contacts Email Etiquette The real estate industry has been labeled as notorious spammers In order to reduce the chances of your email getting sent to the junk mail box market leader provides standardized email templates that are much more likely to get your message to your contacts market leader provides a WYSIWYG editor for composing and replying to messages in HTML format Because some HTML content might trigger spam email filters market leader recommen ds that you use this feature wisely If you need to send an attachment you must use Webmail If a contact does not see your message in their in box advise the contact to check their junk mail box Messages Messages The Messages view lists all of the messages that you receive from contacts You can select one of two modes for viewing the messages Not filed or Last 25 filed To view all messages from a contact you can view the Contact Summary The following procedures assume you are logged into the market leader Admin interface To access Messages In the navigation list click Messages To View a Message 1 On the Messagestab select one of the following modes from the drop down list e Not filed e Last 25 filed 2 If necessary scroll to locate a Message 3 Click the subject of the Message not the Contact name To Reply to a Message In the Actions column of the Message lis
184. t Action buttons do not function if you are in the process of editing an element in your marketing presentation lf you receive a message that the function is disabled while you are editing click on the DONE button at the bottom of your editing box and try again Preview The Preview button launchs a preview of the slide show presentation This shows you exactly what your e mail recipient sees when they click the Take Virtual Tour link in your email or view your web post Save Save enables you to save changes as you work If you are saving your work for the first time the editor prompts you to name your presentation Once you save your presentation subsequent saves overwrite the previously saved presentation with the new version Make sure you save often If you save your presentation without editing all of the slides in it you receive a warning that you saved unedited slides and you should complete editing them with your own materials before you send the presentation out Save As Save As enables you to save an existing presentation under a new title Your existing presentation still exists under its original title and the new presentation exists with the changes you made prior to selecting Save As Before you save your marketing presentation preview and check I have previewed the presentation If you attempt to save the presentation without checking this you receive a reminder to preview your work and then check the box
185. t a time use the following procedure Log into the Market Leader Admin interface In the navigation list click Contacts Optionally filter the contact list using basic or advanced search techniques Manually select contact check boxes or click the Check All check box in the bulk action control Click Delete O AOON Market Leader displays a prompt that explains conditions that might override the delete for specific contacts For example in order to provide an audit you cannot delete contacts from a source for which you paid You also cannot delete contacts that you shared with a lender 6 When prompted click Yes Use a similar procedure to manage group membership Instead of clicking Delete click Add Groups or Remove Groups Contacts 1 Contact Avg Wie Save Looking CE heck Contacten lr Check All Add Groups Remove Groups x Delete x RSS To view an RSS feed of New Contacts and Emails click RSS The contacts tool displays an RSS feed which includes contact name and a description of contact activity You can click a contact name to go to its Contact Summary If you use a content aggregator you can subscribe to an RSS feed of your contacts activity from within the rendered feed In some browsers when you click on RSS the browser might render raw RSS XML source code Instead of left click right click RSS and select Copy Link Paste the link into your feed aggregator or whatever you use t
186. t leader Admin interface In the navigation list click Advanced Marketing Click Email to Contacts In the list find the listing for which to view a report On the row for the chosen listing click View Report AFA The system displays a pop up Email Listing Report 6 To return to the previous view click Close The View Report option only appears after an Email a Listing email is sent Post on Craigslist Post on Craigslist A Craigslist post provides the following potential benefits e Help promote your listings e Drive visitors to your website e Add new leads The Post on Craigslist procedure includes the following high level steps Set up Market leader and Craigslist forms Copy and paste values from Market leader form to Craigslist form Complete Craigslist post Mark listing as posted in Market leader To post a listing Set up Market leader and Craigslist forms Log into the Market leader Admin interface In the navigation list click Manage Listings On the Post on Craigslist tab for a given listing click New Post After perusing the instructions click Open Craigslist to Post w pza The system opens a new window to Craigslist Craigslist either opens to a choose the area nearest you pag e or to the create new posting page 4 Do not close the Market leader system window You must switch between windows as you post 5 To log in to your Craigslist account click log in to your account and enter y
187. t tab For more information refer to the following Settings Settings Settings For an example of how to customize account settings watch the following video Customize Account Settings The Settings tool enables you to maintain profile and marketing settings used by The page _excerp does not exist in various parts of the system The initial Settings view is read only When you click Edit the view changes to a form you can edit The tool divides the user interface into the following sections e Profile Details e Marketing e Additional Information e Agent MLS ID e Images Certu 1 BUSINESS BUILDER Hello Teresa Choinski Logout Mr market leader PROFESSIONAL Dashboard Inbox Contacts y Market Listings y Search Listings Marketing Y Admin 4 a Help Y market leader PROFESSIONAL ae Admin A My Account Website Email Site Activity Performance Evaluator Settings Review and Edit Your Account Settings General Info You can update the setting for your account Please note that all your personal contact information must be updated in CREST EDG Updating or changing any fields on this page will not feedback to CREST Alerts MLS Administration y Profile Details Orders Name Billing and Shipping Designations Website CRM Email External Email Y Marketing Call to Action Branded Disclaimer Marketing Address Teresa Choinski Title License DRE c21ma
188. tact names Alternatively scroll to view the end of the list and click the check box adjacent to the add and remove groups control This selects all contacts in the list that belong to you 2 If necessary scroll to view the Add Groups Remove Groups x control ILIE 3 To add selected contacts to one or more groups click Add Groups 4 To remove selected contacts from one or more groups click Remove Groups x 5 In the pop up list click a check box for one or more groups 6 Depending on the control click Add or Remove Import Contacts Import Contacts If you have a list of contacts that you want to add to your Market Leader account you can import the list in CSV format You can use the following procedures to import contact data from a CSV file For Business Suite or Profes sional users please see your broker or team leader to use this feature Market Leader removes imported contacts from the Referral Network Import Requirements e Data formatted correctly in a CSV comma separated values file so that data is included in the expected order e Market Leader requires a first name last name and email address for each contact e The CSV file must include all fields even if empty in the order specified on the Contacts Import page See the following example layout e You can import a maximum of 15 000 contacts over the lifetime of your account e You can import a maximum of 5 000 contacts per import To i
189. tention With this component you can initiate the following actions View Contact Summary Add a new reminder J O e Edit Reminders e Complete Reminders e Delete Reminders Performance and Site Activity The Dashboard view right sidebar includes the following items ltem Performance widget New Contacts total Recent Contacts Online widget Website stats widget Additional Dashboards Additional Dashboards Description A graph that shows contact activity by advertising source type Enables you to quickly check the number of new contacts you received in the last 30 days Shows a snapshot of the contacts that most recently visited your website Each name in the list is a link to the Summary for that contact Provides the following statistics for a consumer website Page Views Rolling 7 day total Unique Visitors Rolling 7 day total Bounce Rate Lifetime average as Return Rate Lifetime average as Select roles can access additional dashboards in Market Leader Broker Dashboard The Broker Dashboard includes agent level data fields such as usage statistics listings and LeadRouter status Enterprise Dashboard The Enterprise Dashboard includes Company Office Team and Role level reports on usage listings and LeadRouter data My Inbox My Inbox The My Inbox view contains tools for managing Messages and Reminders related to contacts In the My Inbox se ction of the navigation lis
190. tep you can skip this step Otherwise if the feed you want is not in the list select Other The system expands the dialog to provide a text box field Before entering a name for a new feed please verify that you are not looking for an alternate name of an existing feed a Write in the name of an MLS that is not in the list b Wait for market leader to contact you to discuss your request Click Save Inthe MLS Administration view click Instructions The system opens the instructions in a new window Follow all steps described on the instruction page for the MLS you selected To add additional MLS feeds repeat this procedure Monitor an Application Monitor MLS Application The MLS Administration view includes a column for monitoring status of an application Depending on the MLS your application might require actions by multiple parties including you market leader and an MLS IDX feed provider As an application progresses the MLS Administration view updates the Status of the application The following table describes the Status values you might encounter during an approval process Status Level Description Agent Review Instructions You must download all required forms complete and send them to Market Leader according to instructions This status level begins when you start a new application for MLS approval and remains in effect until Market Leader confirms receipt of all required forms In Review Market Leader
191. the Add Google Map button A new Google Map will be inserted just like an Image Box into your marketing piece E Add Image Add Text Box Add Google Map Add Rectangle Add Circle Add Line Ee i To customize your new Google Map update the address in the Address Box in the Map Editing Tools section of the editing toolbar that will appear when a Google Map is selected and then click Update Address 1600 Pennsylvania Ave Washington D C 20500 XK Map Type z ting Remove Map e Update Address Map Editing Tools Your new Google Map can be edited further Resized Moved Rotated etc before or after Updating the Address Delete Google Map To delete a Google Map select the Google Map you wish to remove Click on the Remove Map button in the Map Editing Tools section of the editing toolbar A Remove Map Update Google Map Address To update the Google Map with your desired location update the address in the Address Box in the Map Editing Toolssection of the editing toolbar that will appear when a Google Map is selected Enter in an exact address to center the map on a single location You may also enter in landmarks or other geographical markers to create your map and then click Update Address 1600 Pennsylvania Ave Washington D C 20500 pre Map Type o Update Address is Map Editing Toots Move a Google Map To Move select your Google Map and place your cursor over the map until
192. the computer clipboard 5 Paste the URL into other electronic media Agent Dashboard Agent Dashboard Agent Dashboard view gathers key information about your contacts in one place so you can quickly identify New leads New messages and Upcoming Reminders The following graphic shows the Dashboard view click to enlarge Depending on the Market Leader product you are using your view might differ from this description S You can click on highlighted text in lists to access more information about the item You can click on icons in the lists to perform a given action By hovering your mouse pointer over the icon you can get a hint for the action New Leads The New leads component shows you all contacts with a status of Lead Make sure that you are quickly following up with contacts and changing their status With this component you can initiate the following actions e View Contact Summary e Change contact Status e Compose an Email New Messages The New messages component shows you all the messages that have not been filed Contacts are waiting for answers to some messages but other messages might only require filing After you respond to a message make sure you file the message With this component you can initiate the following actions e View Contact Summary e View Messages Compose an Email e File Message Upcoming Reminders The Upcoming Reminders component shows you reminders for key tasks that require your at
193. the consumer website where contacts search for view and save listings The content in the two views Is essentially the same with a few exceptions On the consumer website the listing address might not display depending on MLS rules and the Listing Address setting you selected in the Admin interface amp Until you submit the IDX agreement form that Market Leader sent you in email and Market Lead er has marked your account as IDX approved in its system Search Listings does not display MLS listings CENTURY 21 agents that use Market Leader Professional can opt to use either the Shared Listings Database SLDB or an MLS SLDB includes a unique image feed and virtual tours that are not available to agents that use an MLS To Search Listings 1 2 3 4 O Log into the Leader Admin interface In the navigation list click Search Listings The system displays search options and an interactive map To zoom use the magnifying glass icons To zoom and center double click a point on the map To pan use the d pad icon or click and drag the map In the Search Options form enter appropriate values Click Search The search filters the listings displayed on the map and the list To view listing details click an icon on the map or a row in the table of search results Search Listings displays search results sorted by ascending price J You can Send Listings from Search Listings Save Search To reuse search
194. the cursor changes from a pointer to a 4 directional arrow Click the map drag and drop it to the new location on the marketing piece Resize a Google Map To Resize select your Google Map and grab one of the map s four corner points You can change the height width or overall size of the Google Map by dragging and dropping any one of the four corner points Rotate a Google Map To Rotate a Google Map select your Google Map and simply move your cursor over the green circle located on the top of your Google Map Your cursor will change shapes from an arrow to a round arrow You can then click and drag the circle to rotate your Google Map around a central pivot point Change Google Map Type To change the Map Type select your Google Map and click on the Map Type button in the Map Editing Tools sec tion of the editing toolbar Four map types are available 1600 Pennsylvania Ave na i i Washington D C 20500 Ab 9 XK Map Type Zoom Label Settings Remove Map r Update Address _ Map Editing Tools Roadmap Satellite Fi Add Page Terrain Hybrid Roadmap is the default Map Type setting This Google Map displays an outline of streets and major geological features It is easy to read and great for showing location for directions on your marketing piece Satellite displays a Google Map with birds eye satellite images of your selected location Terrain displays a relief map for a 3D representation of an area s t
195. the on screen instructions 3 Click the Transfer button Contacts can only be transferred to other agents with Market Leader accounts To print the contact contact information click Print Export V Card Resend Welcome Email Delete Name Stop System Emails Address Actions Create New Address Show All To export the contact contact information as a V Card click Export V Card The Export V Card action saves the v card file in your browser download folder Most browsers have a Downloads menu command that provides a shortcut to downloaded files Resends the email that was sent to a contact when they first registered Click to delete a contact from the system This action opens a dialog box for you to confirm the action In Primary Details click a contact name to open a new window with an Internet white page search on the name The Stop System Emails action provides a toggle switch to activate or deactivate automatic Market Lea der emails For more information see Unsubscribe Contact For existing addresses in the Addre sses panel using the respective icons change address attributes delete an address or toggle the Mailing Address attribute Opens an Add Address dialog for a contact Expands the Comments Emails All Reminders and Groups panels Clicking any of the titles toggles between an expanded or collapsed display of the respective panel Comments Emails All
196. ting In addition to finding great listing matches for each contact you also want to promote individual listings marketleade r provides a number of ways for you to do this In the Advanced Marketing view as the following graphic shows you can manage and review listing promotion activities click image to enlarge gt Market Listings a All Listings Email to Contacts Post on Craigslist Single Property Websites Review your active listings and the related promotional activities Use the Actions column to send the listing to di Location Listing Beds Baths Sq Ft Emailed Actions Agent Listings To use this feature you must enter your Agent MLS ID in Settings In order to see listings in the Manage My Listings view you must have listings associated with your Agent MLS ID To Use Advanced Marketing 1 Log into the marketleader Admin interface 2 In the navigation list click Advanced Marketing The Advanced Marketing view includes the following tabs e All Listings Shows a list of every property in the MLS database associated with an MLS ID including a summary of the listing and actions to view associated emails or to send a listing email e Email to Contacts Shows when promotional email was sent to contacts for a particular listing You can see the number of contacts who received the email how many visited the site and how many requested information on the listing e Post on Craigslist Shows all listings and whet
197. tration form contacts indicate how soon they are looking to buy Now 1 3 months 3 6 months 6 months or Just looking This is where the contact is from not necessarily where the contact is looking for property This comes from information provided on the registration form This is where the contact is looking for property The system calculates this based on the contact searching behavior This option is only available in some areas based on your MLS Depending on the Listing Address configurat ion on your website this contact may or may not be able to see listing addresses You can override your website setting for a specific contact by editing the Su mmary Created Last Action Has Agent Has Mortgage Lender Requested Pre approval See Also Summary Actions Summary Comments Summary Emails Summary Market Insider Summary Actions Summary Actions This is the date the contact signed up on your website or the day you added the contact to your account This is the most recent date and time the contact visited your site New leads can indicate whether they are already working with a real estate agent and the response appears here 5 We recommend responding to contacts even if they signal that they are already working with an agent The contact may be unhappy with the service their agent is providing and you could have the opportunity to help Contact the contact and simply ask about the situati
198. tructions on the Adobe website lf you are downloading and installing for the first time you can skip the rest of these steps 3 Inthe Adobe Reader application look for a menu command About Adobe Reader or similar on the Adobe Reader menu Mac or on the Help menu Windows 4 The application displays information about itself including a version number 5 Verify that it meets or exceeds version 9 0 Install Microsoft Silverlight Install Microsoft Silverlight You must have Microsoft Silverlight 4 or later installed on your computer If you do not you will be prompted to install it to create or edit Marketing Materials Check your computer to see if you already have the correct version of Microsoft Silverlight installed 1 Visit the following URL in a browser http www microsoft com getsilverlight When the page finishes loading it displays a status message for the installed version 2 Verify that you have the correct version 3 If you do not have Silverlight installed follow the instructions on the Get Silverlight page to download and install the application For help downloading and installing Silverlight refer to instructions on the Microsoft website Minimum Screen Resolution Minimum Screen Resolution The system is designed to work with a screen resolution of at least 1024 x 768 You may be unable to see some controls and options with a lower screen resolution Check your computer to view your current screen resolutio
199. u are logged into the market leader Admin interface 1 In the navigation list click Website 2 On the Website tab click Consumer Site Theme The system displays thumbnails of available themes with preview and activate tools for each 3 Optionally using a zoom icon preview an enlarged image of a theme 4 For your selected theme click Activate The system displays a confirmation box 5 Carefully read the confirmation message as the theme change might require further action on your part For more information see Site Images 6 To confirm click Activate 7 To verify the theme change visit your website Custom Page Custom Page The Custom Page feature enables you to add a page to your consumer web site with a unique title and unique content The Custom Page title becomes a new tab on the consumer site header navigation list Clicking on the tab directs the site visitor to your custom page The Custom Page feature includes a rich editor that you can use to style the content and add links and images Change Custom Page Name To create a custom page you must give it a name Log into Market Leader Admin console On the Admin menu select Website From the Website link list click Custom Page In the text box enter the name of your custom page Click Change The browser displays Information The custom page name was successfully updated HPA a The next time you refresh a page on your consumer web site you see a
200. view of a contact with the following tabs e Summary e Listings e History 3 Click the Send Listings button The system displays a Recommended Listings for Contact Name view with a Search Options form and map e Search Listings 1 In the navigation list Search Listings The system displays a Search Listings view with a Search Options form and map Search for Recommended Listings 1 In Search Options specify at least one city neighborhood or ZIP in the Areas input field 2 To filter the search specify more search criteria 3 Click the Search button The system displays the results as markers on the map and in list form following the map To expand or collapse the map you can use controls at the bottom of the map To preview control functions hover over the mouse pointer over the controls 4 In the search result list click the Add to Selected Listings icon for each listing you want to recommend For each selected listing the system displays an MLS number above the Search Options You can perform more searches continue to select and add listings and delete listings until your list is ready to send 5 When the list is complete click the Send Selected Listings button The system displays the Send Listings email form Prepare and Send Email 1 Review the Subject and change if necessary 2 Depending on which path you chose i e Contact or Search Listings provide Tovalues e Contact path a Select one or more of the contact
201. y 1 In Images click Edit or Update Logos corresponding to the image you want to upload The view changes to a form that you can edit In the case of a logo update you can skip the following steps 2 Click Browse The tool opens a standard Open File dialog In the dialog navigate to the image you want to upload Click Open Click Upload The tool closes the form and displays the newly uploaded image oO o1 ff 0 General Info General Info On the My Account tab Market Leader includes a General Info view The General Info view enables you to change the following settings e Company name Address Phone numbers Franchise Notes MLS IDs Time zone To Change General Info This procedure assumes you are already logged into the Market Leader Adminuser interface 1 In the navigation list click Admin 2 In the General Info view click the Edit button The view changes to an editable form 3 On the editable form make your changes The editable form provides a link to add an MLS ID for your office To change agent MLS IDs use the My Account tool To add an office MLS ID use the following procedure a Click the Add Office MLS ID link b On the Add Office MLS ID form provide appropriate values c Click the Save button 4 When you are finished making changes to General Info click the Save button See Also Admin Website Conventions Manual Overview My Account Alerts Alerts For a brief introduct
202. y market leader has found that the more contacts you have who receive listing alerts the more returning visitors you have to your website The more returning visitors you have the more likely you are to get a phone call when a contact finds his or her ideal home The system features encourage a contact to sign up for listing alerts but market leader highly recommends that you review contact summaries to ensure they opt into listing alerts and that the alerts are reasonable for the area Unless you have explicit contact permission do not set up alerts for a contact The system might send emails as frequently as every day and if the email is not requested you might be seen as a spammer and lose the opportunity to work with the contact The following procedures assume you are logged into the market leader Admin interface with the Listings view open To Add New Listing Alert 1 On the Listings tab click the Add New Listing Alert button 2 On the Add New Listing Alert form choose the appropriate criteria At least one Area is required 3 Click Add Alert To Delete an Alert 1 If necessary scroll to view the Current Listings Alerts pane 2 Inthe Current Listings Alerts pane click the Delete icon for a given alert To Edit a listing alert 1 If necessary scroll to view the Current Listings Alerts pane 2 Inthe Current Listings Alerts pane click the Edit icon for a given alert Due to volume the system only reco
203. you can change the text This portion of text is seen on the slide show presentation If you select an image element you are presented with your library of saved images to choose from as well as the opportunity to upload a new image to your library for use In templates with a PhotoBox Thumbnail feature when you select an image you will also be presented with a Caption and Description field This text will appear under the image in the PhotoBox Thumbnail section These fields will only be seen in the PhotoBox Thumbnail feature When you change the photo you will see it appear in the PhotoBox Thumbnail section and when you click Done you will notice it also added in to your slide in the position you selected Remember to click on the Done button at the bottom of the Edit Element Pane each time you make changes to a slide You must do this in order to activate the Edit Action Buttons at the top of the screen Photo Box Thumbnall The Photo Box Thumbnail feature is only available in some templates This is a feature that allows a consumer to navigate all the images you add to your presentation without the animation You simply click a thumbnail and a large version of the image appears along with a caption and description When changing an image in a slide you will see the Photo Box Thumbnail section appear in the template Once you select an image and type a caption and description you will see them appear in the Photo Box Thumbnail section When you
204. ze link just under Other Sizes in the Marketing Materials template action window Postcards that are not available in multiple sizes do not show additional sizes pp a Preview Fall Back Create Edit 2012 Fall Back Jumbo 8 5 X 5 5 Jumbo Ed Email Other sizes 5 5 x 4 25 Regular Lal Post to Website mf Add to Campaign Keywords fall back postcard jumbo daylight savings time seasonal november Folded Greeting Cards Many Marketing Materials folded greeting cards come in two sizes Large 5 x 7 and Small 4 x 5 5 If a folded greeting card is available in both sizes you can access a Large or Small sized template by clicking on a size link just under Other Sizes in the Marketing Materials template action window Folded Greeting cards that are not available in multiple sizes do not show additional sizes Marketing Materials Editor Marketing Materials Editor Since there are so many pieces provided in Marketing Materials this help only covers a small sample in depth Once you learn how to use the editing tools and features you can customize any piece in the system This section focuses on the editor tool used to customize all marketing pieces with the exception of Marketing in Motion pieces which use the Marketing In Motion Editor Overview of the Editor Create a Property Flyer P P To create and edit a piece you must have Microsoft Silverlight 4 or later installed on your computer If you do not have it

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