CAMOVES AGENT USER GUIDE MARCH 2011
CALIFORNIAMOVES AGENT CONTENTS CONTENTS... 2 CALIFORNIAMOVES AGENT GUIDE OVERVIEW... 4 Log On... 4 Agent Tools... 6 Agent Profile... 6 Agent Profile Administration Screen... 7 Profile Status Message... 8 Upload Photos... 8 MLS Member ID... 9 Agent Data... 10 Agent Information... 11 Display Options... 13 Awards... 13 Designations... 13 Languages... 15 Useful Links... 16 Biography... 17 Editing a Biography Bullet Heading and text... 18 Profile Approve/Decline Manager Comments... 19 Saving the Agent Profile... 19 Cancel Unsaved Changes... 20 Go to Agent-Branded Screen... 20 History... 20 Agent-Branded Screen... 20 Branded Templates... 22 Branded URL... 23 Agent Data... 23 Display Options... 24 Branded Options... 25 Saving and Previewing the Agent-Branded Page... 26 History... 26 Team Profile... 26 Team Profile Administration... 27 Upload Photo... 29 Contact Information... 29 Team Options... 30 Display Options... 31 Team Members... 31 Add/Remove Team Members... 32 Agents are not allowed to Add/Remove Team Members from a team.... 32 Awards... 32 Designations... 33 Languages... 34 Useful Links... 34 Biography... 34 Saving the Team Profile... 35 History... 35 Team-Branded Administration Screen... 35 Branded Templates... 36 Branded URL... 37 Display Options... 37 Branded Options... 38 Saving the Team-Branded Profile... 38 History... 38 PROPERTY TOOLS...39 Open Houses... 39 Searching Open Houses... 41 CALIFORNIAMOVES.COM 2
Scheduling an Open House... 43 Property Administration... 44 Property Details Administration... 48 Administer Photos, Administer Map, View Property on Web, Add Open House and New E-mail Campaign... 50 Administer Photos Button... 51 Adding a New Photo... 52 Photo Attributes... 53 Rearranging the Order of Photos... 54 Return to Details... 54 Administer Map Button... 54 View Property on Web Button... 55 Add Open House Button... 55 New E-mail Campaign... 56 Click the New E-mail Campaign button to access the E-mail Campaign page. See E-mail Tools.... 56 Property Address Information... 56 Property Details... 56 Property Enhancements... 57 Floor Plan Upload/Link... 58 School Information... 59 Saving Changes and Viewing Site Statistics on the Property Details Administration Page... 60 REPORTING TOOLS...61 Properties Missing Photos Report... 61 EMAIL AND CLIENT TOOLS...63 Client Admin... 63 Client Admin Screen... 64 Search By Associate... 64 Search By Client Private ID / Name... 65 Register New Client... 66 Saved Properties... 71 Saved Searches... 71 Add Search... 72 Editing a Search... 74 Deleting a Search... 74 Editing a Client... 75 Unregister a Client... 75 E-mail Tools... 76 Starting a New Email Campaign... 77 Selecting Additional Recipients from your Client List... 80 Send a Personal Message to a Client... 82 Home Search Alert... 84 Searching for Clients... 86 Registered Buyers List... 86 HELP...88 CALIFORNIAMOVES.COM 3
CaliforniaMoves Agent Guide Overview This guide provides detailed information on how to access and use the CaliforniaMoves.com web site. The following sections are covered: Agent Tools Property Tools Reporting Tools Email and Client Tools Help Log On Follow the steps below to log onto the CaliforniaMoves.com admin website: 1 Log into the NRT Intranet CALIFORNIAMOVES.COM 4
2 Click the CaliforniaMoves Admin link. 3 The CaliforniaMoves.com Admin Home Page screen will display. The menu options will vary depending on the user role that is signed into the Admin site. CALIFORNIAMOVES.COM 5
Agent Tools Agent Profile The Agent Profile screen enables you to edit and update your agent profile. 4 From the menu options on the left side of the screen, select Agent Tools. A sub menu will appear. Select Agent Profile. CALIFORNIAMOVES.COM 6
5 The Agent Profile screen will display. See the following page for a screenshot. Agent Profile Administration Screen The various sections of the Agent Profile Administration screen are described below. CALIFORNIAMOVES.COM 7
Profile Status Message At the top of the profile a status is displayed to indicate whether the profile is Approved, Declined or Pending Approval. Approved Profile Pending Approval Profile Declined Profile Saved but not sent for approval Upload Photos One agent photo can be uploaded per profile page. Photos must be in.jpg format and the maximum photo size is 2 MB. 6 Click the Browse button to search for the photo you wish to upload. Once you have located the photo, click the Update button. The photo will display on the page. CALIFORNIAMOVES.COM 8
Note: Photos must be 160 x 240 pixels in size and be in the jpeg format. 7 If you wish to replace the photo, simply repeat step 1 above. 8 If you wish to delete the current photo, check the Delete Current check box and click the Update button. The photo will be removed and replaced with the generic No Photo Available image. MLS Member ID To add/edit MLS Member ID, click the Edit button. The MLS Member ID s screen will display. Add/Edit the ids and click Update to save the changes or Cancel to discard un-saved changes. CALIFORNIAMOVES.COM 9
Note: The fields on this screen will vary depending on the MLS the agent is associated with. Agent Data All of the following data is received from the Trident data feed and is automatically displayed unless otherwise noted. Note: If any of the Agent Data is displaying incorrectly or missing, please contact your Metro Admin. CALIFORNIAMOVES.COM 10
Agent Information Title field: Displays title of agent (only editable by the Metro Administrator). Home Phone: This number will be displayed on the Agent Profile if it is entered in the Home Phone Number field. Office Extension: This number is displayed on the Agent Profile next to the Office Number if it is entered in the Office Extension field. Cell Provider: Complete this field to receive text messages directly from consumers. Personal Web site: If a personal web site address is entered and Agent-Branded Web Site does not exist, then personal web site will be displayed on the consumer site Agent Profile page. Facebook Link: If you have a personal or business profile on Facebook, you can paste the link URL. This will be use in the social networking links on the homepage and Agent Branded pages. Twitter Link: If you have a Twitter profile you can paste the link URL. This will be use in the social networking links on the homepage and Agent Branded pages. Linked In Link: If you have a Linked In profile you can paste the link URL. This will be use in the social networking links on the homepage and Agent Branded pages. Blog Link: If you have a Blog you can paste the link URL. This will be use in the social networking links on the homepage and Agent Branded pages. YouTube Link: If you have a YouTube video you can paste the link URL. This will be use in the social networking links on the homepage and Agent Branded pages. CALIFORNIAMOVES.COM 11
The Agent Audio File field allows you to upload an.mp3 file. The.mp3 file can be a maximum of 4 MB. To upload an.mp3, do the following: Click the Browse button. Locate the file you wish to upload. Click Open. The file name will appear in the field. To delete the current file simply check the Delete Current checkbox and click the Update button. Delete Current checkbox is activated once a file is uploaded. Note: Be sure you have the necessary audio equipment connected to your pc. Agent TV Ad Link: This web site links to any commercials or Spot Runner ads that the Agent has created. CALIFORNIAMOVES.COM 12
Display Options Display Options are listed with a check box to activate or deactivate next to them. Check the boxes next to the desired settings. Checking and un-checking these options determine what will be visible on the web. Awards Awards are graphically displayed on the Agent Profile page. Agents are not permitted to add awards. Designations You can add any of the designations in the Available column to the agent profile. Agents are not permitted to add Designations. CALIFORNIAMOVES.COM 13
9 Click the Legend button to view all acronyms and their designations. CALIFORNIAMOVES.COM 14
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To add a language to your profile, follow the steps below: 10 Click on the desired language(s) in the Available column. To make multiple selections, hold the Ctrl key down while clicking. 11 Click the Add button. All selected languages will now appear in the Selected column. 12 To remove selected languages, highlight the languages you want to remove, and click the Remove button. Useful Links The useful links section allows you to select from a list of approved URL links and add up to 10 of them to your profile. Generally, these links point to Web sites that display information about the surrounding community (e.g. county, city, and school Web sites). 13 To add or edit Useful Links, click the Edit button. 2 The Useful Links screen will display. You can select up to 10 useful links for your profile. To add a Useful link, click one of the blue links to jump to a list of web sites under that category. A grayed out heading indicates there are no active web site links available under that category. You can also use the scroll bar to scroll the full list of links. Click the checkbox to the left of each link you would like to add. As you select links, the # of Links Selected Line at the top of the page will indicate how many links have been selected. When finished, click the Save button and the changes will go live immediately. See the following page for a screenshot. CALIFORNIAMOVES.COM 16
Biography There are ten customizable bullet headings available. If you are a first-time user, you will have seven default headings that you can utilize when updating the biography of your profile. If you have an existing profile, you will retain your original headings. The seven default bullet headings are the following: 1. Business Philosophy CALIFORNIAMOVES.COM 17
2. Education and Training 3. Awards and Designations 4. Areas of Expertise 5. Community Involvement 6. Personal Background 7. Communities I serve. You have the ability to add, remove, and change the order (using up and down arrows) of bullet headings, and their associated text, listed under the biography. EDITING A BIOGRAPHY BULLET HEADING AND TEXT 14 To edit a bullet heading and its related text, click the Edit button next to the heading you would like to edit. Note: To add a new bullet heading, click the Add Bullet button as highlighted below, and then follow steps 2-5 below. You can create up to three additional personal headings. 15 The Edit/Add Biography Bullet screen will display. CALIFORNIAMOVES.COM 18
16 Edit the heading text in the Category field only if you are changing a heading name. 17 Enter text into the text box section. Note: When a category has text entered for it, a remove link will display on the profile screen, enabling you to delete the text if clicked. For custom bullets, the entire bullet will be removed. For pre-defined bullets, only the bullet description will be removed. 18 Click Save when finished. Profile Approve/Decline Manager Comments This section will display any comments entered by the user who declined the profile changes. Saving the Agent Profile Click the Save Draft button at the bottom of the Agent Profile Administration page to save all changes that have been made and not submit the changes for approval process. CALIFORNIAMOVES.COM 19
Click the Save/Send for Approval button at the bottom of the Agent Profile Administration page to save all changes that have been made and submit the changes for approval process. Cancel Unsaved Changes Click the Cancel button to cancel any un-saved changes. Go to Agent-Branded Screen Clicking the Go to Agent-Branded button will leave the Agent Profile Administration screen and display the Agent-Branded Administration page. History Date Created displays the date this profile was created. Last Updated By displays who and when this profile was last updated. Last Approved By displays who and when this profile was last approved. Agent-Branded Screen The Agent-Branded Administration page allows you to create a personalized Agent-Branded Web page. CALIFORNIAMOVES.COM 20
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The various sections of the Agent-Branded screen are explained below. BRANDED TEMPLATES Select one of six pre-constructed Web page templates. Click Preview to see how the page layout will appear online. CALIFORNIAMOVES.COM 22
Consumer Site View Default (Metro Layout) Blue Steel Brownstone Magnum Cobalt Sandy BRANDED URL Only the Metro Administrator has access to modify the Agent-Branded URL. Agent Data All of the following data is received from the Trident data feed and is automatically displayed unless otherwise noted. CALIFORNIAMOVES.COM 23
Note: If any of the Agent Data is displaying incorrectly or missing, please contact your Metro Admin. Display Options Select the Display Featured Properties option if you wish to display featured properties on your Agent-Branded Web page. Note: You can select featured properties by using check boxes provided next to each of their listings under Property Admin. These listings will only display if you have the Display Featured Properties Display Option selected on your Agent-Branded profile page. Select the Display Mortgage Calculator option if you want the Mortgage Calculator to display on your Agent-Branded Web page. Select Do not Display Team Links on Agent-Branded Site to hide the View My Team Listings and View My Team Profile links. Select the Display Introduction Page option if you want to have an introduction page displayed on your Agent-Branded Web page. Once this option is selected, the Headline entry field and Introduction Text entry field will become enabled. You will then have the ability to display a Headline on the Introduction page. You can enter up to 100 characters. CALIFORNIAMOVES.COM 24
Note: If there is text in the Introduction Text field and the option is not enabled, the text is grayed out and can t be edited. Once the option is checked, you will be able to edit the current text. Branded Options You have the ability to choose to display the agent s direct phone or cell phone number for listings and agent contact information in the branded header. Direct Phone option is selected by default. You have the ability to display Title Text on the Agent-Branded Web page. You can enter up to 255 characters. You also will have the ability to enter a Facebook Page URL that you have setup for your business. CALIFORNIAMOVES.COM 25
Saving and Previewing the Agent-Branded Page 19 Click Save to save your changes. 20 Click View Profile to view the current active profile on the Consumer Site. 21 Click Preview to preview your changes prior to saving and applying on the Consumer Site. 22 Click Cancel to cancel any un-saved changes and return to the Agent Profile screen. 23 Click Return to Agent Profile to return to the Agent Profile screen. History 24 Date Created displays the date this profile was created. 25 Last Updated By displays who and when this profile was last updated. Team Profile If you are associated with a team, the Team Profile screen allows you to make updates to your team profile. 26 From the menu options on the left side of the screen, select Agent Tools. A sub menu will appear. Select Team Profile. CALIFORNIAMOVES.COM 26
27 The Team Profile Administration screen will display. See the following page. Team Profile Administration The Team Profile Administration screen allows you to make changes to your team profile. CALIFORNIAMOVES.COM 27
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The various sections of the Team Profile screen are described in detail below. Upload Photo You are allowed to upload one photo to the team profile page. Photos must be in.jpg format and the maximum image size is 2 MB. 28 Click the Browse button to search for the photo you wish to upload. Once you have located the photo, click the Update button. The photo will display on the page. 29 If you wish to replace the photo, simply repeat step 1 above. 30 If you wish to delete the current photo, check the Delete Current check box and click the Update button. The photo will be removed. Contact Information The following data entry fields are available for the Team to enter contact information. Enter information directly into the desired fields. CALIFORNIAMOVES.COM 29
Team Options The offices displayed within this box are associated to the Agents that are members of this team. Team Office can be selected only by Metro and Branch administrators. Team Name is editable only by Metro Administrators and can contain up to 75 characters. Team Slogan is editable and can contain up to 255 characters. The Team Web site URL can contain an URL address. Facebook Link: If you have a Team or business profile on Facebook, you can paste the link URL. This will be use in the social networking links on the homepage and Team Branded pages. Twitter Link: If you have a Twitter profile you can paste the link URL. This will be use in the social networking links on the homepage and Team Branded pages. Linked In Link: If you have a Team Linked In profile you can paste the link URL. This will be use in the social networking links on the homepage and Team Branded pages. Blog Link: If you have a Blog you can paste the link URL. This will be use in the social networking links on the homepage and Team Branded pages. CALIFORNIAMOVES.COM 30
YouTube Link: If you have a YouTube video you can paste the link URL. This will be use in the social networking links on the homepage and Team Branded pages. The Team Audio File is an MP3 file that can be uploaded. It can be a maximum of 4 MB. To upload or delete a Team Audio File.mp3, follow the same steps as uploading and deleting Agent Audio File. Note: Be sure to have the necessary audio equipment connected to your pc. The Team Video Link entry field is editable and contains the web site link to any commercials or Spot Runner ads that the Team created. Display Options The following options will be listed with a check box to activate or deactivate next to them. Do not display profile on Web Do Not Display Agent Links on Team Page. Hide View Our Listings Link. Show View Office Listings Link. Previews Team Architectural Team Team Members The Agents that are associated with this Team will be displayed in this section. Each Team Member will have their individual Agent photo displayed with their name, title, and office association. You can select the Team s Primary Agent by selecting one of the agents from the Primary Member drop-down list. CALIFORNIAMOVES.COM 31
Note: Clicking on the Agent photo or name will initiate a new browser displaying the Agent s Profile on the Consumer Site. Add/Remove Team Members Agents are not allowed to Add/Remove Team Members from a team. Awards Awards are graphically displayed on the Agent Profile page. CALIFORNIAMOVES.COM 32
To add an Award, follow the steps below: 31 Click on the desired Award(s) in the Available column. To make multiple selections, hold the Ctrl key down while clicking. 32 Click the Add button. All selected Awards will now appear in the Selected column. 33 To remove selected Awards, highlight the Awards you want to remove, and click the Remove button. Designations You can add any of the above designations. To add a Designation, follow the steps below: 34 Click on the desired designation(s) in the Available column. To make multiple selections, hold the Ctrl key down while clicking. 35 Click the Add button. All selected designations will now appear in the Selected column. 36 To remove selected designations, highlight the designations you want to remove, and click the Remove button. 37 Click Legend button to see the designation legend. CALIFORNIAMOVES.COM 33
Languages To add a language, follow the steps below: 38 Click on the desired language(s) in the Available column. To make multiple selections, hold the Ctrl key down while clicking. 39 Click the Add button. All selected languages will now appear in the Selected column. 40 To remove selected languages, highlight the languages you want to remove, and click the Remove button. Useful Links For detailed information on Useful Links, see Useful Links. Biography For detailed information on adding and editing a biography and bullet headings, see CALIFORNIAMOVES.COM 34
Biography. Saving the Team Profile 41 To save all changes made to the team profile and not submit for approval, click the Save Draft button. 42 To save all changes made to the team profile and submit for approval, click the Save/Send for Approval button. 43 Click Cancel to cancel out any un-saved changes. 44 Click the Go to Team-Branded button to view the Team-Branded Administration page. See Team-Branded Administration Screen for more details. History Date Created displays the date this profile was created. Last Updated By displays who and when this profile was last updated. Last Approved By displays who and when this profile was last approved. Team-Branded Administration Screen The Team-Branded profile page allows you to create a personalized Team-Branded Web page. CALIFORNIAMOVES.COM 35
The sections of the Branded Templates Administration screen are explained below. Branded Templates 45 Select one of six pre-constructed Web page templates. Click Preview to see how the page layout will appear. Consumer Site View Default (Metro Layout) Blue Steel Brownstone Magnum Cobalt Sandy CALIFORNIAMOVES.COM 36
Branded URL Only the Metro Administrator has access to modify the Team-Branded URL Display Options You can select the Display Featured Properties option if the agents want featured properties displayed on the Team-Branded Web page. You can select the Display Mortgage Calculator option if the agents want the Mortgage Calculator to display on the Team-Branded Web page. You can select the Display Introduction Page option if you want to have an introduction page displayed on the Team-Branded Web page. Once this option is selected, the Headline entry field and Introduction Text entry field will become enabled. You will then have the ability to display a Headline on the Introduction page. You can enter up to 100 characters for Headline and 4000 characters for text. CALIFORNIAMOVES.COM 37
Branded Options You have the ability to choose to display the direct phone or cell phone number for listings and agent contact information in the branded header. Direct Phone number option is selected by default. You have the ability to display Title Text on the Team-Branded Web page. You can enter up to 255 characters. Saving the Team-Branded Profile 46 To save all changes made to the team profile, click the Save button. 47 To view the current active profile on the consumer site click the View Profile button. 48 To view the profile with un-saved changes click the Preview button. 49 Click Cancel to cancel out any un-saved changes. 50 Click the Return to Team Profile button to return to the Team Profile Administration page. History Date Created displays the date this profile was created. Last Updated By displays who and when this profile was last updated. CALIFORNIAMOVES.COM 38
Property Tools Open Houses The Open Houses screen allows you to search for and add open houses. 51 From the menu options on the left side of the screen, select Property Tools. A sub menu will appear. Select Open Houses. 52 The Open House Search screen will display. CALIFORNIAMOVES.COM 39
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Searching Open Houses You can search for Open Houses by utilizing the following criteria: State (Prefilled) Office (Prefilled if one office association exists) First Name (Your first name will display) Last Name (Your last name will display) Starting Date (select from calendar, prefilled with today s date) CALIFORNIAMOVES.COM 41
CALIFORNIAMOVES.COM AGENT Ending Date (select from calendar, prefilled with the date one month from today) MLS # 53 Once you have entered in your search criteria, click the Search button. 54 The following search results page will display. Click on the property MLS# or Address that you would like to view/edit or create a new open house for. 55 The Schedule/Update Open House screen will display. CALIFORNIAMOVES.COM 42
Scheduling an Open House 56 From the Schedule/Update an Open House screen, click Add Open House. 57 The Open House Showing Information screen will display. s 58 Enter the date of the open house by either typing in the date in the following format (mm/dd/yyyy) or by using the calendar. 59 Specify a Start and End time by selecting from the drop lists. Be sure to specify the hour, minute, and am/pm. 60 Either type the Agent s name into the Showing Agent field, or select the agent name from the list. Click the Save button when finished. CALIFORNIAMOVES.COM 43
61 Scheduled open houses will display at the bottom of the Schedule / Update an Open House screen. Click the Edit button to make changes to the time or agent, or click Delete to remove the open house. Property Administration The Property Administration screen allows you to search for and view your property listings. 62 From the menu options on the left side of the screen, select Property Tools. A sub menu will appear. Select Property Admin. CALIFORNIAMOVES.COM 44
63 The Property Administration Search Results screen will display all listings based on your search criteria. You can export the data portion (i.e. no photos) of the search results to an Excel spreadsheet by clicking the Export to Excel button. Note: By default, search results are sorted by Price, in descending order. Click any of the column heading links to re-sort the property results. CALIFORNIAMOVES.COM 45
64 Individual properties will link to their property details page. Click on either the property photo or on the property address link. Note: If the Agent-Branded Featured Properties box is checked, this property will display on the Agent s Branded web page in high to low price order. 65 The Property Details Administration screen will display. Click the Back link to return to the Property Administration Search Results page. 66 For properties that have 2 or more photos, the New Email Campaign link will be available which will direct users to the Email Campaign page. See E-mail Tools. For detailed information on the Property Details Administration page, see Property Details Administration. CALIFORNIAMOVES.COM 46
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Property Details Administration CALIFORNIAMOVES.COM 48
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The various sections of the Property Details Administration screen are detailed below. Administer Photos, Administer Map, View Property on Web, Add Open House and New E- mail Campaign You are able to click any of the four buttons located below the Main Property Photo. Each of the buttons is explained in detail on the following pages. CALIFORNIAMOVES.COM 50
Administer Photos Button Click the Administer Photos button. The Administer Property Photos screen will display. This screen allows you to upload photos associated with a particular property to be displayed online. CALIFORNIAMOVES.COM 51
ADDING A NEW PHOTO 67 To Upload Photos, scroll down to the Upload Grid. Select desired photos from your computer by clicking the checkbox that's near the desired photo. Click the "Upload Images" button to upload photos to the Photo Grid. Photos will be rendered to 425 x 319 pixels and then displayed in the Photo Grid. 68 From the upload grid, browse to the folder that contains the pictures you would like to upload. All pictures in the folder will be displayed. 69 Check each box next to each picture you want to upload. You can also click the Select All or Deselect All buttons to Select or Clear all images in one step. Click the Upload Images button. The photos you selected will now appear in the Photo Grid section. To delete a photo, click to highlight the photo(s) you would like to delete and click the Delete Photo button. To change the display order of the photos, click and drag the photo(s) to the desired location within the grid. 70 Click the Update button to add the uploaded photos to the Administer Property Photos screen. 71 The photos will display on the Administer Property Photos. CALIFORNIAMOVES.COM 52
PHOTO ATTRIBUTES 72 Click the Display On Web checkbox to display this photo on the consumer site. Un-check this checkbox to hide the photo from the consumer site. 73 Enter a Photo Caption for the photo which will display on the admin and consumer site. CALIFORNIAMOVES.COM 53
REARRANGING THE ORDER OF PHOTOS To change the display order of the photos, click and drag the photo(s) to the desired location within the grid. RETURN TO DETAILS Click the <<back link to return to the Property Details Administration page. Administer Map Button Click the Administer Map button. Selecting Administer Map will open a MapPoint pop-up window displaying a map of the location of the property. After clicking the Administer Map button, a map displays showing the location of the home with a thumbtack graphic next to it. You have the ability to move the thumbtack to a different location within the map. This feature is desired when addresses are not displayed on the Consumer Site. You have the ability to show the general location of the home. CALIFORNIAMOVES.COM 54
View Property on Web Button Clicking this button allows you to view the Property Details page on the Consumer Site. Add Open House Button Click the Add Open House button. The Schedule/Update Open House screen will display. This section works same as the Open House described earlier. CALIFORNIAMOVES.COM 55
New E-mail Campaign Click the New E-mail Campaign button to access the E-mail Campaign page. See E-mail Tools. Property Address Information For the properties that are received via MLS feed, Agents are permitted to edit only the checkbox options available in this section. Property Details For the properties that are received via MLS feed, Agents are permitted to edit only the checkbox and Radio button options available in this section. CALIFORNIAMOVES.COM 56
Property Enhancements 74 Enter information into the following fields: Headline, Scrolling Text, Remarks, Virtual Tour (a link to the property listing s virtual tour), Video Tour (a link to the property listing s video tour) and Architect Name (If property is an Architectural Property). Headline and Scrolling text will be displayed on the Realtor.com and CaliforniaMoves.com websites. Remarks will be displayed on all websites. 75 Click Save. CALIFORNIAMOVES.COM 57
Floor Plan Upload/Link This section allows you to upload a PDF (up to 4 MB) file containing the floor plan for the property listing or enter a link to an online floor plan. 76 To upload a floor plan, click the Browse button and select the file you would like to upload. 77 The file name will appear in the PDF File box. 78 Click Save. 79 Uploaded file will be available to view by clicking the Click to view this floor plan link. 80 To delete an existing file check the Delete Current checkbox and click the Update button. This checkbox is activated once a file is uploaded. CALIFORNIAMOVES.COM 58
School Information Information on schools in the listings area is provided here. 81 Select the County from the County drop list. 82 Select the District from the OnBoard Link drop list. 83 Select the Elementary school from the OnBoard Link drop list. CALIFORNIAMOVES.COM 59
84 Select the Middle school from the OnBoard Link drop list. 85 Select the High school from the OnBoard Link drop list. Saving Changes and Viewing Site Statistics on the Property Details Administration Page Once you have completed all fields on the Property Details Administration page, click the Save button at the bottom of the screen. Upon clicking Save, all changes you made will be immediately reflected on the consumer site. Click Cancel to cancel out any un-saved changes. Property Statistics and Agent-Branded Property Statistics will be listed at the bottom of the Property Details Administration page. CALIFORNIAMOVES.COM 60
Reporting Tools The Reporting Tools section provides access to the, Properties Missing Photos Report and Properties Details Hits report. Properties Missing Photos Report The purpose of this report is to show office name, MLS number, listing address, listing agent, and list date for each property that does not have at least one photo associated to it. Select Properties Missing Photos from the Reporting Tools menu. The report will display as is shown below. You can export the result to Excel by clicking the Export to Excel button. CALIFORNIAMOVES.COM 61
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Email and Client Tools Client Admin 86 From the menu options on the left side of the screen, select E-mail and Client Tools. A sub menu will appear. Select Client Admin. 87 The Client Admin screen will display. See the following page. CALIFORNIAMOVES.COM 63
Client Admin Screen This page allows you to view both active and inactive clients in order to unregister them or edit their accounts and also to start the process for registering a new client. Search By Associate When you access this screen active clients are automatically displayed by default. The following screenshot describes the various sections of the Search by Associate frame. CALIFORNIAMOVES.COM 64
Note: Active and Inactive clients will not display at the same time. Search By Client Private ID / Name Search By Client Private ID / Name allow you to search for a specific client by entering the client s private ID, the client s first name and/or the client s last name. Click Search. The matching result will display in the Client Search Results window. The screenshot below describes the various sections of the Search by Client Private ID / Name field. CALIFORNIAMOVES.COM 65
Register New Client Register New Client allows you to register a new client. 88 Click the Register New Client button. 89 The Add New Client screen will display. CALIFORNIAMOVES.COM 66
First Name: The client first name (Required) Last Name: The client last name E-mail Address: The client email address (Required) Password: This field is generated automatically, but can be changed (Required) Address: The client street address City: The city where the client resides State / Postal Code: Select from droplist and enter a ZIP I currently reside outside of the U.S.: Check if appropriate CALIFORNIAMOVES.COM 67
CALIFORNIAMOVES.COM AGENT Note: You must either enter a Postal Code or check the I currently reside outside of the U.S. checkbox. Contact Phone: The client phone number Best Time to Call: When the client prefers to be reached Contact Method: How the client prefers to be contacted (Telephone, email, other) Agent / Team Droplist: Assign the client to yourself, or your team Note: Agent s only have access to themselves or their team. Client Notes: Add any personal notes on clients here Send Registration Email: When a new client is registered, an e-mail will be generated and sent to the client notifying them that an account has been created for them unless you uncheck this checkbox. The email will appear as displayed below: CALIFORNIAMOVES.COM 68
90 Click the Save button on the Add New Client screen to create and save the new client profile or click Cancel to return to the Client Tools screen. 91 Clicking the Save button will display the Update Client screen if client was added successfully. All of the Client Information fields that were entered when the user was registered will be populated with the current Client information. CALIFORNIAMOVES.COM 69
In addition to the Client Information and Client Notes sections, 2 new sections will be displayed. CALIFORNIAMOVES.COM 70
Saved Properties Email Alerts: Specify when email alerts should be sent out (Same options as My Site) Frequency: Specify how often email alerts should be sent out (Same options as My Site) Additional Recipients: Enter any additional email addresses that you would like to receive email alerts (multiple email addresses must be separated by a comma) Send a copy to Preferred Agent/Team: This checkbox will be disabled if the user does not have a Preferred Agent/Team selected. Any properties that have been saved will be displayed at the bottom of the frame. Click the Delete option to delete the property from Saved Properties list. Saved Searches Email Alerts: Specify when email alerts should be sent out (Same options as My Site) Frequency: Specify how often email alerts should be sent out (Same options as My Site) Additional Recipients: Enter any additional email addresses that you would like to receive email alerts (multiple email addresses must be separated by a comma) Send a copy to Preferred Agent/Team: This checkbox will be disabled if the user does not have a Preferred Agent/Team selected. Any searches that have been saved will be displayed at the bottom of the frame. Click the Delete option to delete the property from Saved Searches list. CALIFORNIAMOVES.COM 71
CALIFORNIAMOVES.COM AGENT Click Edit to edit the selected Saved Search. See Refine Saved Search. Add Search 92 Click the Add Search button to add a new search. 93 The New Saved Search screen will display. CALIFORNIAMOVES.COM 72
CALIFORNIAMOVES.COM AGENT Search Name: Specify a name for the search (Required) For the following fields, the options will mimic the consumer site search functionality: County: The county you wish to search for. Select a County from the drop list. County selected will filter the Location list. Click the Add button to add the selected Counties to the Selected Locations (Required) list. Search Type: The type of search (Required). Property Type: The type of properties you wish to search. Price Range: Select a Minimum and Maximum price range. Beds: Select the number of bedrooms. Bathrooms: Select the number of bathrooms. Garage: Select the number of Garages. Sq. Ft.: Select the square feet. Stories/Floors: Select stories/floors. Year built: Select year built. Lot Size: Select Lot Size. Only display listings with the following features: New Development Mountain Views City Views Pool Recently Reduced Listings Multiple Photos Virtual Tours Luxury Homes Previews Open Houses Only display new listings from the past X days X represents the number 1-7 94 Click Save to save your new search. CALIFORNIAMOVES.COM 73
95 Click Cancel to cancel unsaved changes. Editing a Search 96 To edit an existing search, click the Edit button next to the search you wish to edit. 97 The Refine Saved Search screen will display. Functionality on this screen is identical to Adding a New Search. See Add Search. Deleting a Search 98 To delete an existing search, click the Delete link next to the search you wish to delete. 99 The following message will display. Click Ok. CALIFORNIAMOVES.COM 74
Editing a Client To edit a client profile, follow the steps below: 100 Click the Edit button next to the client you wish to edit. 101 The Update Client screen will display. Unregister a Client Follow the steps below to unregister a client: 102 Click the Unregister button. 103 The following message will be displayed: 104 Click OK to unregister the client. Click Cancel if you decide not to unregister the client. 105 The client will be unregistered and will be inactive. CALIFORNIAMOVES.COM 75
E-mail Tools 106 From the menu options on the left side of the screen, select Email and Client Tools. A sub menu will appear. Select E-mail Tools and then select E-mail Marketing. 107 The E-mail Marketing screen will display. This page allows you to generate e-mails to your clients that are associated to a property and e-mails that are general in nature. CALIFORNIAMOVES.COM 76
Starting a New Email Campaign 108 Start a marketing campaign for a property by entering an MLS number in the MLS Number field and clicking the Next button. Note: The property must contain at least two photos. Campaign can be created for one property at a time. CALIFORNIAMOVES.COM 77
109 The New Email Campaign screen will display. See the screenshot below for instructions on how to use this screen. CALIFORNIAMOVES.COM 78
110 The email that is sent will resemble the format below: CALIFORNIAMOVES.COM 79
Selecting Additional Recipients from your Client List 111 To select email recipients from your client list, click the To button. 112 A window will appear displaying your clients. CALIFORNIAMOVES.COM 80
113 Once you have clicked Add, a message will display at the bottom of the window notifying you that the client has been added to your email. 114 If you attempt to add a client who is already added, a message will display to notify you. CALIFORNIAMOVES.COM 81
115 Click Close button to close the window and return to the New Email Campaign screen. The client you selected will be added in the recipient field. Send a Personal Message to a Client 116 Click the Next button to send a personal message to a client. 117 The Personal Message screen will display. See instructions on the screenshot below. CALIFORNIAMOVES.COM 82
118 For details on how to use the To button to select email recipients from your client list, see Selecting Additional Recipients from your Client List. 119 The email that is sent will resemble the format below: CALIFORNIAMOVES.COM 83
Home Search Alert 120 From the menu options on the left side of the screen, select Email and Client Tools. A sub menu will appear. Select E-mail Tools and then select Home Search Alert. CALIFORNIAMOVES.COM 84
121 The Search for Registered Buyers screen will display. This page allows you to search for clients who may be looking for a home similar to the one you are representing. CALIFORNIAMOVES.COM 85
Searching for Clients 122 This screen works similar to the Consumer Site Property Search. 123 Enter the search criteria as a user would to search for clients that may be looking for a property that matches these criteria. 124 Click Search button to execute the search. 125 The Registered Buyers search result will display. Registered Buyers List 126 The Registered Buyers list will display the list of clients who are looking for a home similar to your seller s home. CALIFORNIAMOVES.COM 86
127 Click the checkbox next to the client ID under the Agent Name and click the Contact Agents button to send an e-mail to the client s agent. 128 Click the Agent/Team name to view their Agent-Branded Profile. 129 Hover over the Client ID to see their search criteria. 130 The e-mail that is sent will look similar to the email below: 131 Click the Contact Me or Contact Us link to contact the Agent/Team 132 Click the View My Profile or View Our Profile to view agent/team branded profile. CALIFORNIAMOVES.COM 87
Help Select Help from the menu on the left side of the screen. A fly out menu will display containing links to related CaliforniaMoves documentation. CALIFORNIAMOVES.COM 88
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