RE/MAX NORTHWEST LEADSTREET SETTINGS

Transcription

1 RE/MAX NORTHWEST LEADSTREET SETTINGS When a lead is received, it will be offered to a group of 5 agents in the office. The first of those five agents to accept the lead (by , text message, or logging directly into LeadStreet) will get it. If the Pending Lead is not accepted within the first business hour (9 AM to 5 PM, 7 days a week), it will be offered to another group of 5 agents. If another business hour passes without acceptance, it will be sent to a third group of 5 agents. If the lead passes through three agent groups (15 agents) without being accepted, it will be sent out as a Last Chance Lead to all of the other agents in the office (first to accept will get it). Offers to 5 Agents 1 Business Hour to Accept Declined Expired Offers to next 5 Agents 1 Business Hour to Accept Declined Expired Offers to next 5 Agents 1 Business Hour to Accept Declined Expired Broadcast Notification Sent to All Agents in the Office Declined Expired Unassigned Notification Sent to Leads Administrator Accepted Accepted Accepted Accepted Manually Assigned to agent Client is responded to within 1 business hour Client is responded to within 2 business hour Client is responded to within 3 business hours Client is responded to within 4 business hours Client is responded to after more than 4 business hours Example: Client requests a showing on a REMAX.com listing at 1 PM PST on 12/ Agent from the first group (5 agents total) accepts 1 minute before expiration Client is assigned 1:59 PM, 12/10 2. Agent from the second group (5 agents total) accepts 1 minute before expiration Client is assigned 2:59 PM, 12/10 3. Agent from the third group (5 agents total) accepts 1 minute before expiration Client is assigned 3:29 PM, 12/10 4. Since none of the first three agents accepted the lead, it is broadcast out to all of the other agents in that office at the same time 5. Agent accepts Last Chance lead 1 min before expiration Client is assigned 4:59 PM, 12/10 6. No agent responds within the timeframe, Leads Administrator is notified and manually assigns Client is assigned after 5 PM, 12/10

2 User Guide August 2009 RE/MAX International, Inc. Copyright RE/MAX International, Inc S Syracuse St Denver, CO (800)

3 LEADSTREET JUMP START GUIDE TABLE OF CONTENTS LeadStreet Overview... 4 Comparable Home Sales... 5 How Leads are Generated... 6 Lead Distribution... 7 Log in to LeadStreet... 8 My Agent Options Save Your Work Accept a Pending Lead in LeadStreet Accept a Pending Lead From Notification Accept a Pending Lead From Text Message Notification Contacts View and Edit Contacts Add a New Contact Import Contacts Export Contacts Listings Edit a Listing Add a New Listing Add an Open House Edit an Open House Options Campaign Manager Send an Activities Overview Activities Manage Activities Reports Export a Report Appendix A - Lead Distribution Scenarios Appendix B - Contact Details Appendix C - Listing Details Appendix D Text Message Lead Acceptance Appendix E Click-To-Call Features & Setup Appendix F Customize Your Microsite Copyright RE/MAX International, Inc. Page 2 of 108

4 LEADSTREET OVERVIEW LeadStreet Overview... 4 Comparable Home Sales... 5 How Leads are Generated... 6 Lead Distribution... 7 Log in to LeadStreet... 8 My Agent Options Save Your Work Accept a Pending Lead in LeadStreet Accept a Pending Lead From Notification Accept a Pending Lead From Text Message Notification Copyright RE/MAX International, Inc. Page 3 of 108

5 LEADSTREET OVERVIEW LeadStreet Overview LeadStreet is the back-end management system to the remax.com collection of broker IDX (Internet Data Exchange) websites. LeadStreet was designed to compete in the evolving realm of internet home sales, with the following in mind: It is estimated that 84% of home buyers use the internet to search for homes; More than 7 out of 10 homebuyers use the internet to search for property information before contacting a real estate professional Due to the continued growth of the internet, consumers are poised and more knowledgeable than ever when it comes to the home buying process. As consumers have access to information on the internet, consumers still have a genuine need to enlist a licensed real estate professional to provide knowledge and expertise when it comes to current market trends, negotiations and overall guidance throughout the home buying process. Consumer Web Site When a consumer conducts a search on remax.com, the following occurs: Based on search criteria, the consumer is seamlessly routed to a local RE/MAX office web site The local IDX/MLS feed is utilized to search listings in their area Leads are captured and fed directly to LeadStreet, generating leads for RE/MAX associates and offices The remax.com home page is displayed below. Continued on Next Page Copyright RE/MAX International, Inc. Page 4 of 108

6 COMPARABLE HOME SALES Comparable Home Sales Overview The RE/MAX Comparable Home Sales report allows consumers to request a neighborhood valuation report, which includes recent nearby home sales, school information and demographic data, at no cost. The Comparable Home Sales report provides a price range of comparable properties based on selection on the part of the consumer and does not provide an estimated value for a specific property. Additionally, the Comparable Home Sales report emphasizes the importance of contacting a RE/MAX professional for a more accurate assessment of a property s estimated value. Comparable Home Sales data is compiled nationwide from a number of reliable sources, primarily county courthouse deed transactions. The features and information available in a RE/MAX Comparable Home Sales report may vary slightly based on the area or county in which the consumer is searching. Home sales are not aggregated from MLS records, and therefore are not subject to MLS display rules. How it Works When a consumer requests a detailed Comparable Home Sales report, the lead distribution follows the same algorithm used when a consumer requests information on a listing. Upon submitting the Comparable Home Sales request, consumers will receive their comprehensive PDF report via . The Agent will also receive an notification with a link to the consumer s report. In addition, an activity is added to the LeadStreet contact record along with the PDF report, which will remain active for 90 days. The RE/MAX Neighborhood Valuation can be found on the remax.com home page. Copyright RE/MAX International, Inc. Page 5 of 108

7 HOW LEADS ARE GENERATED Leads Overview When a consumer conducts a search on remax.com and selects a listing of interest, a lead is generated and offered to a RE/MAX Associate. How Leads are Generated Leads are generated based on the following actions: Save Listing Ask an Agent Consumer selects the Save Listing button Consumer Selects the Ask an Agent button Schedule a Showing Comparable Home Sales Home Finder Consumer Selects the Schedule a Showing button Consumer selects the Comparable Home Sales button on the remax.com home page Consumer selects the Home Finder button on the remax.com home page See below for a sample listing on remax.com and where consumers access the above mentioned lead triggers. Continued on Next Page Copyright RE/MAX International, Inc. Page 6 of 108

8 LEAD DISTRIBUTION Lead Distribution Overview When a consumer conducts a search on remax.com, the following occurs: Based on search criteria, the consumer is seamlessly routed to a local RE/MAX office web site The local IDX/MLS feed is utilized to search all listings in their area When a consumer requests information about a listing, the following occurs: If the listing belongs to a RE/MAX Associate, the lead is directed to the listing agent (Refer to Appendix A for additional scenarios) If the listing belongs to a competitor, the lead is routed to an associate in the office that the consumer has been handed off to Lead distribution is determined by a scientific calculation called an algorithm and distributes leads to RE/MAX Affiliates equitably and fairly; notwithstanding a number of factors including, but not limited to: Office lead distribution Number of associates in an office Number of listings per associate How Leads are Distributed The diagram below illustrates the lead distribution process, refer to Appendix A for additional scenarios: NOTE Lead distribution rules may vary by region. Copyright RE/MAX International, Inc. Page 7 of 108

9 LOG IN TO LEADSTREET Log In To log in to LeadStreet, follow the steps below: 1 Go to Mainstreet at Enter your Username and Password. Select the Login button. 2 Select the My Leads button on your Mainstreet home page or select the LeadStreet link below the Hot Links section. 3 Your LeadStreet Home Page is displayed. Continued on Next Page Copyright RE/MAX International, Inc. Page 8 of 108

10 Log In, Continued The LeadStreet Home Page Take a moment to examine the window components below; in-depth details are discussed in the following sections. Site Menu Bar Top Menu Bar Manage Leads Shortcuts Copyright RE/MAX International, Inc. Page 9 of 108

11 MY AGENT OPTIONS My Agent Options Overview Upon your initial visit to LeadStreet, it is imperative that you set up your LeadStreet personal options; it is also advised that you update your Agent Options regularly. Specify the following in your LeadStreet Agent Options: Whether you are currently accepting leads Notification options for pending leads, including text messaging Additional general information My Agent Options To access My Agent Options, follow the steps below: 1 Hover over the My LeadStreet menu, select My Agent Options. 2 The My Agent Options page is displayed. For a detailed explanation of each option, refer to the following page: NOTE The profile information entered in LeadStreet is used in LeadStreet only, and does not update your Mainstreet profile. Continued on Next Page Copyright RE/MAX International, Inc. Page 10 of 108

12 My Agent Options, Continued Option Lead Options Select the I am accepting leads at this time checkbox to specify whether you are currently accepting leads. Forward your leads to a fellow Associate or Licensed Assistant in your office. Select the Pick Values button to select an Agent or Licensed Assistant. Tip: Lead forwarding works great for teams. Lead Notification Options The Primary address is displayed on external marketing communications such as drip campaigns. It is also used to notify you of new leads and activities from existing contacts. The Secondary address is optional and will override your primary notification for new leads only. You must first select the checkbox below to enable the secondary address. Text Message Lead Notification Options In addition to notifications, you also have the option to receive text message lead notifications. Select the Pick Values button to select your wireless service provider and to enter your 10-digit cellular phone number. Tip: When entering your cell phone number, do not type any special characters such as ( ), -, #, or spaces. Leads can be accepted by text message; however, it is required that you opt-in to enable this feature. To enable text message lead acceptance, select checkboxes 2 and 3. For additional details about Text Message Lead Acceptance, view Appendix D. Continued on Next Page Copyright RE/MAX International, Inc. Page 11 of 108

13 My Agent Options, Continued Option IDX The MLS Code is used during the daily MLS sync process and links listings to the listing agent. Enter your MLS Code. If you are unsure what to enter, consult with your Broker/Owner, Office Manager or your MLS. Property Search View Registration Options Property Search View Registration Options are used to require consumers to register on your Microsite. By default, your Microsite does not require that consumers register prior to viewing listings. To require registration on your Microsite, select either the 2 nd or 3 rd option below item number 1. The remaining items are useful only if you have required registration on your Microsite. Preferences Show Landing Pages allows you to disable introduction pages when a main menu is selected. Copyright RE/MAX International, Inc. Page 12 of 108

14 SAVE YOUR WORK Save Options Overview It is important that you save your work when adding or editing information in LeadStreet. Save options are displayed in the upper right hand corner of all data entry pages. Save Options There are two save options, Save & Close and Save & Continue: Save & Close After entering or editing information, Save & Close will save your work and return you to the previous screen or task. Save & Continue After entering or editing information, Save & Continue will save your work and allow you to continue editing information. Copyright RE/MAX International, Inc. Page 13 of 108

15 ACCEPT A PENDING LEAD IN LEADSTREET Accepting Leads Overview When a lead is generated you will receive an and/or text message notification (if you have enabled the text message lead acceptance feature in your My Agent Options, refer to page 10 for additional details). There are 3 ways to accept a pending lead: Log in to LeadStreet Reply to the notification, either through your program or handheld wireless device, such as a Blackberry, Palm or Treo Reply to the text message notification with the word Accept Accepting Leads To accept a pending lead in LeadStreet, follow the steps below: 1 From the My LeadStreet home page, select the Accept Pending Lead button. 2 Upon accepting a lead, a lead becomes a contact and is displayed in the New Leads Section. Your 3 most recently accepted leads are displayed below the New Leads section on your home page. To view additional new leads, select the More New Leads link. Copyright RE/MAX International, Inc. Page 14 of 108

16 ACCEPT A PENDING LEAD - NOTIFICATION Accepting Leads To accept a pending lead from an notification including a Blackberry, Palm or Treo, follow the steps below: 1 In your inbox, locate the titled RE/MAX LeadStreet Notification; review the content, click the Reply button, click Send, the lead is accepted. NOTE The original message text must be included in your reply. The highlighted code links your reply to the pending lead. 2 Upon accepting a lead, you will receive an confirmation, which includes additional information and contact details. Contact vcard Copyright RE/MAX International, Inc. Page 15 of 108

17 ACCEPT A PENDING LEAD - TEXT MESSAGE NOTIFICATION Accepting Leads You must first opt-in to the SMS Lead Acceptance service through your LeadStreet Agent Options prior to accepting leads from a text message notification. For additional details about opting-in, view Appendix D. NOTE: If you do not opt-in you will not have the ability to accept leads from a text message; however you will continue to receive new lead and activity notifications. To accept a pending lead from a text message, follow the steps below: 1 Select the Reply feature on your cellular device. 2 Type Accept. 3 Select Send. Copyright RE/MAX International, Inc. Page 16 of 108

18 LEADSTREET CONTACTS View and Edit Contacts Add a New Contact Import Contacts Export Contacts Copyright RE/MAX International, Inc. Page 17 of 108

19 VIEW AND EDIT CONTACTS Contacts Overview LeadStreet is a contact relationship management system providing you with the tools you need to manage every aspect of your relationship with your contacts. With LeadStreet you can easily store and find contact information, such as name, address, address, telephone number and property inquiry details. In this section the following topics will be discussed: View and Edit Contacts, including how to view lead details Add a New Contact Import and Export Contacts View and Edit Contacts To view and edit a contact record, follow the steps below: 1 Hover over the Contacts menu, select Search Contacts. 2 The Search Contacts page is displayed. Select the Search button to view all contacts. NOTE Contacts can be filtered by defining search criteria. Continued on Next Page Copyright RE/MAX International, Inc. Page 18 of 108

20 View and Edit Contacts, Continued 3 All contacts are displayed and can be sorted, edited or deleted. Select the Edit button. Select the Edit Edit button to modify or view a contact record Select the DeleDelete button to remove a contact from LeadStreet 4 The Edit Contacts page is displayed; there are several navigation tabs at the top of the contact record. Refer to Appendix B for a detailed explanation of each tab. Be sure to save your work! Continued on Next Page Copyright RE/MAX International, Inc. Page 19 of 108

21 Add a New Contact To manually add a new contact, follow the steps below: 1 Hover over the Contacts menu, select New Contact. 2 The New Contact page is displayed. Manually enter contact information, select Save & Close. Copyright RE/MAX International, Inc. Page 20 of 108

22 Import Contacts Overview The Import Contacts feature allows you to import contacts from an external data source such as, Top Producer, ACT, AgentOffice, Microsoft Outlook, Outlook Express, Microsoft Excel, and many other software applications. Import Contacts To import contacts, follow the steps below: 1 Export source data and save as a Comma Separated Values (.csv) format. CSV is the recommended format for importing. 2 Hover over the Contacts menu, select Import Contacts. 3 The Import Contacts page is displayed. Select the appropriate file type from the dropdown list. Select the Browse button to browse for your.csv file. Continued on Next Page Copyright RE/MAX International, Inc. Page 21 of 108

23 Import Contacts, Continued 4 Select the Import button. 5 Once the importing process is complete, the importing status is displayed. 6 To view imported contacts, search your contacts list. Copyright RE/MAX International, Inc. Page 22 of 108

24 Export Contacts Overview LeadStreet gives you the ability to copy contact information to other programs, including Microsoft Outlook, Top Producer, AgentOffice, ACT or virtually any contact management software. Export Contacts To export contacts, follow the steps below: 1 Hover over the Contacts menu, select Export Contacts. 2 Define the report criteria, select an Output Option (Output Options are defined below). Click the Export Data link. Print to Screen: Sends the report to the Report Viewer for on screen viewing Print to Printer: Sends the report to a printer Export Data: Saves report data in a Microsoft Excel format NOTE Leave the Control Key suppressed while clicking the Export Data link and while the report is running. 3 Select the Save button to save the file to your hard drive. Release the Control Key. Copyright RE/MAX International, Inc. Page 23 of 108

25 LEADSTREET LISTINGS Edit a Listing Add a New Listing Add an Open House Edit an Open House Copyright RE/MAX International, Inc. Page 24 of 108

26 MANAGE LISTINGS Listings Overview LeadStreet imports and updates your listings from the MLS on a daily basis. Most of the data from your MLS will display on remax.com; however, LeadStreet provides the flexibility to further enhance your listings above and beyond the default MLS data. Enhancements include: Adding Property details, showing instructions, and school information Adding an unlimited number of photographs and or a virtual tour Managing activities, such as showings and open houses In this section, the following will be discussed: View and Edit a Listing Add a New Listing Add an Open House Edit a Listing To edit a listing, follow the steps below: 1 Hover over the Listings menu, select Search Listings. 2 To view all listings, select the Search button or enter specific criteria to narrow your search results. NOTE Listings can be filtered by defining search criteria. Continued on Next Page Copyright RE/MAX International, Inc. Page 25 of 108

27 Edit a Listing, Continued 3 Your listings are displayed and can be sorted, edited, or deleted. Select the Edit button. Select the Edit Edit button to modify or view a listing Select the DeleDelete button to remove a listing from LeadStreet NOTE To view the listing on remax.com, select the address link. 4 The Edit Listing page is displayed; there are several navigation tabs at the top of the page. NOTE: Select the Brochure tab to upload an unlimited number of photos per listing. Refer to Appendix C for a detailed explanation of each tab. Be sure to save your work! Copyright RE/MAX International, Inc. Page 26 of 108

28 Add a New Listing To manually add a new listing, follow the steps below: 1 Hover over the Listings menu, select New Listing. 2 Manually enter listing details, select Save & Close. NOTE Check with your MLS prior to manually entering a listing to ensure that you are in compliance with any restrictions pertaining to non MLS listings. Copyright RE/MAX International, Inc. Page 27 of 108

29 Open House Overview Open Houses are a great way to market a property and to obtain buyer leads. When open houses are entered in LeadStreet, the open house is then visible to consumers visiting your Microsite, your office website and remax.com. Add an Open House To add an open house, follow the steps below: 1 Hover over the Listings menu, select New Open House. 2 Select the Pick Values button to choose a listing. 3 The Select Listing window is displayed. Click the Search button to display your listings. Continued on Next Page Copyright RE/MAX International, Inc. Page 28 of 108

30 Add an Open House, Continued 4 Choose your listing, click the Select link. 5 To specify the start date and time, select the Pick Values button to view a calendar or manually enter a date. Click the Select link. Continued on Next Page Copyright RE/MAX International, Inc. Page 29 of 108

31 Add an Open House, Continued 6 To specify when the open house ends, specify an end date. Select Save & Close. NOTE: Once the Open House expires it is automatically removed from the website. 7 The Open Houses page is displayed; existing open houses can be edited or deleted. 8 To view the open house on your Microsite, select the My Microsite menu. Continued on Next Page Copyright RE/MAX International, Inc. Page 30 of 108

32 Add an Open House, Continued 9 Select the Open Houses link. 10 All scheduled open houses in your office are displayed. Copyright RE/MAX International, Inc. Page 31 of 108

33 Edit an Open House 1 To modify an open house, hover over the Listings menu, select Open Houses. 2 Select the Edit button. Copyright RE/MAX International, Inc. Page 32 of 108

34 LEADSTREET Campaign Manager Send an Copyright RE/MAX International, Inc. Page 33 of 108

35 OPTIONS Campaign Manager Overview The LeadStreet Campaign Manager is a great way to build and maintain relationships with clients through electronic communication. Drip Marketing is a marketing strategy which involves sending out a series of marketing pieces over a period of time to a group of prospects and clients. The term Drip Marketing derives from a phrase used in agriculture and gardening called "drip irrigation", which is the process of watering plants or crops using small amounts of water over long periods of time. Drip Campaigns can be used to cultivate and nurture current and potential clients. Campaign Manager To sign up your contacts for drip campaigns, follow the steps below: 1 Hover over the Campaign Manager menu, select Campaign Manager. 2 Select the Manage link. 3 Select campaign recipients by checking the appropriate checkbox(s). NOTE If an address is invalid or has not been specified, this checkbox will be unavailable. Continued on Next Page Copyright RE/MAX International, Inc. Page 34 of 108

36 Campaign Manager, Continued 4 Select Save Changes. 5 To confirm the number of recipients, navigate back to the Campaign Manager page. NOTE The number of recipients includes all contacts signed up in your office. 6 To view the campaign schedule and content, select the View link. 7 The campaign details window is displayed. To preview each , select the link. Continued on Next Page Copyright RE/MAX International, Inc. Page 35 of 108

37 Campaign Manager, Continued 8 Below is a preview of the Buyer 1 message. Drip Campaigns can be customized by the agent. For additional information about custom drip campaigns, NOTE When a consumer opts out, you will receive an notification and the contact record will automatically reflect the Opt Out status. Copyright RE/MAX International, Inc. Page 36 of 108

38 Overview LeadStreet provides a number of communication tools allowing you to stay connected with your contacts electronically. Send an To send an to a contact, follow the steps below: 1 Hover over the Campaign Manager menu, select New . 2 The New Message page is displayed and allows you to send individual or bulk messages. There are two formatting options; Basic and Form Form Allows you to send bulk using a template. Each contact will receive the same content; however, you have the ability to personalize each message by adding a greeting to address each recipient by first name. In addition, each message will be delivered to each recipient as a separate as opposed to a blind carbon copy (bcc), which hides the address of each recipient. NOTE BCC Sender is the default and will blind copy you when the message has been sent. Continued on Next Page Copyright RE/MAX International, Inc. Page 37 of 108

39 Send an , Continued 3 To select message recipients, select the Pick Values button. 4 The Select Recipients window is displayed. Select the Search button to view your LeadStreet contacts. 5 Choose your recipient(s), click the Select link. Continued on Next Page Copyright RE/MAX International, Inc. Page 38 of 108

40 Send an , Continued 6 Enter a Message Subject. The Message Subject will display in the inbox of each recipient. Subject Tips Limit characters to 50 or less Be short, yet descriptive Give your audience a reason to open the message by using your creativity. No gimmicks. 7 Add message content in the Message Text field. LeadStreet provides an easy to use message editor, containing basic tools similar to what you would find in Microsoft Word or similar word processing programs. For an explanation of some unfamiliar tools, refer to the following page. Continued on Next Page Copyright RE/MAX International, Inc. Page 39 of 108

41 Send an , Continued Icon Paste From Word Paste text from Word to LeadStreet Document Library Copy and paste content or a link to your Document Library Toggle Regular/HTML View Changes the display to the actual web page Superscript Formats text above the baseline, e.g. 3 2 Subscript Formats text below the baseline, e.g. H 2O Horizontal Line Inserts a horizontal line, used for decoration External Link Create links to addresses, websites, or other pages within your site Unlink Removes hyperlinks from text or images Insert/Update Image Insert an image, or modify the width, height, alignment, or border Background Color Apply a background color to selected text or the page background Remove Formatting Removes font formatting from text Symbol Inserts special characters, such as, &,,, etc. Continued on Next Page Copyright RE/MAX International, Inc. Page 40 of 108

42 Send an , Continued 8 Once all message content has been added, specify to send the immediately or schedule delivery for a specific date. To select a date, either enter manually or select the edit button for a miniature calendar. 9 Select Send Message. Copyright RE/MAX International, Inc. Page 41 of 108

43 LEADSTREET ACTIVITIES Activities Manage Activities Copyright RE/MAX International, Inc. Page 42 of 108

44 ACTIVITIES Activities Overview Activities are recorded events such as a property inquiry, a scheduled showing, or a request for information. Activities generated on remax.com are sent directly to LeadStreet, and will automatically appear once a lead has been accepted. When a consumer requests information about a listing on remax.com both a contact and an activity are created. Activities can also be added to a contact record or listing manually and are grouped into three categories: Items: Requests, tasks, and appointments that have not yet been completed History Activities: Requests, tasks, and appointments that have been completed Campaign Activities: A series of scheduled automatic messages In this section, the following will be discussed: Manually Add a New Activity Mark an Activity as Complete Manage Activities Activities To manually add an activity to a contact record, follow the steps below: 1 Hover over the Contacts menu, select Search Contacts. 2 Select the Search button to view your contacts. Continued on Next Page Copyright RE/MAX International, Inc. Page 43 of 108

45 Activities, Continued 3 Select the Edit button. 4 Select the Activities tab. 5 Select the Add New Activity link. Continued on Next Page Copyright RE/MAX International, Inc. Page 44 of 108

46 Activities, Continued 6 Enter activity information: Activity Type, Status, and Headline/Caption are required. Select Save & Continue. 7 Select the Advanced tab. Continued on Next Page Copyright RE/MAX International, Inc. Page 45 of 108

47 Activities, Continued 8 Enter additional activity information as needed. Select Save & Close. Defines who should be given access to this activity, such as a spouse, family member, or investment partner. Frequently accessed documents such as contracts, disclosures, and brochures can be uploaded. To upload a file, select the Upload File link. Defines who can view, modify, and be notified about changes or updates to the activity. Continued on Next Page Copyright RE/MAX International, Inc. Page 46 of 108

48 Activities, Continued 9 The Activities tab is displayed. Activities can be edited, deleted, or completed. To mark an activity as complete, select the checkbox labeled Open. 10 Once an activity has been marked as complete, the activity is placed below the History section; you will also receive an and or text message notification confirming the completion of the activity. Copyright RE/MAX International, Inc. Page 47 of 108

49 Manage Activities Overview As you schedule showings, appointments, open houses, and additional activities, you will need an effective management tool; LeadStreet Activities are designed to keep future and past activities organized. The activities page allows you to add, search, modify, and complete activities. Manage Activities To manage activities, follow the steps below: 1 Hover over the Activities menu, select Search All Activities. 2 The Search Activities page is displayed. Select the Search button to view all activities. NOTE Activities can be filtered by defining search criteria. Continued on Next Page Copyright RE/MAX International, Inc. Page 48 of 108

50 Manage Activities, Continued 3 All activities are displayed and can be sorted, edited, deleted, or completed. Select the Edit Edit button to modify or view an activity Select the DeleDelete button to remove an activity from LeadStreet Select the Open checkbox to mark an activity as complete 4 Select the View buttons to view your activities in a monthly, weekly, daily, or printable calendar. Copyright RE/MAX International, Inc. Page 49 of 108

51 REPORTS Reports Overview LeadStreet provides a comprehensive collection of powerful reports such as the Mailing Labels, Enhanced Listing Views and more. Reports can be viewed on screen, printed, or exported to Microsoft Excel. In this section, the following will be discussed: Generate a Report Export a Report to Microsoft Excel Generate and Export a Report To generate and export a report, follow the steps below: 1 Hover over the Reports menu, select All Reports. 2 All reports are displayed in alphabetical order. Select the Audit Reports category from the drop-down list. 3 Select the Search button. Continued on Next Page Copyright RE/MAX International, Inc. Page 50 of 108

52 Reports, Continued 4 Select the Enhanced Listing Views report. 5 Enter the report criteria. Select the Export to Excel link. NOTE Leave the Control Key suppressed while clicking the Export to Excel link and while the report is running. 6 Select the Save button to save the file to your hard drive. Release the Control Key. Copyright RE/MAX International, Inc. Page 51 of 108

53 LEADSTREET APPENDIX Appendix A - Lead Distribution Scenarios Appendix B - Contact Details Appendix C - Listing Details Appendix D Text Message Lead Acceptance Appendix E Click-To-Call Features & Setup Appendix F Customize Your Microsite Copyright RE/MAX International, Inc. Page 52 of 108

54 Appendix A - Lead Distribution Scenarios IDX Listing NOTE Lead distribution rules may vary by region. RE/MAX Listing LEAD DISTRIBUTION RULES Office is selected based on Physical Office Location, Service Area, and Office Agent Count. o If more than one matching office, the handoff weighting is proportional to the number of agents in the office. Statistical Lead Distribution is designed to evenly distribute leads among eligible agents A new lead will always be offered to the listing agent first, regardless of which office site the lead originated on. Requests from previously assigned leads (matched by address), will always be assigned to the same agent, regardless of which office site the lead originated on. Copyright RE/MAX International, Inc. Page 53 of 108

55 Appendix A - Lead Distribution Scenarios, Continued RE/MAX Listing Previously Assigned Lead RE/MAX Listing Unaccepted Lead Copyright RE/MAX International, Inc. Page 54 of 108

56 Appendix B - Contact Details Tabs Contact Tab The Contact tab displays basic contact information such as, name, phone, , and category. Contacts can be reassigned to other Associates or Licensed Assistants in your office. When a consumer submits a request on remax.com, the consumer is ed an automated response, at which time the address is validated. Below is an explanation of what you are likely to see. Valid: The automated response was delivered successfully; therefore the address is valid. Hard Bounced: The address does not exist Soft Bounced: The address does exist; however, for unforeseen circumstances the was not delivered. For example, their mailbox was full or the server was busy, etc. Invalid: The address is not in the proper format and is missing symbol or a dot. When an address is entered, the contact address is immediately verified against USPS records upon selecting Save & Close. Once verified, the address will display with the label Complete and Verified. This verification process includes adding the zip + 4 if applicable, and mapping the correct city with the zip entered. Copyright RE/MAX International, Inc. Page 55 of 108

57 Appendix B - Contact Details Tabs, Continued Advanced Tab Displays contact preferences such as phone, fax, , and login information to remax.com. When a contact opts out of a Drip Campaign, the check box will display as unavailable and will state Contact Opted Out. Login Information can be used to set up a remax.com profile for your clients allowing them to save listings, searches and profiles. NOTE Setting up a login will ensure that your clients remain tied to you. Consumers can login to their My RE/MAX account by selecting the Login link. Copyright RE/MAX International, Inc. Page 56 of 108

58 Appendix B - Contact Details Tabs, Continued Listings Tab Displays a list of saved properties and properties that consumers have inquired about; all listings displayed are automatically updated from remax.com or the office website. Campaigns Tab Displays a list of available campaigns. To sign up a contact, check the appropriate checkbox. Campaigns are a great way to stay in touch with a contact even if they are not yet ready to buy a home. Copyright RE/MAX International, Inc. Page 57 of 108

59 Appendix B - Contact Details Tabs, Continued Profile Tab Displays the contact Dream Home Request, when a consumer submits a profile on remax.com, the profile will display. If a Dream Home Request has not yet been specified, the Associate can enter the information manually. The Test Search link can be used to search listings that meet the search criteria. Updates defines how often the contact wishes to be notified by about new listings that meet their criteria. Copyright RE/MAX International, Inc. Page 58 of 108

60 Appendix B - Contact Details Tabs, Continued Activities Tab Displays scheduled activities for the contact. Activities related to requests from remax.com are sent directly to LeadStreet, and will automatically appear once the lead has been accepted. Activities can also be added manually to the contact record. Activities marked as complete are displayed in the History section. Active Activities Completed Activities Copyright RE/MAX International, Inc. Page 59 of 108

61 Appendix C - Listing Details Tabs General Tab The General tab contains basic listing information automatically imported from the MLS. MLS Sync Method defines how data is imported from the MLS Update All MLS Information Matches all data in the MLS and imports into LeadStreet Update Only Price and Status Allows the listing to be updated in LeadStreet with the exception of Price and Status, which will import from the MLS NOTE: Update All MLS Information is the default. When a listing is modified in LeadStreet, the MLS Sync Method defaults to Update Price and Status & Append Photos. Update Price and Status & Append Photos Allows the listing to be updated in LeadStreet with the exception of price & status. Any photos uploaded in LeadStreet will be appended with photos in the MLS Update Price and Status & Replace Photos Allows the listing to be updates in LeadStreet with the exception of price & status. Any photos uploaded in LeadStreet will be replaced with photos in the MLS Copyright RE/MAX International, Inc. Page 60 of 108

62 Appendix C - Listing Details Tabs, Continued Advanced Tab The Advanced tab contains information such as price ranges, school information, room details, and feature descriptions. To add additional details about one or more rooms, click the Add New Room link. To add special features, click the Add / Remove Features link. Copyright RE/MAX International, Inc. Page 61 of 108

63 Appendix C - Listing Details Tabs, Continued Brochure Tab The Brochure tab is where you can enhance the appearance of your listings by uploading an unlimited number of photographs and adding a virtual tour link. Brochure Headline is displayed when a consumer selects the Print Flyer button on remax.com. Brochure Description is displayed on the listing details page on remax.com If the virtual tour link does not import from the MLS, manually copy and paste the URL in this field. To add additional images, select the Add Listing Images link. Images can be uploaded 5 at a time. An unlimited number of photographs can be uploaded. Copyright RE/MAX International, Inc. Page 62 of 108

64 Appendix C - Listing Details Tabs, Continued Contacts Tab The Contacts tab contains additional listing management tools; such as the addition of a co-agent and the ability to notify the homeowner of incoming leads on their property. Co-agents are not notified of a pending lead, only the primary Associate. Copyright RE/MAX International, Inc. Page 63 of 108

65 Appendix C - Listing Details Tabs, Continued Activities Tab The Activities tab contains activities associated with a listing. Activities generated on remax.com are sent directly to LeadStreet, and will automatically appear once a lead has been accepted. Activities can also be added manually. Activities marked as complete are displayed in the History section. Active Activities Completed Activities Copyright RE/MAX International, Inc. Page 64 of 108

66 Appendix D Text Message Lead Acceptance Text Message Lead Acceptance In today s real estate climate, how rapidly you respond to a lead is critical in capturing internet consumers. The SMS Text Messaging System provides the flexibility that you need to respond to a pending lead as quickly as possible. SMS is short for Short Message Service, ultimately resulting to a faster and more reliable system for LeadStreet text message notifications. Another major benefit to the SMS system is the flexibility to accept leads via text messaging. In order to accept leads via text, you will be required to opt-in through your LeadStreet Agent Options. NOTE: If you do not opt-in you will not have the ability to accept leads from a text message; however you will continue to receive new lead and activity notifications. To opt-in and enable text message lead acceptance, follow the steps below: 1 Hover over the My LeadStreet menu, select My Agent Options. 2 Select the Pick Values button to specify your wireless service provider and enter your 10-digit phone number. Continued on Next Page Copyright RE/MAX International, Inc. Page 65 of 108

67 Text Message Lead Acceptance, Continued 3 Select your wireless service provider. Enter your 10-digit phone number. NOTE: When entering your cell phone number, do not type any special characters such as ( ), -, #, or spaces. Click the Select button to confirm your changes. NOTE Select the Test It button to send a test to your device. 4 Check the checkboxes to Enable Lead Acceptance via Text Message and to Accept the Terms of Use. NOTE A red dot indicates that text message acceptance is not enabled. A green dot indicates that text message lead acceptance is enabled. 5 Select Save & Continue or Save & Close. Continued on Next Page Copyright RE/MAX International, Inc. Page 66 of 108

68 Text Message Lead Acceptance, Continued 6 Within 15 minutes you will receive a text message with the following: Send Yes to confirm accepting leads via SMS. Txt STOP to opt out of RE/MAX Lead Alerts or HELP for help. Other charges may apply. REPLY: Yes and expect a confirmation message similar to the following: Thanks for joining RE/MAX Lead Alerts. All lead notification and acceptance will be through SMS. STOP to opt out. Other charges may apply. NOTE: If you reply with the word Help the system will reply stating: For problems with RE/MAX Lead Alerts - ecare@remax.com or STOP to opt-out. Other charges may apply. Important Note: If you do not receive a confirmation text message within 15 minutes, go back to your LeadStreet Agent Options and select the Send Again button. NOTE If you experience difficulty with receiving your confirmation, contact technical support at ecare@remax.net or your regional technical support contact. Accept a Pending Lead Text Message Notification To accept a lead via text message, follow the steps below: 1 Once you are offered a new lead via text message, select the Reply feature on your device. 2 To accept a lead, type Accept. To decline a lead, type Decline. 3 Select Send. Copyright RE/MAX International, Inc. Page 67 of 108

69 Appendix E Click-To-Call Features & Setup Click-to-Call Click to Call provides a unique and interactive opportunity to capture and engage internet consumers in real-time. LeadStreet s Click to Call feature bridges the internet communication gap allowing consumers who are browsing RE/MAX listings on remax.com to initiate contact by phone with the RE/MAX listing agent. Click-To-Call is offered at no additional charge and is included with your LeadStreet subscription. To participate with Click-to-Call, you will be required to opt-in through your LeadStreet Setup menu. To opt-in and enable Click-to-Call, follow the steps below: 1 Hover over the Setup menu and select Click to Call Setup. 2 Enter your primary 10-digit phone number. Select the here link to activate the service. NOTE Enter your 10-digit phone number. Do not type any special characters such as ( ), -, #, or spaces. Continued on Next Page Copyright RE/MAX International, Inc. Page 68 of 108

70 How to Enable Click-to-Call, Continued 3 The Call Settings tab is displayed. You can enter your 10-digit phone number as well as enable a secondary number. The secondary number is optional. Select Save Changes. 4 On the same tab, select your time zone and check the days and times of your availability. You can select times during the day and/or night. Once you have selected your availability, the Connect Now button will be available to consumers on your business card above your listings. Select Save Changes. NOTE During the days and times not selected, the Connect Now button will not be displayed. Continued on Next Page Copyright RE/MAX International, Inc. Page 69 of 108

71 How Click-to- Call Works When a consumer selects one of your listings, your agent business card is displayed. Upon opting-in Click-to-Call your business card will include a Connect Now button so that consumers may connect with you based on your selected availability. On remax.com, the Connect Now button will display on your listings only; however, on your Microsite, the Connect Now button will display on all listings. To learn how Click-to-Call works, follow the steps below: 1 Consumers can initiate direct telephone communication with you by selecting the Connect Now button. NOTE Your business card can be customized in your LeadStreet My BizCard Options. Continued on Next Page Copyright RE/MAX International, Inc. Page 70 of 108

72 Connecting with Consumers, Continued 2 Consumers must enter the number they are calling from and specify when they wish to be connected. Once the consumer selects Talk By Phone, the Click-to-Call service will establish the connection. NOTE Consumers will receive a call connecting them to the estara service. 3 Once the call is connected, consumers can end the call by hanging up their phone, selecting the Hang Up button or closing the window. NOTE If you do not answer the call, the consumer can leave you a voic or attempt to call you again. Continued on Next Page Copyright RE/MAX International, Inc. Page 71 of 108

73 Connecting with Consumers, Continued 4 Upon completion of your call, a new contact record will be added to your Leadstreet account. The new lead contact record will only contain their phone number; you will need to manually enter any additional contact information. Continued on Next Page Copyright RE/MAX International, Inc. Page 72 of 108

74 Page Push Page Push allows you to send, in real time, a variety of website pages to the consumer that you are talking to. While you are on a Click-to-Call initiated phone call, you can simply enter the two digit code plus pound on your telephone key pad and the page you selected will open automatically on the consumers screen. You can push as many as 10 unique pages to the consumer at any time. To setup your Page Push options, follow the steps below: 1 Hover over the Setup menu. Select Click to Call Setup. 2 Select the Page Push tab. Enter a title and website address in the appropriate fields. Be sure to include the as part of the website address in the URL field. Select Save Changes. NOTE Consumers may experience difficulty viewing pushed pages if pop up blockers are enabled. Continued on Next Page Copyright RE/MAX International, Inc. Page 73 of 108

75 Call Summary The Call Summary feature allows you to review your calls and call history. To view a summary of your calls, follow the steps below: 1 Hover over the Setup menu, select Click to Call Setup. 1 Select the Call Summary tab. NOTE Calls can be filtered by date by selecting from the drop down list. Copyright RE/MAX International, Inc. Page 74 of 108

76 Appendix F Customize Your Microsite LEADSTREET MICROSITE LeadStreet Microsite Overview More than 8 out of 10 homebuyers use the internet to search for real estate; more consumers are looking for products and services online, now more than ever before. Consumers have come to expect that real estate professionals have a web presence. To establish a successful web presence, your website should be professional, informative, well organized, and eye catching. Your LeadStreet Microsite website provides many features that are sure to make your website soar Above the Crowd. Copyright RE/MAX International, Inc. Page 75 of 108

77 MY BIZCARD OPTIONS BizCard Overview Your BizCard displays above each of your listings on remax.com and on your agent Microsite and serves as a virtual business card. The BizCard is ideal for personal branding and gives you the option to enhance the following: Define your market areas Add detailed contact information Sample BizCard Continued on Next Page Copyright RE/MAX International, Inc. Page 76 of 108

78 My BizCard Options To enhance your BizCard, follow the steps below 1 Hover your mouse over the My LeadStreet menu, select My BizCard Options. 2 The My BizCard Options page is displayed. For a detailed explanation of each option refer to the following page. NOTE To keep your enhancements from being overwritten by Mainstreet, uncheck the Refresh My Data From Mainstreet checkbox. Continued on Next Page Copyright RE/MAX International, Inc. Page 77 of 108

79 My BizCard Options, Continued Option Personal Information & Communications Detail Personalize your contact information Tip: Use the Title field to enter professional designations Personal Profile Enter your market areas. Market areas can be cities, counties, informal areas or communities that you service. Your market areas are displayed in various places throughout your Microsite. Personal/Team Photo Upload a personal or team logo or photo. Select the browse button to locate your file on your hard drive or other storage device. Copyright RE/MAX International, Inc. Page 78 of 108

80 SHOWCASE/FEATURED PROPERTIES Showcase/Featured Properties Overview A showcased or featured property is an advertising feature that allows you to showcase your listings on the home page of your website. Featured Properties are displayed as thumbnails and automatically rotate each time the page is visited or refreshed. RE/MAX Classic Theme Single Showcase/Featured Property Continued on Next Page Copyright RE/MAX International, Inc. Page 79 of 108

81 Featured Properties To select your Featured Properties, follow the steps below: 1 Hover your mouse over the Listings menu, select Featured Properties. 2 Define your criteria, click Save & Close. Automatic Rotation is the default setting and will automatically rotate between your own listings, office listings, or a team members listings each time your website is visited. Select any additional criteria such as, price range, property types, or choose to only show listings with photos. Most Expensive and Manually Pick are static options and do not rotate each time your website is visited. NOTE Most Expensive and Manually Pick are static and do not rotate when your website is visited. Copyright RE/MAX International, Inc. Page 80 of 108

82 WEBSITE PAGE MANAGER Website Page Manager Overview Treat your visitors to a unique experience by personalizing your microsite s content through the use of text, photos, and multimedia. Use the Website Page Manager to edit the About page of your microsite. This section will focus on the following page editing features: Uploading photos Adding external and internal hyperlinks Page Manager To edit the About page, follow the steps below: 1 Hover over the Setup menu, select Page Manager. 2 Select the Edit button. 3 The Easy Page Editor is displayed. The Easy Page Editor allows you to edit your pages in a WYSIWYG (What You See is What You Get) environment, which means that content is displayed very similarly to the final output. Continued on Next Page Copyright RE/MAX International, Inc. Page 81 of 108

83 Edit a Webpage, Continued 3 LeadStreet provides an easy to use web page editor with editing tools similar to what you would find in Microsoft Word or similar word processing programs. For a brief explanation of some of these tools, refer to the table below. NOTE Be sure to save your work! Select Preview to view your page in the browser. NOTE The About Page is divided into sections such as Breadcrumb, Paragraph 1 and others. Sections vary by page. The Content and Instructions are the only sections that can be modified. Icon Paste From Word Paste text from Word to your webpage Document Library Copy and paste content or a link to your Document Library Toggle Regular/HTML View Displays the page content with HTML code Superscript Formats text above the baseline, e.g. 3 2 Subscript Formats text below the baseline, e.g. H 2O Horizontal Line Inserts a horizontal line, used for decoration External Link Create links to an address, website, or pages within your site Unlink Remove or edit a hyperlink from text or images Insert/Update Image Insert an image, or modify the width, height, alignment, or border Background Color Apply a background color to selected text or the page background Remove Formatting Removes font formatting from text Symbol Inserts special characters, such as, &,,, etc. Continued on Next Page Copyright RE/MAX International, Inc. Page 82 of 108

84 Insert an Image To insert an image, follow the steps below: 1 Position the cursor where you would like to insert the image. Select the Insert/Update Image button on the page editing toolbar. 2 The File Upload Content window is displayed. Select the Browse button to locate your photo on your hard drive or portable storage device, click Upload Image. 3 Select the Upload Image button to add the photo to your Image Library. Continued on Next Page Copyright RE/MAX International, Inc. Page 83 of 108

85 Insert an Image, Continued 4 Uploaded images can be resized, alternate text or a border can be added. Additionally, your photo is now added to the Image Library and can be reused throughout LeadStreet. Select the Insert button. NOTE Image Description is used to insert an alternate text version of your photo. Alternate text displays a tooltip when a mouse is hovered over an image and is also used for website accessibility and Search Engine Optimization. It is recommended that all images have alternate text to provide a description for screen readers and search engines. NOTE Width and height dimensions are defined in pixels. 5 Once all content and photos have been added, select Save & Close. NOTE Images can be resized by clicking and dragging the handles surrounding the image. NOTE Select the Insert/Update Image button to upload additional images or to modify an existing image. Copyright RE/MAX International, Inc. Page 84 of 108

86 Add an External Hyperlink To add an external hyperlink, follow the steps below: 1 Select the text or image that you want to hyperlink. 2 Select the External Link button. 3 Using the Insert/Edit Link window, enter the web address. Continued on Next Page Copyright RE/MAX International, Inc. Page 85 of 108

87 Add an External Hyperlink, Continued 4 Select an Internet Protocol. Internet Protocol is a term used to describe how data is sent over the internet. For a detailed explanation of each protocol, refer to the Glossary of Terms. NOTE HTTP is the primary protocol for the internet and is essential to linking and browsing. 5 Select a target. Targets are used to define where a linked document will open. It is recommended that you select blank when linking externally. Blank opens the linked website in a new window while keeping your website open. NOTE Use blank sparingly, consumers find it cumbersome to close multiple windows. 6 Select the Insert button. Continued on Next Page Copyright RE/MAX International, Inc. Page 86 of 108

88 Add an External Hyperlink, Continued 7 Your text is underlined, indicating that the link has successfully been added. If you chose to hyperlink a photo, there will be no visible changes. NOTE Save your work and preview in the browser! NOTE To modify a hyperlink, select the linked object, then select the External Link button on the toolbar. Copyright RE/MAX International, Inc. Page 87 of 108

89 DOMAINS Domains Overview Your LeadStreet Microsite website includes a free primary domain which is used as your default website address, for example, yourname.remax.com. Devising a domain name that is creative, catchy, and memorable will give you the freedom to market your business through a variety of marketing strategies making your website more accessible and marketable. Domains To create a custom Domain for your website, follow the steps below: 1 Hover your mouse over the Setup menu, select Domains. 2 Select a suggested domain name(s). Upon selecting a domain name, your new domain will automatically redirect traffic to your default website. NOTE Additional domain names can be registered using a third party vendor, additional fees will be incurred. Ensure that your domain complies with the RE/MAX trademark guidelines. Download the Add the Power Internet Marketing guide on Mainstreet. NOTE To search for a specific domain name and to check availability, enter the domain name and click the Search button. Copyright RE/MAX International, Inc. Page 88 of 108

90 TRACKING SCRIPT Tracking Script Overview Tracking Script gives you the ability to add tracking code to each page of your website, allowing you to: Analyze traffic to your website, Gain valuable insight about who is visiting your site, Identify which pages in your website are most popular, Identify how consumers found your website, Determine ROI on your marketing initiatives, and much more. There are several ways to acquire a tracking script. Google Analytics ( & Webtrends ( are two of many vendors who can provide you with a tracking script. Tracking Script To add tracking script to your website, follow the steps below: 1 Hover your mouse over the Setup menu, select Tracking Script. 2 Once you have obtained your tracking script, copy and paste into LeadStreet. Sample Tracking Script Sample Google Analytics Report Copyright RE/MAX International, Inc. Page 89 of 108

91 FEATURED SEARCHES Featured Searches Overview A featured search is a set of predefined search criteria which allows consumers to conduct property searches with ease and precision. Your LeadStreet Microsite website comes packaged with default featured searches including; Single Family, Condos, Lots, and Luxury Homes. Customizing featured searches is a great way to attract new visitors and repeat visitors to your website by showcasing available listings of the most in demand communities or any number of search criteria relevant to your marketplace. Featured searches are displayed on the home page of your website and can also be accessed by clicking on the Featured Searches link. Continued on Next Page Copyright RE/MAX International, Inc. Page 90 of 108

92 Add a Featured Search To add a new Featured Search, follow the steps below: 1 Hover over the Setup menu, select Featured Searches. 2 The Featured Searches Setup page is displayed. Featured Searches can be reordered, edited, deleted, and added. Select the Add New Featured Search link. Continued on Next Page Copyright RE/MAX International, Inc. Page 91 of 108

93 Add a Featured Search, Continued 3 Enter general information such as search name, type, and description(s). Select Save & Continue. NOTE Search Type is not visible to consumers, but is used internally to organize and manage your featured searches. NOTE Short Descriptions are displayed when a consumer clicks on the Featured Searches link. Description is displayed when a consumer clicks on the actual Featured Search. 4 Select the Search tab. Define search criteria, select Save & Continue. NOTE Select Test Search to ensure accuracy of search criteria. Continued on Next Page Copyright RE/MAX International, Inc. Page 92 of 108

94 Add a Featured Search, Continued 5 Select the Images tab. Select the Add Featured Search Images link to upload photos. 6 Select the Browse button to locate your photo(s) on your hard drive or portable storage device. Once all images have been selected, select the Upload button. Continued on Next Page Copyright RE/MAX International, Inc. Page 93 of 108

95 Add a Featured Search, Continued 7 All uploaded images are displayed. Select Save & Continue. NOTE Multiple images will display in a slideshow format. 8 Select the SEO tab to enhance Search Engine Optimization by adding a page title, and meta keywords and description. Select Save Changes. 9 Your new featured search has been added. To preview the featured search in the browser, select the featured search name. Copyright RE/MAX International, Inc. Page 94 of 108

96 Open House Overview Open Houses are a great way to market a property, obtain buyer leads, and display upcoming open houses on your website and remax.com. Add an Open House To add an open house, follow the steps below: 1 Hover over the Listings menu, select New Open House. 2 To choose a listing, select the Pick Values button. NOTE Consumers will soon have the capability to search open houses from the front page of remax.com. 3 The Select Listing window is displayed. Click the Search button to display your listings. Continued on Next Page Copyright RE/MAX International, Inc. Page 95 of 108

97 Add an Open House, Continued 4 Choose the desired listing, click the Select link. 5 To specify the start date and time, select the Pick Values button to view a calendar or manually enter a date. Click the Select link. Continued on Next Page Copyright RE/MAX International, Inc. Page 96 of 108

98 Add an Open House, Continued 6 To specify when the open house ends, specify an end date. Select Save & Close. NOTE: Once the Open House expires it is automatically removed from the website. 7 The Open Houses page is displayed; existing open houses can be edited or deleted. 8 To view the Open House on your website, select the My Microsite menu. Continued on Next Page Copyright RE/MAX International, Inc. Page 97 of 108

99 Add an Open House, Continued 9 Select the Open Houses link. 10 All scheduled Open Houses are displayed. Copyright RE/MAX International, Inc. Page 98 of 108

100 Edit an Open House 1 To modify an Open House, hover your mouse over the Listings menu, select Open Houses. 2 Select the Edit button. Copyright RE/MAX International, Inc. Page 99 of 108

101 CAMPAIGN MANAGER Campaign Manager Overview The Campaign Manager is designed to assist you with building and maintaining relationships with clients through electronic communication. Drip Marketing is a marketing strategy which involves sending out a series of marketing pieces over a period of time to your prospects and clients. The term Drip Marketing derives from a phrase used in agriculture and gardening called "drip irrigation", which is the process of watering plants or crops using small amounts of water over long periods of time. Drip Campaigns can be used to cultivate and nurture current and potential clients. Customize a Campaign To create a custom Drip Campaign, follow the steps below: 1 Hover over the Campaign Manager menu, select Campaign Manager. 2 In order for a custom campaign to be created, a default campaign must be edited and duplicated. Select the Edit link. Continued on Next Page Copyright RE/MAX International, Inc. Page 100 of 108

102 Customize a Campaign, Continued 3 Select the OK button to duplicate the campaign. 4 The duplicate campaign is displayed along with your name. Select the Edit link. 5 Enter a name for your campaign, select Save & Continue. Continued on Next Page Copyright RE/MAX International, Inc. Page 101 of 108

103 Customize a Campaign, Continued 6 Select the link to customize content. 7 Enter the message subject. NOTE The subject is displayed to each recipient in their inbox. Continued on Next Page Copyright RE/MAX International, Inc. Page 102 of 108

104 Customize a Campaign, Continued 8 Delete the existing text and replace with your content. To format text, insert images, or hyperlinks, use the editing tools on the toolbar. Directly below the toolbar is an additional set of tools, labeled Form Fields. Form Fields can be used to insert contact information from LeadStreet, such as first or last name. Template editing tools NOTE symbol denotes a field. Fields populate with actual contact or your personal information. 9 Select Save & Close. Continued on Next Page Copyright RE/MAX International, Inc. Page 103 of 108

105 Customize a Campaign, Continued 10 Repeat steps 6 9 to customize remaining s. NOTE If additional s are needed, select the Create New From Scratch link. 11 Select the Edit button to modify the campaign schedule. 12 Enter a numerical value in the Send After field. Select the Update button. NOTE Send After value is defined in a number of days. 13 Repeat steps to set the schedule for remaining campaign s. 14 Select Save & Close. Copyright RE/MAX International, Inc. Page 104 of 108

106 Manage Campaign Recipients To manage campaign recipients, follow the steps below: 1 Hover over the Campaign Manager menu, select Campaign Manager. 2 Select the Manage link. 3 Your LeadStreet contact list is displayed. Select campaign recipients by checking the appropriate checkbox(s). Continued on Next Page Copyright RE/MAX International, Inc. Page 105 of 108

107 Manage Campaign Recipients, Continued 4 Select Save Changes. 5 To confirm the number of recipients, navigate back to the Campaign Manager page. NOTE Default office campaigns display the total number of contacts signed up in your office. Custom campaigns only display the number of recipients you have signed up. 6 To view the campaign schedule and content, select the View link. 7 The campaign details window is displayed. To preview each , select the link. Copyright RE/MAX International, Inc. Page 106 of 108