intouch Part I: Prepare Your Platform for Lead Generation

Transcription

1 intouch Part I: Prepare Your Platform for Lead Generation Company materials, programs, or meetings that are not for compliance purposes are optional for your use as an independent sales associate affiliated with the Company. Your use is not required for your continued affiliation with the Company.

2 Activate your account Follow the prompts to activate your account Your intouch Dashboard All Internet Inquiries will appear on your Dashboard as New. When the Status is changed they will move to the Contacts Tab

3 1 Profile Details Call to Action text populates on various marketing material from the Marketing Center Phone numbers appear on each website page next to your agent information 2 Add Your Social Media Links Coldwell Banker Residential Brokerage Social Media: Facebook: Twitter: YouTube: Pinterest:

4 3 Add Your Photos The Marketing Image applies to all print designs in the Marketing Center, and should be a higher resolution image (maximum width of 2800 pixels) than that of your Website Image. 4 Change Office Info The information entered here appears in the footer of your website Fax # appears with agent info on the About Page Change Time Zone to Central Time

5 5 Receive Website Activity Alerts 6 Add MLS Feed STEP #1 -Click the Add MLS Feed button to select your local MLS i.e. Midwest Real Estate Data

6 6 Add MLS Feed Click Add Agent ID Add Your ID# and Save 6 Add Up to 2 Office IDs Click the Add Office ID Button o Add Office MLS ID # o Save

7 7 Customize Your Signature TIP: The system defaults to double spaced text. If you prefer single space: Hold the Shift key while pressing the Enter key (Shift + Enter) to add a new line. 8 Customize Your Quick Texts Automatic Personalization

8 9 Customize Your Welcome Confirm/Edit Contact # Customizable Text Customize Your Website

9 10 Select Site Theme Layout & Color Choose between: Tudor Rambler Bungalow Villa (Pro Only) 11 Additional Site Banner Options To view local image options: Go To CBeCast.com Hover over Topics & click intouch Click Website Customization Click Website Banners Banner size must be: 1920x768

10 12 Customize Pages: Content & Titles Add your name to the SEO Title 13 Add Communities Served: Step Add : 1. Name of Community 2. Add an Area Zip Code: o This will add Market Trend data links o Choose from the drop down that appears 3. Community Description o Text must be entered into the Descriptive Content area for the Community to be Saved 3

11 13 Add Communities Served: Step 2 Identify Center of Community on Map Drag Circle to Desired location Add Community Image Click Save 14 Select Property Search Fields

12 15 Select Visitor Registration Settings 16 Activate Chicago/WI Campaigns

13 16 Activate Chicago/WI Campaigns ) Search for Chicago 2) Click Choose this Template for Current Renter Plan 3) Scroll ALL the way down the page and click 4 Review and Activate 16 Activate Chicago/WI Campaigns 4) Check both boxes 5) Click Activate Campaign 6) Click Create New Campaign in upper right hand corner and repeat steps 1-5 for Home Buyer and Home Seller Plans Upper Right Hand Corner

14 16 Activate Chicago/WI Campaigns Click to Review 3 Chicago/WI Campaigns: Current Renter Plan Home Buyer Plan Home Seller Plan Birthday, Anniversary, & Seasonal Campaigns Campaign s sent at 6am 16 Activate Chicago/WI Campaigns

15 17 Select Showcase Listings 2 1 1) Click Market My Listings under Listings 2) Choose to show My Listings or My Office s Listings 17 Select Showcase Listings 3 4 3) Showcase this Property in marketing s from intouch 4) Featured this Property on your Home Page

16 18 Mobile Version of HomeBase intouch Quickly Access Frequently Used Tools: View contacts Send s View reminders Add Contacts to campaigns Implement Action Items Add contacts on the go 18 Add Shortcut to Mobile: ios Browse for your ios device. Tap on the Share icon - Select Add to Home Screen Confirm by Selecting Add again NRT Gateway will appear on your device Home Screen ios Device Share Icon Note: Using Safari browser may be helpful - Operating Systems differ

17 18 Add Shortcut to Mobile: Android Browse for from your Android device. From the menu select Add Shortcut or Add to Home Screen * *Menu options vary from device to device. OR Note: Operating Systems differ Using the Chrome browser may be helpful 18 Add Shortcut to Mobile Tap newly created NRT Gateway Shortcut Log-in to NRT Gateway Tap on the Dashboard Tab to view Mobile version TIP: If you do not automatically see the mobile version scroll to the bottom of the screen and look on the lower left for the words mobile Version in very small letters

18 intouch Mobile Access intouch on the go from your mobile device 35 intouch Quick Access to Contacts: Add Comments Send s Set-up reminders Add Listing Alerts Add to campaigns Add to a Group Mobile 36

19 Training & Support Portal

20 Benefits: - Insight on a contact s behavior - Single property websites - Custom domain - Custom page on your website - Reviews and Recommendations on your website - More marketing templates (200 vs s) - Schedule s in advance - Ability to build and customize marketing campaigns - Seller Market reports - Market Insider reports - Website analytics and activity reports - Lead performance analytics - Dedicated support and training from Market Leader Subsidized Pricing: - Only$175/yr. ($14.58/month) for Coldwell Banker Sales Associates - Non-Coldwell Banker Pricing: $1,548-$1,188/yr. ($129-$99/month) for the same product Access Customer Support InTouch Users 877 NRT HELP