Introduction to myoffice

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Simon Wilkinson
5 years ago
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1 Introduction to myoffice 1. Leadership can now access the myoffice tab. Leadership positions that can access this include Team Leaders, Market Centers Administrators, Operating Principals, and Brokers. (Clicking on the myoffice tab inside of MyKW will show the current options). If you are missing the myoffice dashboard (pictured above) it is because you are not a TL, MCA, OP, or Broker in White Pages or because you have not provisioned your eedge account. There are a few important things to note before you get started: A. All Leadership positions share this one myoffice account and it is tied to an office (Market Center), as opposed to being assigned to a specific individual. B. To switch between your personal eedge account and the Office eedge account, use the mybusiness and myoffice tabs on the eedge Control Panel. C. The one address for this account is kwoffice#@kwoffice.com so please carefully consider the possible combined uses of this address. D. In the future, this account will be fully integrated with a new eedge Market Center website for incoming leads. Keep this in mind as you find current uses for the Office Contacts, Office , and Office Marketing. In this manual we will give you tips and best practices for each of these categories. Page 1

2. Let s Get Started with Office Contacts. Click on Add New Contact A. This behaves in a very similar fashion as the My Contacts of the agent s eedge. Click on View Contacts.

2 2. Let s Get Started with Office Contacts. Click on Add New Contact A. This behaves in a very similar fashion as the My Contacts of the agent s eedge. Click on View Contacts. Then Click on Manage Groups B. You will want to setup several Groups since this account is potentially shared between several Leadership positions. Team Leaders may want to setup Recruiting Groups. For example, a Team Leader might want to base additional Recruiting Groups based on potential Cappers, Half Cappers etc. especially if the TL wants to market to these groups differently. MCA s, OP s, and Brokers may also want to add Groups. Assuming that the Team Leader is responsible for recruiting, perhaps these other Leadership Roles would want to create a group for Allied Resources which could be used for custom marketing to vendor partners of the Market Center. The possibilities are endless. Other ideas for Groups include: HR Departments to market local employers for future relocations Chamber of Commerce for marketing to local business owners Home Builders for possible referrals Mortgage Companies for possible referrals Page 2

3 C. Once Groups have been created you can easily add contacts and assign them to the most appropriate Group. 3. Now let s take a close look at Office . Just a quick FYI - The link under Office for KW.com Office Webmail is a shortcut to the legacy klrw123@kw.com address and to the website of MCA s should already be very familiar with this address. Go ahead and click on eedge Admin under Office Marketing (as seen above). A. On Info page, check to make sure that all contact information is correct for the Market Center under general info and profile info. B. Click and make sure that this information is also correct for the automated signatures. Again, this is a shared account so if this is used Page 3

Finally, there is Office Marketing which is most likely going to be your most important piece under the myoffice tab.

4 primarily for Recruiting, the Team Leader s contact information would be most appropriate. C. You will find all of the same functionality for Office that you are used to with the regular eedge Finally, there is Office Marketing which is most likely going to be your most important piece under the myoffice tab. Here you can add campaigns to the different Groups and Contacts that you have created in the system. First notice that the eedge Admin actually sends you to the same place as eedge Messages (step 3). The eagentc Website Admin is a short cut to the yourkwoffice website. In a future release, we will have an additional link for the future eedge Market Center websites. Go ahead and click on Market My Office (see above). Then click on Create Marketing Page 4

Now you are on the Marketing section of MyOffice The campaigns include 33 Touch Recruiting Campaign, Training Fliers, and the ability to send one email at a time (to a group).

prospects. Click on New Campaign to select a campaign for your Groups (created in step 2) or Contacts. You can even customize your own campaigns for your specific groups. Congratulations!

5 Now you are on the Marketing section of MyOffice The campaigns include 33 Touch Recruiting Campaign, Training Fliers, and the ability to send one at a time (to a group). Note: Best practice is to create a test group with yourself as a contact and get familiar with the new marketing campaigns by sending to yourself before launching a campaign to your recruiting prospects. Click on New Campaign to select a campaign for your Groups (created in step 2) or Contacts. You can even customize your own campaigns for your specific groups. Congratulations! You have now completed the setup of your myoffice. This is a great opportunity for market center leadership to take advantage of the technology suite of eedge tools. In future releases we will have Office Leads for the new eedge Market Center website and Office Transactions to help with the transactions piece of eedge. Please stay tuned to our Live Training and Product Updates on On this website you will find our Live Training (Online) for additional training on the setting up Groups, Importing Contacts, and running Campaigns. It is also a great resource for your agent s than want to learn more about eedge! Page 5

To-Do List for Your First 30 Days

To-Do List for Your First 30 Days Table of Contents 1. Create a home base for your business 2. Open up your lines of ecommunication 3. Be found 4. Build your database Build your business 5. Cast your net