Quickstart Guide. Edition 1 Revision 2

Transcription

1 Quickstart Guide Edition 1 Revision 2

2 Table of Contents (Click on a lesson to jump to it.) Lesson 1: What is eedge? What is eedge?... 2 Your eedge Control Panel... 3 If You Need Help Daily eedge Actions... 6 Lesson 2: Activating eedge Activating eedge... 2 eedge for Teams... 7 Lesson 3: eedge Set-Up Your eedge Website... 2 Home Page... 2 Buy Page... 3 Sell Page... 3 Move Page... 4 Meet Page... 4 Contact Page... 5 Capture More Leads... 5 Access the Admin Page... 5 Your Website Settings... 6 Your Settings v Keller Williams Realty, Inc. Page 2

3 Lesson 4: myleads How Leads are Routed to You... 2 Lead Notifications... 3 The myleads Dashboard... 4 Responding to Leads... 5 Lesson 5: mycontacts Your mycontacts Dashboard... 3 Importing Contacts... 4 To import contacts using the Easy Wizard (Outlook or Top Producer)... 5 To import contacts using a template (My Red Tools or other system)... 7 Checking the Status of Your Import Job Adding Contacts Manually Filtering & Sorting Your Database Viewing Contact Records Sending Seller's Reports Creating Groups Adding or Removing a Contact from a Group Lesson 6: my Introduction... 2 Accessing my v Keller Williams Realty, Inc. Page 3

4 Lesson 7: mymarketing Set-up of mymarketing... 2 Campaigns & Presentations Available... 5 Customizing an Campaign... 8 Launching an Campaign Launching a Print Campaign Reviewing Campaigns You've Set Up Adding or Removing People From a Campaign Preparing for a Listing Appointment or Buyer Consultation Marketing Your Listings v Keller Williams Realty, Inc. Page 4

5 Lesson 1: What is eedge? Edition 1 Revision 2

6 Lesson 1: What is eedge? Lesson 1 Contents What is eedge?... 2 Your eedge Control Panel... 3 If You Need Help Daily eedge Actions... 6 v Keller Williams Realty, Inc. Lesson 1, Page 1

7 Lesson 1: What is eedge? What is eedge? eedge is the real estate industry s first and only COMPLETE lead-to-close agent business solution - available exclusively to Keller Williams associates. It includes lead management and routing capabilities, full contact management, a professional marketing library and a true paperless transaction system--all in one integrated, efficiency-increasing package. It is a single, integrated system that does business the way you do business. v Keller Williams Realty, Inc. Lesson 1, Page 2

8 Lesson 1: What is eedge? The triangle represents your real estate business. At the core of our business is mycontacts which is fed by myleads which are then cultivated by mymarketing and closed through mytransactions, allowing us to leverage our time and focus on what matters most. From the Millionaire Real Estate Agent book, we know that our business is our database. So everything you do, is centered around mycontacts. v Keller Williams Realty, Inc. Lesson 2, Page 3

9 Lesson 1: What is eedge? Your eedge Control Panel Each day, login to mykw.kw.com. Right there on the homepage, you'll see your eedge dashboard. 1 1 You have simple button controls linking to the modules of eedge. Prominently displayed alerts indicate necessary actions. So, for example, the myleads icon will notify you of any new leads captured, the mymarketing icon will prompt you to prepare marketing materials for new listings and the mytransactions icon will display any actions required during the contract process. From your control panel, you always have direct access straight into your contacts and . Important Note: mytransactions will be rolling out regionally. To see when your region is scheduled to go-live visit the eedge page on mykw. v Keller Williams Realty, Inc. Lesson 2, Page 4

10 Lesson 1: What is eedge? Each of the eedge modules is integrated with the others. So, for example, when you create marketing for a listing, the information is automatically pre-populated from mycontacts. From mycontacts, you can open up the current e-transaction right from the contact record in one click. No matter where you are in the eedge system, you will also always find easy access to any other eedge module through the top toolbar. If You Need Help As you learn the eedge system, eedge Support is always here to help! You ll find easy links to resources, training, and live support on any screen of eedge. v Keller Williams Realty, Inc. Lesson 2, Page 5

11 Lesson 1: What is eedge? 5 Daily eedge Actions There s a lot of functionality in eedge that you can take advantage of! But get started quickly each day by completing the 5 Daily eedge Actions: 1. Login to your eedge account every morning and evening. 2. Respond to New Leads and update their Status. 3. Reply to new from Contacts. Don t forget to check your Webmail too! 4. Take action on current Reminder! Be sure to setup future Reminders! 5. Prepare any marketing material for new listings or listing appointments. And, once you launch mytransactions in your region, there s a sixth! 6. Check mytransactions and address any notifications. v Keller Williams Realty, Inc. Lesson 2, Page 6

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13 Lesson 2: Activating eedge Edition 1 Revision 2

14 Lesson 2: Activating eedge Lesson 2 Contents Activating eedge... 2 eedge for Teams... 7 v Keller Williams Realty, Inc. Lesson 2, Page 1

15 Lesson 2: Activating eedge Activating eedge Are you on a team? Teams will have unique considerations. Before any members of the team activate their account, it is critical you review the Team Options at the end of this lesson. Congratulations! You're ready to get started in eedge. First, you ll need to activate your account. To do so: 1. Log into mykw.kw.com. Click Activate eedge Now. 2. Click Get Started with eedge. If you are on a team, be sure to first decide which option will best suit your team s needs. If you select Click Here under the team options for a larger team, you will be shown more information on Realty Generator. v Keller Williams Realty, Inc. Lesson 2, Page 2

16 Lesson 2: Activating eedge v Keller Williams Realty, Inc. Lesson 2, Page 3

17 Lesson 2: Activating eedge 3. Click to continue with eedge setup. If you choose, you may also take advantage of the addons Market Leader offers in the Professional edition or with Realty Generator. This is not required and you may always choose the system add-ons at a later date. v Keller Williams Realty, Inc. Lesson 2, Page 4

18 Lesson 2: Activating eedge 4. Complete all required information. For Contracting Party field, enter your own name. v Keller Williams Realty, Inc. Lesson 2, Page 5

19 Lesson 2: Activating eedge 5. Complete your website setup. Your eedge website serves as an additional lead source and capture system for you. You are also provided with an address that will allow you to track all correspondences within the eedge system (for more, see subsequent lessons). a) Enter the primary zip code in which you conduct business. b) Decide your eedge subdomain. This will be the link for your eedge website. Be sure you DO NOT enter www or http into the field. c) What you decide for your eedge subdomain will also be your eedge address. d) Click Finish Congratulations, you're now ready to begin using eedge! v Keller Williams Realty, Inc. Lesson 2, Page 6

20 Lesson 2: Activating eedge eedge for Teams eedge Teams will be delivered later this year and will provide a shared database for teams. In the meantime, teams that activate individually will have the option to combine their databases seamlessly once the Teams solution is released. Two-Person Team Option 1 Each team member activated eedge as an individual agent. You will have the option to combine the databases, if desired, when eedge Teams launches later this year. Option 2 One agent activates eedge and shares account (2 MLS IDs allowed) Teams of Three or More Agents Option 1 All agents on a team can activate separate eedge accounts (converted to a new solution when available). Option 2 The lead agent can activate their eedge account to learn the system (with other members joining later). Additionally, teams looking for a complete lead management and team accountability solution can sign up for Realty Generator. Realty Generator is currently being used by 350+ KW teams, is integrated with eedge, and is available at an exclusive discount ($500 month savings) for KW. Contact Market Leader at (800) for more. v Keller Williams Realty, Inc. Lesson 2, Page 7

21 Lesson 3: eedge Set-Up Edition 1 Revision 2

22 Lesson 3: eedge Set-up Lesson 3 Contents Your eedge Website... 2 Home Page... 2 Buy Page... 3 Sell Page... 3 Move Page... 4 Meet Page... 4 Contact Page... 5 Capture More Leads... 5 Access the Admin Page... 5 Your Website Settings... 6 Your Settings v Keller Williams Realty, Inc. Lesson 3, Page 1

23 Lesson 3: eedge Set-up Your eedge Website With your eedge account comes a new website. As you saw during the eedge activation process, the URL format is subdomain.kwrealty.com. This new website does not replace your eagentc site; it serves as an additional lead capture source for you. Think of this as your niche site for buyers, to help you cast a wider net. The best part is that it s extremely simple to set up and requires no maintenance. It s also search-engine optimized, which means, for example, when consumers use Google to search for properties in their area, your site will rank higher in the search results. In late April of this year, we ll be adding IDX for eedge websites. Until then, your primary IDX solution is still eagentc with Wolfnet IDX. Home Page Shown below is an example of an eedge website s home page. v Keller Williams Realty, Inc. Lesson 3, Page 2

24 Lesson 3: eedge Set-up Buy Page On the Buy page, consumers can easily search for homes that meet their criteria. Consumers may view one property before they are prompted to register on your site. They will be required to register in order to view more properties Sell Page The Sell page contains a form through which consumers may request a custom evaluation from you. By completing this form, they ll register on your site and you ll be notified immediately of their request. v Keller Williams Realty, Inc. Lesson 3, Page 3

25 Lesson 3: eedge Set-up Move Page The Move page is automatically populated with a map and links to sites with relocation and school information for the communities you serve. Meet Page Use the Meet page to explain what makes you stand out from other agents in the community. This page also includes a map showing the location of your market center. v Keller Williams Realty, Inc. Lesson 3, Page 4

26 Lesson 3: eedge Set-up Contact Page Finally, the Contact page provides an form for consumers who want to reach you. Capture More Leads Notice that every page has a lead capture opportunity by offering consumer a reason to register on your site. Market Leader has extensively tested this website design with its prepopulated text, and it s been well-proven to successfully capture leads. Access the Admin Page Before you get started in eedge, set your administrative settings properly to ensure your leads are directed to you. To access your admin settings: 1. Click View Contacts under mycontacts on your control panel. v Keller Williams Realty, Inc. Lesson 3, Page 5

27 Lesson 3: eedge Set-up 2. On the mycontacts dashboard, you ll see your Admin settings in the left hand navigation. Click the Website link. Your Website Settings Your eedge website is ready to go with just a few small updates! 1. There are several areas of information that you ll update to set up your website. At any time, you can preview your website by clicking on View your website link. Do this often as you make changes so you can see how they affect your site. v Keller Williams Realty, Inc. Lesson 3, Page 6

28 Lesson 3: eedge Set-up 2. Under General Info, ensure your office information is correct. 3. Update your time zone (if you are not in the Pacific time zone). a) Under General Info, click Edit. v Keller Williams Realty, Inc. Lesson 3, Page 7

29 Lesson 3: eedge Set-up b) Choose the correct time zone and click Save. 4. Next, click Profile Info from the list of Website settings. All of your profile info is pulled from White Pages, which is the information used to ensure that any referrals sent to you are successfully delivered. If anything needs to be updated here in eedge, you should also update your White Pages profile to ensure you don t miss any referrals. a) Click Edit. v Keller Williams Realty, Inc. Lesson 3, Page 8

30 Lesson 3: eedge Set-up b) Edit your name if necessary. c) Add your cell phone number. d) You do not need to edit your login or password. e) Add your Agent MLS ID. This will ensure your eedge website properly displays your listings from KWLS. If you are part of a 2-member team, you may add two MLS IDs to pull both of your listings. Your Agent MLS ID is the same as your Associate ID, found in your KW White Pages profile. If you are not sure how to find this, skip to Step 5. Important Note In the near future, this field will be automatically filled in for you. f) Enter any additional info, if desired. g) Edit your bio. h) Add any awards, if desired. i) Add your photo. b. Edit name if necessary c. Add cell phone d. You do not need to edit your login or password e. Add Agent MLS ID f. Add any additional info. This appears at the very bottom of each page on your website. i. Add your photo. This will appear on your homepage. g. Edit your bio as necessary. This appears on the Meet tab of your website. h. Add any awards. This will appear on the Meet tab of your website. v Keller Williams Realty, Inc. Lesson 3, Page 9

31 Lesson 3: eedge Set-up 5. If you already have your Associate ID, skip to Step 6. Otherwise, follow these steps: a. Go to the mykw home page and click the Edit My Profile link underneath your profile picture. b. This will bring you to a summary of your contact information, Click edit at the top of the My KW Info column. v Keller Williams Realty, Inc. Lesson 3, Page 10

32 Lesson 3: eedge Set-up c. This will display your Associate Information in the KW White Pages. Your Associate ID is located underneath your username. You can copy and paste this ID number into the MLS ID field in the eedge Website Profile Info. 6. Update the Main Text, if desired. This text appears on the main page. 7. Update the Sell Text, if desired. This text appears on your Sell page. v Keller Williams Realty, Inc. Lesson 3, Page 11

33 Lesson 3: eedge Set-up 8. Click Site Images to add a site banner image and agency logo. The Site Banner appears on your home page. The Agency Logo appears on every page of your site. 9. Click Alerts to specify how you will be notified whenever you receive a new lead or a new message through the system. a) Enter the cell-phone number and you want alerts sent to. You may choose up to three places to send alerts. b) Click Add after you enter the phone number or address for each alert. v Keller Williams Realty, Inc. Lesson 3, Page 12

34 Lesson 3: eedge Set-up 10. Add your Communities Served. a) Click Communities Served and Add Community. b) Enter the name of your community. c) Add one or more zip codes. Be sure to click Add Zip/Postal Code after each one. v Keller Williams Realty, Inc. Lesson 3, Page 13

35 Lesson 3: eedge Set-up d) You also have the option of including a link to a community site. Select the center of the community on the map, and then enter the Community Info URL. 11. Click Listing Address to control whether or not property addresses are displayed for listings on your website. You ll notice a few items in the list of website settings that were not covered. Those are enhanced website features that are available with Market Leader s Professional Edition. v Keller Williams Realty, Inc. Lesson 3, Page 14

36 Lesson 3: eedge Set-up Your Settings As you saw during the activation process, your eedge account comes with an additional address, which will be formatted as your Any leads who register on your site will receive their initial system-generated welcome from this address. And any time you or the system uses this address to communicate with one of your leads or contacts, the messages sent and received are tracked in the my module of eedge. We encourage you to use this address when corresponding with leads, or with any contacts for whom you want to be able to keep a history of all correspondences in your eedge database. 1. Click the tab to access your settings. v Keller Williams Realty, Inc. Lesson 3, Page 15

37 Lesson 3: eedge Set-up 2. eedge includes a built-in Listing Alert Campaign to encourage your leads and contacts to sign up for listing alerts. You can customize the messages that will be sent at 2-weeks, 1- month and 3-months to contacts in your database that are not signed up for alerts (with the exception of those who are marked with Hot, Sold or Trash status). 3. Signature allows you to customize the signature that will be included on any s automatically generated from the system. Change your signature, if desired, and click Save. Your Turn! Update your website settings now. View your website regularly as you adjust your settings so you can see the effect of your updates. v Keller Williams Realty, Inc. Lesson 3, Page 16

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39 Lesson 4: myleads Edition 1 Revision 2

40 Lesson 4: myleads Lesson 4 Contents How Leads are Routed to You... 2 Lead Notifications... 3 The myleads Dashboard... 4 Responding to Leads... 5 v Keller Williams Realty, Inc. Lesson 4, Page 1

41 Lesson 4: myleads How Leads are Routed to You Leads come in to your eedge Control Panel from a number of different sources. You will receive leads from your eagentc website and your eedge website. You will also receive leads from the 40+ additional eagentc sources. These include all the sites that the KWLS syndicates: v Keller Williams Realty, Inc. Lesson 4, Page 2

42 Lesson 4: myleads Lead Notifications You will be notified of new leads in three ways. 1. Check the control panel for Lead Notifications. 2. Via and/or 3. Via text message (provided you have opted-in - see the Admin Settings lesson). v Keller Williams Realty, Inc. Lesson 4, Page 3

43 Lesson 4: myleads The myleads Dashboard 1. Click on the myleads module of your eedge Control Panel to access the myleads dashboard. 2. New leads that require action are listed at the top. A summary of the information collected at lead capture is included. v Keller Williams Realty, Inc. Lesson 4, Page 4

44 Lesson 4: myleads 3. Note that right on your leads dashboard, you also have access to your recent messages from contacts and any current reminders. Responding to Leads 1. The instant a lead registers, he or she is sent an immediate notification and you are notified. 2. Click the lead s name to initiate contact. v Keller Williams Realty, Inc. Lesson 4, Page 5

45 Lesson 4: myleads 3. Click to open the Initial Contact Wizard (ICW). 4. If the lead has provided a phone number, the ICW gives you a script and prompts you to record the call outcome. v Keller Williams Realty, Inc. Lesson 4, Page 6

46 Lesson 4: myleads 5. You are then given the option to set a reminder for follow-up. 6. If the lead has provided only an address, the ICW will prompt you to send an . v Keller Williams Realty, Inc. Lesson 4, Page 7

47 Lesson 4: myleads 7. Be sure to change the status after you contact the lead. If you do not contact a lead within 12 hours, eedge will automatically send them an . eedge will not automatically change a lead s status that is only done by you. 8. If you cannot service a lead yourself, you may choose to transfer it. 9. You ll now notice that the leads you contacted are no longer in your myleads dashboard, they have been moved to mycontacts. Your Turn! 1. Go to your eedge website. 2. Register yourself as a seller lead with your personal address. 3. Access the notification via your or text. 4. Click on the lead and go through the ICW process. v Keller Williams Realty, Inc. Lesson 4, Page 8

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49 Lesson 5: mycontacts Edition 1 Revision 2

50 Lesson 5: mycontacts Lesson 5 Contents Your mycontacts Dashboard... 3 Importing Contacts... 4 To import contacts using the Easy Wizard (Outlook or Top Producer)... 5 To import contacts using a template (My Red Tools or other system)... 7 Checking the Status of Your Import Job Adding Contacts Manually Filtering & Sorting Your Database Viewing Contact Records Sending Seller's Reports Creating Groups Adding or Removing a Contact from a Group v Keller Williams Realty, Inc. Lesson 5, Page 2

51 Lesson 5: mycontacts Your mycontacts Dashboard 1. Log into mykw.kw.com and click mycontacts > View Contacts on the eedge control panel. 2. This will bring you to your Contacts dashboard, which lists all contacts in your database. v Keller Williams Realty, Inc. Lesson 5, Page 3

52 Lesson 5: mycontacts Importing Contacts You can add a group of contacts into eedge by queuing them for import. We ll outline two ways of doing this by way of the eedge Easy Wizard and by use of a contact import template. Before doing a bulk import into eedge, take time to clean up your current database so you have the cleanest, most effective book of business possible. Continue using any existing contact management system as you become familiar with the eedge system. New leads will be funneling into the system to help you get used to working in eedge. Important Notes You may include up to 10,000 rows per contact file that you import. You may import as many files per day as you wish. Please note, however, that in order to prevent the import wizard system from overloading, all import files regardless of size or number of records will be put into a queue to be imported. We recommend uploading your contacts in groups (e.g., sellers, first time home buyers, new to area, etc.) as you get started in eedge. This will allow for a smooth transition into the system. When preparing your contact file to be imported, please note that First Name, Last Name, and Address OR Physical Address are required. For example, if you have a contact without an Address to import, a Physical Address must be present. Contacts without an Address or a Physical Address will not be imported. eedge will not allow more than one contact with the same address, so be sure that each address you import is unique. If you are importing contacts from Outlook 2007 or Top Producer, you can use the eedge Easy Wizard. See Page 45 for instructions. If you are importing contacts from My Red Tools or any other contact management system, you ll first organize your contact file into a specific format, using a template. See Page 47 for instructions. If you encounter issues while importing your contacts, contact eedge Support by clicking Help and Support in the top right corner from anywhere within the eedge system. v Keller Williams Realty, Inc. Lesson 5, Page 4

53 Lesson 5: mycontacts To import contacts using the Easy Wizard (Outlook or Top Producer) 1. Export your contacts from Outlook or Top Producer into a *.csv (Comma Separated Values) file. The process for doing so will vary depending on the system you are using. Refer to your system s documentation for the how-to. Important Notes Use the default field mapping and do not add, edit or delete any columns or column headers in the file. You may update the data in the rows that contain contact information, if desired. Please review the file for contact information accuracy before importing. Top Producer 8i provides two available export file formats that can be imported into eedge Contact record and all addresses and communications OR Contact record and all associated items. Please export your contacts in one of these formats. 2. Click Import/Export on the mycontacts dashboard. v Keller Williams Realty, Inc. Lesson 5, Page 5

54 Lesson 5: mycontacts 3. On the Contacts > Import screen, complete the following by selecting from the drop-downs: Step 1: (optional) Assign a group to the contacts you are about to import. This requires that you have created one or more groups using the Manage Groups feature. See Page 59 for instructions on creating groups. Step 2: Ensure that the contact status is set to Active (or any status other than Lead ) to prevent eedge from treating the contacts you import as leads, and subsequently sending the automatic after 12 hours. Step 3: Select either Outlook 2007 CSV or Top Producer 8i as the import file type. 4. Click Browse and navigate to the *.csv file you exported from your contact management system. 5. Click Import to queue your contacts for import. v Keller Williams Realty, Inc. Lesson 5, Page 6

55 Lesson 5: mycontacts 6. You will immediately receive an Information or Error message, letting you know the status of your import request. If you receive an Information message, your contacts are waiting in a queue to be imported. The time it takes for your contacts to be imported will vary depending on the size and number of rows in your *.csv file. Example of information message If you receive an Error message, contact eedge Support for assistance if you are unable to resolve the error on your own. The most common errors occur because: o o *.csv file does not include all required columns and/or data Columns are not in proper order in the *.csv file Examples of error messages To import contacts using a template (My Red Tools or other system) 1. Export your contacts from My Red Tools or other contact management system into a *.csv (Comma Separated Values) file. The process for doing so will vary depending on the system you are using. Refer to your system s documentation for the how-to. 2. Download the appropriate import template for your file from KW Connect. a. Go to b. Click Agents on the KW Connect toolbar c. Click eedge under Technology Training on the Agent page. v Keller Williams Realty, Inc. Lesson 5, Page 7

56 Lesson 5: mycontacts d. Scroll down to eedge Import Templates and click the appropriate template for your contact file type. e. Save the template file to your desktop. f. In Excel, open the template file that you downloaded from KW Connect. 3. You will copy the data from the *.csv file that you exported from your system into the template. However, it is important that you do not remove or add any columns to the template, and you should not rename any columns; the structure of the template file must remain intact. a. In Excel, open the *.csv file with your contacts that your exported from your system. You will now have two Excel files open. Example of template (left) and your contact file (right) side by side in Excel b. Copy each column of data from your contacts file, and paste into the corresponding column in the template, one column at a time. Be sure you do not remove any columns from the template file, even if they do not contain any data. c. When you have copied all of your data, save the template file. This is the file that you will import into eedge. v Keller Williams Realty, Inc. Lesson 5, Page 8

57 Lesson 5: mycontacts 4. Click on Import/Export in the mycontacts dashboard. 5. On the Contacts > Import screen, complete the following by selecting from the drop-downs: Step 1: (optional) Assign a group to the contacts you are about to import. This requires that you have created one or more groups using the Manage Groups feature. See Page 20 for instructions on creating groups. Step 2: Ensure that the contact status is set to Active (or any status other than Lead ) to prevent eedge from treating the contacts you import as leads, and subsequently sending the automatic after 12 hours. Step 3:Select either Custom CSV or My Red Tools as the import file type v Keller Williams Realty, Inc. Lesson 5, Page 9

58 Lesson 5: mycontacts 6. Click Browse and navigate to the template file saved on your desktop. 7. Choose your *.csv file and click Import. 8. You ll immediately receive an Information or Error message, letting you know the status of your import request. If you receive an Information message, your contacts are waiting in a queue to be imported. The time it takes for your contacts to be imported will vary, depending on the size of your CSV file. Example of information message v Keller Williams Realty, Inc. Lesson 5, Page 10

59 Lesson 5: mycontacts If you receive an Error message, contact eedge Support for assistance if you are unable to resolve the error on your own. The most common errors occur because: o o *.csv file does not include all required columns and/or data Columns are not in proper order in the *.csv file Examples of error messages Checking the Status of Your Import Job If your contacts were successfully queued for import, you can check the status of your request by clicking Import/Export and looking at the Imported Jobs section. If any of your contacts fail to import, this will be indicated in the Imported Jobs section. 1. Click the number under Failed to see the reason for the failure. v Keller Williams Realty, Inc. Lesson 5, Page 11

60 Lesson 5: mycontacts 2. An Import Error Report will list the contacts that did not import and the specific error(s). Your Turn! 1. Choose 10 contacts from your current system. 2. Follow the directions in this lesson to import them into eedge. If you get stuck, contact eedge Support. Adding Contacts Manually In addition to importing groups of contacts, you can also add contacts one at a time, as you meet them. 1. From the mycontacts dashboard, click Add Contact. 2. In the Contacts > Add a Contact window, fill out the person s contact information. Important notes: For each contact that you add, First Name, Last Name and Address or Physical Address is required. Each contact must have a unique address; eedge will not allow more than one contact with the same address. v Keller Williams Realty, Inc. Lesson 5, Page 12

61 Lesson 5: mycontacts There are several status categories you can choose from. We recommend the following: Lead - Leads who ve just registered; you have not responded to them yet Retry - Contacts you re trying to engage Active - Contacts who are just looking but are interactive Inactive - Contacts who are not currently looking to buy Hot - Contacts who are ready to buy/sell now Sold - Contacts you have just closed Trash - Contacts who wish to be unsubscribed (there is no delete option) Your Turn! Create three contact records. v Keller Williams Realty, Inc. Lesson 5, Page 13

62 Lesson 5: mycontacts Filtering & Sorting Your Database Once you have imported or added your contacts, you may view them in your mycontacts database. 1. To filter by Status or Group, click the drop-down and choose the category you want to filter by. To view all of your contacts, select All from the Status drop-down. mycontacts includes several status types: Lead, Retry, Active, Inactive, Hot, Sold, Trash. 2. You may also sort by any of the columns by clicking on that column header. Your Turn! 1. Filter your contact records by Status. 2. Sort contacts by Date Created. v Keller Williams Realty, Inc. Lesson 5, Page 14

63 Lesson 5: mycontacts Viewing Contact Records 1. To view a contact's information and history, click on their name in the dashboard. 2. The contact record will show all the key information you need to take appropriate action. It will also list any comments, s, reminders, and groups associated with their contact record. Recommended action(s) Click icons to take actions Current reminders Comments, history, all reminders and groups to which contact belongs v Keller Williams Realty, Inc. Lesson 5, Page 15

64 Lesson 5: mycontacts Set a reminder to take action by choosing Add a Reminder. Your Turn! 1. Open one of your contact records. 2. Add a reminder for the next day to give them a call or send an . v Keller Williams Realty, Inc. Lesson 5, Page 16

65 Lesson 5: mycontacts Sending Seller's Reports From your mycontacts dashboard you can easily send a Seller's Market Report to highlight the services you provide as an agent and help a contact who wants to sell a house understand what the house might be worth in the current market. 1. Click on Seller's Market Report. 2. Enter the required information and choose to either print or . v Keller Williams Realty, Inc. Lesson 5, Page 17

66 Lesson 5: mycontacts 3. Choose up to three comparable listings from the list returned and click Continue. 4. This creates a report which includes a message from you and information on the comparable properties. v Keller Williams Realty, Inc. Lesson 5, Page 18

67 Lesson 5: mycontacts Your Turn! 1. Create a Seller s Report for yourself and it. (You should have registered yourself as a lead in your eedge website in Lesson 4. If not, do so now. 2. Check your and see how it looks! Creating Groups Groups allow you to target campaigns to a specific subset of individuals with a shared interest or common outcome. For example, you may have a group of individuals who all live in one neighborhood, or who are all real estate investors. Creating groups makes it easy to use mymarketing to set up automated campaigns! 1. Click Manage Groups. 2. Create a group for the campaign you are setting up. Now you have a group for your campaign, but no contacts are in the group. v Keller Williams Realty, Inc. Lesson 5, Page 19

68 Lesson 5: mycontacts 3. Click Contacts from the left navigation to view your contact list and select the contacts you want to add to the group. 4. Click the Add Groups button, select the group you want and click Add. You may select more than one group. Now you will be able to easily filter your database by group. You can also now easily set the group up on a campaign using mymarketing (see Lesson 7: mymarketing in this guide). Your Turn! 1. Create a group called 33 Touch. 2. Add yourself to the group. v Keller Williams Realty, Inc. Lesson 5, Page 20

69 Lesson 5: mycontacts Adding or Removing a Contact from a Group Check the box next to the person you wish to add or remove and click on either Add Groups or Remove Groups. Select the group(s). v Keller Williams Realty, Inc. Lesson 5, Page 21

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71 Lesson 6: my Edition 1 Revision 2

72 Lesson 6: my Lesson 6 Contents Introduction... 2 Accessing my v Keller Williams Realty, Inc. Lesson 6, Page 1

73 Lesson 6: my Introduction When you activated the eedge system, you were provided with a new "@kwrealty.com" address. This address is integrated into eedge, so all correspondences sent to this address, or from this address, will be saved and filed with the contact's record. It is recommended that you use address for all lead correspondences so that you can take advantage of this tracking. Accessing my 1. Click on my > eedge Messages on your Control Panel. 2. Your eedge inbox will display any new messages from contacts in your database. Your leads and contacts dashboard will also display critical new messages. 3. If you have received any s to address from individuals that are NOT yet contacts in your database, you will see them listed under eedge Webmail. s from your contacts that have attachments will also be found in your eedge Webmail. v Keller Williams Realty, Inc. Lesson 6, Page 2

74 Lesson 6: my s from someone not in your contacts will be found in webmail. s with attachments from your contacts will also be shown in webmail. 4. Choose to reply to the or file it. To keep your inbox tidy, file messages that you reply to via phone. v Keller Williams Realty, Inc. Lesson 6, Page 3

75 Lesson 6: my 5. When replying to messages, you can choose to use one of the five provided templates, if desired. 6. The s you received and sent are stored in the system with the contact's record. Your Turn! 1. In Lesson 4, you registered as a lead on your eedge website with your personal address. Send an to address from this personal address. 2. Check your inbox and reply to your message using one of the predefined templates. v Keller Williams Realty, Inc. Lesson 6, Page 4

76 v Keller Williams Realty, Inc. Lesson 6, Page 5

77 Lesson 7: mymarketing Edition 1 Revision 2

78 Lesson 7: mymarketing Lesson 7 Contents Set-up of mymarketing... 2 Campaigns & Presentations Available... 5 Customizing an Campaign... 8 Launching an Campaign Launching a Print Campaign Reviewing Campaigns You've Set Up Adding or Removing People From a Campaign Preparing for a Listing Appointment or Buyer Consultation Marketing Your Listings v Keller Williams Realty, Inc. Lesson 7, Page 1

79 Lesson 7: mymarketing Set-up of mymarketing Before you get started in mymarketing, you ll need to upload your photo and logo so that your mymarketing materials are pre-populated with these images. 1. Click on mymarketing > Market Me in your eedge Control Panel 2. Choose Create Marketing. v Keller Williams Realty, Inc. Lesson 7, Page 2

80 Lesson 7: mymarketing 3. You will be brought to the home page of the Design Center. Choose Profile. 4. Click to upload your logo. v Keller Williams Realty, Inc. Lesson 7, Page 3

81 Lesson 7: mymarketing 5. Upload a logo, or choose one of the provided logos. Follow the same steps to upload your photo. v Keller Williams Realty, Inc. Lesson 7, Page 4

82 Lesson 7: mymarketing Campaigns & Presentations Available The eedge mymarketing module includes several campaigns to market your business and your listings. These pieces are aligned with the proven models of success found in the Millionaire Real Estate Agent. The campaigns are beautifully and professionally designed to increase your mindshare and conversion rates. Below you will see the current campaigns and presentations available in the eedge system. Canadian versions of these are also available. More will be rolling out over the coming months, so stay tuned! You can also continue to access all current marketing materials in the marketing library. 1. 8x8 s An 8x8 is eight touches over eight weeks and is designed to activate a relationship. mymarketing includes two 8x8 campaigns, one for buyer leads and one for seller leads. v Keller Williams Realty, Inc. Lesson 7, Page 5

83 Lesson 7: mymarketing Touch Follow your 8x8 campaign with a 33 Touch. Target the people who know you, have or will do business with you in the future or will send you referrals Direct The 12 Direct campaign includes 12 monthly postcards designed for marketing to people in your database. v Keller Williams Realty, Inc. Lesson 7, Page 6

84 Lesson 7: mymarketing 4. Pre-Listing Packet & Listing Presentation A professionally designed Pre-Listing Packet and Listing Presentation guide are now at your fingertips! 5. Buyer Consultation A professionally designed Buyer Consultation guide is available as well. Additionally, the eedge system includes a full suite of tools to market your listings including property fliers and postcards. v Keller Williams Realty, Inc. Lesson 7, Page 7

85 Lesson 7: mymarketing Customizing an Campaign The campaigns available in mymarketing are completely customizable. To customize a campaign: 1. Click on mymarketing > Market Me in your eedge Control Panel 2. Choose Create Marketing. v Keller Williams Realty, Inc. Lesson 7, Page 8

86 Lesson 7: mymarketing 3. You will be brought to the home page of the Design Center. Choose Design Gallery. Warning! In order to access the eedge campaigns, you must go to the Design Gallery as shown above. Clicking on New Campaign on the Portfolio tab will not load the eedge campaigns. Do not click here for the eedge campaigns, be sure to choose Design Gallery! v Keller Williams Realty, Inc. Lesson 7, Page 9

87 Lesson 7: mymarketing 4. In the left-hand navigation, click on the campaign you want to customize. Here you can review the touches included in the campaign. Click Select to choose the campaign. 5. Give your campaign a name and click Next. v Keller Williams Realty, Inc. Lesson 7, Page 10

88 Lesson 7: mymarketing 6. You can add either individuals or groups to the campaign. a) Select the individual or group you want to add and click the arrow. Continue until all individuals or groups are added. b) Click Save. Note: If you want to customize without adding contacts yet, you can do so by clicking Save without adding any names. v Keller Williams Realty, Inc. Lesson 7, Page 11

89 Lesson 7: mymarketing 7. From the overview page that appears, you can review each touch in the campaign, edit it if necessary, change the date or time it will go out, view or edit the contacts assigned to it, and view the history of items sent out. 8. To edit an event (the date), click Edit Event and make any updates necessary. Note that for the 33-Touch Campaign, the scheduled dates will be set from KWRI this ensures that we can include timely touches such as This Month in Real Estate. However, you can stop a touch in the 33-Touch campaign if desired. v Keller Williams Realty, Inc. Lesson 7, Page 12

90 Lesson 7: mymarketing 9. To customize a piece: a) Choose Edit Project. b) eedge will walk you through all the elements of the project and allow you to make edits to the text or images. c) As you make changes, click Preview regularly to view your updates. v Keller Williams Realty, Inc. Lesson 7, Page 13

91 Lesson 7: mymarketing Your Turn! 1. Choose one of the provided eedge campaigns and customize. 2. Add yourself to the campaign. 3. Customize at least one marketing piece. Launching an Campaign 1. When you are happy with the campaign, click Start to launch. 2. The campaign will now show as Active. v Keller Williams Realty, Inc. Lesson 7, Page 14

92 Lesson 7: mymarketing Launching a Print Campaign A 12-Direct postcard campaign is currently available in eedge. In May, you will be able to fully automate your 12-Direct so you can set it and forget it. Until then, please note that to edit the March and April postcards within the 12-Direct, you will need to click on the 12 Direct Postcards folder within Your Design Gallery. The remaining 10 postcards for the year are included in the 12-Direct Campaign folder. You may also use the process below to send Just Listed, Just Sold, or Open House postcards. 1. Once you ve customized your postcard, access your project within your Portfolio. 2. Select an option for printing and complete the checkout process. v Keller Williams Realty, Inc. Lesson 7, Page 15

93 Lesson 7: mymarketing Reviewing Campaigns You've Set Up To review the campaigns you have set up: 1. Click on mymarketing in your eedge Control Panel and choose Market Me. 2. Choose Create Marketing. v Keller Williams Realty, Inc. Lesson 7, Page 16

94 Lesson 7: mymarketing 3. You will be brought to the Design Center. Choose Portfolio. 4. Choose your campaign under My Campaigns. From here you can view the current campaigns, contacts assigned, history, and make any edits necessary. v Keller Williams Realty, Inc. Lesson 7, Page 17

95 Lesson 7: mymarketing Adding or Removing People From a Campaign 1. Follow the directions above to review a campaign. 2. Click Add/Remove. 3. Click the left arrow to remove groups or individuals. TIPS! If you've assigned a group to a campaign, but there is one individual you want to remove from the campaign, you'll need to remove them from the group. See the mycontacts lesson. If you ve assigned a group to a campaign and you add an individual to that group they will be launched on the campaign immediately with the next touch no further action is required! v Keller Williams Realty, Inc. Lesson 7, Page 18

96 Lesson 7: mymarketing Preparing for a Listing Appointment or Buyer Consultation 1. In the Design Gallery, choose Market my Business > Marketing to Sellers (or Buyers) and select the presentation you wish to edit. For this demonstration, we ll customize the PreListing packet. 2. You will see several files that comprise the prelisting packet. Click Select to edit each section. v Keller Williams Realty, Inc. Lesson 7, Page 19

97 Lesson 7: mymarketing 3. Edit the pages as desired. 4. On the final screen, choose Download to save to your computer for printing. v Keller Williams Realty, Inc. Lesson 7, Page 20

98 Lesson 7: mymarketing 5. Click on Standard Print Options. 6. Follow the instructions on the screen to save the file to your computer for printing. (Note: If you don t see an option for Save Target As, you can also click on Save Link As. ) A *.pdf of this section will now be saved to your computer for printing. You may also choose to combine the separate *.pdf files to create one file with all pages. v Keller Williams Realty, Inc. Lesson 7, Page 21

99 Lesson 7: mymarketing Your Turn! Customize either a pre-listing packet, listing presentation or buyer consultation. Marketing Your Listings 1. From your Control Panel, click New Listings. 2. From your listings list, click on Create Marketing Material. v Keller Williams Realty, Inc. Lesson 7, Page 22

100 Lesson 7: mymarketing 3. Within the Design Gallery, choose the marketing material you wish to create and edit and customize as you desire. There are fliers, Just Sold, Just Listed and Open House postcards available. The listing information will be pre-populated for you. Please note that due to the way the MLS resizes your images for posting, you may need to re-upload property images to be appropriate for print (the system will notify you if an image is not print-quality. Your Turn! If you have a current listing, create a piece of marketing collateral for it. v Keller Williams Realty, Inc. Lesson 7, Page 23