eedge101 Training Guide

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1 eedge101 Training Guide

2 Table of Contents (Click on a lesson to jump to it.) Lesson 1: What is eedge? What Is eedge?... 2 Your eedge Control Panel... 4 If You Need Help... 5 Five Daily eedge Actions... 6 Lesson 2: Activating eedge Activating eedge... 2 eedge for Teams... 8 Lesson 3: eedge Setup Your eedge Website... 2 Home Page... 2 Buy Page... 3 Sell Page... 3 Move Page... 4 Meet Page... 4 Contact Page... 5 Capture More Leads... 5 Access the Admin Page... 5 Your Website Settings... 6 Your Settings v Keller Williams Realty, Inc. Page 1

3 Lesson 4: myleads How Leads Are Routed to You... 2 Lead Notifications... 3 The myleads Dashboard... 4 Responding to Leads... 5 Lesson 5: mycontacts Your mycontacts Dashboard... 3 Importing Contacts... 4 To import contacts using the Easy Wizard (Outlook or Top Producer)... 5 To import contacts using a template (My Red Tools or other system)... 8 Checking the Status of Your Import Job Adding Contacts Manually Filtering and Sorting Your Database Viewing Contact Records Sending Seller's Reports Creating Groups Adding or Removing a Contact from a Group Lesson 6: my Introduction... 2 Accessing my v Keller Williams Realty, Inc. Page 2

4 Lesson 7: mymarketing Setup of mymarketing... 2 Campaigns and Presentations Available... 5 Customizing an Campaign... 9 Launching an Campaign Launching a Print Campaign Reviewing Campaigns You've Set Up Adding or Removing People from a Campaign Preparing for a Listing Appointment or Buyer Consultation Marketing Your Listings Lesson 8: mytransactions The mytransactions Rollout... 2 What is mytransactions?... 2 mytransactions Support... 2 Activating mytransactions... 2 The eedge Control Panel... 4 The mytransactions Dashboard... 5 How to Create a Loop... 7 Completing forms Reviewing Loop Forms Your Client s mytransactions Experience Inviting a Co Op Agent The Revision Process Jumping In and Jumping Out Adding Attachments Submitting for Review Your mytransactions Account Settings v Keller Williams Realty, Inc. Page 3

5 Lesson 9: Advanced mytransactions Form Sets and Templates... 2 Additional Loop Types... 3 More Options... 3 Offer Loops... 4 Requesting Electronic Offers... 5 Creating an Offer Loop... 8 Lesson 10: eedge IDX Requesting eedge IDX... 3 Installing eedge IDX... 7 Lesson 11: Introduction to myoffice (Leadership Only) Introduction to myoffice... 3 v Keller Williams Realty, Inc. Page 4

6 v Keller Williams Realty, Inc. Page 5

7 Lesson 1: What Is eedge? Edition 1 Revision 6

8 Lesson 1: What Is eedge? Lesson 1 Contents What Is eedge?... 2 Your eedge Control Panel... 4 If You Need Help... 5 Five Daily eedge Actions... 6 Responding to Leads... 5 v Keller Williams Realty, Inc. Lesson 1, Page 1

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

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

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

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

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

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15 Lesson 2: Activating eedge Edition 1 Revision 6

16 Lesson 2: Activating eedge Lesson 2 Contents Activating eedge... 2 eedge for Teams... 8 v Keller Williams Realty, Inc. Lesson 2, Page 1

17 Lesson 2: Activating eedge Activating eedge Are you on a team? If so, you will have unique considerations. Before any members of the team activate their account, it is critical to review the team options at the end of this lesson. Congratulations! You're ready to get started in eedge. First, you ll need to activate your account. 1. Log in to mykw.kw.com. Click Activate eedge Now! v Keller Williams Realty, Inc. Lesson 2, Page 2

18 Lesson 2: Activating eedge 2. Now, click Yes to get started with activating your account. 3. Click Activate your eedge account. v Keller Williams Realty, Inc. Lesson 2, Page 3

19 Lesson 2: Activating eedge v Keller Williams Realty, Inc. Lesson 2, Page 4

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

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

22 Lesson 2: Activating eedge v Keller Williams Realty, Inc. Lesson 2, Page 7

23 Lesson 2: Activating eedge eedge for Teams Teams of two agents may have their own accounts or share one eedge account. Option 1 If you are on a two person team and choose to have your own eedge accounts: Members of the team maintain individual eedge websites and eedge addresses. Members of the team maintain separate lead flows, databases, marketing portfolios and transactions. Choose this set up if you book your production separately. Option 2 If you are on a two person team and choose to share one eedge account: Members of the team choose a lead agent who will activate on eedge. Within the Market Leader website admin tool, agents add both MLS IDs to pull both listings. Members of the team share an eedge website, eedge address, lead flow, database, marketing portfolio via the lead agent s account. Choose this set up if you book all your production under one agent. Teams of three or more agents may have their own accounts or share one. As we shared on our eedge Roadshow, we will deliver a solution that allows our teams to have a shared database later this year. In the meantime, teams have two options for using eedge: Option 1 All agents on a team can activate and use separate eedge accounts, which can then be converted to a shared database when it s available. Option 2 The lead agent can activate and begin using their eedge account to learn the functianlity and capabilities of the system and other team members wait to activate. Additionallly, our eedge partner Market Leader s Realty Generateor product offers teams a substantial number of add ons that are fully eedge compatible, including additional online lead generation tools, lead management, and marketing benefits, as well as team management, accountability, and performance dashboards. Realty Generator is offered at a substantial, KW exclusive price of $999/mo ($500 month discount). v Keller Williams Realty, Inc. Lesson 2, Page 8

24 Lesson 3: eedge Setup Edition 1 Revision 6

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

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

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

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

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

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

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

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

33 Lesson 3: eedge Setup b) Edit your name if necessary. c) Add your cell phone number. d) You do not need to edit your login or password. e) External is for sending s from a different address that your eedge address. It is recommended that you do not change this for initial setup, but to learn more on this field, please see Lesson 6 on my . f) Alternative website is to use a different website address than your eedge website address. For now it is recommended that you leave both external and alternative website blank. We will discuss both of these options in more detail in Lesson 7 on mymarketing. g) Add your Agent MLS ID. This will ensure your eedge website properly displays your listings from the Keller Williams Listing System. If you are part of a two member team, you may add two MLS IDs to pull both of your listings. Your Agent MLS ID is the same as your Associate ID, found in your KW White Pages profile. If you are not sure how to find this, skip to Step 5. Important Note: You will not be able to add your true Agent MLS ID until your complete the Request IDX process and have approval. For more details see Lesson 10 on eedge IDX. h) Enter any additional information about yourself to display on your website. i) Edit your bio. j) Add any awards you d like displayed on your website. k) Add your photo. v Keller Williams Realty, Inc. Lesson 3, Page 9

34 Lesson 3: eedge Setup b. Edit name if necessary c. Add cell phone d. You do not need to edit your login or password e. It is recommended that you leave external blank for now. We cover this in Lesson 6 on my f. It is recommended that you leave alternative website blank for now. We cover this in Lesson 7 on mymarketing k. Add your photo. This appears on every page of your website. g. Add Agent MLS ID this is your Associate ID from White Pages h. Add any additional info. This appears at the very bottom of each page on your website. i. Edit your bio as necessary. This appears on the Meet Page of your website. j. Add any awards. This appears on the Meet Page of your website. 5. If you already have your Associate ID (sub step g above, skip to Step 6. Otherwise, follow these steps: v Keller Williams Realty, Inc. Lesson 3, Page 10

35 Lesson 3: eedge Setup a. Go to the mykw homepage and click the Edit My Profile link underneath your profile picture. b. This will bring you to a summary of your contact information. Click edit at the top of the My KW Info column. v Keller Williams Realty, Inc. Lesson 3, Page 11

36 Lesson 3: eedge Setup c. This will display your associate information in the KW White Pages. Your Associate ID is located underneath your username. You can copy and paste this ID number into the MLS ID field in the eedge Website Profile Info. 6. Update the Main Text, if desired. This text appears on your website s Home Page. 7. Update the Sell Text, if desired. This text appears on your website s Sell Page. v Keller Williams Realty, Inc. Lesson 3, Page 12

37 Lesson 3: eedge Setup 8. Click Site Images to add a site banner image and agency logo. The Site Banner appears on your Home Page. The Agency Logo appears on every page of your site. 9. Click Alerts to specify how you will be notified whenever you receive a new lead or a new message through the system. a) Enter the cell phone number and you want alerts sent to. You may choose up to three places to send alerts. b) Click Add after you enter the phone number or address for each alert. v Keller Williams Realty, Inc. Lesson 3, Page 13

38 Lesson 3: eedge Setup 10. Add your Communities Served. a) Click Communities Served and Add Community. b) Enter the name of your community and click Continue. c) Enter a zip code and click Add Zip/Postal Code. Repeat if you want to add multiple zip codes. v Keller Williams Realty, Inc. Lesson 3, Page 14

39 Lesson 3: eedge Setup d) If you d like to indicate the center of this community on the map, click and drag the red push pin to that location, and click Add Center. e) Finally, you can include a link to a community site. To do this, either: i. Click Create URL and allow the system to automatically find a site. ii. Enter the URL of your choice into the Community Info URL field. Click Done when you are finished. v Keller Williams Realty, Inc. Lesson 3, Page 15

40 Lesson 3: eedge Setup 11. Click Listing Address to control whether or not property addresses are displayed for listings on your website. You ll notice a few items in the list of website settings that were not covered. Those are enhanced website features that are available with Market Leader Professional Edition. Your Settings As you saw during the activation process, your eedge account comes with an additional address, which will be formatted as your Any leads who register on your site will receive their initial system generated welcome from this address. Any time you or the system uses this address to communicate with one of your leads or contacts, the messages sent and received are tracked in the my module of eedge. We encourage you to use this address when corresponding with leads, or with any contacts for whom you want to keep a correspondence history in your eedge database. v Keller Williams Realty, Inc. Lesson 3, Page 16

41 Lesson 3: eedge Setup 1. Click the tab to access your settings. 2. eedge includes a built in Listing Alert Campaign to encourage your leads and contacts to sign up for listing alerts. You can customize the messages that will be sent at 2 weeks, 1 month and 3 months to contacts in your database that are not signed up for alerts (with the exception of those who are marked with Hot, Sold, or Trash status). v Keller Williams Realty, Inc. Lesson 3, Page 17

42 Lesson 3: eedge Setup 3. Signature allows you to customize the signature that will be included on any s automatically generated from the system. Change your signature, if desired, and click Save. Your Turn! Update your website settings now. View your website regularly as you adjust your settings, so you can see the effect of your updates. v Keller Williams Realty, Inc. Lesson 3, Page 18

43 Lesson 4: myleads Edition 1 Revision 6

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

45 Lesson 4: myleads How Leads Are Routed to You Leads come in to your eedge control panel from a number of different sources. You will receive leads from your eagentc website and your eedge website. You will also receive leads from the forty plus additional eagentc sources. These include all the sites that the KWLS syndicates: v Keller Williams Realty, Inc. Lesson 4, Page 2

46 Lesson 4: myleads Lead Notifications You may be notified of new leads in three ways: 1. Through the control panel under myleads 2. By (if you have opted in to alerts) 3. By text message (if you have opted in to text message alerts). Important Note: For instructions on opting in to or text alerts, see Lesson 3 on eedge Setup. v Keller Williams Realty, Inc. Lesson 4, Page 3

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

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

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

50 Lesson 4: myleads v Keller Williams Realty, Inc. Lesson 4, Page 7

51 Lesson 4: myleads 5. You are prompted to set a reminder for follow up. 6. If the lead has provided only an address, the ICW will prompt you to send an . v Keller Williams Realty, Inc. Lesson 4, Page 8

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

53 Lesson 4: myleads v Keller Williams Realty, Inc. Lesson 4, Page 10

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55 Lesson 5: mycontacts Edition 1 Revision 6

56 Lesson 5: mycontacts Lesson 5 Contents Lesson 5: mycontacts... 1 Your mycontacts Dashboard... 3 Importing Contacts... 4 To import contacts using the Easy Wizard (Outlook, Top Producer or MyRedTools)... 5 To import contacts using a template (any other system)... 8 Checking the Status of Your Import Job Adding Contacts Manually Deleting a Contact Manually Viewing Contact Records Sending Seller's Reports Creating Groups Adding or Removing a Contact from a Group v Keller Williams Realty, Inc. Lesson 5, Page 2

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

58 Lesson 5: mycontacts Importing Contacts You can add a group of contacts into eedge by queuing them for import. We ll outline two ways of doing this by way of the eedge Easy Wizard and by use of a contact import template. Before doing a bulk import into eedge, take time to clean up your current database so you have the cleanest, most effective book of business possible. Continue using any existing Contact Management System as you become familiar with the eedge system. New leads will be funneling in to help you get used to working in eedge. Important Notes: You may include up to 10,000 rows per contact file that you import. You may import as many files per day as you wish. Please note, however, that in order to prevent the import wizard system from overloading, all import files regardless of size or number of records will be put into a queue to be imported. We recommend uploading your contacts in groups (e.g., sellers, first time home buyers, new to area, etc.) as you get started in eedge. This will allow for a smooth transition into the system. When preparing your contact file to be imported, please note that first name, last name are required. eedge will not allow more than one contact with the same address, so be sure that each address you import is unique. If you are importing contacts from Outlook 2007 or Top Producer,or My Red Tools you can use the eedge Easy Wizard. See page 45 for instructions. If you are importing contacts from any other Contact Management System, you ll first organize your contact file into a specific format, using a template called Custom Import Template on the Import Contacts page. If you encounter issues while importing your contacts, contact eedge Support by clicking Help and Support in the top right corner from anywhere within the eedge system. v Keller Williams Realty, Inc. Lesson 5, Page 4

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

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

61 Lesson 5: mycontacts 6. You will immediately receive an Information or Error message, letting you know the status of your import request. If you receive an Information message, your contacts are waiting in a queue to be imported. The time it takes for your contacts to import will vary depending on the size and number of rows in your CSV file. Example of Information message: If you receive an Error message, contact eedge Support for assistance if you are unable to resolve the error on your own. The most common errors occur because of the following: o o The CSV file does not include all required columns and/or data. Columns are not in proper order in the CSV file. Examples of Error messages: v Keller Williams Realty, Inc. Lesson 5, Page 7

62 Lesson 5: mycontacts To import contacts using a template (any other system) 1. Export your contacts from any Contact Management System into a CSV (Comma Separated Values) file. The process for doing so will vary depending on the system you are using. Refer to your system s documentation for the how to. 2. Download the Custom Import Template a. Go to b. Click Agents on the KW Connect toolbar. c. Click eedge under Technology Training on the Agent page. d. Save the template file to your Desktop. e. In Excel, open the template file that you downloaded from KWConnect. 3. You will copy the data from the CSV file that you exported from your system into the template. However, it is important that you do not remove or add any columns to the template, and you should not rename any columns; the structure of the template file must remain intact. a. In Excel, open the CSV file with your contacts that you exported from your system. You will now have two Excel files open. Example of template (left) and your contact file (right) side by side in Excel: v Keller Williams Realty, Inc. Lesson 5, Page 8

63 Lesson 5: mycontacts b. Copy each column of data from your contact file and paste into the corresponding column in the template, one column at a time. Be sure you do not remove any columns from the template file, even if they do not contain any data. c. When you have copied all of your data, save the template file. This is the file that you will import into eedge. 4. Click Import/Export in the mycontacts dashboard. 5. On the Contacts > Import screen, complete the following by selecting from the drop downs: Step 1: (optional) Assign a group to the contacts you are about to import. This requires that you have created one or more groups using the Manage Groups feature. See page 20 for instructions on creating groups. Step 2: Ensure that the contact status is set to Active (or any status other than Lead ) to prevent eedge from treating the contacts you import as leads, and subsequently sending the automatic after twelve hours. v Keller Williams Realty, Inc. Lesson 5, Page 9

64 Lesson 5: mycontacts Step 3: Select either Custom CSV as the import file type. 6. Click Browse and navigate to the template file saved on your Desktop. 7. Choose your CSV file and click Import. v Keller Williams Realty, Inc. Lesson 5, Page 10

65 Lesson 5: mycontacts 8. You ll immediately receive an Information or Error message, letting you know the status of your import request. If you receive an Information message, your contacts are waiting in a queue to be imported. The time it takes for your contacts to import will vary, depending on the size of your CSV file. Example of Information message: If you receive an Error message, contact eedge Support for assistance if you are unable to resolve the error on your own. The most common errors occur because of the following: o o The CSV file does not include all required columns and/or data. Columns are not in proper order in the CSV file. Examples of Error messages: Checking the Status of Your Import Job If your contacts were successfully queued for import, you can check the status of your request by clicking Import/Export and looking at the Imported Jobs section. v Keller Williams Realty, Inc. Lesson 5, Page 11

66 1. Click Lesson 5: mycontacts If any of your contacts fail to import, this will be indicated in the Imported Jobs section. the number under Failed to see the reason for the failure. 2. An Import Error Report will list the contacts that did not import and the specific error(s). Your Turn! 1. Choose ten contacts from your current system. 2. Follow the directions in this lesson to import them into eedge. If you get stuck, contact eedge Support. v Keller Williams Realty, Inc. Lesson 5, Page 12

67 Lesson 5: mycontacts Adding Contacts Manually In addition to importing groups of contacts, you can also add contacts one at a time, as you meet them. 1. From the mycontacts dashboard, click Add Contact. 2. In the Contacts > Add a Contact window, fill out the person s contact information. Important Notes: For each contact you add manually, first name, last name and address are required. Each contact must have a unique address; eedge will not allow more than one contact with the same address. If you have a lot of contacts without an address, the best practice is to Import those contacts in a CSV file (which does not have this same address requirement). We discussed importing contacts earlier in this Lesson. v Keller Williams Realty, Inc. Lesson 5, Page 13

68 Lesson 5: mycontacts There are several status categories you can choose from. We recommend the following: Lead Leads who ve just registered; you have not responded to them yet Retry Contacts you re trying to engage Active Contacts who are just looking but are interactive Inactive Contacts who are not currently looking to buy Hot Contacts who are ready to buy/sell now Sold Contacts you have just closed Trash Contacts who wish to be unsubscribed Your Turn! Create three contact records. v Keller Williams Realty, Inc. Lesson 5, Page 14

69 Lesson 5: mycontacts v Keller Williams Realty, Inc. Lesson 5, Page 15

70 Lesson 5: mycontacts Deleting a Contact Manually It is recommended that you change the Status to Trash rather than deleting a contact. The reason is that there is not a way to retrieve contacts that you delete. If you still wish to Delete a contact, follow these steps: 1. Go to the mycontacts Dashboard. 2. Click on the contact (for the Detailed View). Under More Actions, click on Delete. v Keller Williams Realty, Inc. Lesson 5, Page 16

71 Lesson 5: mycontacts Filtering and Sorting Your Database Once you have imported or added your contacts, you may view them in your mycontacts database. 1. To filter by Status or Groups, click the drop down and choose the category you want to filter by. To view all of your contacts, select All from the Status drop down. mycontacts includes several status types: Lead, Retry, Active, Inactive, Hot, Sold, and Trash. 2. You may also sort by any of the columns by clicking on that column header. Your Turn! 1. Delete a Contact. 2. Filter your contact records by Status. 3. Sort contacts by Created date. v Keller Williams Realty, Inc. Lesson 5, Page 17

72 Lesson 5: mycontacts Viewing Contact Records 1. To view a contact's information and history, click their name in the dashboard. v Keller Williams Realty, Inc. Lesson 5, Page 18

73 Lesson 5: mycontacts 2. The contact record will show all the key information you need to take appropriate action. It will also list any comments, s, reminders, and groups associated with their contact record. Current reminders Recommended action(s) Click icons to take actions Comments, history, all reminders, and groups to which contact belongs v Keller Williams Realty, Inc. Lesson 5, Page 19

74 Lesson 5: mycontacts 3. Set a reminder to take action by choosing Add a Reminder. Your Turn! 1. Open one of your contact records. 2. Add a reminder for the next day to give them a call or send an . v Keller Williams Realty, Inc. Lesson 5, Page 20

75 Lesson 5: mycontacts Sending Seller's Reports From your mycontacts dashboard, you can easily send a Seller's Market Report to highlight the services you provide as an agent and help a contact who wants to sell a house understand what the house might be worth in the current market. 1. Click on Seller's Market Report. 2. Enter the required information and choose to either print or . v Keller Williams Realty, Inc. Lesson 5, Page 21

76 Lesson 5: mycontacts 3. Choose up to three comparable listings from the list returned and click Continue. 4. This creates a report which includes a message from you and information on the comparable properties. v Keller Williams Realty, Inc. Lesson 5, Page 22

77 Lesson 5: mycontacts Your Turn! 1. Create a Seller s Report for yourself and it. (You should have registered yourself as a lead in your eedge website in Lesson 4. If not, do so now.) 2. Check your and see how it looks! Creating Groups Groups allow you to target campaigns to a specific subset of individuals with a shared interest or common outcome. For example, you may have a group of individuals who all live in one neighborhood, or who are all real estate investors. Creating groups makes it easy to use mymarketing to set up automated campaigns! 1. Click Manage Groups. 2. Create a group for the campaign you are setting up. Now you have a group, but no contacts are in the group. v Keller Williams Realty, Inc. Lesson 5, Page 23

78 Lesson 5: mycontacts 3. Click Contacts from the left navigation to view your contact list and select the ones you want to add to the group. 4. Click the Add Groups button, select the group you want, and click Add. You may select more than one group. Now you will be able to easily filter your database by group. You can also now easily set the group up on a campaign using mymarketing (see Lesson 7: mymarketing in this guide). Your Turn! 1. Create a group called 33 Touch. 2. Add yourself to the group. v Keller Williams Realty, Inc. Lesson 5, Page 24

79 Lesson 5: mycontacts Adding or Removing a Contact from a Group Check the box next to the person you wish to add or remove and click on either Add Groups or Remove Groups. Select the group(s). v Keller Williams Realty, Inc. Lesson 5, Page 25

80 Lesson 6: my Edition 1 Revision 6

81 Lesson 6: my Lesson 6 Contents Introduction... 2 Accessing my Introduction to the Alternative Option... 5 v Keller Williams Realty, Inc. Lesson 6, Page 1

82 Lesson 6: my Introduction When you activated your eedge account, you received a address. This address is integrated into eedge, so all messages sent to this address, or from this address, will be saved and filed with the contact's record. It is recommended that you use address for all lead correspondences so that you can take advantage of this tracking. Accessing my 1. Under my , click eedge Messages on your control panel. 2. Your eedge Inbox will display any new messages from contacts in your database. Your Leads and Contacts dashboards will also display new messages. v Keller Williams Realty, Inc. Lesson 6, Page 2

83 Lesson 6: my 3. If you have received any s to address from individuals that are not yet contacts in your database, you can find them in eedge Webmail. s with attachments from any contact will also be found in your eedge Webmail. s from people not in your contacts database will be found in Webmail. s with attachments from any contact will also be shown in Webmail. 4. Choose to reply to the or file it. To keep your Inbox tidy, file messages that you reply to via phone. v Keller Williams Realty, Inc. Lesson 6, Page 3

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

85 Lesson 6: my Introduction to the Alternative Option In Lesson 3 you set up your Profile under Website > Admin > Profile and you may have noticed the field for Alternative . You have an option to send s form a 3 rd party address but there are a few things that you should consider before adding this option. sent through webmail and mymarketing will show as being sent from the External address of your choosing, but since responses will go to the External address, your communication from contacts will not be tracked with the content in eedge. If you wish to send s from the External , just go to your Profile and enter the address and under the My Marketing Information section select the External Address. v Keller Williams Realty, Inc. Lesson 6, Page 5

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