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ActiveAgent Pro User Manual

1. There is a View Customization Options link below the Customization Options button Click this link to see the customization options available There is a Restore Defaults link in the upper right corner of the screen To delete customizations click this link then click the OK button When you have completed your selections click the Save button Click the Edit Home Page Content button A pop up window will display with the existing content There is a limited Text Editor toolbar in the pop up window Use this toolbar to format the text Click the Save button when you are finished Click the Edit Featured Area and a pop up window similar to the screen shot below will display The window contains the following options which the agent can select by clicking the radio button that is next to the desired option The options are Slide Show showcase Listing Homes Prospector Ad Homes Prospector Login Display Your Own Content Each option is described below Note Click the Save button to save the change You may have to refresh the browser to see the change 36 Slide Show will display the main photo for each of your listings in slide show view ActiveAgent Professional Customizable Layouts Page 18 Editable Description Area Edit Scrolling Text Restore Defaults Button Preview Button Edit Name Edit Address Showcase Listing
2. 7 Enter the Article Text Below in this box you can edit the text that is provided by GoHome 8 Click the Revert button to revert to the standard text provided by GoHome This button appears only for articles that were provided by GoHome For articles provided by GoHome that have no content such as Tip of the Week Revert will simply erase any existing text 9 Save click on the Save button to save any changes on this screen Add Article s The Add Articles button is on the upper right corner of the Free Reports screen You can use this button to add up to 12 of your own custom free reports Clicking on the Add Article s button brings up the Create Article screen shown below Agent Property Ad Leads Website Tools Tools Tracker Manager Manager Marketing Guide Auto Responders Free Reports Preview CR D A L Free Reports Create Article Create your own custom articles below You may create up to 12 articles Article Status Disabled ze Article Name Enter the Article Text Below 7 Article Status click on the drop down arrow to select Enabled or Disabled If you selected Enabled the report will appear as an option that your clients can select on the Free Reports screen on your ActiveAgent Professional site If you select Disabled the report will not appear as an option on the Free Reports page of your ActiveAgent Professional site 8 Article Name Enter a title for the
3. ActiveAgen by MRIS PROFESSIONAL Section 1 Customizable Layouts Section 2 The Control Panel Page 50 Section 3 Text Editor Page 56 Section 4 Control Panel Tabs Page 65 Section 5 Leads amp Website Manager Page 98 TABLE OF CONTENTS INTRODUCTION TO THE CUSTOMIZABLE ACTIVEAGENT PROFESSIONAL LAYOUTS 1 SUMMARY OF CONTROL PANEL CHANGES WITH CUSTOMIZABLE LAYOUT 2 DETAILS OF WEBSITE MANAGER CHANGES WITH CUSTOMIZABLE LAYOUT 3 Buttons under the Website Manager Tob iiaa r E E 3 style Manager BUWON WE 4 er TE 4 WAV OULS esserne N sds sauelisisomad N E 4 Selectie EEN EE 5 Changing from one customizable layout to another 6 image Library BUOM DEEN 6 Page Monag er BUON WE 8 Green and Red Radio Dials eentesiori nornen r a E T 9 E ER 10 Ville 10 MOVE El EE 10 Del EE 11 RE 13 HOMe Page Manac er BULL OMS E 14 Alger NEE 15 EAIC LOB 0 eet eee eaten EN Sr ee er eee eee a eee 15 Seite 15 Edit EVA Age TE 15 Seiten 15 Edit ay leie EE 17 Seite POCO E 17 PCIt HOMO Pas CONTENT EE 18 FCIt FEA CULO AGC D 18 Edit Scrolling TONG EE 19 Restore Defaults EE 19 PREVIEW E e TEE 19 EECHER 19 Solle 19 Be a cere eee ne ri een ee eR OR Re Mn On ne Ft Sc a Cree OO Pee Pee en Ee eee EOE FORA 19 LAVOUT Manger EE ge E 21 APPENDIX A PAGE MANAGER FOR STANDARD LAYOUTS annnonsnnnssennssenssersssrrsssrressrressrressrresseersse 22 INTRODUCTION TO THE CUSTOMIZABLE ACTIVEAGENT PROFESSIONAL LAYOUTS The new customiz
4. Once you have completed the Get Started Tour you will see the following message CONGRATULATIONS You have successfully Completed the Get Started Tour Click Finish to continue to your Agent Control Panel Finished Goto my i control panel dr Click the gray button to continue to your Control Panel The Control Panel Reminder You must complete the Get Started Tour in order to access the Control Panel shown above If you do not complete the Get Started Tour it will reappear every time you log into the Control Panel Logging into Your Control Panel Within a day or two of completing the Get Started Tour you will receive an e mail from sales activeagent com notifying you that your domain name has been activated for your ActiveAgent Professional site The domain name is the personalized Web site address that you selected for your ActiveAgent Professional site in the Get Started Tour see The Get Started Tour section above There are two ways to log into your Control Panel 1 Type your domain name and add activeagent on the end of the URL as shown in the example below Fie Edit View Favorites Tools Help a zi D E A Address waww janedoe comjactiveagent 2 Goto your ActiveAgent Professional site and click on the Agent Only link in the lower right corner of the screen When the login screen appears e Enter your ActiveAgent Professional domain name in the User name box e Enter the password in the passwor
5. Relocation the Options button allows you to disable the page set an outside site as_ either a pop up window from your ActiveAgent Professional site or frame an outside page within your ActiveAgent Professional site You can also enter or paste your own text and easily format it by using the Text Editor Financial Info Calculators this page cannot be disabled or changed Credit Reports the Options button allows you to disable the page set an outside site as a framed pop up window from your ActiveAgent Professional site or frame an outside page within your ActiveAgent Professional site You can also enter or paste your own text and easily format it by using the Text Editor Mortgage Q amp A the Options button allows you to disable the page set an outside site_as 46 a framed pop up window from your ActiveAgent Professional site or frame an ActiveAgent Professional Customizable Layouts Page 23 outside page within your ActiveAgent Professional site You can also enter or paste your own text and easily format it by using the Text Editor Tips amp News Buyer amp Selling the Options button allows you to disable the page set an outside site as a framed pop up window from your ActiveAgent Professional site or frame an outside page within your ActiveAgent Professional site You can also enter or paste your own text and easily format it by using the Text Editor For this page options 3 and
6. button for each main menu After a change is made click the Refresh button on the browser in order to see the change on the Web site Clicking the Edit Navigation button in either Home Page Manager or Layout Manager will display the Page Manager screen The table below shows in the left column an example updated Page Manager screen that will display if a customizable layout is selected The links and buttons are described below the table The right column shows the Page Manager screen for standard layouts See Appendix A for information about this screen 16 ActiveAgent Professional Customizable Layouts Page 8 Example UPDATED Page Manager Screen Example EXISTING Page Manager Screen Note Available only if a customizable layout is Note Displays when a standard layout is selected selected Page Manager AN Pinas all els tg re ee pa ee ee Th Pe Cpe bt ata chs ebie in diee adad ba bred yar ee Page Manager S TI s i ra E Sie rie bi tw Eet of row He Er peded rer Boag Eet rr Cote de poring Dalak Bresch ag Saach D ppe Baap Re Eeer Ia a4 am Home ru freed Chi reg l i Agent information _ Bat Tadda tin Tar Property Tools ku rate a eS icy lee a MEAL TORE Beete H i does Lis Font Heme D Link wtroabte Proper Penke eset 3 fi ea pect once s wave r Property Tools Status Sneed Zen fe ant Car cm Why Liiu Link lepli Shayana Laing Eu party L An Dfktanb Ssnch open Been Sbor
7. outside page within your ActiveAgent Professional site You can also enter or paste your own text and easily format it by using the Text Editor Free Reports the Options button takes you to the Free Reports page under Marketing Tools You can enable disable add or remove reports You can also add up to 13 of your own free reports 48 ActiveAgent Professional Customizable Layouts Page 24 ActiveAgent Professional User Guide Section 2 Contents Logging into Your Control Panel for the First Time 50 The Get Started Tour Selecting Your Domain Name 50 Ree E errara E E EA E tceuecaweer erecacuietieavancecs aces 51 Logging into Your Control Panel 51 Welcome to Your ged 52 Conr EB ee E 52 SE WE EE 53 SR e VOUE EE EE SE Logging into Your Control Panel for the First Time Connect to mrispro1 homesdatabase com Sr e After signing up for ActiveAgent Professional ActiveAgent you should receive an e n mail from sales activeagent com Password containing your temporary User name enter temporary user name SATE TOPO rat Y Beien Web site address and Remember my password instructions for logging into the Control Panel for the first time e A Log In screen similar to the one above will be Ca Cees _ displayed Enter the temporary Web site address in the User name box and enter the Password provided in the e mail into the Password box e The Get Started Tour
8. About Me Style Manager Updated Style Manager Image Manager N A Page Manager Updated Page Manager Image Library Image Library N A Home Page Manager N A Layout Manager For standard layouts subscribers can upload their own agent photo but cannot upload their own decorative images For the customizable layouts agents can upload both their own agent photo and decorative images ActiveAgent Professional Customizable Layouts Page 2 Summary of Website Manager Changes Clicking on the Website Manager tab brings up the Contact Information screen A Home Page Manager sub navigation button was added for Customizable Layouts A Layout Manager sub navigation button was added for Customizable Layouts The Image Manager sub navigation button will not appear when a Customizable Layout is selected An Image Library sub navigation button was added for both Standard and Customizable Layouts When a Standard Layout is selected you can upload and use your own agent photo but you cannot use our own decorative images with the Standard layout The Page Manager sub navigation functionality was updated The Style Manager sub navigation functionality was updated Details about each change in the Website Manager tab are provided below Details of Website Manager Changes with Customizable Layouts Buttons under the Website Manager Tab Note The Contact In
9. Do It Yourself DIY Office Seasonal Stylish and Standard Layouts Each theme has various layouts and colors Depending on the layout you choose more than one color may be available there may be several backgrounds to choose from or there may be no background at all Not all layouts have splash pages Try the different layouts and the options that each layout offers to determine which combination you want for your ActiveAgent Professional site Additionally some of the customizable layouts have a scrolling text option on the Home Page Manager screen All of the standard layouts have a Scrolling Text Field on the Special Information screen Contemporary 5 different layouts Corporate 4 different layout DIY 4 different layouts Office 3 different layouts bg bg 5 Seasonal 3 different layouts 6 Stylish 5 different layouts ActiveAgent Professional Customizable Layouts Page 4 7 Standard the original 21 layouts that cannot be customized sis Teter Diye Maspe eege Li ser v iF is Layouts in the Bees Bee Standard Theme ati ln vir e a haling Shank tant sgr ens each Levent te cebeci your gr c e zt t they IM coat ectly tm Mer trewty seterted Customizable Layout Examples tae LEE A Note about the Do It Yourself Layouts There are 4 DIY layouts Each layout has a customizable area To edit the customizable area click on the Home Page Manager t
10. Info Arco Manager Meta Tags GoHome Products Each button on the Agent Tools tab will be discussed starting with the Account Info button Clicking the Agent Tools tab will display the following Account Information screen Account Information The Account Information screen will display the contact information currently entered for your page This page found under the Agent Tools tab also allows you to change your password Changing Your ActiveAgent Professional Password To change your password click on the password displayed Enter and verify your new password and click the Save New Password button Your password must be a minimum of 4 characters and a maximum of 16 characters long Destination E mail If you set up any e mail aliases one of the features of ActiveAgent Professional you must enter a valid e mail address in the Destination E mail box All e mail sent to the e mail aliases will be forwarded to the destination e mail address E mail Addresses This is where you will set up your e mail aliases Type only the first part of the e mail address Do not type the symbol or the domain name in the box Property Tools Tab Clicking the Property Tools tab will display the following buttons Listings Manager Open Houses PropertyWizard and Options The functionality of each button is described below Listings Manager Button The Listings Manager feature displays all of your active listings that are published to IDX w
11. Insert Special Character clicking on this button brings up the following screen e This screen allows you to insert any of the special characters by simply clicking the character that you want to insert i Select Special Character Web Page Dialog Select Special Character Hold your cursor over any of the special characters A larger view of that character will appear in the preview window http Um samseler comscriats e Si Intermet Format sd Click on the drop down arrow in this box to choose from one of 11 format styles including Normal Paragraph Formatted Address and Headings 1 6 t i R l Font Arial Click on the drop down arrow in this box to select one of 6 fonts that are available in the Text Editor SIZ CD Click on the drop down arrow in this box to select one of 7 font sizes that are available in the Text Editor Text Color Click the black arrow on the right of this button to select a color or to click on More Colors which brings up a color palette e Hold your cursor over any color to see it in the preview window under the word Highlight e Click ona color to select it That color will then appear in the box labeled Selected The e HTML hex color number will appear in the box below the Selected box e If you want to select a F Select Color Web Page Dialog different color simply click on select Color another color
12. Save button to save their search criteria The client will then receive e mail updates for new properties that match the saved criteria The automatic e mail updates that are sent to the client come as if they were sent by you When your client is e mailed with matching properties you receive a copy of the email so that you will know to contact the client about these properties You may want to set up a filter on your e mail service to effectively manage PropertyWizard emails Copies of PropertyWizard E mails If you decide that you do not want to Name John Doe receive copies of each PropertyWizard E Mail johndoe yahoo com e mail you can disable this option for each Password est client individually On the Leads Manager paus page under the Property Tools tab in the AE Control Panel click on the Edit button to B the left of the PropertyWizard On the Bii next screen find the Receive CC E mails State Zip sent to this PropertyWizard option and Receive CC Emails i select No then click the gray Save REALTOR No e Information button You will no longer Creation Date October 18th 2005 10 33 AM receive copies of the PropertyWizard Ge Last Login October 16th 2005 10 41 AM Saved Searches 1 mails sent to that client Active No Why inactive Agent added Email not validated yet Save Information 22 PropertyWizard Administrative Functions You can also search
13. Saved property searches are also viewed from this screen and may be deleted by clicking the Delete Search link for each saved search It is not possible to edit an existing saved search at this time The date of the customer s last system access is displayed on this screen Delete a PropertyWizard To delete a PropertyWizard click the Delete button that is located to the right of the customer s name on the Client List screen The customer will be deleted immediately this action cannot be undone PropertyWizard Sort Options You can sort your list of Homes PropertyWizard accounts in four different ways with the Sort by function see example above as follows Name E mail Creation Date or Validation Click the Name to sort by Name click on E mail to sort by e mail address etc Edit a PropertyWizard Click the Edit button circled in red in the example below to the left of the PropertyWizard to view or update that client s information Search For Enter Name Enter Email Address Sort by Name Email Creation Date Validation ohndoe yahoo com October 18th 2005 10 33 AM Clicking on the Edit button will bring up the PropertyWizard information screen see example to Name John Doe the left This screen will display any saved information E Mail johndoe yahoo com for that PropertyWizard Password test Phone Select Yes or No for the option Receive CC E
14. The Free Reports submenu item will display a Free Reports screen when the Edit button is clicked You can enable disable or edit the list of Free Reports from the Free Reports screen 1 Type the Title in the Button Name box 2 Type the page name in the Page Title box 3 Type the content in the Content box If this page will link to another Web site click the ActiveAgent Professional Customizable Layouts Page 12 Button on Updated Description Screen Link to Another Web Site radio dial and select either the Pop up or Frame radio dial The only pages that can be deleted are the Custom Delete added pages and copies of the existing pages 26 ActiveAgent Professional Customizable Layouts Page 13 Home Page Manager Buttons If you select a customizable layout the Home Page Manager enables you to customize the homepage of your ActiveAgent Professional Web site See the example screen shot below Te cmimi your homepage alingly click onthe defined spect below To comtiolie the remalnlog pages of your abe dich on the layout manager ab te change yew whew Pre ieee A Bentere Betastte The number of Home Page editable areas and the location of these areas will vary depending on the customizable layout selected Editable areas are described in the table below Note You may need to refresh the browser in order to see the changes you have made The Display My Listings Slide Show an
15. Uecht e f you want to clear the color you selected click the Clear button e Click OK to save selections on this window http fw samsaler Com scripkele gi Internet St Background Color click on the black arrow on the right side of this button to select a background color for the Text Editor or click on More Colors to bring up the Select Color screen shown below To select a color e Hold your cursor over any color to see it in the preview window e Click on a color to select it That color will then appear in the box labeled Selected The HTML hex color number will appear in the box below the box labeled Selected You do not need to do anything with that number e f you want to select a different color simply click on another color e f you want to clear the color you selected click the Clear button e Click OK to save selections on this window Example If you are not sure which page of your ActiveAgent Professional site you are modifying click on Example r 2 Editor Help click on this button for some helpful tips on using the Text Editor SECTION 4 CONTROL PANEL TABS The following Control Panel tabs and the functionality of each will be described in this section Agent Tools Property Tools Marketing Tools Ad Tracker Leads Manager and Website Manager Agent Tools Tab G H me Agent Property Marketing Ad Leads Website Tools Tools Tracker Manager Manager EnNTHOL PAHEL Account
16. on METROSTAR REALTY LLC Sally Agent s 497 HUNGERT ORD DR 2005 07 26 23 22 34 No Email Now ActiveAgent 202 555 4567 site sagent mrs com Date Time this shows the date and time that the listing was viewed on the other ActiveAgent or ActiveAgent Professional site E mails Sent this shows whether or not the client sent an e mail to the owner of the ActiveAgent Professional site requesting more information on that listing Actions the E mail Now button allows you to e mail the agent whose site the listing was viewed on This gives you the opportunity to e mail that agent and say noticed that your client sent you an e mail regarding my listing OT1234567 Please let me know if they are interested in any further information on this property And follow up on a possible lead See More tab On this page you will see only five of the most recent sites that this listing was viewed on If this listing was viewed on more than five different ActiveAgent or ActiveAgent Professional sites you can click on the See More tab to see the rest of the Property Finder Viewings Buyers Stats Button The General Summary that displays after clicking the Buyers Stats button shows you the number of times other agents listings were viewed through your ActiveAgent Professional site The Buyers Summary column includes the following TROL PANEL GoHome Agent Property Marketing Leads Website tr Tools Tools Tools Manager Man
17. see below will automatically appear and will guide you through selecting your domain name and setting up your ActiveAgent Professional site The Get Started Tour Selecting Your Domain Name Si 4 GoHome oa Contact Photo amp Style Get Started Tour i Intro Content Welcome to your Control Panel We at The Gohome Networks weld lke to help your experiens be apociive ond For your emmer Wwe ane proving YOU with this Get Started Tour This will walk you through the essential sections of your combrol panel so that our site wall be set up and neacky to market There are 4 aay stopa and Than wou arg dene The first time you log into to your ActiveAgent Professional Control Panel the Get Started Tour will automatically appear see example to the left If you do not complete the Tour it will continue to appear each time you log in The Get Started Tour will guide you through the following four steps for setting up your ActiveAgent Professional site Please refer to the Tour for an explanation of each step 1 Selecting a domain name for your ActiveAgent Professional site For example an agent named Sally Agent might use www sallyagent com as her domain name 2 Entering your contact information and providing instructions for having your photo uploaded to your ActiveAgent Professional site 3 Entering your Personal Promotion content and heading Choosing your layout color and background in the Style Manager
18. this section Just add an alphabetic identifier of 1 or 2 characters to the end of the MLS number You assign the code for example oh for Open House or np for Newspaper Ad or mz for Magazine Ad You can use any letter for the code except C The prospective buyer or seller would be directed via your marketing efforts to access your ActiveListing by typing in his her browser address box or location box in the following format www yourdomainname com theMLSnumber yourcode An example is www samseller com BC123456oh The oh at the end of the Internet address could represent Open House Prospects would then view that listing through your ActiveAgent Professional site and that particular viewing would be registered in your ActiveAgent Professional Statistics as ActiveListings accessed through oh Properties viewed by using the AdTracker method will be recorded in the Detail screen of the AdTracker Viewings section and will display the assigned code in the Code column Active Listings ActiveListings under the Ad Tracker tab is a powerful listing marketing tool that benefits your sellers and prospective buyers It gives you an additional way of marketing your own listings When you have an ActiveAgent Professional site each one of your listings has its own Internet Web page and its own Internet address Each of your listings will be an ActiveListing Just as you direct prospects to your ActiveAgent Professional Web sit
19. will not have to remember an additional login and password for another e mail account You can set the e mail aliases to forward to one of your existing e mail accounts from the Account Info screen of the Control Panel Listed below are some ideas for using e mail aliases e yourname yourdomain com e admin yourdomain com if you have an assistant you could set one e mail alias to forward to your assistant e showingappointment yourdomain com for showing appointment requests e homesales yourdomain com you could designate one e mail alias for clients who want to contact you about listing their homes e findahome yourdomain com you could designate one e mail alias for people who want to contact you about helping them to find a home Setting Up Your E mail Aliases Once you receive an e mail informing you that the domain name you selected has been activated for your ActiveAgent Professional site you can set up your e mail aliases To set up your e mail aliases follow these steps 1 Inthe Control Panel click on the Agent Tools tab and scroll down to E mail Addresses The domain of the alias the domain symbol and everything following it should already be displayed and it should match the domain for your ActiveAgent Professional site See the example E mail Addresses screen below e You can set up as many as 6 e mail aliases e Only type the first part of the You can select up to 6 emails in addition to your Active
20. 4 allow you to choose between the GoHome content and the Enhanced GoHome content Click the View Content button for 3 and 4 to view the content before selecting an option GoHome Content the content provided by GoHome breaks the Buying and Selling page into two separate pages Home Buyer s Guide and Home Seller s Guide and also adds a third page a Real Estate Glossary Click on the View Content button to preview the content before selecting the GoHome Content Enhanced GoHome Content the enhanced content provided by GoHome also breaks the Buying and Selling page into two separate pages Home Buyer s Guide and Home Seller s Guide and also adds a third page a Real Estate Glossary In addition it offers a clickable table of contents with the following topics Prepare amp Plan Shop for a Home Buy a Home and Close the Deal Click the View Content button to preview the content before selecting the Enhanced GoHome Content Real Estate News the Options button allows you to disable the page set an outside_ site as a framed pop up window from your ActiveAgent Professional site or frame an outside page within your ActiveAgent Professional site You can also enter or paste your own text and easily format it by using the Text Editor Mortgage News the Options button allows you to disable the page set an outside site as a framed pop up window from your ActiveAgent Professional site or frame an
21. Agent Email address All of these will forward to e mail alias Do gece your Destination Email you have set above not type the symbol or the sam samseller com domain in the box 3 sales iasamseller com 2 You then need to enter an e 3 openhouses mail address in samseller com the Destination E mail box see below This is where the e mails sent to your e mail aliases will be forwarded to samseller hotmail com Note The destination email address is where your ActvweAgent Email Address will fonward to so you can check it For example your ActiveAgent Email Address is joedomain com and your Destination Email Address is jot agentoompanyname com Any email sent ta joe domain com will be sent to joeagent companyname com 3 The last step is to enter one of the e mail aliases that you have set up into the ActiveAgent Professional E mail Address box on the Contact Information screen of the Control Panel see example below ActiveAgent Email Address ActiveAgent Professional User Guide Section 3 Contents Ba ail gt EE The Text Gelee r EEN The Text EENS IPEF KE EE The Text Editor The Text Editor allows you to use many text formatting options without using HTML Below are all of the buttons and functions that are included in the Text Editor Text Editor can be accessed from several different screens in the Control Panel e Special Information e Home Page Content e Abo
22. FAQ GH Content Tips amp News Buying amp Selling GH Content Home Buyer s Guide GH Content Home Seller s Guide GH Content Real Estate Glossary GH Content Real Estate News Your Content Mortgage News Your Content Free Reports Contact Me Menu Enabled Menu Enabled Enabled Enabled Enabled Enabled Enabled Enabled Enabled Menu Enabled Enabled Enabled Enabled Disabled Disabled Enabled Enabled Disabled Enabled Menu Enabled Enabled Enabled Enabled Enabled Disabled Disabled Menu Enabled Enabled Enabled Enabled Menu Enabled Enabled Enabled Enabled Enabled Enabled Enabled Enabled Menu Enabled Click to set zl Edit Add a Page Femggzagteab Delete r Edit Delete EE Edit Edit Delete ro Delete Add a Page Move or Copy Pe ron T Delete Move or Copy Move or Copy Eait Delete Move or Copy Delete Add a T Editor You can also disable this page Why Use A Realtor click on the Options button to frame a Web site within your ActiveAgent Professional site set another Web site as a framed pop up or enter your own text by using the Text Editor You can also disable this page List Your Home Click on the drop down arrow in the Click to box to either enable or disable the List Your Home form on your ActiveAg
23. New pages can be added to the ActiveAgent Professional site by using the Page Manager See page 8 for information e The name and position of existing menus and submenus can be changed by using the Page Manager See page 8 for information This document outlines the changes to ActiveAgent Professional when a layout that is not in the Standard category is selected The updated ActiveAgent Professional Control Panel is described below Summary of Control Panel Changes with Customizable Layouts When one of the customizable layouts in ActiveAgent Professional is selected you will see the following changes on the Control Panel The Get Started Tour link will remain the same The Announcements link will remain the same Agent Tools Tab There is no change to Agent Tools Property Tools Tab The Display My Listings Slide Show and Display My Listings will no longer appear under the Listings Manager These features will be under the Home Page Manager instead Marketing Tools Tab There is no change to Marketing Tools AdTracker Tab There is no change to AdTracker Leads Manager Tab There is no change to Leads Manager Website Manager Tab The majority of changes that you will see when you select a customizable layout will occur under the Website Manager tab A summary of the differences between Standard and customizable layout functionality are listed below standard Layout Customizable Layout About Me
24. Reports button on my website Yes hl Client Testimonials Disabled Tip of the Week Disabled What s Mew Disabled 14 Questions to Ask a Real Estate Agent How To Get Top Dollar In Any Market Making the Move Easy on the Kids Sx Vays to Beatthe Stress of Buying a New Home Disabled Ea Different Reasons to Own Your Own Home Things You Should Know about Moving Disabled When Selling Your Home Disabled Five Powerful Buying Strategies NINE Deadly Mistakes Home Sellers Make Disabled Four Things to Consider Buying a Home Enabled Important Considerations About Setting a Price Enabled You can enable or disable the Free Reports button on your ActiveAgent Professional site by selecting either Yes or No from the pick list Available Free Reports this column shows all reports that are available including those provided by GoHome and custom reports that you have added using the Add Article s button See diagram to the left Status the status column shows which reports are enabled green dot and which are disabled red dot See diagram above Options the Edit button in this column brings up a screen where you can enable disable or change the content for individual reports For example clicking on the Edit button for the article Making the Move Easy on the Kids brings up the Edit Article screen example shown below Free Reports EditArtile GY You can Enable th
25. Save button Note Agents can upload an agent photo and decorative images but will not be able to upload property photos or virtual tours 32 ActiveAgent Professional Customizable Layouts Page 16 Editable Area Edit Contact Info Edit Photo Description This screen displays a pop up window with a limited Text Editor box To make changes to your contact information do the following Click the Edit Contact Info button A pop up window will display with the existing contact information There is a Text Editor toolbar in the pop up window Use this toolbar to format the text Click the Save button when you are finished Note To restore the default layout for this Edit section click the Restore Defaults link that is located in the upper right corner of the screen Click the Edit Photo button to add an agent photo to the Home Page A pop up window will display with the following Note Agents can upload an agent photo and decorative images but will not be able to upload property photos or virtual tours Property photos will continue to be handled in the same way 1 A Browse Images button to upload your image 2 A Customize Now button 3 Acheck box to Include Image in Layout Manager A check mark is the default 4 A Save button 5 A Trash can to remove the photo lf you click the trash can a pop up window with the message Are you sure you want to remove this image will display Click either OK or C
26. Signature GS Foos An Email Signature appears at the bottom of all emails sent from your website Your current Default Email Signature is The E mail Signatu re appears at the Sincerely bottom of all e mails sent from your Sam Seller Realtor i Fletcher amp Associates Realty Web site 9420 Bartsch Lane Potomac MD 20000 301 555 5555 pehinia TE You may choose to use the current http www samseller com default e mail signature or create You may choose to use ihe current default email signature or create your own If you would like to create your own enter the email signature that you would like to have automatically sent below Note your own signatu re by typing it in the The text box is limited to epproxinately 2000 characters which includes space box that appears below the default signature Email Si j ighli x aces Note To delete an Email Signature just highlight all text and space Save Changes above and delete than press save Web Site Manager Tab The Edit Your Profile Menu The Edit Your Profile menu circled in red in the example below can be accessed by clicking on the Website Manager Tab in your ActiveAgent Professional Control Panel When GoHome a ee Ou a aia ak Se a eee Tools Tools Tools Tracker Manager y About Me Porsonal Promotion Style Manager Image Manager click 7 the About Me D Current Photo Cont Special Information Home Page Content Ab
27. Slide Show No Viewed Printable Flyer No Email Sent No 249 pts E mail Leads The E mail Leads table appears on the Buyers Stats screen Anyone who has visited your site and submitted any of the e mail forms on your site will appear in the E mail Leads table The purpose of the E mail Leads table is to track the number of listings viewed by this person The e mail forms that will cause a client to show up in the E mail Leads table are the general Contact Me form the No Listings form the E mail tab on the search results screen the More Info Request See More form on the Client Name Action Taken Contact info Viewings listing detail Homesdatabase com page and Joann Smith lead for property in ismthz yahoo com N A BETHESDA MC5267593 the Free Reports form Significant Listings The Significant Listings table appears on the Buyers Stats screen Listings will appear in this section if a viewer has printed the printable flyer recorded when the print button is clicked gone to a virtual tour slideshow or multiple photos Clicking on View Details brings up a breakdown of activity for that listing Price MC5324812 775 000 POTOMAC MD 20854 View Details Site Stats The data for Site Stats updates once a day Sub Navigation tabs There are 6 sections within the site stats section They are General Visitor Page Stats Referrals Search Engines Tech stats E Adtracker Site Stats Microsoft Inter
28. a Keystone or VIC and virtual tours must be uploaded by the virtual tour vendor Follow the instructions below to search for or to delete an image Searching for an Image or Creating a New Folder lf you know the name of the image type it in the Upload a new file in the folder text box and click the Upload button You can browse for the image by clicking the Browse button that is located on the on the lower right side of the screen To create a new folder click the Create New Folder button Deleting an Image To delete the image click the trash can icon that is next to the image name A confirmation dialog box will display asking Are you sure you want to delete filename Click the OK button to delete the file or the Cancel button to keep it GoHome Images In addition to your own images you will also have access to a global directory called GoHome Images which will include Designation Images Decorative Images Logo Images these logos are available but please be aware that according to State law laws vary from state to state you must use the logo that is designated by your broker of record You will not be able to delete these GoHome images There is a maximum storage limit of 32 MB and a file upload limit of SMB Image Library sub navigation buttons are added to the Website Manager for both Standard and Custo
29. ab under Website Manager The standard layouts are not customizable The Home Page Manager and Layout Manager are not available with the standard layouts Some layouts in the Contemporary Seasonal and Stylish themes provide a Quick Search button on the Home Page This button cannot be removed or edited Selecting a Layout There are 2 methods for selecting a style Each one is described below Method 1 Click the Website Manager tab Click the Style Manager button Click the icon for the desired theme on the Style Manager screen Click the Select button to select the layout or the View button to get a preview of the page ae a a Colors You can select a color for your layout by clicking the colored squares that are 10 on the right side of the layout If there is only one colored square for a layout that means there is only one color available for that layout See example screen shots above ActiveAgent Professional Customizable Layouts Page 5 Method 2 1 Click the Browse All Styles button that is located in the upper right corner of the Style Manager screen A screen similar to the one on the right will display Note This page also displays if you click the View button that is below each layout 2 Click the Change Theme drop down arrow to select a theme 3 Click the Select a Style drop down arrow to select a style GoHome CR 4 Select a color form the c
30. able ActiveAgent Professional layouts can be customized by ActiveAgent Professional subscribers The layouts that were previously available for ActiveAgent Professional are still available under the Standard category of the Style Manager The standard layouts are not customizable Note Click the Agent Only link that is located at the bottom of each page of your ActiveAgent Professional site to log into the Control Panel and access the customizable layouts or to make changes to your ActiveAgent Professional Web site A Login screen will display Type your ActiveAgent username in the User name text box and your password in the Password text box Click the OK button New and updated features available for all layouts are as follows e You can upload your own agent photo to the Image Library when either a standard or customizable layout is chosen See page 6 e The Style Manager has been updated See page 4 for the updated Style Manager New features available for only the customizable non Standard layouts are as follows e When you select one of the new customizable layouts you will see an updated Page Manager with additional functionality See page 8 for the updated Page Manager functionality e The Home Page Manager and Layout Manager enable customization of the homepage and layout of the ActiveAgent Professional site respectively See page 14 for Home Page Manager information and page 21 for Layout Manager information e
31. acker GHTADL PARE Personal Prometion Style Manager Linda Manager image Manager Page Manager About Me Current Photo Edit Your Profiles Contact Infenmatbon Special Information Home Page Content About Me Content Bullet Points Favorite Links Features Jag entpics n no_phote joo SPECIAL INFORMATION nave Changes E Source Font Arial so be sure to list any languages you speak Special Information page is used to enter additional biographical information Included on this page are input boxes for the following e Designations examples include REALTOR or Graduate Realtor Institute e Awards examples include Million Dollar Producer or Top 2 Nationwide e Languages visitors looking for agents may search by language e Special Interests and Hobbies list your interests and hobbies e Marketing Slogan or Phrase Create a marketing slogan Note There is a 50 character limit for the slogan text box The Text Editor is included for each text box on the Special Information screen The Text Editor allows you to change the font style color and to format the text to either bold or italic These functions are very similar to Microsoft Word Click the Save Changes button when you have finished making changes on this screen Agent Property Marketing Ad Leads Tools Tools Tools Tracker Manager Porsonal Promotion Style Manager Page Manager A Home Page Conten
32. ager e Total of listings viewed through PropertyWizard accounts Buyers Stats O erc 3 e Total of listings viewed as a result of an AdTracker Sellars Stats Buyers Stats General Summary The following table contains data through July 25 2005 Monthly Summaries ge Buyers Summary aie e Total of listings that EES created emails Homes Prospector Acct e Total homes viewed the anc Wien Etgen an pote anne Por UN iq SR Total of Listings that Created Emails den EWEG your site Total Homes Viewed Registered Buyers The Registered Buyers table appears under the Buyers Stats Summary This section shows information for clients who have registered for PropertyWizard accounts on your site and have logged into their PropertyWizard accounts and viewed listings The chart shows the number of listings the client has viewed If a client has never logged into their PropertyWizard account and viewed listings on your site there will be no information for that client under Registered Buyers The client s email address is listed in the Contact Info column Client Name Action Taken Joan Smith Homes Prospector Search Hames Prospector David James Bi ata Hames Prospector Aaron Lowell Search View Details Contact Info Viewings jsmith mris com 285 View Details davidj mris com View Details alowell mrs com View Details Clicking on View Details on the Registered Buyers table s
33. ancel Note An image size recommendation and image type is also displayed This size is not standard It will vary according to layout Click the Browse Images button to search for your photo from the Image Library or to browse for a photo in another location of your computer See page 6 for information about the Image Library Customize Now Button You can also customize the image by clicking the Customize Now button A Customize Request form will display Fill out the form Your name email and day time phone number are required Follow the directions on the form and upload the image that you want to have customized If you select option 4 on the form upload both images Add comments in the Comments box Click the Deliver Form button to send the form to GoHome When GoHome receives the form they will 34 contact you to get your payment information ActiveAgent Professional Customizable Layouts Page 17 Editable Area Edit Home Page Content Edit Featured Area Description Customization options are Resize Crop Add text to image Place a photo or logo over another image Fuzz edges Bevel Frame Border Cut out Background make background transparent Torn edges and Shadow Important With the Place a photo or logo over another image option 4 you must upload 2 images There are 2 Browse buttons on the form the first one is to upload your image the second one is for another image Note
34. article that you are creating 9 Enter the Article Text Below enter the text that you want to use for the article that you are creating You can type your own or you can copy text from another source and paste it into this box 10 Save click the Save button to save any changes made on this screen Ad Tracker Tab G HA Gr Agent Property Marketing ag Leads Website i z i T Pt j Arr ere eth Tools Tools Tools Tracker Manager Manager Soliors Stats Buyers Stols Site State The AdTracker tab provides statistics for your listings and for other agents listings that were viewed through your ActiveAgent Professional site as well as detailed information about the visitor traffic on your ActiveAgent Professional site The information provided on the statistics pages allows you to track the activity on your ActiveAgent Professional site and on your own listings You will not be able to change or edit any of the information presented in Statistics but you will find each of them to be invaluable in evaluating how your ActiveAgent Professional site is working for you All of the statistical reports can be viewed for the current week last week or monthly AdTracker is an exclusive ActiveAgent and ActiveAgent Professional feature that provides statistics showing which marketing medium your clients used to get information about your listings AdTracker is similar to the ActiveListings process outlined later in
35. button brings up the Detail chart see below 10 18 05 10 20 05 LO5425694 PURCELLVILLE VA PropertyFinder Homes Prospector Saved Showcase Listing Homes Prospector Email Virtual Tour Multiple Photos Printable Flyer slide Show Total Homes Viewed Total Leads Captured The Details chart shows all of the different ways that a property can be viewed For example Property Finder PropertyWizard Saved Listing PropertyWizard E mail Multiple Photos Slide Show AdTracker Showcase Listing Virtual Tour and Printable Flyer The number next to Total Homes Viewed is the total of all of the different ways that specific listing was viewed Property Finder Viewings The Property Finder Viewings chart is located below the Detail chart A sample Property Finder viewings screen is shown below Each column of the screen is described below Shown By When consumers go to ActiveAgent sites or ActiveAgent Professional sites belonging to other agents and view your listings those statistics show up under the Shown By column circled in red in the example below on the Property Finder Viewings chart In the example Date Time Emails Sent Actions on the left that Joe Agent j ict RE MAX ALLEGIANCE paciar ARENE RE MAX ALLEGIANCE was viewed on 4157 CHAIN BRIDGE RD 2005 07 27 00 27 20 NO Email Now Joe Agent s 301 555 1234 ActiveAgent joeagent mrs com Professional Sally Agent d METROSTAR REALTY LLC site and
36. d Display My Listings have been removed from the Listings Manager and now appear in the Home Page Manager under the Featured Area section some layouts have a scrolling text option on the Home Page Manager screen Clicking the Edit Navigation button in either Home Page Manager or Layout Manager will display the Page Manager screen See page 8 for information about the Page Manager ActiveAgent Professional Customizable Layouts Page 14 Button Descriptions Editable Area Edit Logo Edit Slogan Edit Navigation Edit Image Description Agents are not able to edit the logo Logos will be handled the same way they are being handled now the broker of record must have a logo on file with VIC Agents under that broker must use the logo sent to VIC by the broker of record for their ActiveAgent or ActiveAgent Professional sites Only the number 1 will be displayed in the Logo area Click the Edit Slogan button and type the marketing slogan in the pop up Text Editor box Click the Save button You should click the Preview button to make sure that the text you typed fits and displays correctly on the Home Page of your ActiveAgent Professional site You can change the font the font size the color and bold underline or italicize the font Note You may have to refresh the browser to see the change Click the Edit Navigation button and the Page Manager screen describe
37. d box Welcome to Your Control Panel Once you log in to your Control Panel you will see the Control Panel Home Page see example below The home page of the Control Panel will contain messages from MRIS under Announcements Information regarding system status enhancements and marketing tips will be included here Control Panel Icons Three icons appear at the upper right hand corner of each page of the Control Panel as in the example above Each icon is described below O Control Panel Home button clicking on this icon will load the Home Page of the Control Panel wQ HEEN Preview Website clicking on this icon will display a preview of your ActiveAgent Professional Web site in a second browser window Control Panel Help Clicking on this icon will load Help screens for a selected page or field on your E mail Aliases As part of ActiveAgent Professional you can have up to six e mail aliases that match the domain of your ActiveAgent Professional site For example if your domain name is www janedoe com you could have up to six e mail aliases with the domain of janedoe com See the section Setting Up Your E mail Aliases below for instructions An e mail alias is not an e mail account that has an inbox Instead it s an address that forwards all e mail it receives to another e mail account This allows you to have up to six e mail addresses that match the domain of your ActiveAgent Professional Web site you
38. d on page 8 will display Click the Edit Image button to add an image to the Home Page A pop up window will display with the following 1 A Choose an Image drop down box with 4 options Upload Your Own plus 3 other options Images which will differ per layout Note Selecting an image from the drop down box will refresh the pop up window with that image displayed 2 A check box to Include Image in Layout Manager A check mark is the default 3 A Save button If you select Upload Your Own from the drop down box the pop up window will refresh and will display the following A Choose An Image drop down box A Browse Images button A Customize Now button A check box to Include Image in Layout Manager A check mark is the default 5 A Save button Note An image size recommendation and image type are also displayed This size is not standard It is dependent on the layout of the EE Ee 30 image ActiveAgent Professional Customizable Layouts Page 15 Editable Description Area You will have to click the Browse Images button to search for your image from the Image Library See page 6 for information about the Image Library Customize Now Button You can also customize the image by clicking the Customize Now button A Customize Request form will display Fill out the form Your name email and day time phone number are required Follow the directions on the form and upload the image that you want to ha
39. der the Status column disabled pages display a red button under the Status column The pages that are managed from this screen are described below their location on the Page Manager screen is also shown below Homepage Page Selow is a list of Some of the pages on your website their status and an Options link Upon clicking Defau It Home al JE or Search cl ick OTT e Gre paths may a lo disable he page add a popup window or farmed page for an 1 DP 4 JUESICE IMA OF a00 YoUr MAT Lost the arrow in the Click to Set drop down 1 Homepage Status box to choose between the default Default Homepage or Search Default Click lo set 8 homepage and the search functionality BR Display Options click on the Options_ Display Options _ options button to choose between the My 2 Agent Information Status Listings Slideshow a decorative picture Se Your Text _ Options f Why Use REALTOR Your Text Options or to disable this feature E SEN e es Agent Information 3 Property Tools Status Client Testimonials click on the Options po tims ae a button to frame a Web site within your T See ActiveAgent Professional site set Open House Scheduled Eege another Web site as a framed pop up or Aarmut Sacree Framed Page ___ Options enter your own text by using the Text 4 Community Info Status Editor You can also disable this page ere Your Text Why Use A Realtor click on the e Soe We Options but
40. dit Table allows you to insert a table into the Text Editor Clicking on this button brings up the Table Properties screen shown below e Rows enter the number of rows that you want in the table e Columns enter the number of columns that you want in the table e Width adjust the width of the table by changing the default value of 200 e Height adjust the height of the table by entering a number This field is blank by default e Table Properties Web Page Dialog E e Border size adjust the thickness of the border by changing the default value of 1 Dous 3 width 200 pixels e Alignment click the Table Properties Ee Height GEN drop down arrow in this box and select left right or center to 2G ce ies Spree align the table within the Text Alignment Cel padding ho Editor Caption Enter ou Caption Here e Cell spacing adjust the spacing of the cells by changing ok Cancel the default value of 1 e Cell padding adjust this number to add more space between the cells of the table The default value of this field is 1 e Caption if you want to use a caption enter one in the Caption box Za ii Insert Horizontal Line this feature allows you to insert a horizontal line in the Text Editor You can use the horizontal line to separate sections of text For example on the Client Testimonials page you can use the horizontal line to separate testimonials from different clients cl
41. e ActiveListings allows you to direct prospects to view one particular listing on your ActiveAgent Professional site You can use the ActiveListing URL for any of your listings on Active status that are available for viewing on Homesdatabase ActiveAgent and ActiveAgent Professional sites Simply type the domain name for your ActiveAgent Professional site then type the MLS number An example is www janedoe com MC1234567 31 Some advertising possibilities e In every newspaper ad that you place for a property be sure you close the ad with for further details on this property go to www janedoe com theMLSnumber Interested prospects will then view the details of that particular listing and will also be able to search other listings on your ActiveAgent Professional site e On every flyer that you make and distribute for a property add View this home on the Internet at www janedoe com theMLSnumber Interested prospects will then view the details of that particular listing and will also be able to search other listings on your ActiveAgent Professional site e In every magazine ad that you place for a property close it with for further details on this property go to www jandoe com theMLSnumber e When you are holding an open house or in an open house newspaper ad or announcement direct prospects to Www janedoe com theMLSnumber e ActiveListings allow you to track your marketing efforts It is a way of holding acc
42. e Dialog Link eet EE e If you want to set a link to a Web site to Target Tange Frame Hama e e TES Seen Open in a separate window instead of replacing your ActiveAgent Professional site click on the Lens r m jame Window set Parek At ri drop down arrow in the Target box and select New Window T blank e Click OK when you are finished and the hyperlink will appear in the Text Editor Note If you have questions about using any of the other options of the Target tab or the Advanced tab please note that the MRIS Support Center cannot provide support for HTML usage questions Remove Link if you created a text hyperlink and decide that you want it to be plain text instead of a hyperlink highlight the link and then click the Remove Link button The link will become regular text W Insert Edit Image use this feature if you want to insert an image from another Web site into the Text Editor Find the image on the other Web site then right click on it and click on the word Properties This will show you the URL for that image You will need to copy the URL for that image and paste the entire URL into the URL box on the Image Info tab of the Image Properties box Note If you have difficulty with the steps above follow the steps below e Right click on the image to select it then left click and select copy e Right click in the Text Editor then left click and select Paste The image should be pasted wi
43. e supplied text as is or you can edititto suit your needs Article i Disabled v Enabled Disabled Making the Move Easy on the Kids Enter the Article Text Below Moving fram one house to another is seldom easy and fun for adults and it can be especially troubling for the children But if parents deal with their children s concerns and needs thoughtfully much ofthat distress and discomfort can be avoided Children see moves differently than their parents do and they benefit much less from the change in their comfortable routines or so it seems atthe time Most often a change in houses or communities heralds an important step forward for the adult members of the family The family moves because Daddy or Mommy has a great new job or a promotion in reward for years of hard work They move because financial success has allowed the purchase of a bigger and nicer house in a more costly neighborhood They move because they can finally afford private bedrooms for each child and perhaps a pool in the back yard 5 Article Status click on the drop down arrow to select Enabled or Disabled If you select Enabled the report will appear as an option that your clients can select on the Free Reports screen on your ActiveAgent Professional site If you select Disabled the report will not appear as an option on the Free Reports page of your Professional site 6 Article Name in this field you can change the title of the article
44. eb sites You can sort your active listings by each of the Sort by categories MLS City State or Price You can select a property to be your Featured Home by clicking on the Add Featured Home button for that listing That property will then be spotlighted as the Featured Home on your ActiveAgent Professional site The Add Featured Home button will change to a Delete Featured Home button f you decide that you do not want a Featured Home click on the Delete Featured Home button My Listings Button The My Listings Button will be displayed on your ActiveAgent Professional site if you select Yes for this option If you select Yes for the My Listings option you must select an option at the bottom of the screen under When you have no property listings in the MLS database what would like the Web site to do You can view the No Listings form to see what it looks like PropertyWizard In order to create saved searches and receive automatic e mails for new properties that match their criteria clients must first register PropertyWizard They can do this by clicking on the PropertyWizard link on your ActiveAgent Professional site The client will be asked to provide his her name e mail address and a password All other information is optional PropertyWizard then leads the client through the step by step process of conducting a search on your ActiveAgent Professional site The client click the Search amp
45. ee above brings up the chart below The chart displays additional client contact information View E mail History this does not track PropertyWizard e mails but shows the dates of e mails that the client sent to you through your ActiveAgent Professional site and which listings they requested more information on View PropertyWizard Account this allows you to view the client s contact information saved searches and saved listings View Email History Client Information Name Joan Smith Email jsmith mris com Address Password 12345 Phone Homes Viewed 255 When you click the View Homes PropertyWizard Account tab the screen below appears Hot Properties Clicking on View Details in the Registered Buyers table brings up a list of properties that were viewed by your registered buyers Properties have a weighting system based on points to help the agent determine which properties have a substantial amount of activity The Details tab brings up a breakdown of activity for that listing Your Client Jaann Smith viewed 14 unique listings while visiting your site Those listings are detailed below Note For a detailed explanation of Sort by Hot Properties MLS Price City State Zip the property thermometers and points Click Here Number of times viewed 13 BETHESDA MD 24534 349 000 KK IL H ot Viewed Multiple Photos No Saved to Hames Prospector No Viewed Virtual Tour Yes Viewed
46. ems that cannot be edited have a grayed out Edit button Examples are shown below Home Menu Edit Button Clicking the Edit button for the Home Menu will display the Home Page Manager screen See example on the right Main Menu Items Button Clicking the Edit button for a Main Menu Item will generate a screen that is similar to the one on the right The item name will display in the Name Navigation Menu box Note You can also type the item name in the Name Navigation Menu box Click the drop down box to Enable or Disable the item 22 A ActiveAgent Professional Customizable Layouts Page 11 Button on Updated Screen Description My Listings and Showcase Listing button Clicking the My Listings and Showcase Listing buttons will display the Listings Manager screen similar to the one on the right Note Property Finder Homes Prospector and Saved Searches are not editable Clicking the Edit button for Open Houses takes you to the Listing Manager Open House section You cannot change the page name or the content on the page You can add or delete Open Houses as is currently being done for standard layouts Custom Pages The example screen on the right is the Page Manager screen that will display when the Edit button is clicked for custom pages This screen will also display for most submenu items under Agent Info Community Info Financial Tools and Tips amp News Note
47. ent Professional site This form allows your site visitors to fill in some information about their home and to request information from you about selling their home Property Tools My Listings The Options button takes you to the Listings Manager screen where you can decide to either display the No Listings Form or remove the My Listings buttons and links when you don t have any active listings You can also add or delete a Showcase Listing from this screen Property Finder Click on the Options button to frame an outside Web site within your ActiveAgent Professional site set an outside Web site as a framed pop up or to select the default property search function Showcase Listing the Options button takes you to the Listings Manager screen so that you can add or delete a Showcase Listing Alternate Search the Options button allows you to disable this page frame an outside search page within your ActiveAgent Professional site or set an outside search page as a framed pop up from your ActiveAgent Professional site Community Info About the Area click on the Options button to frame a Web site within your ActiveAgent Professional site set another Web site as a framed pop up window or enter your own text by using the Text Editor You can also disable this page School Info click on the Options button to frame a Web site within your ActiveAgent Professional site set another Web site as a framed pop up or e
48. ete an open house for any of your Active listings If you do not have any upcoming open houses scheduled you can choose to display the No Open House Form or remove the Open House link from your ActiveAgent Professional Web site You will be able to add open houses only for listings in Active status To Add an Open House Click the Add Open House button Click the drop down arrow in the MLS Number box and select the listing that you want to add an open house for The Address box should auto fill once you have selected the MLS number Adjust the month dates start times and end times as necessary Enter Directions and Comments Click the Save Information button Alternate Search the Options button allows you to disable this page frame an outside search page within your ActiveAgent Professional site or set an outside search page as a framed pop up from your ActiveAgent Professional site Community Info About the Area click on the Options button to frame a Web site within your_ ActiveAgent Professional site set another Web site as a framed pop up window or enter your own text by using the Text Editor You can also disable this page school Info click on the Options button to frame a Web site within your ActiveAgent Professional site set another Web site as a framed pop up or enter your own text and easily format it by using the Text Editor You can also disable this page
49. finished entering or editing information on this screen Bullet Points Bullet Points is the fifth option on the Edit Your Profile menu There are ten bullet points that you can use to enter important information you can enter information about your GoHome Se T Leads qualifications and Tools Tools Tools Tracker Manager CONTROL PANEL Personal Promotion Style Manager Image Manager you Cana Leo Page Manager olen include About Me Sec SE instructions for Edit Your Profile s r S Contact Information signing up for Special Information Home Page Content HomesProspector About Me Content Bullet Point Se E for visitors to your site We Features recommend that Jagentpics 5 4 1 2345 jog you compose the BULLET POINTS Save Changes Note The boxes below corespond to the bullet points on your About Me page All changes will appear on your About Me page lt is recommended that you Compose your textin another program such as NolePad and then cut and paste it into the fields below processing software such as Microsoft Word dieacoomaw and pasting the text into the bullet point boxes Be sure to see the spelling and grammar check functions before text using industry Standard word you copy your text into the bullet point boxes Click the Save Changes button when you are finished editing or entering information on this screen Favorite Links This is the sixth option on the Edit Y
50. for edit delete or add PropertyWizard accounts To perform these functions click the Property Tools tab that is located on the Control Panel then click the PropertyWizard button The Client List screen see example below will display Search for a PropertyWizard 1 Enter the name of the customer and click the Go button 2 PropertyWizard Sort Options The PropertyWizard list can be sorted by Email Creation Date or Validation Click on the link s located below the text boxes to sort the G PropertyWizard Contact Manager Property Wizard Email Signature Real Ping e TH Agent Property Marketing Ad Website Tools Tools Tools Tracker Manager accounts r Wizard AN Breview 9 Edit a PropertyWizard Property Ward SRG 3 Click the Edit button that is located to the left of the search For Enter Name sis Enter Email Address ee Proper tyWiza r q showing 1 to 2 of 2 Property Wizard lt j Page 1 gt Sort by Name Email Creation Date Validation account s name to get contact information about PropertyWizard Client List the customer A screen Export Contacts similar to the example demi Prone ee eee Options Kimberly Mingo 301 555 1234 screen below will display 9707 Key West Ave Rockville MD kim jfakemail com i 20850 August 24th 2010 11 27 AM 301 555 1234 The customer information ae August 23rd 2010 11 56 AM displayed may be modified and saved
51. formation screen displays by default wnen the Website Manager tab is clicked The changes listed below apply to the Contact Information screen When a customizable layout is selected the following changes will occur The Home Page Content under Edit Your Profile s will not be available You will edit this information by using the Home Page Manager instead The agent photo shown in this section will be the agent photo in the Home Page Manager and Layout Manager The marketing slogan and scrolling text under Special Information will not be available Some of the customizable layouts have a scrolling text option on the Home Page Manager screen ActiveAgent Professional Customizable Layouts Page 3 Style Manager Button There are 2 types of layouts in Style Manager The standard layouts and the customizable layouts all categories other than standard The ActiveAgent Professional customizable layouts can be customized with your own decorative images and your own text You can change the names and order of the menus and pages You can add additional pages to each menu section as well The standard layouts are the original 21 layouts and cannot be customized You can however upload your own agent photo when using a standard Layout Layouts are grouped by themes Agent Property Markoting ad wple Tools T Tracker Themes There are 7 themes as follows Contemporary Corporate
52. from the list of GoHome Content pages Note Click Custom Page trom the drop down box to create your own content and submenu heading Your selection will display at the bottom of the submenu Click the Edit button to edit the item Click the Save button to save it Main menu items have a Move button After clicking the Move button a pop up window similar to the one on the right will display You will be moving the item before the one that you click on in the drop down list Click the Save button to save the change Submenu items have a Move or Copy button After clicking the Move or Copy button a pop up window similar to the one on the right will display To Move the Item 1 Click the Place Selected Page in drop down arrow and select a category The And Before submenu items will display 2 Select a submenu item 3 Click the Save button to save the move Le l ActiveAgent Professional Customizable Layouts Page 10 Screen Edit To Create a Copy 1 Click the Place Selected Page in drop down box to select a category The And Before submenu items will display 2 Select a submenu item 3 Click the Create a Copy check box to add a check mark in the box 4 Click the Save button to save the move The Edit button is used to edit existing content for main menu and submenu items Depending on the item one of the following will display Note Submenu it
53. g systems used by viewers while visiting the site The list is calculated from first of the current month through the current date e Top Browsers Used This section will show a list of the top 5 Browsers used by viewers while visiting the site The list is calculated from first of the current month through the current date ActiveAgent Professional User Guide Section 5 Contents Leads Manager Tab Contact Manager Homes Prospectors E mail Signature Web Site Manager Tab The Edit Your Profile Menu Contact Information Special Information Home Page Content About Me Content Bullet Points Favorite Links Features Personal Promotion Editing Cette ETH Gei re di EE Leads Manager Tab Contact Manager The Contact Manager allows you to keep track of e mails sent to clients Client information can be sorted by name e mail city state or last message Click the History link to view the dates the e mails were sent and the subject of the e mails See the Contact Manager diagram Contact Manager 12 CONTACTS mwr Sort by Name Email City State Last Message ismith2a yahoo com 2005 07 28 i SN 13 44 70 Click the E mail link to send the contact an e mail To remove a contact click the corresponding Delete button on the right The History link does not track HomesProspector e mails Homes Prospectors Same as Homes Prospector in Property Tools E mail Signature Email
54. gent Professional Customizable Layouts Page 20 Layout Manger Buttons Layout Manager enables the agent to customize the layout for the other pages of the ActiveAgent Professional site The instructions for editing the pages in Layout Manager are the same as the ones in Home Page Manager See the button descriptions that start on page 15 for information To access Layout Manager click the Layout Manager button that is located under the Website Manager tab The differences between Layout Manager and Home Page Manager are listed below Layout Manager Home Page Manager Edit Photo Edit Photo Edit Image Edit Image Edit Name Edit Name Edit Contact Info Edit Contact Info Edit Navigation Edit Navigation N A Edit Slogan N A Edit Featured Area N A Edit Home Page Content N A Edit Title N A Edit Text Edit Address Edit Address N A Edit Scrolling Text Preview Preview Restore Defaults Restore Defaults Note Clicking the Edit Navigation button in either Home Page Manager or Layout Manager will display the Page Manager screen See page 8 for information about the Page Manager 42 ActiveAgent Professional Customizable Layouts Page 21 Appendix A Page Manager for Standard Layouts Page Manager This is the standard Page Manager that you will see when you select a standard layout The Page Manager allows you to manage 20 of the pages that appear on your ActiveAgent Professional Web site Enabled pages display a green button un
55. h Agent button brings up your Work with this Agent By choosing to work with this Agent you will ActiveAgent Professional site have the opportunity to search for homes receive reports and receive great information with NO OBLIGATION After you enter a heading and a paragraph or two the potential client who is searching for an agent on 2hdb com will be able to view this information This can be used as a tool to entice customers to go to your site versus another agent s site Editing Your Personal Promotion You can access the Personal Promotion screen by going to the Home page of the Control Panel and clicking on the Click Here to fill our your Personal Agent Property Marketing Ad Leads Website Promotion Paragraph button circled in red in the l Tools Tools Tools Tracker Manager Manager example to the right Welcome to Your Control Panel D Esc 2 Gei ready to experience real control You get complete control over your website AMD you sre provided with tools to help you before and ater you sell a listing Finally all the invaluable tools an agent needs wrapped up in one area Enjoy the convenience of ActiveAgent l Qet Started Tour The Personal Promotion screen allows you to enter the heading and text that will be displayed when potential clients do an Agent Finder search and you appear as one of the search results Potential clients who click the More Info tab will view your contact information and the heading and text
56. h each of their saved searches and saved listings Note This cannot be reversed once it is done Search For Enter Name Enter Email Address Sort by Name Email Creation Date Yalidation johndoe yahoo com October 18th 2005 10 33 AM Add a PropertyWizard Through Your Control Panel To add a prospector click the Add a PropertyWizard button that is located on the Client List screen just above the Search For text box Enter the customer contact information on the Add a PropertyWizard screen and click the save button at the bottom of the page Options Button The My Property Options screen contains the Yes or No options for displaying the following on your ActiveAgent site e Listing Addresses if you do not want to display the street addresses for any listings on your ActiveAgent site you can select No for this option e Listings on CNTG KO status if you do not want consumers who search on your site to see listings on CNTG KO status select No for this option e Listings on CNTG NO KO status if you do not want consumers who search on your site to see listings on CNTG NO KO status select No for this option e Default Search you can choose to have the map or standard search as the default search for the Property Finder and PropertyWizard on your site Marketing Tools Tab Use the tips provided on the Marketing Guide screen to market and publish your ActiveAgent Professio
57. he Text Editor For this page options 3 and 4 allow you to choose between the GoHome content and the Enhanced GoHome content Click the View Content button for 3 and 4 to view the content before selecting an option e GoHome Content the content provided by GoHome breaks the Buying and Selling page into two separate pages Home Buyer s Guide and Home Seller s Guide and also adds a third page a Real Estate Glossary Click on the View Content button to preview the content before selecting the GoHome Content e Enhanced GoHome Content the enhanced content provided by GoHome also breaks the Buying and Selling page into two separate pages Home Buyer s Guide and Home Seller s Guide and also adds a third page a Real Estate Glossary In addition it offers a clickable table of contents with the following topics Prepare amp Plan Shop for a Home Buy a Home and Close the Deal Click the View Content button to preview the content before selecting the Enhanced GoHome Content Real Estate News the Options button allows you to disable the page set an_outside site as a framed pop up window from your ActiveAgent Professional site or frame an outside page within your ActiveAgent Professional site You can also enter or paste your own text and easily format it by using the Text Editor Mortgage News the Options button allows you to disable the page set an outside site as a framed pop up window from your ActiveAge
58. he following types of Web sites may provide useful G information to your i Tu Agent Property Marketing Ad Leads os oHome Tools Tools Tools Tracker Manager Web site visitors CHTROL P Personal Promotion Style Manager Image Manager Page Manager e Local Schools AboutMe EG Chamber of Current Photo __ Edit Your Profile s Commerce Contact Information Special Information Government Home Page Content About Me Content Information Bullet Points Favorite Links Features Tou rist Information e Seasonal fagentpics 5 412345 jpq Events FEATURES Save Changes Modify aspect of special festures of your ActveAgent website ave Changes e Local Weather Features Features is the last option on the Edit Your Profile menu You can access the Features screen shown to the right by clicking on Website Manager and then clicking Features on the Edit Your Profile menu circled in red on the example to the right e Display My Listings Button If YES is selected for this feature the My Listings button will appear on your ActiveAgent Professional Web site pages When a visitor to your site clicks this button all of your active listings will be displayed If you do not have any listings you can either select no for this feature or select the option to display the My Listings form on the Options screen under Property Tools e Display Listing Addresses The features page allows you to enable or di
59. heck button it will prompt you to download and install a file Click OK to download the file A File Download box will appear Click the Run button to run the installation of the file Redo this button will reset the last action that you performed with the Undo button Find this feature allows you to search for specific words in your text Clicking on this button brings up the following screen ZER Tind Web Page Dialog Find e Inthe box labeled Find what Find whet type the word you want to find e You can select either Match case or d Match case C Match whole word Match whole word but these are optional e Click the Find button on the right s i Internet e lf the word is found it will be highlighted in the Text Editor Replace this works the same way as the Find function but it also allows you to replace the text that you found Z K feg Subscript click on this button to type subscript text Strikethrough click on this button to type strikethrough text Superscript click on this button to type superscript text Increase Indent click on this button to increase the indent E Numbered List click on this button to create a numbered list Bulleted List click on this button to create a bulleted list Left Justify click on this button to left justify text or graphics Decrease Indent click on this button to decrease the indent Center Justify click on this button t
60. lay the top 5 most current results for the month being viewed The viewer may change the month by the drop down box at the right The drop down box will default to the current month and you can select any month within the last 12 months The page stats categories are as follows e Top Pages Viewed This section will show a list of the 5 pages with the most hits The list is calculated from first of the current month through the current date e Top Entry Pages This section will show the top 5 pages that were used when entering the site The list is calculated from first of the current month through the current date e Top Exit Pages This section will show the top 5 pages that were the last pages viewed before they left the site The list is calculated from first of the current month through the current date Referral Stats Summary Each category will display the top 5 most current results for the month being viewed The viewer may change the month by the drop down box at the right The drop down box will default to the current month and they will have the option to select any month within the last 12 months The page stats categories are as follows e Referring URL s This section will show the top 5 specific URL s that direct the most traffic to the site The list is calculated from first of the current month through the current date e Top Countries This section will show the top 5 countries that direct the most traffic to the site The lis
61. mails ideas sent to this PropertyWizard circled in red in the City example to the right The last time the client logged into their Homes REALTOR No zs PropertyWizard account is displayed next to Last Creation Date October 18th 2005 10 33 AM Login Last Login October 18th 2005 10 41 AM Saved Searches 1 Active No Click the Save Information button after making Ss Why inactive Agent added Email not validated yet changes on this screen View a Saved Search You can also view each of the client s saved searches and saved listings by clicking the Edit button and scrolling down under Residential Search 1 County MONTGOMERY MD Zip Code 20874 GERMANTOWN 20875 GERMANTOWN the PropertyWizard Price Mo Limit to 550 000 Minium Bede 2 Information screen You can Minimum Baths 2 delete any of the client s saved Garage Any ae Acreage Any Size searches or saved listings by Mew Construction Any clicking on the Year Built Any Year Style No Preference Delete Search link under each Type All Types saved search or saved listing It Waterfront Any i Water Oriented Any is not possible to modify an Condos Co ops Any existing search at this time Delete Search 1 Delete a PropertyWizard Account To delete a PropertyWizard click on the Delete button circled in red in the example below The PropertyWizard will be deleted immediately along wit
62. mizable Layouts Clicking the Image Library button will display a screen similar to the example screen shown above Clicking the Edit Photo button in both Home Page Manager and Layout Manager will display a pop up window with the Browse Image button on it Clicking the Browse Image button will display a screen similar to the example screen shown above 14 ActiveAgent Professional Customizable Layouts Page 7 15 Page Manager Button The Page Manager is where you can control the navigation of your ActiveAgent site The updated Page Manager allows you to add pages enable or disable pages move or copy pages and to edit menus and submenus The updated Page Manager will display only if a customizable layout is selected Main Menu examples are listed below Agent Info Property Tools Community Info Financial Tools Tips amp News Clicking each menu item will display sub menus that the agent can edit as well When the customer clicks the sub menu item content that is applicable to that sub menu item will display on the ActiveAgent Professional Home Page The updated Page Manager will be available only if a Customizable Layout is selected he maximum number of main menus that can be displayed is 5 Main menus cannot be added however they can be disabled You can use the Page Manager to change the order of the main menus by clicking the Move
63. nal domain name You are responsible for marketing your ActiveAgent Professional web site Be creative ActiveAgent Professional does not have the ability to create customer traffic for you you must market your Web site and distribute the Web site address your domain name as much as possible to generate activity on your ActiveAgent Professional site One particularly helpful feature can be found under the Website Marketing button after clicking the Business Cards Business Letters Print Advertising Yard Signs HTML Code Samples The following buttons are provided for use in your various websites and emails The code generator will provide you with the necessary code to link from your outside media to your ActiveAgent website Voice Mail Code will appear here Relocation Packets TV amp Video Website Marketing Note Simply copy and paste into your desired location Select a Color Click on a button below to generate code above Blue v Style 1 L My Listings My Website _ 0 Open Houses Q Property Search E PropertyWizard Style 2 MY LISTINGS MY WEBSITE OPEN HOUSES PROPERTY SEARCH Style 3 My Listings Property Search Style 4 My Listings a Property Search Style 5 PROPERTY WIZARD My Website Open Houses Property Wizard My Website Open Houses PropertyWizard ECH woe ai GG Gam Proverty Marketing Tools tab On the Websi
64. net Explorer File Edit View Favorites Tools Help Preview Site Stats Wous General Sep 2005 Aug 2005 Jul 2005 Jun 2005 May 2005 e Internet Each category will show statistics for the past 12 months unless you have had your ActiveAgent Professional site for less than 12 months Therefore if it is currently December 15th of 2005 it will show statistics from December 1st through December 15th The summary of each category for that month will be listed on the chart The current month will show total summaries from the first of the current month through the current date The categories are e ActiveAgent Professional Total Hits The total number of hits their Web site accumulated during the month s time Average Hits per Day The daily average of total hits accumulated across the Web site The average is calculated from first of the current month through the current date e Average Hits per Visitor The average number of individual requests per visitor per session The average is calculated from first of the current month through the current date General Site Stats Graphs 1 Total Hits This window will graph the activity over a year s time for the Total Hits The past months of the past year are labeled below it 2 Average Hits per Day This window will graph the activity over a years time for the Average Hits per Day 3 Average Hits per Visitor This window will graph the activity over a yea
65. ng the Restore Default button restores the page to the defaults for that layout A confirmation prompt will display before the defaults are restored The Preview button is located at the top right side of the Home Page Manager screen Clicking the Preview button will display the Web site in a new browser window Click the Edit Name button and a pop up window containing an editor screen and limited Text Editor formatting toolbar will display Edit the text as required This will update the name that is displayed on your ActiveAgent Professional site Click the Save button to save your changes Click the Edit Address button and a pop up window containing an editor screen and limited Text Editor toolbar will display Edit the text as required This will update the address that is displayed on your ActiveAgent Professional site Click the Save button to save your changes 38 Depending on the layout there may be an Edit Contact Info button or Phone just an Edit Name button where the name and Contact Info can be ActiveAgent Professional Customizable Layouts Page 19 Editable Description Area edited Click either the Edit Contact Info button or the Edit Name button and a pop up window containing an editor screen and limited Text Editor formatting toolbar will display Edit the phone number in either the Edit Contact Info section or the Edit Name section as appropriate Click the save button to save your changes 40 ActiveA
66. nt Professional site or frame an outside page within your ActiveAgent Professional site You can also enter or paste your own text and easily format it by using the Text Editor Free Reports the Options button takes you to the Free Reports page under Marketing Tools You can enable disable add or remove reports You can also add up to 13 of your own free reports
67. nt space between the image and the text as in the example below Align this feature allows you to control how the image is aligned Try the different options and see which one you like best Link and Advanced tabs these tabs contain options for advanced HTML users The MRIS HelpDesk cannot provide support for HTML usage questions Note The following example was produced with the values listed in the sample Image Properties box above Test text text text text text text text text text text text text text text text text text text text text text text text text text text text text text text text text texi text text text text text text text text text text text text text text text text text text text texi text text text text text text text text text text text text text text text text test text text text text text text text text text Text text text text text text text text texi text text text text test text text text text test text text text tent text text text text text teat text text text text t ri text text teat text text text text text text text text text text text text text text text text text text text text text text text EQUAL HOUSING text text text text text text text text text text text text text tex text text text text text text text text text text text text text text text text text text text texi text text text text text text texttext text texttext text text text text text text text text test text text text text test EH Insert E
68. nter your own text and easily format it by using the Text Editor You can also disable this page Relocation the Options button allows you to disable the page set an outside site as either a pop up window from your ActiveAgent Professional site or 57 frame an outside page within your ActiveAgent Professional site You can also enter or paste your own text and easily format it by using the Text Editor Financial Info Calculators this page cannot be disabled or changed Credit Reports the Options button allows you to disable the page set an outside site as a framed pop up window from your ActiveAgent Professional site or frame an outside page within your ActiveAgent Professional site You can also enter or paste your own text and easily format it by using the Text Editor Mortgage Q amp A the Options button allows you to disable the page set an_ outside site as a framed pop up window from your ActiveAgent Professional site or frame an outside page within your ActiveAgent Professional site You can also enter or paste your own text and easily format it by using the Text Editor Tips amp News Buying amp Selling the Options button allows you to disable the page set an_outside site as a framed pop up window from your ActiveAgent Professional site or frame an outside page within your ActiveAgent Professional site You can also enter or paste your own text and easily format it by using t
69. o center justify text of graphics Right Justify click on this button to right justify text or graphics Block Justify click on this button to block justify text or graphics Insert Edit Link this feature allows you to create a hyperlink to another Web site Clicking on this button brings up the Link Web Page Dialog screen below This screen consists of three tabs Link Info Target and Advanced The Link Info and Target tabs are described below Note Instructions for creating a hyperlink to another Web site are listed to the right of the sample screen The Link Info Tab Before you begin type the text that you want to act as a hyperlink in the Text Editor and then highlight the text Click on the Insert Edit Link button on the Text Editor toolbar see The Text Editor Toolbar section above The following screen appears A Link Wab Page Dialog Link e Enter the Web site address starting with Link Info Target Advanced the www for the site that you want the text to link Link Type to in the URL box URL y e The box labeled Protocol should default to Protocol UAL wn SI A http If the Web site you want to link to begins with a different type of protocol such as https click the drop down arrow in the Protocol box and select the correct protocol type e Click the OK button baim kr homesdatabase cor d Inbernet The Target Tab Setting a link to open in a new window 3 Link Web Pap
70. olors that display in the Choose a Color box 5 If desired select a Background from the Choose a Background box 6 If desired select a Splash Page from the Choose a Splash Page section If the layout has a Splash Page and you select it the Splash page will display before the Home Page Changing from one customizable layout to another When you change from one customizable layout to another the Header image will change to the default image for the new customizable layout selected Since image sizes differ by layout you may need to reselect your image or photo from the Home Page Layout Managers Doing so will readjust the image or photo to suit the customizable layout selected Image Library Button The Image Library is now available for both the standard layouts and the customizable layouts With the customizable layouts agent photos and decorative images can be uploaded via the Edit Image or Edit Photo buttons of the Home Page Manager or the Layout Manager See an example Image Library screen shot on the right A Note about Uploading Images Only Llrkuel a peu Files ir His Ioideg deefe TT s leed agent photos and decorative images can be ActiveAgent Professional Customizable Layouts Page 6 uploaded by using the Image Manager Property photos and virtual tours must be uploaded the same way they are being uploaded now Property photos must be uploaded vi
71. ountable ALL of your marketing tools by showing you which ones generate prospects to the Internet Properties viewed by using the ActiveListings method will be recorded in the Detail screen of the AdTracker Viewings section and will display the assigned code in the Code column Sellers Stats Button The Sellers Stats General Summary under the Ad Tracker tab provides statistics for your listings The AdTracker tab defaults to the Sellers Stats weekly summary G H me Agent Property Marketing Leads Website Tools Tools Tools Manager Manager CONTROL PAWEL Sellers Stats Buyers Stats Site Stats Sellers Stats General Summary The following table contains data through October 19 2005 General Summary This Week Property Finder Viewings AdTracker Viewings Showcase Listings Viewings Homes Prospector Saved Listings Homes Prospector Email Listings Total Home Views istings that Created Emails The General Summary shows the number of times any of your listings were viewed in one of the following ways and gives you the total number of times that one of your listings was viewed through your ActiveAgent Professional site e Property Finder Viewings e AdTracker Viewings is the number of listings viewed by direct entry of your page name and the MLS number rather than through a search e Showcase Listings Viewings e Homes PropertyWizard Saved Listings e Homes PropertyWizard E mail Listing
72. our Profile menu Insert up to 10 links that will guide your Web visitor to other pages Select sites that will provide added benefits to your customer thereby enhancing the value of your page Listed below are the instructions for setting up your links 1 Click the Insert Edit Link button circled in red in the example below in the Text Editor to create your hyperlink FAVORITE LINKS Save Changes Source Font Arial sl Je B 7 CH Change your address on the U S Postal service s web site 2 Onthe Target tab you can choose the option New Window _blank if you want your link to open in a separate browser window or you can choose Same Window _self if you want your link to open in the same window as your ActiveAgent Professional site Note If you are familiar with the other HTML options on the Target or Advanced tabs you can use them but please note that the HelpDesk cannot support HTML usage questions Advantages amp disadvantages of inserting external hyperlinks Consider the following e Ahyperlink is a way of providing buying selling or educational information but you have no control over the content of the sites that you link to e You should periodically test your links to make sure that they still work and that the sites are still up and functioning correctly e Hyperlinks can add valuable information to your Web page but it can lead customers away from your site If you decide to use hyperlinks t
73. out Me Content Bullet Points Favorite Links Features fagentpics 5 4 1 2345 jpg Website Manager tab it defaults to the Contact Information screen The Contact Information screen is the first option in the Edit Your Profile menu Contact Information Contact Information is the first option on the Edit Your Profile menu This page contains text boxes that have to be completed with basic contact information such as address telephone numbers and e mail address Some of the fields are already populated with information from the MRIS subscription files Please review these fields and edit as necessary If you have a separate Web site you may display a link to this site on your ActiveAgent Professional page Enter the address in the Other Webpage Address box with the full URL as shown in the following example http www yourpagename com Note If you upgraded from ActiveAgent to ActiveAgent Professional your contact information ActiveAgent photo logo Homes Prospectors and their saved searches and saved listings will automatically transfer over to your ActiveAgent Professional Web site Click the Save Information box when you have entered all of your contact information Special Information You can access the Special Information screen by clicking on Website Manager and then clicking Special Information on the blue menu circled in red on the example below The um Agent Property Marketing Ad G oHome Tools Tools Tools Tr
74. red button under the Status column The pages that are managed from this screen are described below their location on the Page Manager screen is also shown below Homepage Default Homepage or Search click on the arrow in the Click to Set drop down box to choose between the default homepage and the search functionality Display Options click on the Options button to choose between the My Listings Slideshow a decorative picture or to disable this feature Agent Information Client Testimonials click on the Options button to frame a Web site within your ActiveAgent Professional site set another Web site as a framed pop up or enter your own text by using the Text Agent Info My Clients Say Your Content Get to Know Me Your Content Why Use a REALTOR Your Content Thinking of Selling GH Content Calculators GH Content Our Agents GH Content Helpful Documents Your Content Property Tools My Listings GH Content Property Finder GH Content Property Wizard GH Content Saved Searches GH Content Showcase Listing GH Content My Open Houses GH Content Multi Lingual Search Framed Page Most Recently Viewed GH Content Open House Finder GH Content Community Info Montgomery County Your Content Howard County Your Content Area Schools Your Content Relocation wl Report for Mont Co ae EE Am an Your Content Financial Tools Calculators GH Content Credit Reports Your Content Mortgage
75. rs time for the Average Hits per Visitor A hit is a request made by a visitor Each visitor could make several requests on one page Visitor Stats Summary Each category will show up to the last 12 months worth of stats unless you have had your ActiveAgent Professional site for less than 12 months The summary of each category for that month will be listed on the chart The current month will show total summaries for the first of the current month through the current date The various categories are e Average Time Spent This is the average time each visitor spends at the Web site The average is calculated from first of the current month through the current date e Average Page Views Visit This is the average number of page viewings per visitor per session The average is calculated from first of the current month through the current date e Unique Visitors This is the total number of visitors to the Web site not counting repeat visitors unique The total is calculated from first of the current month through the current date e Total Visitors The total number of visitors to the Web site including repeat visitors The total is calculated from first of the current month through the current date Visitor Site Stats Graphs There will be a graph under the summary for the following categories e Average Time Spent e Average Pages Visitor e Unique Visitors e Total Visitors Page Stats Summary Each category will disp
76. s e Total Home Views e Leads Captured E mails Sent is the number of registrations on your page during the reporting period Your Listings The Your Listings section under the Ad Tracker tab lists all of your active listings that are published on www 2hdb com The date range above each listing circled in red in the Your Listings example to Go the left is Page 1 Search by MLS e 5 Listings ig Sort by MLS Price City State Zip for the life of the listing The date range should be 3 from the Homes Prospector Ge Showcase Listing listing date Homes Prospector Email virtual Tour f the listi Multiple Photos Printable Flyer of the listing Slide Show through the Total viewings current day The statistics under the Your Listings section are live and are constantly updated View Online You can see how each listing appears on ActiveAgent by clicking the View Online button circled in green on the example above Details You can view a detailed report for a breakdown of the activity for each listing by clicking on the Details button circled in blue on the example on the previous page for any listing under the Your Listings section If a listing has not had any activity there were no viewings the listing did not show up on any PropertyWizard e mails none of the multiple photos were viewed and the virtual tour was not viewed it will not have a Details button Clicking on the Details
77. sable the display of property addresses for listings To change the display option click the arrow on the drop down box labeled Display Listing Addresses Select the display option for your Web site and click the Save Changes button Note ActiveAgent Professional displays properties based on the options selected by the listing broker Brokers may elect to suppress addresses for their listings or suppress their complete inventory Individual listings may also be suppressed from Internet display at the direction of the seller Personal Promotion When a potential client uses the Agent Finder feature on 2hdb each of the results has a More Info tab circled gt Agent Finder in red in the Showing 1 1 of 4 example to the left Steve Fletcher Office Fletcher amp Associates Inc Potomac MD 20854 Clicking on the Phone More Info tab b01 515 5420 o brings up the More info following screen gt Agent Finder Your name photo contact Steve Fletcher IR ai information logos you selected Kee EE under the Image Manager and the 301 515 5420 heading and text that you entered Trust Integrity amp Service i for your Personal Promotion will be Our clients receive our extensive experience a unique commitment along with the extensive knowledge and experience that comes with d is D aye d f CI iC ki n g ont h e Wo rk the CRS designation to provide you with the best services available wit
78. t Dag O Current Photo Edit Your Profile s Contact Information Special Information Home Page Content About Me Content Bullet Points Favorite Links Features EsSu i oh oY WO amp E Foma e Fort Size Tgr Oye Image Manoger Preview Our clients receive our extensive experience a unique commitment along with our coveted CRS designation to provide you with ihe besi services available todayl ve specialize in e Relocatons nvestmen Properties e Luxury Homes e Ectatoc Example example example example example example example example example example example example example example example example example example example example example example example example About Me Content Save Changes Home Page Content Home Page Content is the third option on the Edit Your Profile menu If you choose the default option for your home page under the Page Manager whatever you enter into the Text Editor on this screen is what will be displayed on the home page for your ActiveAgent Professional Website Click the Save Changes button to save changes that you have made on this page Clicking on About Me Content on the menu will display the About Me Content screen shown on the right below Whatever you enter in the Text Editor section of this screen will be displayed when visitors to your site click the About Me button on your ActiveAgent Professional Web site Click the Save Changes button when you have
79. t is calculated from first of the current month through the current date Search Engine Stats Summary Each category will display the top 5 most current results for the month being viewed The viewer may change the month by the drop down box at the right The drop down box will default to the current month and they will have the option to select any month within the last 12 months The page stats categories are as follows e Top Search Engines This section will show a list of the top 5 search engines that viewers come from when they visit the site The list is calculated from first of the current month through the current date e Top Keywords This section will show a list of the top 5 key words that people typed in with the search engines when searching for our site The list is calculated from first of the current month through the current date e f there are no stats then it will display No data is currently available at this time Technical Stats Summary Categories are the same for both Admin site stats and Professional site stats Each category will display the top 5 most current results for the month being viewed The viewer may change the month by the drop down box at the right The drop down box will default to the current month and they will have the option to select any month within the last 12 months The page stats categories are as follows e Top Operating Systems Used This section will show a list of the top 5 operatin
80. te Marketing screen you can click on a button to select it and then copy the HTML code to add the button on to your e mail signature or anywhere that you can add HTML code such as a blog or social networking profile 26 Auto Responder An Auto Responder is a message that is automatically sent to anyone that e mails you through your ActiveAgent Professional Web site This will ensure that every e mail receives a quick response An Auto Responder is an automatic message that is sent back to anyone that emails you through the website This will ensure that every email has had a quick response The current default message reads as follows Thank you for taking the time to visit my web site Your request has been received and is being processed You should receive an e mail response within 1 business day and or a phone call if you included your full phone number with area code l appreciate this opportunity to be of service to you If you have more questions or need more immediate assistance please don t hesitate to call me H you would like a different message enter the message that you would like to have automatically sent below Note The text box is limited to approximately 2000 characters which includes space Thank you for taking the time to visit my web site Your request has been received and is being processed You Should receive an e mail response within 1 business day and or a phone call if you included your full phone n
81. that you have entered in the Personal Promotion screen to fill out your Pereonal Promotion Paragraph d ap Preview E Highlight Paragraph Agent Fersonal Promotion This paragraph will be used in agent rosters and pop ups where there is limited space This should focus on what you want to say about yourself and or your business that may entice a browsing consumer to work with you For examples to help get you thinking Click Here gt E Source A Gs amp ie ou ih Sop CG i B 7 U als sw Sire g7 J7 biy clients ecewe the benefitof my extensive experince in the real estate industry and my thorough knowledge of the market Lei me help you find yournexthome and simplity the process for you Style Manager roe 2 HOTE When changing layouts you may need to re select your images so they fit correctly in the newly selected layout Website Manager 1 Change Themes re Ot Style Manager Click Browse All Styles to look through all of the styles and see a preview of each one 3 Choose a Color Note that not all styles have splash pages available Pag m2 4 Choose a Background None This layout supports Mapping Selectable Header Custom Header 5 Choose a Splash Page Page Manager The Page Manager allows you to manage 20 of the pages that appear on your ActiveAgent Professional Web site Enabled pages display a green button under the Status column disabled pages display a
82. thin the Text Editor You can resize the image by clicking on it then placing the cursor over the corner of the image until a double headed arrow appears Click the left mouse button and drag the cross hair that appears until the desired image size is achieved Clicking on the Insert Edit Image button brings up the following screen a Image Properties Web Page Dialog Ka Image Properties Image Info Link Advanced Alternative Text in this box UAL you can control the text that hho ang OOO COMES pute Images eghouseop g appears when a user holds their Akernatvs ost Equal Housing O ppoituniby Width 140 F D Height B order ao HSpace5 VSpace 5 Aign EQUAL HOUSING k cursor over the image Fresia Width and Height by entering numbers in these boxes you OK can change the width and height of the image Border by entering a number in this box you can add a border of varying thickness to your image If you do not want a border leave this box blank Hspace by entering a number in this box you can add some horizontal space between the image and the surrounding text The space is measured in pixels usually the number 5 creates sufficient space between the image and the text as in the example below Vspace by entering a number in this box you can add some vertical space between the image and the surrounding text The space is measured in pixels usually the number 5 creates sufficie
83. ton to frame a Web site within emeng your ActiveAgent Professional site set Im es another Web site as a framed pop up Or Credit Reports Your Text gegen enter your own text by using the Text Mortgage O amp A Your Text epes Editor You can also disable this page 6 Tips amp News Status List Your Home Click on the drop deet Your Text Options down_arrow in the Click to box to either In Wiere emeng enable or disable the List Your Home See Weder kenen form on your ActiveAgent Professional site This form allows your site visitors to fill in some information about their home and to request information from you about selling their home Property Tools My Listings the Options button takes you to the Listings Manager screen where you_ can decide to either display the No Listings Form or remove the My Listings buttons and links when you don t have any active listings You can also add or delete a Showcase Listing from this screen ActiveAgent Professional Customizable Layouts Page 22 Property Finder click on the Options button to frame an outside Web site within your ActiveAgent Professional site set an outside Web site as a framed pop up or to select the default property search function showcase Listing the Options button takes you to the Listings Manager screen so that you can add or delete a Showcase Listing Open House click on the Options button to add edit or del
84. umber with area code I appreciate this opportunity to be of service to you If Note To delete an Auto Responder just highlight all text and spaces Save Changes above and delete than press save A default message is provided but you can edit or delete that message on this screen by making the desired changes in the text box and then clicking the Save Changes button Free Reports The same free reports and real estate articles will be available by clicking the Marketing Tools tab then clicking the Free Reports button Examples of free reports are listed below 7 Tip of the Week 8 What s New 9 Client Testimonials 10 14 Questions to Ask a Real Estate Agent 11 How to Get Top Dollar in Any Market 12 Making the Move Easy on the Kids 13 Six Ways to Beat the Stress of Buying a New Home 14 Different Reasons to Own Your Own Home 15 Things You Should Know About Moving 16 When Selling Your Home 17 Five Powerful Buying Strategies e NINE Deadly Mistakes Home Sellers Make e Four Things to Consider Buying a Home e Important Considerations About Setting a Price The screen shot below displays free reports and the enabled disabled status radio and edit buttons Functionality is described below Enable Free Reports button on my Web site GoHome Ste abate Tools Tools Tracker Manager Manager COMTROL PAHEL Marketing Guide Auto Responders Free Reports Ga Preview Free Reports O Sec Enable Free
85. ut Me Content e Favorite Links e Personal Promotion The Text Editor Toolbar buttons are described below Notes e Some of the button descriptions will include detailed screen information e A few of the functions in the Text Editor allow the use of some advanced HTML functions If you know how to use these functions please use them however the MRIS HelpDesk cannot support HTML usage questions e Another option is to format your text and images in Microsoft Word then copy the content from Word and paste it into the Text Editor by using the Paste from Word button The Text Editor Toolbar The Text Editor toolbar consists of the icons described below Moi EAB zr U m x x 2 Style Format Font Anal The Text Editor Buttons f Source Source allows you to view and edit the HTML code This feature is i i optional If you do not know HTML you do not need to use this feature Cut allows you to cut highlighted text or graphics Paste as Plain Text allows you to paste text that you have copied without its original formatting If you like the text on a Web site and want to paste it into your site you can paste it as plain text and then format it yourself by using the Text Editor Paste from Word this button is designed to paste text or graphics that you have copied or cut from a Microsoft Word document This is convenient if you like to format text and graphics in Word Spell Check when you first click the Spell C
86. ve customized If you select option 4 on the form upload both images Add comments in the Comments box Click the Deliver Form button to send the form to GoHome When GoHome receives the form they will contact you to get your payment information Customization options are Resize Crop Add text to image Place a photo or logo over another image Fuzz edges Bevel Frame Border Cut out Background make background transparent Torn edges and shadow Important With the Place a photo or logo over another image option 4 you must upload 2 images There are 2 Browse buttons on the form the first one is to upload your image the second one is for another image Note There is a View Customization Options link below the Customization Options button Click this link to see the customization options available There is a Restore Defaults link in the upper right corner of the screen To delete customizations click this link then click the OK button When you have completed your selections click the Save button If you select one of the 3 options provided by GoHome the pop up window will refresh and will display the image the Include Image in Layout Manager check box and the Save bution If you want this option determine whether you want to include the image in Layout Manager If you do not want the image in Layout Manager click the check to remove it from the check box then click the
87. wcota Line air Aane Search Opin Haw Saha doled hacp ge Samil himd Page Community inte i Communty info Status Abm ihe Arsa Bahro Ris Pahis goen Tit pit r Tan ma Tan Salus jera kire isa Tari Financial Tools F re Care Ca z Merep ge D fom Tari Mea pr Chj rel i Ipi N Mewa wn Leen A Se Bai rg Tew Tipt E News Degd Fann Rue ra Tari Mim 8 eran Haer ns Beet tee Tari Heme Fapa Guis E e KE ri a i E 5 4 H FE Erea oprie Link n nadie See button descriptions below See Appendix A for information about this screen Green and Red Radio Dials Each page on the Page Manager will have either a red or green radio dial to the right of it under the Menu Enabled column of the Page Manager Green radio dials indicate that the page is enabled red radio dials indicate that the page is disabled Green radio dials have an Enabled link next to them and red radio dials have a Disabled link next to them Click the Disabled link to enable the page or the Enable link to disable the page 18 ActiveAgent Professional Customizable Layouts Page 9 Button on Updated Description Screen Add a Page Move Move or Copy Click the Add a Page button for the specific section that you want to add a page to A sub menu page will be added to that main menu A pop up window similar to the one on the right will display Click the drop down arrow to select a category
88. will display one listing as the Showcase listing Homes Prospector Ad will display the following message Join Homes Prospector today to enjoy followed by a bulleted list of items Homes Prospector Login enables customers to log into their Homes Prospector account by typing in their usernames and passwords If they do not have an account they can click the Join Today button A Homes Prospector Registration form will display in a pop up window They must fill out the Account Information section of the form They should also select how frequently they would like to receive email from Homes Prospector They must click the Activate button on the form to activate the account The Homes Prospector feature keeps customers informed of new listings that fit their needs Display your own Content will display a pop up window containing an area where you can enter your custom content screen and formatting toolbar Edit the text as required lf the customizable layout that you have selected has a box for scrolling text an Edit Scrolling Text button will display on the Home Page Manager Click the button and a pop up window containing an editor screen and limited Text Editor toolbar will display Edit the text as required This will update the existing scrolling text Click the Save button to save the text The Restore Defaults button is located at the top right side of the Home Page Manager screen Clicki

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