XACTSITE OFFICE WEBSITE QUICK START GUIDE Welcome to your new XactSite Office website! This Quick Start Guide is designed to help you easily personalize your website so you can begin to acquire leads and manage your customer interactions. By taking the time to review this information you ll be well on your way to reaping the benefits of XactSite Office. GETTING STARTED... 2 CLASSROOM HANDS-ON TRAINING... 2 CUSTOM DOMAINS... 2 LOG IN TO YOUR WEBSITE... 2 OFFICE CONTACT INFORMATION... 4 AGENT PHOTOS OFFICE ROSTER... 5 COMPANY LOGO... 5 CHOOSE YOUR WEBSITE DESIGN... 5 BANNER IMAGE... 6 CHANGE VIEWPORT IMAGE... 6 CUSTOMIZE YOUR HOME PAGE MESSAGE... 7 ADD CUSTOM PAGES... 8 ENTER KEYWORDS FOR SPECIFIC PAGES... 9 1
GETTING STARTED You will be contacted within 48 business hours to schedule a welcome call, where an XactSite product expert will walk you through setting up your XactSite Office Website. In addition, you can click Help at the top of your Control Panel to access the User Guide. If you need assistance after the welcome call, please contact the MRIS Support Center at 301-838-7200 or toll free at 888-838-8200, or by email at helpdesk@mris.net. The MRIS Support Center s hours of operation are: Monday Friday Saturday Sunday 8:30 AM to 6:30 PM 9:00 AM to 5:00 PM CLASSROOM HANDS-ON TRAINING Click here to sign up for an XactSite training class! Note: make sure you sign up for a training class for the XactSite website products, not the XactSite IDX products. CUSTOM DOMAINS If you have an existing domain URL you would like to use for your XactSite Office web site, please contact the MRIS Support Center. They will need to give you the nameserver information and find out what your custom domain is so that it can be assigned to your XactSite website. Note: if you have an email address associated with your custom domain, please let the MRIS Support Center know. They will need to get the MX records for your email address. LOG IN TO YOUR WEBSITE You will manage your website through your administration page. To log in to the Administration section of your XactSite Office web site: 1. Go to http://mris.fnistools.com 2. Enter the Login Name and Password in the welcome email you received after signing up for XactSite Office. Note: The Login Name is the office broker code. 3. Click Login 4. On the menu on the left, click on Company, then Offices. This will bring up the Office List page. If you are the broker of record for multiple offices, they will be displayed on this page. a. You will only be able to edit websites for offices that are subscribed to an XactSite Office Website. 2
5. Click on the office for the website you want to edit. You will then see the following screen: From here you can make changes to your XactSite Office Website. 3
OFFICE CONTACT INFORMATION Once you have signed in, make sure that the contact information displayed for your office is correct. 1. In the left navigation menu, click on Configuration. On the Website Settings tab, scroll down to the Other Settings section. 2. Click Edit to the right of Contact. 3. Verify the accuracy of the information. NOTE: Updating Office Contact Information If any of the Office contact information is incorrect: Primary Email address Office name Office address Office Email Address are incorrect please call the MRIS Support Center to update your office s information address in MRIS system. 4
AGENT PHOTOS OFFICE ROSTER To have your photo and your agent s photos display on the Office Roster page of your XactSite Office Website, you and your agents must upload your agent photos to MRIS by following these steps: 1. log into www.mris.com 2. Click on My Account under Quick Links 3. Click on Upload your headshot to HomesDatabase.com. These photos display on HomesDatabase.com as well as the XactSite website products. Note: Make sure you and your agents update your contact information in My Account. The phone number displayed on the roster is the number you have in My Account for Agent Office Phone. COMPANY LOGO To get the most out of your Office website, upload your company logo. To upload your logo, follow these steps: 1. log into www.mris.com 2. Click on My Account under Quick Links 3. Click on Upload your logo to HomesDatabase.com. These logos display on HomesDatabase.com as well as the XactSite website products. CHOOSE YOUR WEBSITE DESIGN There are a number of website designs templates you can choose from. All XactSite websites are set up with the same default template, so it s a good idea to look at the other template options to see if you want to change your site template designs. To choose your design: 1. On the left navigation menu, select My Website, and then click on Configuration. 2. On the Design tab, scroll down to the Design Settings section and click on Edit to the right of Design. 3. The Design Group reflects the XactSite package you are subscribed to. 4. Use the left and right arrows to scroll between the thumbnail views of the available designs. 5. When you find the design you want to use, click Submit. 6. You should now see the new design on your website 5
BANNER IMAGE To upload a custom banner 1. Click on My Website and Configuration. 2. On the Website Settings tab, scroll down to the Image Settings section and click Edit to the right of Banner. 3. Click the Browse on the Select Banner Image box that opens select a picture you wish to use as your banner. Note the image file size and type recommendations. 4. Click Upload to upload the image. 5. Click Submit to save the change. To select a different banner 1. Use the left and right arrows to scroll through the banner images. 2. Once you have found the banner image you want to use, click Submit. CHANGE VIEWPORT IMAGE Some designs allow you to change the Website Viewport Image. To do so: 1. Click on My Website and Configuration. 2. On the Website Settings tab, scroll down to the Image Settings section and click Edit to the right of Viewport Image. 3. Click the Browse on the Select Viewport Image box that opens to select an image from your computer that you wish to use as your banner. 4. Once you have found the image you want to use, click Upload 5. Click Submit to save the change. 6
CUSTOMIZE YOUR HOME PAGE MESSAGE All XactSite websites are set up with the same default home page text, so take a few minutes to customize the text on your home page. To customize your home page welcome message: 1. On your website administration page, in the left navigation menu, click on Website Pages. 2. In the Website Content section, under Title, click on the title of the page you want to edit. To edit the home page, click on Our Homepage. 3. In Content Editor, type your welcome message. Using the WYSIWYG (what you see is what you get) editor eliminates the need to use HTML. 4. Click Preview to see how your message looks on your website. 5. Click Publish to publish the changes on your website. 7
ADD CUSTOM PAGES You can add content pages to further customize your website. With the XactSite Office Website you can add 100 custom content pages. For each new contact page you add, a link is added and displayed in your website s left navigation panel. To add a new content page: 1. On your website administration page, in the left navigation menu, click on Website Pages. 2. In the WWebsite Content section, click Add New Content. The Article Edit screen appears. 3. In Left Navigation Title enter the name of the new content page as it will appear in the left navigation menu on your website. 4. (Optional) In Left Navigation Alt Text, enter the text your website visitors will see in the pop-up when they point to the link in the left navigation menu. 5. In Browser Title, enter the information to display in the internet browser title bar when a visitor to your website lands on the new content page. 6. In Sequence, enter the number that corresponds to the order in which the link to this page will appear in your website s left navigation menu. The number entered in the Sequence box for each page will determine the order of the pages on your web site. 7. Check Display this page if you want the page to be available on your website. Unchecking the box will prevent the page from displaying on your website. For example, you have a page regarding an annual event that you want to display for a limited time each year. Rather than recreating the page each year, check the box when you want the page to appear and then uncheck it after the annual event is over. 8
8. In Select a Content Type, choose the type of content you want to display on the page: text, an external link, or an internal link. 9. Select Enter Content to use the content editor to display text. 10. Click Publish to publish the page on your website. ENTER KEYWORDS FOR SPECIFIC PAGES To help your web site appear in search results when people search for real estate or real estate information, add keywords to each of your website pages. These are words used by search engines such as Google and Yahoo to catalogue your website. When a user types any of the keywords you have entered in a search engine browser, your website will be displayed among the search results. 1. In Search Engine Keywords, enter multiple keywords separated by commas. 2. In Search Engine Description, enter a short summary of the content of the page. This summary will display in the search engine results. 9