ActiveAgent Pro User Manual

Section 1 Customizable Layouts
Section 2 The Control Panel (Page 50)
Section 3 Text Editor (Page 56)
Section 4 Control Panel Tabs (Page 65)
Section 5 Leads & Website Manager (Page 98)
1
TABLE OF CONTENTS
®
INTRODUCTION TO THE CUSTOMIZABLE ACTIVEAGENT PROFESSIONAL LAYOUTS .. 1
SUMMARY OF CONTROL PANEL CHANGES WITH CUSTOMIZABLE LAYOUTS ........................................... 2
DETAILS OF WEBSITE MANAGER CHANGES WITH CUSTOMIZABLE LAYOUTS .......................................... 3
Buttons under the Website Manager Tab ............................................................................................ 3
Style Manager Button ..................................................................................................................... 4
Themes ........................................................................................................................................ 4
Layouts ........................................................................................................................................ 4
Selecting a Layout ....................................................................................................................... 5
Changing from one customizable layout to another .................................................................. 6
Image Library Button ....................................................................................................................... 6
Page Manager Button ..................................................................................................................... 8
Green and Red Radio Dials ......................................................................................................... 9
+ Add a Page ............................................................................................................................. 10
Move.......................................................................................................................................... 10
Move or Copy ........................................................................................................................... 10
Edit ............................................................................................................................................ 11
Delete ........................................................................................................................................ 13
Home Page Manager Buttons ....................................................................................................... 14
Button Descriptions ....................................................................................................................... 15
Edit Logo ................................................................................................................................... 15
Edit Slogan ................................................................................................................................ 15
Edit Navigation ......................................................................................................................... 15
Edit Image ................................................................................................................................. 15
Edit Contact Info ....................................................................................................................... 17
Edit Photo ................................................................................................................................. 17
Edit Home Page Content .......................................................................................................... 18
Edit Featured Area .................................................................................................................... 18
Edit Scrolling Text ..................................................................................................................... 19
Restore Defaults Button ........................................................................................................... 19
Preview Button ......................................................................................................................... 19
Edit Name ................................................................................................................................. 19
Edit Address .............................................................................................................................. 19
Phone ........................................................................................................................................ 19
Layout Manger Buttons ................................................................................................................. 21
APPENDIX A – PAGE MANAGER FOR STANDARD LAYOUTS ...................................................................... 22
2
INTRODUCTION TO THE CUSTOMIZABLE ACTIVEAGENT®
PROFESSIONAL LAYOUTS
The new customizable
ActiveAgent® Professional layouts can be customized by
®
ActiveAgent Professional subscribers. The layouts that were previously available for
ActiveAgent® Professional are still available under the Standard category of the
Style Manager. The standard layouts are not customizable.
Note: Click the Agent Only link that is located at the bottom of each page of your
ActiveAgent® Professional site to log into the Control Panel and access the
customizable layouts or to make changes to your ActiveAgent® Professional Web site.
A Login screen will display. Type your ActiveAgent username in the User name text
box and your password in the Password text box. Click the OK button.
New and updated features available for all layouts are as follows:
•
•
You can upload your own agent photo to the Image Library when either a
standard or customizable layout is chosen. See page 6.
The Style Manager has been updated. See page 4 for the updated
Style
Manager.
New features available for only the customizable (non Standard) layouts are as
follows:
•
•
•
•
When you select one of the new customizable layouts, you will see an
updated Page Manager with additional functionality. See page 8 for the
updated Page Manager functionality.
The Home Page Manager and Layout Manager enable customization of the
homepage and layout of the ActiveAgent® Professional site respectively. See
page 14 for Home Page Manager information and page 21 for Layout
Manager information.
New pages can be added to the ActiveAgent® Professional site by using the
Page Manager. See page 8 for information.
The name and position of existing menus and submenus can be changed by
using the Page Manager. See page 8 for information.
This document outlines the changes to ActiveAgent® Professional when a layout that is
not in the Standard category is selected. The updated ActiveAgent® Professional
Control Panel is described below.
3
Summary of Control Panel Changes with Customizable Layouts
®
When one of the customizable layouts in ActiveAgent Professional is selected, you
will see the following changes on the Control Panel.
The “Get Started Tour” link will remain the same.
The “Announcements” link will remain the same.
Agent Tools Tab
There is no change to Agent Tools.
Property Tools Tab
The “Display My Listings Slide Show” and “Display My Listings” will no longer appear
under the Listings Manager. These features will be under the Home Page Manager
instead.
Marketing Tools Tab
There is no change to Marketing Tools.
AdTracker Tab
There is no change to AdTracker.
Leads Manager Tab
There is no change to Leads Manager.
Website Manager Tab
The majority of changes that you will see when you select a customizable layout will
occur under the Website Manager tab. A summary of the differences between
Standard and customizable layout functionality are listed below.
Standard Layout
Customizable Layout
About Me
Style Manager
Image Manager
Page Manager
Image Library *
N/A
N/A
About Me
Updated Style Manager
N/A
Updated Page Manager
Image Library
Home Page Manager
Layout Manager
* For standard layouts, subscribers can upload their own agent photo, but cannot
upload their own decorative images. For the customizable layouts, agents can upload
both their own agent photo and decorative images.
4
ActiveAgent
®
Professional Customizable Layouts
Page 2
Summary of Website Manager Changes
Clicking on the Website Manager tab brings up the Contact Information
screen.
A Home Page Manager sub-navigation button was added for
Customizable Layouts
A Layout Manager sub-navigation button was added for Customizable
Layouts
The Image Manager sub-navigation button will not appear when a
Customizable Layout is selected
An Image Library sub-navigation button was added for both Standard
and Customizable Layouts
When a Standard Layout is selected, you can upload and use your own
agent photo, but you cannot use our own decorative images with the
Standard layout.
The Page Manager sub-navigation functionality was updated
The Style Manager sub-navigation functionality was updated
Details about each change in the Website Manager tab are provided below.
Details of Website Manager Changes with Customizable Layouts
Buttons under the Website Manager Tab
Note: The Contact Information screen displays by default when the Website Manager
tab is clicked. The changes listed below apply to the Contact Information screen.
When a customizable layout is selected the following changes will occur.
The “Home Page Content” under “Edit Your Profile’s:” will not be available.
You will edit this information by using the Home Page Manager instead.
The agent photo shown in this section will be the agent photo in the Home
Page Manager and Layout Manager.
The marketing slogan and scrolling text under “Special Information” will not
be available. Some of the customizable layouts have a scrolling text option on
the Home Page Manager screen.
6
ActiveAgent
®
Professional Customizable Layouts
Page 3
Style Manager Button
There are 2 types of layouts in Style Manager: The standard layouts and the
®
customizable layouts (all categories other than standard). The ActiveAgent
Professional customizable layouts can be customized with your own decorative
images and your own text. You can change the names and order of the menus and
pages. You can add additional pages to each menu section as well.
The standard layouts are the original 21 layouts and cannot be customized. You
can, however, upload your own agent photo when using a standard Layout. Layouts
are grouped by themes.
Themes
Themes
There are 7 themes as follows: Contemporary, Corporate, Do-It-Yourself (DIY), Office,
Seasonal, Stylish, and Standard.
Layouts
Each theme has various layouts and colors. Depending on the layout you choose, more
than one color may be available, there may be several backgrounds to choose from, or
there may be no background at all. Not all layouts have splash pages. Try the different
layouts and the options that each layout offers to determine which combination you want
®
for your ActiveAgent Professional site. Additionally, some of the customizable layouts
have a scrolling text option on the Home Page Manager screen. All of the standard layouts
have a Scrolling Text Field on the Special Information screen.
1.
2.
3.
4.
Contemporary – 5 different layouts
Corporate – 4 different layout
DIY – 4 different layouts
Office – 3 different layouts
8
5. Seasonal – 3 different layouts
6. Stylish – 5 different layouts
ActiveAgent
®
Professional Customizable Layouts
Page 4
7. Standard – the original 21 layouts that cannot be customized
Customizable
Layout
Examples
Layouts in the
Standard Theme
A Note about the Do-It-Yourself Layouts
There are 4 DIY layouts. Each layout has a customizable area. To edit the
customizable area, click on the Home Page Manager tab under Website Manager.
Note
The standard layouts are not customizable.
The Home Page Manager and Layout Manager are not
available with the standard layouts.
Some layouts in the Contemporary, Seasonal, and Stylish
themes provide a Quick Search button on the Home Page.
This button cannot be removed or edited.
Selecting a Layout
There are 2 methods for selecting a style. Each one is described below.
Method 1
1.
2.
3.
4.
Click the Website Manager tab
Click the Style Manager button
Click the icon for the desired theme on the Style Manager screen.
Click the Select button to select the layout, or the View button to get a preview of
the page.
Colors: You can select a color for your layout by clicking the colored squares that are
10
on the right side of the layout. If there is only one colored square for a layout that means
there is only one color available for that layout. See example screen shots above.
ActiveAgent
®
Professional Customizable Layouts
Page 5
Method 2
1. Click the “Browse All Styles” button that is
located in the upper right corner of the Style
Manager screen. A screen similar to the
one on the right will display.
Note: This page also displays if you click the
View button that is below each layout.
2. Click the Change Theme drop-down arrow to
select a theme.
3. Click the Select a Style drop-down arrow
to select a style.
4. Select a color form the colors that display
in the “Choose a Color” box.
5. If desired, select a Background from the
“Choose a Background” box.
6. If desired, select a Splash Page from the “Choose a Splash Page” section. If the
layout has a Splash Page and you select it, the Splash page will display before
the Home Page.
Changing from one customizable layout to another
When you change from one customizable layout to another, the Header image
will change to the default image for the new customizable layout selected.
Since image sizes differ by layout, you may need to reselect your image or photo
from the Home Page/Layout Managers. Doing so will readjust the image or photo to
suit the customizable layout selected.
Image Library Button
The Image Library is now available for both
the standard layouts and the customizable
layouts. With the customizable layouts, agent
photos and decorative images can be
uploaded via the “Edit Image” or “Edit Photo”
buttons of the Home Page Manager or the
Layout Manager. See an example Image
Library screen shot on the right.
A Note about Uploading Images: Only
12
agent photos and decorative images can be
ActiveAgent
®
Professional Customizable Layouts
Page 6
uploaded by using the Image Manager. Property photos and virtual tours must be
uploaded the same way they are being uploaded now. Property photos must be
uploaded via Keystone or VIC, and virtual tours must be uploaded by the virtual tour
vendor.
Follow the instructions below to search for or to delete an image.
Searching for an Image or Creating a New Folder
If you know the name of the image, type it in the “Upload a new file in the
folder” text box and click the Upload button.
You can browse for the image by clicking the Browse button that is located
on the on the lower right side of the screen.
To create a new folder, click the “Create New Folder” button.
Deleting an Image
To delete the image, click the trash can icon that is next to the image name. A
confirmation dialog box will display asking “Are you sure you want to delete
filename?” Click the OK button to delete the file or the Cancel button to keep it.
GoHome Images
In addition to your own images, you will also have access to a global directory called
“GoHome Images” which will include:
Designation Images
Decorative Images
Logo Images – these logos are available, but please be aware that according to
state law (laws vary from state to state), you must use the logo that is designated
by your broker of record.
You will not be able to delete these GoHome images.
Note
There is a maximum storage limit of 32 MB and a file upload limit of
8MB.
Image Library sub-navigation buttons are added to the Website
Manager for both Standard and Customizable Layouts. Clicking the
Image Library button will display a screen similar to the
example screen shown above.
Clicking the Edit Photo button, in both Home Page Manager and
Layout Manager, will display a pop-up window with the Browse Image
button on it. Clicking the Browse Image button will display a screen
similar to the example screen shown above.
14
ActiveAgent
®
Professional Customizable Layouts
Page 7
15
Page Manager Button
The Page Manager is where you can control the navigation of your ActiveAgent site.
The updated Page Manager allows you to add pages, enable or disable pages, move or
copy pages, and to edit menus and submenus. The updated Page Manager will display
only if a customizable layout is selected.
Main Menu examples are listed below.
Agent Info
Property Tools
Community Info
Financial Tools
Tips & News
Clicking each menu item will display sub-menus that the agent can edit as well. When
the customer clicks the sub-menu item, content that is applicable to that sub-menu item
®
will display on the ActiveAgent Professional Home Page.
Note
The updated Page Manager will be available only if a Customizable
Layout is selected. The maximum number of main menus that can
be displayed is 5. Main menus cannot be added; however, they can
be disabled. You can use the Page Manager to change the order of
the main menus by clicking the “Move” button for each main menu.
After a change is made, click the Refresh button on the browser in
order to see the change on the Web site.
Clicking the Edit Navigation button in either Home Page Manager or
Layout Manager will display the Page Manager screen.
The table below shows, in the left column, an example updated Page
Manager screen that will display if a customizable layout is selected. The links
and buttons are described below the table.
The right column shows the Page Manager screen for standard layouts. See
Appendix A for information about this screen.
16
ActiveAgent
®
Professional Customizable Layouts
Page 8
Example UPDATED Page Manager Screen
Note: Available only if a customizable layout is
selected
Example EXISTING Page Manager Screen
Note: Displays when a standard layout is
selected
See button descriptions below.
See Appendix A for information about
this screen.
Green and Red Radio Dials
Each page on the Page Manager will have either a red or green radio dial (to the right of
it) under the Menu Enabled column of the Page Manager. Green radio dials indicate
that the page is enabled; red radio dials indicate that the page is disabled. Green radio
dials have an Enabled link next to them and red radio dials have a Disabled link next to
them. Click the Disabled link to enable the page, or the Enable link to disable the page.
18
ActiveAgent
®
Professional Customizable Layouts
Page 9
Button on Updated
Screen
+ Add
a Page
Description
Click the Add a Page button for the specific section
that you want to add a page to. A sub-menu page
will be added to that main menu.
A pop-up window similar to the
one on the right will display.
Click the drop-down arrow to
select a category from the list of
GoHome Content pages.
Note: Click Custom Page from the drop-down box
to create your own content and submenu heading.
Move
Your selection will display at the bottom of the
submenu.
Click the Edit button to edit the item.
Click the Save button to save it.
Main menu items have a Move button.
After clicking the Move button a
pop-up window similar to the one
on the right will display.
You will be moving the item before
the one that you click on in the
drop-down list.
Move or Copy
Click the Save button to save the change.
Submenu items have a “Move or
Copy” button.
After clicking the Move or Copy
button, a pop-up window similar to
the one on the right will display.
To Move the Item
1. Click the “Place Selected Page in” drop-down
arrow and select a category.
The “And Before” submenu items will display.
2. Select a submenu item.
3. Click the Save button to save the move.
20
ActiveAgent
®
Professional Customizable Layouts
Page 10
Button on Updated
Screen
Description
To Create a Copy
1. Click the “Place Selected Page in” drop-down box
to select a category.
The “And Before” submenu items will display.
2. Select a submenu item.
3. Click the “Create a Copy” check box to add a
check mark in the box.
Edit
4. Click the Save button to save the move.
The Edit button is used to edit existing content for
main menu and submenu items. Depending on the
item, one of the following will display.
Note: Submenu items that cannot be edited have a
grayed out Edit button.
Examples are shown below.
Home Menu Edit Button
Clicking the Edit button for
the Home Menu will display
the Home Page Manager
screen. See example on the
right.
Main Menu Items Button
Clicking the Edit button for a
Main Menu Item will generate
a screen that is similar to the
one on the right.
The item name will display in
the “Name Navigation Menu”
box.
Note: You can also type the
item name in the “Name Navigation Menu” box.
Click the drop-down box to Enable or Disable the
item.
22
ActiveAgent
®
Professional Customizable Layouts
Page 11
Button on Updated
Screen
Description
My Listings and Showcase
Listing button
Clicking the My Listings and
Showcase Listing buttons will
display the Listings Manager
screen similar to the one on
the right.
Note: Property Finder, Homes Prospector, and
Saved Searches are not editable.
Clicking the Edit button for Open Houses takes you
to the Listing Manager Open House section. You
cannot change the page name or the content on
the page. You can add or delete Open Houses as
is currently being done for standard layouts.
Custom Pages
The example screen
on the right is the
Page Manager screen
that will display when
the Edit button is
clicked for custom
pages. This screen
will also display for
most submenu items
under
Agent Info,
Community Info,
Financial Tools, and
Tips & News.
Note: The Free Reports submenu item will display a
Free Reports screen when the Edit button is clicked.
You can enable, disable, or edit the list of
Free Reports from the Free Reports screen.
1. Type the Title in the Button Name box.
2. Type the page name in the Page Title box.
24
3. Type the content in the Content box.
If this page will link to another Web site, click the
ActiveAgent
®
Professional Customizable Layouts
Page 12
Button on Updated
Screen
Description
“Link to Another Web Site” radio dial and select
either the Pop-up or Frame radio dial.
Delete
The only pages that can be deleted are the Custom
added pages and copies of the existing pages.
26
ActiveAgent
®
Professional Customizable Layouts
Page 13
Home Page Manager Buttons
If you select a customizable layout, the Home Page Manager enables you to
®
customize the homepage of your ActiveAgent Professional Web site. See the
example screen shot below.
The number of Home Page editable areas and the location of these areas will vary
depending on the customizable layout selected. Editable areas are described in the
table below.
Note
You may need to refresh the browser in order to see the changes you
have made.
The “Display My Listings Slide Show” and “Display My Listings” have
been removed from the Listings Manager and now appear in the
Home Page Manager under the Featured Area section.
Some layouts have a scrolling text option on the Home Page
Manager screen.
Clicking the Edit Navigation button in either Home Page Manager or
Layout Manager will display the Page Manager screen. See page 8
for information about the Page Manager.
28
ActiveAgent
®
Professional Customizable Layouts
Page 14
Button Descriptions
Editable
Area
Edit Logo
Edit Slogan
Description
Agents are not able to edit the logo. Logos will be handled the same
way they are being handled now – the broker of record must have a
logo on file with VIC. Agents under that broker must use the logo sent
®
to VIC, by the broker of record, for their ActiveAgent or ActiveAgent
Professional sites. Only the number “1” will be displayed in the Logo
area.
Click the Edit Slogan button, and type the marketing slogan in the popup Text Editor box. Click the Save button.
You should click the Preview button to make sure that the text you typed
®
fits and displays correctly on the Home Page of your ActiveAgent
Professional site.
Edit
Navigation
Edit Image
You can change the font, the font size, the color, and bold, underline, or
italicize the font.
Note: You may have to refresh the browser to see the change.
Click the Edit Navigation button and the Page Manager screen
described on page 8, will display.
Click the Edit Image button to add an image to the Home Page. A popup window will display with the following:
1. A Choose an Image drop-down box with 4 options (“Upload Your
Own” plus 3 other options). Images which will differ per layout.
Note: Selecting an image from the drop-down box will refresh the
pop-up window with that image displayed.
2. A check box to “Include Image in Layout
Manager” A check mark is the default.
3. A Save button
If you select Upload Your Own from the drop-down box, the popup window will refresh and will display the following:
1.
2.
3.
4.
A Choose An Image drop-down box
A Browse Images button
A Customize Now! button
A check box to “Include Image in Layout Manager”
A check mark is the default.
5. A Save button
Note: An image size recommendation and image type are also
displayed. This size is not standard. It is dependent on the layout of the
30
image.
ActiveAgent
®
Professional Customizable Layouts
Page 15
Editable
Area
Description
You will have to click the Browse Images button to search for your
image from the Image Library. See page 6 for information about the
Image Library.
Customize Now Button
You can also customize the image by clicking the Customize Now!
button. A Customize Request form will display. Fill out the form. Your
name, email, and day-time phone number are required. Follow the
directions on the form and upload the image that you want to have
customized. If you select option #4 on the form, upload both images.
Add comments in the Comments box. Click the Deliver Form button to
send the form to GoHome. When GoHome receives the form, they will
contact you to get your payment information.
Customization options are Resize, Crop, Add text to image, Place a
photo or logo over another image, Fuzz edges, Bevel, Frame/Border,
Cut out Background (make background transparent), Torn edges, and
Shadow.
Important: With the “Place a photo or logo over another image…”
option #4, you must upload 2 images. There are 2 Browse buttons on
the form – the first one is to upload your image, the second one is for
another image.
Note
There is a View Customization Options link below the
Customization Options button. Click this link to see the
customization options available.
There is a Restore Defaults link in the upper right corner of the
screen. To delete customizations, click this link then click the OK
button.
When you have completed your selections, click the Save button.
If you select one of the 3 options provided by GoHome, the pop-up
window will refresh and will display the image, the “Include Image in
Layout Manager” check box, and the Save button. If you want this
option, determine whether you want to include the image in Layout
Manager. If you do not want the image in Layout Manager, click the
check to remove it from the check box, then click the Save button.
Note: Agents can upload an agent photo and decorative images but will
not be able to upload property photos or virtual tours.
32
ActiveAgent
®
Professional Customizable Layouts
Page 16
Editable
Area
Edit Contact
Info.
Description
This screen displays a pop-up window with a limited Text Editor box. To
make changes to your contact information, do the following:
Click the Edit Contact Info button. A pop-up window will display with the
existing contact information. There is a Text Editor toolbar in the pop-up
window. Use this toolbar to format the text. Click the Save button when
you are finished.
Note: To restore the default layout for this Edit section, click the
Restore Defaults link that is located in the upper right corner of the
screen.
Edit Photo
Click the Edit Photo button to add an agent photo to the Home Page. A
pop-up window will display with the following:
Note: Agents can upload an agent photo and decorative images but will
not be able to upload property photos or virtual tours. Property photos
will continue to be handled in the same way.
1. A Browse Images button to upload your image
2. A Customize Now! button
3. A check box to “Include Image in Layout Manager”
A check mark is the default.
4. A Save button
5. A Trash can to remove the photo.
If you click the trash can, a pop-up window with the message “Are
you sure you want to remove this image?” will display. Click either
OK or Cancel.
Note: An image size recommendation and image type is also
displayed. This size is not standard. It will vary according to layout.
Click the Browse Images button to search for your photo from the
Image Library, or, to browse for a photo in another location of your
computer. See page 6 for information about the Image Library.
Customize Now Button
You can also customize the image by clicking the Customize Now!
button. A Customize Request form will display. Fill out the form. Your
name, email, and day-time phone number are required. Follow the
directions on the form and upload the image that you want to have
customized. If you select option #4 on the form, upload both images.
Add comments in the Comments box. Click the Deliver Form button to
send the form to GoHome. When GoHome receives the form, they will
34
contact you to get your payment information.
ActiveAgent
®
Professional Customizable Layouts
Page 17
Editable
Area
Description
Customization options are Resize, Crop, Add text to image, Place a
photo or logo over another image, Fuzz edges, Bevel, Frame/Border,
Cut out Background (make background transparent), Torn edges, and
Shadow.
Important: With the “Place a photo or logo over another image…”
option #4, you must upload 2 images. There are 2 Browse buttons on
the form – the first one is to upload your image, the second one is for
another image.
Note:
There is a View Customization Options link below the
Customization Options button. Click this link to see the
customization options available.
There is a Restore Defaults link in the upper right corner of the
screen. To delete customizations, click this link then click the
OK button.
When you have completed your selections, click the Save button.
Click the Edit Home Page Content button. A pop-up window will display
Edit Home
with the existing content. There is a limited Text Editor toolbar in the
Page Content pop-up window. Use this toolbar to format the text. Click the Save
button when you are finished.
Edit
Featured
Area
Click the Edit Featured Area and a pop-up window similar to the screen
shot below, will display. The window contains the following options
which the agent can select by clicking the radio button that is next to the
desired option.
The options are
Slide Show
Showcase Listing
Homes Prospector Ad
Homes Prospector Login
Display Your Own
Content.
Each option is described below.
Note: Click the Save button to save the change. You may have to
refresh the browser to see the change.
36
Slide Show will display the main photo for each of your listings
in slide show view.
ActiveAgent
®
Professional Customizable Layouts
Page 18
Editable
Area
Description
Showcase Listing will display one listing as the Showcase listing.
Homes Prospector Ad will display the following message: “Join
Homes Prospector today to enjoy…” followed by a bulleted list
of items.
Homes Prospector Login enables customers to log into their
Homes Prospector account by typing in their usernames and
passwords. If they do not have an account, they can click the
Join Today button. A Homes Prospector Registration form will
display in a pop-up window. They must fill out the Account
Information section of the form. They should also select how
frequently they would like to receive email from Homes
Prospector. They must click the Activate button on the form to
activate the account. The Homes Prospector feature keeps
customers informed of new listings that fit their needs.
Display your own Content will display a pop-up window
containing an area where you can enter your custom content
screen and formatting toolbar. Edit the text as required.
Edit
Scrolling
Text
Restore
Defaults
Button
Preview
Button
Edit Name
Edit Address
If the customizable layout that you have selected has a box for scrolling
text, an Edit Scrolling Text button will display on the Home Page
Manager. Click the button and a pop-up window containing an editor
screen and limited Text Editor toolbar will display. Edit the text as
required. This will update the existing scrolling text. Click the Save
button to save the text.
The Restore Defaults button is located at the top right side of the Home
Page Manager screen. Clicking the Restore Default button restores the
page to the defaults for that layout. A confirmation prompt will display
before the defaults are restored.
The Preview button is located at the top right side of the Home Page
Manager screen. Clicking the Preview button will display the Web site
in a new browser window.
Click the Edit Name button and a pop-up window containing an editor
screen and limited Text Editor formatting toolbar will display. Edit the
text as required. This will update the name that is displayed on your
®
ActiveAgent Professional site. Click the Save button to save your
changes.
Click the Edit Address button and a pop-up window containing an editor
screen and limited Text Editor toolbar will display. Edit the text as
required. This will update the address that is displayed on your
®
ActiveAgent Professional site. Click the Save button to save your
changes.
38
Depending on the layout, there may be an Edit Contact Info button, or
just an Edit Name button, where the name and Contact Info can be
Phone
ActiveAgent
®
Professional Customizable Layouts
Page 19
Editable
Area
Description
edited. Click either the Edit Contact Info button or the Edit Name button,
and a pop-up window containing an editor screen and limited Text Editor
formatting toolbar will display. Edit the phone number in either the Edit
Contact Info section or the Edit Name section, as appropriate. Click the
Save button to save your changes.
40
ActiveAgent
®
Professional Customizable Layouts
Page 20
Layout Manger Buttons
Layout Manager enables the agent to customize the layout for the other pages of the
®
ActiveAgent Professional site. The instructions for editing the pages in Layout
Manager are the same as the ones in Home Page Manager. See the button
descriptions that start on page 15 for information.
To access Layout Manager, click the Layout Manager button that is located under the
Website Manager tab.
The differences between Layout Manager and Home Page Manager are listed below.
Layout Manager
Home Page Manager
Edit Photo
Edit Image
Edit Name
Edit Contact Info
Edit Navigation
N/A
N/A
N/A
N/A
N/A
Edit Address
N/A
Preview
Restore Defaults
Edit Photo
Edit Image
Edit Name
Edit Contact Info
Edit Navigation
Edit Slogan
Edit Featured Area
Edit Home Page Content
Edit Title
Edit Text
Edit Address
Edit Scrolling Text
Preview
Restore Defaults
Note: Clicking the Edit Navigation button in either Home Page Manager or Layout
Manager will display the Page Manager screen. See page 8 for information
about the Page Manager.
42
ActiveAgent
®
Professional Customizable Layouts
Page 21
Appendix A – Page Manager for Standard Layouts
Page Manager
This is the standard Page Manager that you will see when you select a standard layout.
The Page Manager allows you to manage 20 of the pages that appear on your
ActiveAgent® Professional Web site. Enabled pages display a green button under the
Status column; disabled pages display a red button under the Status column.
The pages that are managed from this screen are described below; their location on the
Page Manager screen is also shown below.
Homepage
Default Homepage or Search – click on
the arrow in the “Click to Set” drop-down
box to choose between the default
homepage and the search functionality.
Display Options – click on the Options
button to choose between the My
Listings Slideshow, a decorative picture,
or to disable this feature.
Agent Information
Client Testimonials – click on the Options
button to frame a Web site within your
ActiveAgent® Professional site, set
another Web site as a framed pop-up, or
enter your own text by using the Text
Editor. You can also disable this page.
Why Use A Realtor – click on the
Options button to frame a Web site within
your ActiveAgent® Professional site, set
another Web site as a framed pop-up, or
enter your own text by using the Text
Editor. You can also disable this page.
List Your Home – Click on the drop
down arrow in the “Click to” box to either
enable or disable the “List Your Home”
form on your ActiveAgent® Professional
site. This form allows your site visitors to fill in some information about their home and to
request information from you about selling their home.
Property Tools
My Listings – the Options button takes you to the Listings Manager screen where you
can decide to either display the No Listings Form or remove the My Listings buttons
and links when you don’t have any active listings. You can also add or delete a
44
Showcase Listing from this screen.
ActiveAgent
®
Professional Customizable Layouts
Page 22
Property Finder – click on the Options button to frame an outside Web site within your
ActiveAgent® Professional site, set an outside Web site as a framed pop-up, or to
select the default property search function.
Showcase Listing - the Options button takes you to the Listings Manager screen so that
you can add or delete a Showcase Listing.
Open House – click on the Options button to add, edit, or delete an open house for any
of your Active listings. If you do not have any upcoming open houses scheduled, you
can choose to display the No Open House Form or remove the Open House link from
your ActiveAgent® Professional Web site. You will be able to add open houses only
for listings in Active status.
To Add an Open House:
Click the Add Open House button.
Click the drop-down arrow in the MLS Number box and select the listing that
you want to add an open house for. The Address box should auto-fill once you
have selected the MLS number.
Adjust the month, dates, start times and end times as necessary.
Enter Directions and Comments.
Click the Save Information button.
Alternate Search – the Options button allows you to disable this page, frame an outside
search page within your ActiveAgent® Professional site, or set an outside search page
as a framed pop-up from your ActiveAgent® Professional site.
Community Info
About the Area – click on the Options button to frame a Web site within your
ActiveAgent® Professional site, set another Web site as a framed pop-up window,
or enter your own text by using the Text Editor. You can also disable this page.
School Info – click on the Options button to frame a Web site within your ActiveAgent®
Professional site, set another Web site as a framed pop-up, or enter your own text and
easily format it by using the Text Editor. You can also disable this page.
Relocation – the Options button allows you to disable the page, set an outside site as
either a pop-up window from your ActiveAgent® Professional site, or frame an outside
page within your ActiveAgent® Professional site. You can also enter (or paste) your
own text and easily format it by using the Text Editor.
Financial Info
Calculators – this page cannot be disabled or changed.
Credit Reports – the Options button allows you to disable the page, set an outside site
as a framed pop-up window from your ActiveAgent® Professional site, or frame an
outside page within your ActiveAgent® Professional site. You can also enter (or
paste) your own text and easily format it by using the Text Editor.
Mortgage Q&A – the Options button allows you to disable the page, set an outside site as
46
a framed pop-up window from your ActiveAgent® Professional site, or frame an
ActiveAgent
®
Professional Customizable Layouts
Page 23
outside page within your ActiveAgent® Professional site. You can also enter (or paste)
your own text and easily format it by using the Text Editor.
Tips & News
Buyer & Selling – the Options button allows you to disable the page, set an outside site
as a framed pop-up window from your ActiveAgent® Professional site, or frame an
outside page within your ActiveAgent® Professional site. You can also enter (or paste)
your own text and easily format it by using the Text Editor. For this page, options 3 and
4 allow you to choose between the GoHome content and the Enhanced GoHome
content. Click the View Content button for 3 and 4, to view the content before selecting
an option.
GoHome Content – the content provided by GoHome breaks the “Buying and
Selling” page into two separate pages: Home Buyer’s Guide and Home Seller’s
Guide, and also adds a third page, a Real Estate Glossary. Click on the View
Content button to preview the content before selecting the GoHome Content.
Enhanced GoHome Content – the enhanced content provided by GoHome also
breaks the “Buying and Selling” page into two separate pages: Home Buyer’s Guide
and Home Seller’s Guide, and also adds a third page, a Real Estate Glossary. In
addition, it offers a clickable table of contents with the following topics: Prepare &
Plan, Shop for a Home, Buy a Home and Close the Deal. Click the View Content
button to preview the content before selecting the Enhanced GoHome Content.
Real Estate News – the Options button allows you to disable the page, set an outside
site as a framed pop-up window from your ActiveAgent® Professional site, or frame
an outside page within your ActiveAgent® Professional site. You can also enter (or
paste) your own text and easily format it by using the Text Editor.
Mortgage News – the Options button allows you to disable the page, set an outside site
as a framed pop-up window from your ActiveAgent® Professional site, or frame an
outside page within your ActiveAgent® Professional site. You can also enter (or paste)
your own text and easily format it by using the Text Editor.
Free Reports – the Options button takes you to the Free Reports page under Marketing
Tools. You can enable, disable, add, or remove reports. You can also add up to 13 of
your own free reports.
48
ActiveAgent
®
Professional Customizable Layouts
Page 24
ActiveAgent Professional®
User Guide - Section 2
Contents
Logging into Your Control Panel for the First Time .................................................................................... 50
The Get Started Tour - Selecting Your Domain Name ............................................................................ 50
The Control Panel ................................................................................................................................... 51
Logging into Your Control Panel ......................................................................................................... 51
Welcome to Your Control Panel ......................................................................................................... 52
Control Panel Icons ............................................................................................................................. 52
E-mail Aliases ...................................................................................................................................... 53
Setting Up Your E-mail Aliases............................................................................................................ 53
Logging into Your
Control Panel for the
First Time
•
•
•
After signing up for
ActiveAgent® Professional,
you should receive an email from
sales@activeagent.com
containing your temporary
Web site address and
instructions for logging
into the Control Panel for
the first time.
A Log In screen similar to
the one above will be
displayed. Enter the temporary Web site address in the User name box, and enter the
Password provided in the e-mail into the Password box.
The Get Started Tour (see below) will automatically appear and will guide you through
selecting your domain name and setting up your ActiveAgent® Professional site.
The Get Started Tour - Selecting Your Domain Name
The first time you log into to
your ActiveAgent®
Professional Control Panel,
the Get Started Tour will
automatically appear (see
example to the left). If you do
not complete the Tour, it will
continue to appear each time
you log in. The Get Started
Tour will guide you through
the following four steps for
setting up your ActiveAgent®
Professional site. Please refer
to the Tour for an
explanation of each step.
1. Selecting a domain name for your ActiveAgent® Professional site. For example, an agent
named Sally Agent might use www.sallyagent.com as her domain name.
2. Entering your contact information and providing instructions for having your photo
uploaded to your ActiveAgent® Professional site.
3. Entering your Personal Promotion content and heading.
4. Choosing your layout, color, and background in the Style Manager.
Once you have completed the Get Started Tour you will see the following message:
Click the gray button to continue to your Control Panel.
The Control Panel
Reminder: You must complete the Get Started Tour in order to access the
Control Panel shown above. If you do not complete the Get Started Tour, it will reappear every
time you log into the Control Panel.
Logging into Your Control Panel
Within a day or two of completing the Get Started Tour, you will receive an e-mail from
sales@activeagent.com notifying you that your domain name has been activated for your
ActiveAgent® Professional site. The domain name is the personalized Web site address that you
selected for your ActiveAgent® Professional site in the Get Started Tour (see The Get Started
Tour section above).
There are two ways to log into your Control Panel:
1. Type your domain name and add "/activeagent" on the end of the URL, as shown in the
example below.
2. Go to your ActiveAgent® Professional site and click on the "Agent Only" link in the lower
right corner of the screen.
When the login screen appears:
•
•
Enter your ActiveAgent® Professional domain name in the User name box
Enter the password in the password box
Welcome to Your Control Panel
Once you log in to your Control Panel, you will see the Control Panel Home Page
(see example below).The home page of the Control Panel will contain messages from MRIS
under Announcements. Information regarding system status, enhancements, and marketing tips
will be included here.
Control Panel Icons
Three icons appear at the upper right hand corner of each page of the Control Panel as in the
example above. Each icon is described below:
Control Panel Home button - clicking on this icon will load the Home Page of the Control
Panel.
Preview Website - clicking on this icon will display a preview of your ActiveAgent®
Professional Web site in a second browser window.
Help - Clicking on this icon will load Help screens for a selected page or field on your
Control Panel.
E-mail Aliases
As part of ActiveAgent® Professional you can have up to six e-mail aliases that match the
domain of your ActiveAgent® Professional site. For example, if your domain name is
www.janedoe.com, you could have up to six e-mail aliases with the domain of @janedoe.com.
See the section "Setting Up Your E-mail Aliases" below for instructions.
An e-mail alias is not an e-mail account that has an inbox. Instead, it's an address that forwards
all e-mail it receives to another e-mail account. This allows you to have up to six e-mail
addresses that match the domain of your ActiveAgent® Professional Web site; you will not have
to remember an additional login and password for another e-mail account. You can set the email aliases to forward to one of your existing e-mail accounts from the Account Info screen of
the Control Panel.
Listed below are some ideas for using e-mail aliases:
•
•
•
•
•
yourname@yourdomain.com
admin@yourdomain.com - if you have an assistant, you could set one e-mail alias to
forward to your assistant.
showingappointment@yourdomain.com - for showing appointment requests.
homesales@yourdomain.com - you could designate one e-mail alias for clients who
want to contact you about listing their homes.
findahome@yourdomain.com - you could designate one e-mail alias for people who
want to contact you about helping them to find a home.
Setting Up Your E-mail Aliases
Once you receive an e-mail informing you that the domain name you selected has been
activated for your ActiveAgent® Professional site, you can set up your e-mail aliases.
To set up your e-mail aliases, follow these steps:
1. In the Control Panel, click on the Agent Tools tab, and scroll down to E- mail Addresses.
The domain of the alias (the domain @ symbol and everything following it) should
already be displayed, and it should match the domain for your ActiveAgent®
Professional site. See the example E- mail Addresses screen below.
•
•
You can set up as many as 6 e- mail aliases.
Only type the
first part of the
e-mail alias. Do
not type the @
symbol or the
domain in the
box.
2. You then need
to enter an email address in
the
Destination E-mail box (see below). This is where the e-mails sent to your e-mail aliases
will be forwarded to.
3. The last step is to enter one of the e-mail aliases that you have set up into the
ActiveAgent® Professional E-mail Address box on the Contact Information screen of the
Control Panel (see example below).
ActiveAgent Professional®
User Guide - Section 3
Contents
The Text Editor ....................................................................................................................................................................
The Text Editor Toolbar ...................................................................................................................................................
The Text Editor Buttons ...............................................................................................................................................
The Target Tab.................................................................................................................................................................
The Text Editor
The Text Editor allows you to use many text formatting options without using HTML. Below are
all of the buttons and functions that are included in the Text Editor. Text Editor can be accessed
from several different screens in the Control Panel:
•
•
•
•
•
Special Information
Home Page Content
About Me Content
Favorite Links
Personal Promotion
The Text Editor Toolbar buttons are described below.
•
•
•
Notes:
Some of the button descriptions will include detailed screen information.
A few of the functions in the Text Editor allow the use of some advanced HTML
functions. If you know how to use these functions please use them; however, the MRIS
HelpDesk cannot support HTML usage questions.
Another option is to format your text and images in Microsoft Word, then copy the
content from Word, and paste it into the Text Editor by using the "Paste from Word"
button
The Text Editor Toolbar
The Text Editor toolbar consists of the icons described below.
The Text Editor Buttons
Source- allows you to view and edit the HTML code. This feature is
optional. If you do not know HTML, you do not need to use this feature.
Cut - allows you to cut highlighted text or graphics.
Copy - allows you to copy highlighted text or graphics.
Paste - allows you to paste text or graphics that you have cut or copied.
Paste as Plain Text - allows you to paste text that you have copied
without its original formatting. If you like the text on a Web site and
want to paste it into your site, you can paste it as plain text and then
format it yourself by using the Text Editor.
Paste from Word - this button is designed to paste text or graphics that
you have copied or cut from a Microsoft Word document. This is
convenient if you like to format text and graphics in Word.
Spell Check - when you first click the Spell Check button it will prompt
you to download and install a file. Click "OK" to download the file. A File
Download box will appear. Click the Run button to run the installation of
the file.
Undo - undo the last action you performed.
Redo - this button will reset the last action that you performed with the
Undo button.
Find - this feature allows you to search for specific words in your text.
Clicking on this button brings up the following screen:
• In the box labeled "Find what:"
type the word you want to find.
• You can select either Match case or
Match whole word, but these are optional.
• Click the Find button on the right.
•
If the word is found, it will be highlighted in the Text Editor.
Replace - this works the same way as the Find function but it also allows you to
replace the text that you found.
Select All - this selects all text and graphics in the Text Editor with one click.
Remove Format - this feature removes all formatting from the highlighted text.
Bold - click on this button to type bold text.
Italics - click on this button to type italic text.
Underline - click on this button to type underlined text.
Strikethrough - click on this button to type strikethrough text.
Subscript - click on this button to type subscript text.
Superscript - click on this button to type superscript text.
Numbered List - click on this button to create a numbered list.
Bulleted List - click on this button to create a bulleted list.
Decrease Indent - click on this button to decrease the indent.
Increase Indent - click on this button to increase the indent.
Left Justify - click on this button to left justify text or graphics.
Center Justify - click on this button to center justify text of graphics.
Right Justify - click on this button to right justify text or graphics.
Block Justify - click on this button to block justify text or graphics.
Insert/Edit Link - this feature allows you to create a hyperlink to another Web site.
Clicking on this button brings up the Link - Web Page Dialog screen below. This
screen consists of three tabs—Link Info, Target, and Advanced. The Link Info and
Target tabs are described below.
Note: Instructions for creating a hyperlink to another Web site are listed to the right of the
sample screen.
The Link Info Tab
Before you begin, type the text that you want to act as a hyperlink in the Text Editor, and then
highlight the text. Click on the Insert/Edit Link button on the Text Editor toolbar (see The Text
Editor Toolbar section above). The following screen appears.
• Enter the Web site address (starting with
the www) for the site that you want the text to link
to in the URL box.
• The box labeled Protocol should default to
http://. If the Web site you want to link to begins
with a different type of protocol, such as https://,
click the drop down arrow in the Protocol box and
select the correct protocol type.
• Click the OK button.
The Target Tab
Setting a link to open in a new window.
• If you want to set a link to a Web site to
open in a separate window instead of replacing
your ActiveAgent® Professional site, click on the
•
drop down arrow in the Target box and select New Window [_blank].
Click OK when you are finished and the hyperlink will appear in the Text Editor.
Note: If you have questions about using any of the other options of the Target tab or the
Advanced tab, please note that the MRIS Support Center cannot provide support for HTML
usage questions.
Remove Link - if you created a text hyperlink and decide that you want it to be plain text
instead of a hyperlink, highlight the link and then click the Remove Link button. The link will
become regular text.
Insert/Edit Image - use this feature if you want to insert an image from another Web site
into the Text Editor. Find the image on the other Web site, then right click on it and click on the
word Properties. This will show you the URL for that image. You will need to copy the URL for
that image and paste the entire URL into the URL box on the Image Info tab of the Image
Properties box.
Note: If you have difficulty with the steps above follow the steps below:
•
•
Right click on the image to select it, then left click and select copy.
Right click in the Text Editor then left click and select Paste.
The image should be pasted within the Text Editor. You can resize the image by clicking on it
then placing the cursor over the corner of the image until a double-headed arrow appears. Click
the left mouse button and drag the cross hair that appears until the desired image size is
achieved.
Clicking on the Insert/Edit Image button brings up the following screen:
Alternative Text - in this box,
you can control the text that
appears when a user holds their
cursor over the image.
Width and Height - by entering
numbers in these boxes, you
can change the width and height of the image.
Border - by entering a number in this box, you can add a border of varying thickness to your
image. If you do not want a border, leave this box blank.
Hspace - by entering a number in this box, you can add some horizontal space between the
image and the surrounding text. The space is measured in pixels; usually the number 5 creates
sufficient space between the image and the text, as in the example below.
Vspace - by entering a number in this box, you can add some vertical space between the image
and the surrounding text. The space is measured in pixels; usually the number 5 creates
sufficient space between the image and the text, as in the example below.
Align - this feature allows you to control how the image is aligned. Try the different options and
see which one you like best.
Link and Advanced tabs - these tabs contain options for advanced HTML users. The MRIS
HelpDesk cannot provide support for HTML usage questions.
Note: The following example was produced with the values listed in the sample
Image Properties box above.
Insert/Edit Table - allows you to insert a table into the Text Editor. Clicking on this button
brings up the Table Properties screen shown below.
•
•
•
Rows - enter the number of rows that you want in the table.
Columns - enter the number of columns that you want in the table.
Width - adjust the width of the table by changing the default value of 200.
•
•
•
Height - adjust the height of the table by entering a number. This field is blank by
default.
• Border size - adjust the
thickness of the border by
changing the default value of 1.
• Alignment - click the
drop down arrow in this box
and select left, right or center to
align the table within the Text
Editor.
• Cell spacing - adjust the
spacing of the cells by changing
the default value of 1.
Cell padding - adjust this number to add more space between the cells of the table. The
default value of this field is 1.
Caption - if you want to use a caption, enter one in the Caption box.
Insert Horizontal Line - this feature allows you to insert a horizontal line in the Text Editor.
You can use the horizontal line to separate sections of text. For example, on the Client
Testimonials page, you can use the horizontal line to separate testimonials from different
clients.
Insert Special Character - clicking on this button brings up the following screen:
•
This screen allows you to insert any of the special characters by simply clicking the
character that you want to insert.
Click on the drop down arrow in this box to choose from one of 11
format styles, including, Normal, Paragraph, Formatted, Address, and Headings 1 - 6.
Click on the drop down arrow in this box to select one of 6 fonts, that
are available in the Text Editor.
Click on the drop down arrow in this box to select one of 7 font sizes that
are available in the Text Editor.
Text Color - Click the black arrow on the right of this button to select a color or to click on “More
Colors” which brings up a color palette.
•
•
•
Hold your cursor over any color to see it in the preview window under the word
"Highlight".
Click on a color to select it. That color will then appear in the box labeled "Selected". The
HTML hex color number will appear in the box below the "Selected" box.
• If you want to select a
different color, simply click on
another color.
• If you want to clear the
color you selected, click the
"Clear" button.
• Click OK to save
selections on this window.
Background Color - click
on the black arrow on the right side of this button to select a background color for the Text
Editor, or click on "More Colors" to bring up the Select Color screen (shown below).
To select a color:
•
•
•
•
•
Hold your cursor over any color to see it in the preview window.
Click on a color to select it. That color will then appear in the box labeled "Selected." The
HTML hex color number will appear in the box below the box labeled "Selected." You do
not need to do anything with that number.
If you want to select a different color, simply click on another color.
If you want to clear the color you selected, click the "Clear" button.
Click OK to save selections on this window.
If you are not sure which page of your ActiveAgent® Professional site you are
modifying, click on Example.
Editor Help - click on this button for some helpful tips on using the Text Editor.
SECTION 4: CONTROL PANEL TABS
The following Control Panel tabs and the functionality of each will be described in this
section: Agent Tools, Property Tools, Marketing Tools, Ad Tracker, Leads Manager, and
Website Manager.
Agent Tools Tab
Each button on the Agent Tools tab will be discussed, starting with the Account Info
button. Clicking the Agent Tools tab will display the following Account Information
screen.
Account Information
The Account Information screen will display the contact information currently entered
for your page. This page, found under the Agent Tools tab, also allows you to change
your password.
Changing Your ActiveAgent Professional Password
To change your password click on the password displayed. Enter and verify your new
password and click the Save New Password button. Your password must be a
minimum of 4 characters and a maximum of 16 characters long.
Destination E-mail
If you set up any e-mail aliases (one of the features of ActiveAgent® Professional), you
must enter a valid e-mail address in the Destination E-mail box. All e-mail sent to the email aliases will be forwarded to the destination e-mail address.
E-mail Addresses
This is where you will set up your e-mail aliases. Type only the first part of the e-mail
address. Do not type the @ symbol or the domain name in the box
Property Tools Tab
Clicking the Property Tools tab will display the following buttons: Listings Manager,
Open Houses, PropertyWizard™, and Options. The functionality of each button is
described below.
Listings Manager Button
The Listings Manager feature displays all of your active listings that are published to IDX web
sites. You can sort your active listings by each of the Sort by categories: MLS #, City, State, or
Price. You can select a property to be your Featured Home by clicking on the Add Featured
Home button for that listing. That property will then be spotlighted as the Featured Home
on your ActiveAgent® Professional site. The Add Featured Home button will change to a
Delete Featured Home button. I f you decide that you do not want a Featured Home, click
on the Delete Featured Home button.
My Listings Button
The My Listings Button will be displayed on your ActiveAgent® Professional site if you
select “Yes” for this option. If you select “Yes” for the My Listings option, you must
select an option at the bottom of the screen under “When you have no property
listings in the MLS database, what would like the Web site to do?” You can view the No
Listings form to see what it looks like.
PropertyWizard™
In order to create saved searches and receive automatic e-mails for new properties
that match their criteria, clients must first register PropertyWizard™. They can do
this by clicking on the PropertyWizard™ link on your ActiveAgent® Professional site. The
client will be asked to provide his/her name, e-mail address, and a password. All other
information is optional.
PropertyWizard™ then leads the client through the step-by-step process of
conducting a search on your ActiveAgent® Professional site. The client click the
Search & Save button to save their search criteria. The client will then receive e-mail
updates for new properties that match the saved criteria. The automatic e-mail
updates that are sent to the client come as if they were sent by you. When your client
is e-mailed with matching properties you receive a copy of the email so that you will
know to contact the client about these properties. You may want to set up a filter on your
e-mail service to effectively manage PropertyWizard™ emails.
Copies of PropertyWizard™ E-mails
If you decide that you do not want to
receive copies of each PropertyWizard™
e-mail, you can disable this option for each
client individually. On the Leads Manager
page under the Property Tools tab in the
Control Panel, click on the Edit button to
the left of the PropertyWizard™. On the
next screen, find the “Receive CC E-mails
sent to this PropertyWizard™” option and
select “No,” then click the gray “Save
Information” button. You will no longer
receive copies of the PropertyWizard™ emails sent to that client.
22
PropertyWizard™ Administrative Functions
You can also search for, edit, delete or add PropertyWizard™ accounts.
To perform these functions, click the Property Tools tab that is located on the Control
Panel then click the PropertyWizard™ button. The Client List screen, see example below,
will display.
Search for a PropertyWizard™
1. Enter the name of the customer and click the Go button.
2. PropertyWizard™ Sort Options: The PropertyWizard™ list can be sorted by Email,
Creation Date, or Validation. Click on the link(s) located below the text boxes, to
sort the
PropertyWizard™
accounts.
Edit a PropertyWizard™
Click the Edit button that
is located to the left of the
PropertyWizard™
account’s name to get
contact information about
the customer. A screen
similar to the example
screen below, will display.
The customer information
displayed may be modified and saved. Saved property searches are also viewed from
this screen and may be deleted by clicking the Delete Search link for each saved search.
It is not possible to edit an existing saved search at this time. The date of the customer's
last system access is displayed on this screen.
Delete a PropertyWizard™
To delete a PropertyWizard™ click the Delete button that is located to the right of the
customer’s name, on the Client List screen. The customer will be deleted immediately;
this action cannot be undone.
PropertyWizard™ Sort Options: You can sort your list of Homes
PropertyWizard™ accounts in four different ways with the Sort by function (see
example above) as follows: Name, E-mail, Creation Date or Validation. Click the Name
to sort by Name, click on E-mail to sort by e-mail address, etc.
Edit a PropertyWizard™
Click the Edit button (circled in red in the example below) to the left of the
PropertyWizard™ to view or update that client’s information.
Clicking on the Edit button will bring up the
PropertyWizard™ information screen (see example to
the left). This screen will display any saved information
for that PropertyWizard™.
Select Yes or No for the option “Receive CC E-mails
sent to this PropertyWizard™” (circled in red in the
example to the right).
The last time the client logged into their Homes
PropertyWizard™ account is displayed next to “Last
Login”.
Click the Save Information button after making any
changes on this screen.
View a Saved Search
You can also view each of the
client’s saved searches and
saved listings by clicking the Edit
button and scrolling down under
the PropertyWizard™
Information screen. You can
delete any of the client’s saved
searches or saved listings by
clicking on the
“Delete Search” link under each
saved search or saved listing. It
is not possible to modify an
existing search at this time.
Delete a PropertyWizard™ Account
To delete a PropertyWizard™, click on the Delete button (circled in red in the example
below). The PropertyWizard™ will be deleted immediately along with each of their
saved searches and saved listings. Note: This cannot be reversed once it is done.
Add a PropertyWizard™ Through Your Control Panel
To add a prospector click the Add a PropertyWizard™ button that is located on the
Client List screen, just above the Search For text box. Enter the customer contact
information on the Add a PropertyWizard™ screen and click the save button at the
bottom of the page.
Options Button
The My Property Options screen contains the Yes or No options for displaying the
following on your ActiveAgent site:
• Listing Addresses – if you do not want to display the street addresses for any
listings on your ActiveAgent site, you can select “No” for this option.
• Listings on CNTG/KO status – if you do not want consumers who search on your
site to see listings on CNTG/KO status, select “No” for this option
• Listings on CNTG/NO KO status - if you do not want consumers who search on
your site to see listings on CNTG/NO KO status, select “No” for this option
•
Default Search – you can choose to have the map or standard search as the
default search for the Property Finder and PropertyWizard™ on your site.
Marketing Tools Tab
Use the tips provided on
the Marketing Guide screen
to market and publish your
ActiveAgent® Professional
domain name. You are
responsible for marketing
your ActiveAgent®
Professional web site. Be
creative. ActiveAgent®
Professional does not have
the ability to create
customer traffic for you;
you must market your
Web site and distribute the
Web site address (your
domain name) as much as
possible to generate activity
on your ActiveAgent®
Professional site.
One particularly helpful
feature can be found under
the Website Marketing
button after clicking the
Marketing Tools tab. On the Website Marketing screen you can click on a button to
select it, and then copy the HTML code to add the button on to your e-mail signature or
anywhere that you can add HTML code, such as a blog or social networking profile.
26
Auto Responder
An Auto Responder is a message that is automatically sent to anyone that e-mails you
through your ActiveAgent® Professional Web site. This will ensure that every e-mail
receives a quick response.
A default message is provided, but you can edit or delete that message on this screen
by making the desired changes in the text box and then clicking the Save Changes
button.
Free Reports
The same free reports and real estate articles will be available by clicking the
Marketing Tools tab then clicking the Free Reports button. Examples of free reports
are listed below.
7. Tip of the Week
8. What’s New
9. Client Testimonials
10. 14 Questions to Ask a Real Estate Agent
11. How to Get Top Dollar in Any Market
12. Making the Move Easy on the Kids
13. Six Ways to Beat the Stress of Buying a New Home
14. Different Reasons to Own Your Own Home
15. Things You Should Know About Moving
16. When Selling Your Home
17. Five Powerful Buying Strategies
•
•
•
NINE Deadly Mistakes Home Sellers Make
Four Things to Consider – Buying a Home
Important Considerations About Setting a Price
The screen shot below displays free reports and the enabled/disabled status radio
and edit buttons. Functionality is described below.
Enable Free Reports button on my Web site
You can enable or
disable the Free
Reports button on
your ActiveAgent®
Professional site by
selecting either Yes
or No from the pick
list.
Available Free
Reports – this
column shows all
reports that are
available, including
those provided by
GoHome and custom
reports that you have
added using the Add
Article(s) button. See
diagram to the left.
Status – the status column shows which reports are enabled (green dot) and which
are disabled (red dot). See diagram above.
Options – the Edit button in this column brings up a screen where you can enable,
disable, or change the content for individual reports. For example, clicking on the
Edit button for the article “Making the Move Easy on the Kids” brings up the Edit
Article screen (example shown below):
5.
6.
7.
8.
9.
Article Status – click on the drop down arrow to select Enabled or Disabled. If you
select Enabled, the report will appear as an option that your clients can select on
the Free Reports screen on your ActiveAgent®
Professional site. If you select Disabled, the report will not appear as an
option on the Free Reports page of your Professional site.
Article Name – in this field you can change the title of the article.
Enter the Article Text Below – in this box, you can edit the text that is
provided by GoHome.
Click the “Revert” button to revert to the standard text provided by
GoHome. This button appears only for articles that were provided by
GoHome. For articles provided by GoHome that have no content, such as
Tip of the Week, Revert will simply erase any existing text.
Save – click on the Save button to save any changes on this screen.
Add Article(s) – The Add Articles button is on the upper right corner of the Free
Reports screen. You can use this button to add up to 12 of your own custom free
reports. Clicking on the Add Article(s) button brings up the Create Article screen shown
below:
7. Article Status – click on the drop down arrow to select Enabled or
Disabled. If you selected Enabled, the report will appear as an option that your
clients can select on the Free Reports screen on your ActiveAgent® Professional
site. If you select Disabled, the report will not appear as an option on the Free
Reports page of your ActiveAgent® Professional site.
8. Article Name – Enter a title for the article that you are creating.
9. Enter the Article Text Below – enter the text that you want to use for the article
that you are creating. You can type your own, or you can copy text from
another source and paste it into this box.
10. Save – click the Save button to save any changes made on this screen.
Ad Tracker Tab
The AdTracker tab provides statistics for your listings and for other agents’ listings that
were viewed through your ActiveAgent® Professional site, as well as detailed
information about the visitor traffic on your ActiveAgent® Professional site. The
information provided on the statistics pages allows you to track the activity on your
ActiveAgent® Professional site and on your own listings.
You will not be able to change or edit any of the information presented in
Statistics, but you will find each of them to be invaluable in evaluating how your
ActiveAgent® Professional site is working for you. All of the statistical reports can be
viewed for the current week, last week, or monthly.
AdTracker is an exclusive ActiveAgent® and ActiveAgent® Professional feature that
provides statistics showing which marketing medium your clients used to get
information about your listings.
AdTracker is similar to the ActiveListings process outlined later in this section. Just
add an alphabetic identifier of 1 or 2 characters to the end of the MLS number. You
assign the code; for example, "oh" for "Open House" or "np" for "Newspaper Ad" or
"mz" for Magazine Ad. You can use any letter for the code except “C”.
The prospective buyer or seller would be directed, via your marketing efforts, to
access your ActiveListing by typing in his/her browser address box or location box in
the following format: www.yourdomainname.com/theMLSnumber+yourcode. An
example is www.samseller.com /BC123456oh. The "oh" at the end of the Internet
address could represent "Open House."
Prospects would then view that listing through your ActiveAgent® Professional site
and that particular viewing would be registered in your ActiveAgent® Professional
statistics as ActiveListings accessed through "oh."
Properties viewed by using the AdTracker method will be recorded in the Detail
screen of the AdTracker Viewings section and will display the assigned code in the
Code column.
Active Listings
ActiveListings under the Ad Tracker tab is a powerful listing marketing tool that
benefits your sellers and prospective buyers. It gives you an additional way of
marketing your own listings. When you have an ActiveAgent® Professional site, each
one of your listings has its own Internet Web page and its own Internet address. Each
of your listings will be an ActiveListing. Just as you direct prospects to your
ActiveAgent® Professional Web site, ActiveListings allows you to direct prospects to
view one particular listing on your ActiveAgent® Professional site.
You can use the ActiveListing URL for any of your listings on Active status that are
available for viewing on Homesdatabase, ActiveAgent® and ActiveAgent®
Professional sites. Simply type the domain name for your ActiveAgent®
Professional site, then type the MLS number. An example is:
www.janedoe.com/MC1234567
31
Some advertising possibilities:
• In every newspaper ad that you place for a property, be sure you close the ad
with "for further details on this property go to
www.janedoe.com/theMLSnumber." Interested prospects will then view the
details of that particular listing and will also be able to search other listings on
your ActiveAgent® Professional site.
• On every flyer that you make and distribute for a property, add: "View this home
on the Internet at www.janedoe.com/theMLSnumber." Interested prospects
will then view the details of that particular listing and will also be able to search
other listings on your ActiveAgent® Professional site.
• In every magazine ad that you place for a property, close it with: "for further
details on this property go to www.jandoe.com/theMLSnumber.”
• When you are holding an open house (or in an open house newspaper ad or
announcement) direct prospects to: "www.janedoe.com/theMLSnumber.”
• ActiveListings allow you to track your marketing efforts. It is a way of holding
accountable ALL of your marketing tools, by showing you which ones
generate prospects to the Internet.
Properties viewed by using the ActiveListings method will be recorded in the Detail
screen of the AdTracker Viewings section and will display the assigned code in the
Code column.
Sellers Stats Button
The Sellers Stats General Summary under the Ad Tracker tab provides statistics for your
listings. The AdTracker tab defaults to the Sellers Stats weekly summary.
The General Summary shows the number of times any of your listings were viewed in
one of the following ways, and gives you the total number of times that one of your
listings was viewed through your ActiveAgent® Professional site.
•
•
•
•
•
•
•
Property Finder Viewings
AdTracker Viewings is the number of listings viewed by direct entry of your page
name and the MLS number rather than through a search.
Showcase Listings Viewings
Homes PropertyWizard™ Saved Listings
Homes PropertyWizard™ E-mail Listings
Total Home Views
Leads Captured (E-mails Sent) is the number of registrations on your page during
the reporting period.
Your Listings
The Your Listings section under the Ad Tracker tab lists all of your active listings that are
published on www.2hdb.com. The date range above each listing (circled in red in the
example to
the left) is
for the life
of the
listing. The
date range
should be
from the
listing date
of the listing
through the
current
day. The statistics under the Your Listings section are live and are constantly
updated.
View Online
You can see how each listing appears on ActiveAgent by clicking the View
Online button (circled in green on the example above).
Details
You can view a detailed report for a breakdown of the activity for each listing by
clicking on the Details button (circled in blue on the example on the previous page)
for any listing under the Your Listings section. If a listing has not had any activity
(there were no viewings, the listing did not show up on any PropertyWizard™ e-mails,
none of the multiple photos were viewed, and the virtual tour was not viewed) it will
not have a Details button. Clicking on the
Details button brings up the Detail chart (see below):
The Details chart shows all of the different ways that a property can be viewed. For
example: Property Finder, PropertyWizard™ Saved Listing,
PropertyWizard™ E-mail, Multiple Photos, Slide Show, AdTracker, Showcase
Listing, Virtual Tour and Printable Flyer. The number next to “Total Homes Viewed” is
the total of all of the different ways that specific listing was viewed.
Property Finder Viewings
The Property Finder Viewings chart is located below the Detail chart. A sample
Property Finder viewings screen is shown below. Each column of the screen is
described below.
Shown By: When consumers go to ActiveAgent® sites, or ActiveAgent® Professional sites
belonging to other agents and view your listings, those statistics show up under the
Shown By column (circled in red in the example below) on the Property Finder Viewings
chart.
In the example
on the left, that
particular listing
was viewed on
Joe Agent’s
ActiveAgent®
Professional
site and on
Sally Agent’s
ActiveAgent®
site.
Date/Time: this shows the date and time that the listing was viewed on the other
ActiveAgent® or ActiveAgent® Professional site.
E-mails Sent: this shows whether or not the client sent an e-mail to the owner of the
ActiveAgent® Professional site requesting more information on that listing.
Actions: the E-mail Now button allows you to e-mail the agent whose site the listing was
viewed on. This gives you the opportunity to e-mail that agent and say
“I noticed that your client sent you an e-mail regarding my listing OT1234567.
Please let me know if they are interested in any further information on this
property.” And follow up on a possible lead.
See More tab: On this page, you will see only five of the most recent sites that this
listing was viewed on. If this listing was viewed on more than five different
ActiveAgent® or ActiveAgent® Professional sites, you can click on the “See More”
tab to see the rest of the Property Finder Viewings.
Buyers Stats Button
The General Summary that displays after clicking the Buyers Stats button shows you
the number of times other agents’ listings were viewed through your
ActiveAgent® Professional site.
The Buyers Summary column includes the following:
•
•
•
•
Total # of listings viewed
through PropertyWizard™
accounts
Total # of listings viewed as a
result of an AdTracker
campaign
Total # of listings that
created emails
Total homes viewed – the
total number of unique
listings viewed on your site
Registered Buyers
The Registered Buyers table appears under the Buyers Stats Summary. This section
shows information for clients who have registered for PropertyWizard™ accounts on
your site and have logged into their PropertyWizard™ accounts and viewed listings. The
chart shows the number of listings the client has viewed. If a client has never logged
into their PropertyWizard™ account and viewed listings on your site, there will be no
information for that client under Registered Buyers. The client’s email address is listed
in the Contact Info column.
View Details
Clicking on View Details on the Registered Buyers table (see above) brings up the
chart below. The chart displays additional client contact information.
View E-mail History: this does not track PropertyWizard™ e-mails, but shows the
dates of e-mails that the client sent to you through your ActiveAgent® Professional
site and which listings they requested more information on.
View PropertyWizard™ Account: this allows you to view the client’s contact
information, saved searches, and saved listings.
When you click the “View Homes PropertyWizard™ Account” tab the screen
below appears
Hot Properties
Clicking on View Details in the Registered Buyers table brings up a list of properties
that were viewed by your registered buyers. Properties have a weighting system
based on points to help the agent determine which properties have a substantial
amount of activity. The Details tab brings up a breakdown of activity for that listing.
E-mail Leads
The E-mail Leads table appears on the Buyers Stats screen. Anyone who has visited
your site and submitted any of the e-mail forms on your site will appear in the E-mail
Leads table. The purpose of the E-mail Leads table is to track the number of listings
viewed by this person. The e-mail forms that will cause a client to show up in the Email Leads table are the general Contact Me form, the No Listings form, the E-mail tab
on the search results screen, the More Info Request
form on the
listing detail
page, and
the Free
Reports
form.
Significant Listings
The Significant Listings table appears on the Buyers Stats screen. Listings will appear in
this section if a viewer has printed the printable flyer (recorded when the print button is
clicked), gone to a virtual tour, slideshow, or multiple photos. Clicking on View Details
brings up a breakdown of activity for that listing.
Site Stats
The data for Site Stats updates once a day.
Sub Navigation tabs
There are 6 sections within the site stats section. They are: General, Visitor, Page
Stats, Referrals, Search Engines, Tech stats.
Each category will show statistics for the past 12 months, unless you have had your
ActiveAgent® Professional site for less than 12 months. Therefore, if it is currently
December 15th of 2005, it will show statistics from December 1st through December
15th. The summary of each category for that month will be listed on the chart. The
current month will show total summaries from the first of the current month through
the current date. The categories are:
• ActiveAgent® Professional:
Total Hits: The total number of hits their Web site accumulated
during the month’s time.
Average Hits per Day: The daily average of total hits accumulated
across the Web site. The average is calculated from first of the
current month through the current date.
•
Average Hits per Visitor: The average number of individual requests
per visitor per session. The average is calculated from first of the
current month through the current date.
General Site Stats Graphs
1) Total Hits: This window will graph the activity over a year’s time for the
Total Hits. The past months of the past year are labeled below it.
2) Average Hits per Day: This window will graph the activity over a
years time for the Average Hits per Day.
3) Average Hits per Visitor: This window will graph the activity over a years
time for the Average Hits per Visitor. A “hit” is a request made by a visitor.
Each visitor could make several requests on one page.
Visitor Stats Summary
Each category will show up to the last 12 months worth of stats unless you have had
your ActiveAgent® Professional site for less than 12 months. The summary of each
category for that month will be listed on the chart. The current month will show total
summaries for the first of the current month through the current date.
The various categories are:
• Average Time Spent: This is the average time each visitor spends at the Web
site. The average is calculated from first of the current month through the
current date.
• Average Page Views/Visit: This is the average number of page viewings per
visitor, per session. The average is calculated from first of the current
month through the current date.
• Unique Visitors: This is the total number of visitors to the Web site, not
counting repeat visitors (unique). The total is calculated from first of the
current month through the current date.
• Total Visitors - The total number of visitors to the Web site including
repeat visitors. The total is calculated from first of the current month
through the current date.
Visitor Site Stats Graphs – There will be a graph under the summary for the
following categories:
• Average Time Spent
• Average Pages/Visitor
• Unique Visitors
• Total Visitors
Page Stats Summary
Each category will display the top 5 most current results for the month being
viewed. The viewer may change the month by the drop down box at the right.
The drop down box will default to the current month and you can select any
month within the last 12 months. The page stats categories are as follows:
• Top Pages Viewed: This section will show a list of the 5 pages with the most
hits. The list is calculated from first of the current month through the current
date.
• Top Entry Pages: This section will show the top 5 pages that were used when
entering the site. The list is calculated from first of the current month through
the current date.
• Top Exit Pages: This section will show the top 5 pages that were the last pages
viewed before they left the site. The list is calculated from first of the current
month through the current date.
Referral Stats Summary
Each category will display the top 5 most current results for the month being
viewed. The viewer may change the month by the drop down box at the right.
The drop down box will default to the current month and they will have the option to
select any month within the last 12 months. The page stats categories are as follows:
• Referring URL’s: This section will show the top 5 specific URL’s that direct the
most traffic to the site. The list is calculated from first of the current month
through the current date.
• Top Countries: This section will show the top 5 countries that direct the most
traffic to the site. The list is calculated from first of the current month through
the current date.
Search Engine Stats Summary
Each category will display the top 5 most current results for the month being viewed.
The viewer may change the month by the drop down box at the right. The drop down
box will default to the current month and they will have the option to select any month
within the last 12 months. The page stats categories are as follows:
• Top Search Engines: This section will show a list of the top 5 search
engines that viewers come from when they visit the site. The list is
calculated from first of the current month through the current date.
• Top Keywords: This section will show a list of the top 5 key words that people
typed in with the search engines when searching for our site. The list is
calculated from first of the current month through the current date.
• If there are no stats then it will display “No data is currently available at this
time.”
Technical Stats Summary
Categories are the same for both Admin site stats and Professional site stats. Each
category will display the top 5 most current results for the month being viewed. The
viewer may change the month by the drop down box at the right. The drop down box
will default to the current month and they will have the option to select any month
within the last 12 months. The page stats categories are as follows:
• Top Operating Systems Used: This section will show a list of the top 5
operating systems used by viewers while visiting the site. The list is
calculated from first of the current month through the current date.
• Top Browsers Used: This section will show a list of the top 5 Browsers used
by viewers while visiting the site. The list is calculated from first of the
current month through the current date.
ActiveAgent Professional®
User Guide - Section 5
Contents
Leads Manager Tab .............................................................................................................................................................
Contact Manager .............................................................................................................................................................
Homes Prospectors .........................................................................................................................................................
E-mail Signature...........................................................................................................................................................
Web Site Manager Tab ........................................................................................................................................................
The Edit Your Profile Menu .............................................................................................................................................
Contact Information ....................................................................................................................................................
Special Information .....................................................................................................................................................
Home Page Content.....................................................................................................................................................
About Me Content .......................................................................................................................................................
Bullet Points.................................................................................................................................................................
Favorite Links ...............................................................................................................................................................
Features .......................................................................................................................................................................
Personal Promotion .........................................................................................................................................................
Editing Your Personal Promotion ...............................................................................................................................
Leads Manager Tab
Contact Manager
The Contact Manager allows you to keep track of e- mails sent to clients. Client information
can be sorted by name, e-mail, city, state or last message.
Click the "History" link to view the dates the e-mails were sent and the subject of the e-mails.
See the Contact Manager diagram.
Click the "E-mail" link to send the contact an e-mail. To remove a contact, click the
corresponding "Delete" button on the right. The History link does not track HomesProspector
e-mails.
Homes Prospectors
Same as Homes Prospector in Property Tools.
E-mail Signature
The E-mail Signature appears at the
bottom of all e-mails sent from your
Web site.
You may choose to use the current
default e-mail signature or create
your own signature by typing it in the
box that appears below the default
signature.
Web Site Manager Tab
The Edit Your Profile Menu
The Edit Your Profile menu (circled in red in the example below) can be accessed by clicking on
the Website Manager Tab in your ActiveAgent® Professional Control Panel.
When
you
click
the
Website Manager tab it defaults to the Contact Information screen. The Contact Information
screen is the first option in the Edit Your Profile menu.
Contact Information
Contact Information is the first option on the Edit Your Profile menu. This page contains text
boxes that have to be completed with basic contact information such as address, telephone
numbers and e-mail address. Some of the fields are already populated with information from
the MRIS subscription files. Please review these fields and edit as necessary.
If you have a separate Web site, you may display a link to this site on your ActiveAgent®
Professional page. Enter the address in the Other Webpage Address box with the full URL as
shown in the following example, http://www.yourpagename.com.
Note: If you upgraded from ActiveAgent® to ActiveAgent® Professional, your contact
information, ActiveAgent® photo, logo, Homes Prospectors and their saved searches and saved
listings will automatically transfer over to your ActiveAgent® Professional Web site.
Click the Save Information box when you have entered all of your contact information.
Special Information
You can access the Special Information screen by clicking on Website Manager, and then
clicking Special Information on the blue menu (circled in red on the example below). The
Special Information page
is used to enter additional
biographical information.
Included on this page are
input boxes for the
following:
• Designations examples include
REALTOR® or Graduate
Realtor Institute.
• Awards examples include Million
Dollar Producer or Top 2%
Nationwide.
• Languages visitors looking for agents
may search by language;
•
•
so be sure to list any languages you speak.
Special Interests and Hobbies - list your interests and hobbies.
Marketing Slogan or Phrase - Create a marketing slogan. Note: There is a 50 character
limit for the slogan text box.
The Text Editor is included for each text box on the Special Information screen. The Text Editor
allows you to change the font style, color, and to format the text to either bold or italic. These
functions are very similar to Microsoft Word. Click the Save Changes button when you have
finished making changes on this screen.
Home Page Content
Home Page Content is the third option
on the Edit Your Profile menu. If you
choose the default option for your
home page under the Page Manager,
whatever you enter into the Text Editor
on this screen is what will be displayed
on the home page for your
ActiveAgent® Professional Website.
Click the Save Changes button to save
changes that you have made on this
page.
About Me Content
Clicking on About Me Content on the menu will display the About Me Content screen shown
on the right below. Whatever you enter in the Text Editor section of this screen will be
displayed when visitors to your site click the About Me button on your ActiveAgent®
Professional Web site.
Click the Save Changes button when you have finished entering or editing information on this
screen.
Bullet Points
Bullet Points is the fifth option on the Edit Your Profile menu. There are ten bullet points that
you can use to enter important information; you can enter information about your
qualifications, and
you can also
include
instructions for
signing up for
HomesProspector
for visitors to your
site. We
recommend that
you compose the
text using industry
standard word
processing
software such as
Microsoft Word®,
then copying and
pasting the text
into the bullet point boxes. Be sure to see the spelling and grammar check functions before
you copy your text into the bullet point boxes. Click the Save Changes button when you are
finished editing or entering information on this screen.
Favorite Links
This is the sixth option on the Edit Your Profile menu. Insert up to 10 links that will guide your
Web visitor to other pages. Select sites that will provide added benefits to your customer,
thereby enhancing the value of your page.
Listed below are the instructions for setting up your links.
1. Click the Insert/Edit Link button (circled in red in the example below) in the Text Editor
to create your hyperlink.
2. On the Target tab, you can choose the option "New Window [_blank]" if you want your
link to open in a separate browser window, or you can choose "Same Window [_self]"
if you want your link to open in the same window as your ActiveAgent® Professional
site.
Note: If you are familiar with the other HTML options on the Target or Advanced tabs you can
use them, but please note that the HelpDesk cannot support HTML usage questions.
Advantages & disadvantages of inserting external hyperlinks:
Consider the following:
•
•
•
A hyperlink is a way of providing buying, selling, or educational information but you
have no control over the content of the sites that you link to.
You should periodically test your links to make sure that they still work and that the
sites are still up and functioning correctly.
Hyperlinks can add valuable information to your Web page, but it can lead customers
away from your site.
If you decide to use hyperlinks, the following types of Web sites may provide useful
information to your
Web site visitors.
• Local Schools
• Chamber of
Commerce
• Government
Information
• Tourist
Information
• Seasonal
Events
•
Local Weather
Features
"Features" is the last option on the Edit Your Profile menu. You can access the Features screen
(shown to the right) by clicking on Website Manager and then clicking Features on the Edit
Your Profile menu (circled in red on the example to the right).
•
Display My Listings Button
If YES is selected for this feature, the My Listings button will appear on your ActiveAgent®
Professional Web site pages. When a visitor to your site clicks this button, all of your active
listings will be displayed. If you do not have any listings, you can either select no for this
feature, or select the option to display the "My Listings form" on the Options screen under
Property Tools.
•
Display Listing Addresses
The features page allows you to enable or disable the display of property addresses for listings.
To change the display option, click the arrow on the drop-down box labeled Display Listing
Addresses. Select the display option for your Web site and click the Save Changes button.
Note: ActiveAgent® Professional displays properties based on the options selected by the
listing broker. Brokers may elect to suppress addresses for their listings or suppress their
complete inventory. Individual listings may also be suppressed from Internet display at the
direction of the seller.
Personal Promotion
When a potential client uses the Agent Finder feature on 2hdb, each of the results has a "More
Info" tab (circled
in red in the
example to the
left).
Clicking on the
"More Info" tab
brings up the
following screen.
Your name, photo, contact
information, logos you selected
under the Image Manager, and the
heading and text that you entered
for your Personal Promotion will be
displayed. Clicking on the "Work
with Agent" button brings up your
ActiveAgent® Professional site.
After you enter a heading and a paragraph or two, the potential client who is searching for an
agent on 2hdb.com will be able to view this information. This can be used as a tool to entice
customers to go to your site versus another agent's site.
Editing Your Personal Promotion
You can access the Personal Promotion screen by going to the Home page of the Control Panel
and clicking on the "Click Here to fill our your Personal
Promotion Paragraph" button (circled in red in the
example to the right).
The Personal Promotion screen allows you to enter the
heading and text that will be displayed when potential
clients do an Agent Finder search and you appear as one
of the search results. Potential clients who click the
"More Info" tab will view your contact information and
the heading and text that you have entered in the
Personal Promotion screen.
Website
Manager
Style Manager
Click Browse All
Styles to look
through all of the
styles and see a
preview of each
one.
Note that not all
styles have
splash pages
available.
Page Manager
The Page Manager allows
you to manage 20 of the
pages that appear on your
ActiveAgent® Professional
Web site. Enabled pages
display a green button under
the Status column; disabled
pages display a red button
under the Status column.
The pages that are managed
from this screen are
described below; their
location on the Page
Manager screen is also
shown below.
Homepage
Default Homepage or Search
– click on the arrow in the
“Click to Set” drop-down box
to choose between the
default homepage and the
search functionality.
Display Options – click on the
Options button to choose
between the My Listings
Slideshow, a decorative
picture, or to disable this
feature.
Agent Information
Client Testimonials – click on
the
Options button to frame a
Web site within your
ActiveAgent® Professional
site, set another Web site as
a framed pop-up, or enter
your own text by using the
Text
Editor. You can also disable this
page.
Why Use A Realtor – click on the
Options button to frame a Web site
within your ActiveAgent® Professional site, set another Web site as a framed pop-up, or
enter your own text by using the Text Editor. You can also disable this page.
List Your Home – Click on the drop down arrow in the “Click to” box to either enable or
disable the “List Your Home” form on your ActiveAgent® Professional site. This form
allows your site visitors to fill in some information about their home and to request
information from you about selling their home.
Property Tools
My Listings
The Options button takes you to the Listings Manager screen where you can decide to
either display the No Listings Form or remove the My Listings buttons and links when you
don’t have any active listings. You can also add or delete a
Showcase Listing from this screen.
Property Finder
Click on the Options button to frame an outside Web site within your ActiveAgent®
Professional site, set an outside Web site as a framed pop-up, or to select the default
property search function.
Showcase Listing - the Options button takes you to the Listings Manager screen so that
you can add or delete a Showcase Listing.
Alternate Search – the Options button allows you to disable this page, frame an outside
search page within your ActiveAgent® Professional site, or set an outside search page as
a framed pop-up from your ActiveAgent® Professional site.
Community Info
About the Area – click on the Options button to frame a Web site within your
ActiveAgent® Professional site, set another Web site as a framed pop-up window, or
enter your own text by using the Text Editor. You can also disable this page.
School Info – click on the Options button to frame a Web site within your
ActiveAgent® Professional site, set another Web site as a framed pop-up, or enter
your own text and easily format it by using the Text Editor. You can also disable this
page.
Relocation – the Options button allows you to disable the page, set an outside site
as either a pop-up window from your ActiveAgent® Professional site, or
57
frame an outside page within your ActiveAgent® Professional site. You can also enter
(or paste) your own text and easily format it by using the Text Editor.
Financial Info
Calculators – this page cannot be disabled or changed.
Credit Reports – the Options button allows you to disable the page, set an outside site as
a framed pop-up window from your ActiveAgent® Professional site, or frame an outside
page within your ActiveAgent® Professional site. You can also enter (or paste) your own
text and easily format it by using the Text
Editor.
Mortgage Q&A – the Options button allows you to disable the page, set an outside site
as a framed pop-up window from your ActiveAgent® Professional site, or frame an
outside page within your ActiveAgent® Professional site. You can also enter (or paste)
your own text and easily format it by using the Text
Editor.
Tips & News
Buying & Selling – the Options button allows you to disable the page, set an outside site
as a framed pop-up window from your ActiveAgent® Professional site, or frame an
outside page within your ActiveAgent® Professional site. You can also enter (or paste)
your own text and easily format it by using the Text Editor. For this page, options 3 and
4 allow you to choose between the GoHome content and the Enhanced GoHome
content. Click the View Content button for 3 and 4, to view the content before selecting
an option.
• GoHome Content – the content provided by GoHome breaks the “Buying and
Selling” page into two separate pages: Home Buyer’s Guide and Home Seller’s
Guide, and also adds a third page, a Real Estate Glossary. Click on the View Content
button to preview the content before selecting the GoHome
Content.
• Enhanced GoHome Content – the enhanced content provided by GoHome also
breaks the “Buying and Selling” page into two separate pages: Home
Buyer’s Guide and Home Seller’s Guide, and also adds a third page, a Real
Estate Glossary. In addition, it offers a clickable table of contents with the
following topics: Prepare & Plan, Shop for a Home, Buy a Home and Close the
Deal. Click the View Content button to preview the content before selecting the
Enhanced GoHome Content.
Real Estate News – the Options button allows you to disable the page, set an outside
site as a framed pop-up window from your ActiveAgent® Professional site, or frame
an outside page within your ActiveAgent® Professional site. You can also enter (or
paste) your own text and easily format it by using the Text Editor.
Mortgage News – the Options button allows you to disable the page, set an outside
site as a framed pop-up window from your ActiveAgent® Professional site, or frame
an outside page within your ActiveAgent® Professional site. You can also enter (or
paste) your own text and easily format it by using the Text Editor.
Free Reports – the Options button takes you to the Free Reports page under
Marketing Tools. You can enable, disable, add, or remove reports. You can also add up
to 13 of your own free reports.
Download PDF