MRED Guide to: Managing Your PREMIUM Goomzee Account

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1 Goomzee- User s Guide MRED Guide to: Managing Your PREMIUM Goomzee Account Promote Your Properties In Minutes Goomzee is a comprehensive mobile marketing and lead generation system for real estate professionals. Follow these simple steps to set up your account and start promoting your properties right away. Useful terms The following definitions will help you better understand our mobile marketing platform. Short Code Our short code is 44133, which is a 5-digit text-in number that wireless carriers route text messages to our software. Gcode A Gcode is a text message keyword that is typed into the message when a consumer sends a text message request. For instance, if one of your Gcodes is 1234 then the consumer will send a text message to and in the message body, they will type 1234 and click SEND. Your Account Access your Goomzee account from your MyMLS home page in connectmls. The link is located under Tools, Resources and Links. Campaign The information about the property that is sent to a user s phone is a campaign. After the property sells, you can reuse your Gcodes, QR Codes and signs when you create a new campaign to promote another property. Inquiry An inquiry is essentially a Lead. When a consumer sends a text message to with your Gcode as the message or scans a QR Code, they receive the property information (your text/photo Campaign or Mobile Property Page); their phone number is automatically recorded like Caller ID so you can follow up. Access your Goomzee account by logging in to connectmls. The link for Goomzee is located in the Tools, Resources and Links section of your MyMLS homepage.

2 Setup Wizard The first time you access Goomzee the Setup Wizard will walk you through the basic steps needed to start promoting your listings. The five steps covered in the setup wizard include setting up your contact information, set your passwords, set up your alert preferences, program your auto responders and start publishing your listings. Step 1 Edit Your Default Contact Info (optional) Default contact information can be set to make your campaign publishing faster and more consistent. The name and phone entered in the fields can be added to the end of each of your campaigns so consumers have your contact information along with the property information. 1. Edit/enter text in Contact name. 2. Edit/enter text in Contact phone. 3. Edit/enter time zone. If you wish to skip this step, click the link at the lower right hand corner. Step 2 Alert Settings Whenever a consumer sends a text message to request property information, Goomzee sends you or your team an alert instantly. You can choose between or SMS(mobile alerts). 1. Check box: Edit/enter address. or 2. Check (SMS) Mobile: Edit/enter mobile number and select carrier. If you wish to skip this step, click the link at the lower right hand corner. 2

3 Setup Wizard continued 3 Step 3 Activate Auto Responder (with premium upgrade only) Whenever a consumer sends a text message to request property information, Goomzee can automatically send a predetermined response to that consumer. The auto responder can be programmed to send different messages at different times depending upon your schedule. 1. Check Activate your auto responder box If you wish to skip this step, click the link at the lower right hand corner. 3

4 Setup Wizard (continued) Step 4 cont. Auto Responder Setup (with premium upgrade only) Once the auto responder is activated you are able to program a desired response you wish the consumer to see on a specific day and time. 1. Check days of on duty 2. Check hours of availability (green-on duty, red-off duty) 3. Choose predetermined message from dropdown menu or create your own custom message for on and off duty. If you wish to skip this step, click the link at the lower right hand corner. Step 5 Done! Congratulations your account is now set up! You can now access your account and get Goomzee to work for you. From the final step you can publish from your listings (MLS data), publish manually, go to your dashboard or view your campaigns. If you do not wish to see the setup wizard again, check the box in the lower left hand corner. Remember, all of the information that was just entered into the wizard is changeable through your dashboard. To close the setup wizard click Close at the lower right hand corner. 4

5 Default Contact & Alert Setup Click on My Account any time to edit your account settings. 1. Optionally set your default contact info. 3. Optionally activate alerts. The first time you access your Goomzee account, you may want to configure your alert settings and default contact information. To edit your account settings, after logging in, click on the My Account link near the top-right of the admin screen. A screen similar to the screen shot above will appear and most sections and form fields should be intuitive. After you edit the settings, click Save. Edit Your Default Contact Info (optional) Default contact information can be set to make your campaign publishing faster and more consistent. The Name and Phone entered in the fields can be added to the end of each of your campaigns so phone consumers have your contact information along with the property information. Name and are the only two fields you need to edit. Alerts Whenever a consumer sends a text message or scans a QR Code to request property information, Goomzee can send you or your team an alert instantly. The alert will inform you whether the inquiry was sent in via text message or QR Code scan. You can optionally active your and phone alerts. click the checkbox and type in one or more valid addresses. If you would like multiple people to be notified about leads, enter their address separated by a comma and space. Phone you can receive alerts on your mobile phone by typing in your 10-digit phone number and choosing your wireless provider. Alerts are optional and you can edit your settings at any time from any Internet-enabled computer. 5

6 Creating Campaigns (Property Details) Manual campaign creation in the My Listings screen Click Create Campaign. Publishing wizard is feed through your MLS. Select property to create campaign. 1. Edit/enter text in convenient fields for fast entry. 2. Preview displays what will be sent to phone. 3. Optionally click Append contact info to add your default contact and Create. Next to any row in either the My Gcodes or My Listings pages, you can click either Publish or Create new Campaign link (or button) and quickly publish a new campaign. This information will be sent back to consumers when they text in the appropriate Gcode or scan a QR Code. Enter the required information and confirm what is in the Preview window is the desired information sent to consumers phone. The Title is for your reference and is not sent to users. Optionally set max inquiries per contact (how many times a user can text the campaign). Normally no expiration date is set. Click either Create or Create & Close. If you have photo tours enabled, click Create to remain in edit mode. 6

7 Creating a QR Code Campaign A QR Code is a two-dimensional code readable by mobile devices. The code consists of black modules arranged in a square pattern on a white background. The information encoded can be text, URL, phone number or other data. Once you have clicked Publish on the My Listings screen, Goomzee automatically creates a QR Code for the campaign. At the same time, a Mobile Property Page for the listing is created and linked to the campaign. When the QR Code is scanned, the consumer receives the listing Mobile Property Page on their mobile device. Since the QR Code is linked to the Gcode, when the Gcode is reassigned to a new campaign the same QR Code will automatically be reassigned to the new campaign. 1. Click QR Code for additional options. 1. Click on QR Code to save image file for use on marketing assets. 2. Copy and paste the generated link to embed the QR Code into your website. 7

8 Mobile Property Page A Mobile Property Page is a webpage that has been optimized to display on mobile devices. Once you have clicked Publish on the My Listings screen, Goomzee automatically creates a Mobile Property Page that includes the listing information, Mobile Virtual Tour and map showing location of the listing. When the QR Code associated with the campaign is scanned, the consumer receives the listing s Mobile Property Page on their mobile device. *Custom branding for Mobile Property Page is available with RE Mobile Pro package. 1. When a potential buyer scans the QR code, they will be prompted to enter their cell number and carrier. 2. Once registered the Mobile Property Page will be delivered to the potential buyers mobile device. Mobile Property Page The Mobile Property Page includes the listing information, additional information, Mobile Virtual Tour and a interactive map that shows the location of the listing. 8

9 Custom Branding (with premium upgrade) With Goomzee s branding options, agents and brokerages can quickly brand their Mobile Property Pages to adhere to company branding standards including logos, corporate colors and personal photo. Basic phone and Smartphone previews show changes in real time. 1. Enter Contact information. 2. To upload your company logo and personal photo, click on browse and select image. 3. Backgrounds and fonts can be customized by enter the Hex Color Code or by clicking the color wheel which will open the color selection tool. On the rainbow scale move the slide up and down, then click on the desired color in the left window. 4. Click Save 9

10 Dashboard (with premium upgrade) Through the Dashboard you are able to analyze real-time market intelligence with quick & easy management and oversight of campaigns, leads and statistics. Dashboard Overview 1. View Property Leads in chronological order 2. View daily inquires and which days are more active 3. Chart allows for campaign specific lead history InterAct 1. Track communications back to the system from each lead 2. Interact bubble displays inbound and out bound messages 10

11 Dashboard (continued) Lead Information 1. Enter/View Contact information 2. Lead status, keep track of your last touchpoint 3. Maintain conversations and communicate directly out of the web admin Edit Lead/Contact Within the Edit Lead/Contact you are able to update each leads contact information. If a contact is already in the system their information will be carried over to the new lead for each inquiry. You are also able to keep current status information and notes about each inquiry made. All updates and notes are then stored in the History/Notes tab. Through the Edit Lead page you are able to communicate directly with the contact. If you have a Skype account, you are able to call right from this screen using the Skype link in the upper right corner. You can also communicate with your contact via text message button or the button from the Messaging section. 11

12 Creating Mobile Virtual Tours When creating a new campaign, click Create to remain in edit mode (no close ). Or click on Edit from any active campaign. 1. Click on the Photos tab to create and edit your photo tours. 2. You click the [+] button to add either a photo from your computer or from the web. 3. Enter a caption and repeat, then click Save. Your account has Mobile Virtual Tours enabled, and you will see a Photos tab appear when editing an existing campaign, or if you create, a new campaign and click Save instead of Save & Go Back which keeps the window open in edit mode. Photos from your MLS Listings If you are creating a campaign from you re My Listings tab(pulled from your active MLS listings). The first 8 photos associated with that listed will automatically be pulled over when you save a campaign. Adding Photos From Your Computer If you click the [+] Photos From Computer link, a photo selection row will appear. Click the Browse button and a window will open that allows you to choose a photo from your computer. Enter a text caption and repeat for each photo. Adding Photos From The Web If you click the [+] Photo URL From Web link, a text input field will appear, allowing you to enter the full address to a photo file. (i.e. Enter a text caption and repeat for each photo. Saving Your Work When you selected the photos and captions, click Save or Save and Go back to save your work. Choose either JPEG, GIF or PNG files that are less than 2MB in size. The size of your files will determine how long it takes to generate your tour so be patient. You can edit your tours any time. 12

13 Campaign Specific Auto Responder Auto Responder (with premium upgrade only) With the same functions as the auto responder that was filled out during the up wizard, the Campaign Specific Auto responder can be set up to send specific responses that pertain to the particular listing. Whenever a consumer sends a text message to request property information, Realty Connect will automatically send a predetermined response to that consumer. The auto responder can be programmed to send different messages at different times depending upon your schedule. Auto Responder Setup (optional) Once the auto responder is activated you are able to program a desired response you wish the consumer to see on a specific day and time. 1. Check days of on duty 2. Check hours of availability (green-on duty, red-off duty) 3. Choose predetermined message from drop-down menu or create your own custom message for on and off duty. 13

14 Viewing Your Leads (Inquiries/Contacts) A) Click on the My Contacts tab to view most recent lead activity. B) To view detailed info about an inquiry, edit any existing campaign by clicking on its title or the Edit icon in the action column. 1. Click on the Inquiries tab to view leads for that campaign. Goomzee was designed for flexibility, giving you a variety of options to track your lead activity. My Contacts When you log into the admin website, you can click on the My Contacts tab and it will display your most recent leads. You can call the leads and type in and name information instantly upon contact. Since each lead may request information on multiple property campaigns (texting several of your codes or scanning multiple QR codes), they are only listed once in this screen but it displays how many campaigns and inquiries they ve had for you and your team s Gcode. You can click on their phone number and view a lead detail screen and even all their campaign activity if you desire. Inquiries One of the most common ways to view leads is by selecting campaigns that have been recently inquired about. Click the Inquiries tab and you can see all the inquiries for that campaign, plus update status (contacted) as you follow up. Lead Thermostat in this view, you can also see whether a lead viewed photos or files (if available) to prioritize your callbacks based on interest level. 14

15 Publishing From Listing Database (MLS) 1. Click on the My Listings tab to view your active listings. Click Publish next to the desired listing. 2. The campaign details will be automatically set and you simply choose which Gcode you will use and save. That s it! MRED is a participating partner with Goomzee, therefore you will see a My Listings tab in the admin website. The first time you click it, you may be prompted to set up your account. Follow the instructions and enter your appropriate account identifier and save. After your account is established, you can choose to publish your campaigns either manually (default) or by using the Publishing Wizard. Simply click the Publish link next to a listing and the data automatically appears in a campaign form. You then choose which Gcode you will promote that listing with and save. Within seconds, you have created a new property campaign. Reusing Gcodes and QR Codes After you create campaigns (either manual or with wizard), you can always edit existing campaigns. If you plan on reusing a Gcode/QR Code sign to promote another property, simply select that Gcode and click the [+] Create New Campaign option. A notice will appear to warn you this will expire the previous campaign. Select yes and proceed with publishing your new campaign. The Goomzee system tracks your leads independently so you know who inquired about what property. 15

16 Invites for Branded Mobile IDX Search (Available only with premium package upgrade) While viewing your leads in the Goomzee admin website, you can invite your contacts to search for properties on their phone using your Branded Mobile IDX web app. Invites can be sent to mobile devices, addresses or accessed through a self service form, or widget, you can place on your traditional website. Once the invite is accepted, consumers can use their Internet connected smart phone to search for publicly available listings from your Branded Mobile IDX site, and when they request more information about a property, that contact comes directly to you, their agent. Text Message Invite To invite a Contact to your Branded Mobile IDX app with a text message, click on the magnifying glass with the green arrow in their lead record. This will create an invitation message specific for that Contact, and you may add a custom comment to the message before sending it. When your Contact receives the text message, they can click on the link to complete their registration and access your Branded Mobile IDX app on their phone. 1. Click My Contacts in the Realty Connect web admin navigation. 2. Click magnifying glass with green arrow in the Interact column for the contact you want to invite. 3. Add additional comments to the message, if desired. 4. Click send. 16

17 Invite for Branded Mobile IDX Search (cont.) Website Widget and Text Code for Invite There are two ways you can promote your Branded Mobile IDX app on your website. Visitors can enter their phone information in a small form, or widget, and automatically receive a text message invitation to access your app. Alternatively, they can send a text message to a Gcode to request their invite link. When a lead requests access to your Branded Mobile IDX, Goomzee automatically creates a new Contact in your account so you can follow up. 1. Create a new campaign, and under Campaign Type, choose Search Invite Widget. 2. Choose a GCode for the campaign. 3. Create a title for the campaign. 4. Customize your widget with additional instructions, layout options, and optional fields. A preview of how the widget will appear is displayed on the right side of the page. 5. Save the widget, then copy the HTML code into the web page where you want it to appear. 17

18 Invite for Branded Mobile IDX Search (cont.) Gcode Mobile Invite Leads can also request an invite to your Branded Mobile IDX app by sending a text message Gcode. You can promote your Mobile IDX invite Gcode on your website, business cards, advertisements, or any other marketing type. 1. Create a Mobile IDX invite campaign, as described above. 2. Promote the Gcode for that campaign in your website and marketing to automatically provide access to your Branded Mobile IDX app. For example, Text ###### to for a personal invitation to use my mobile app to search for homes with your phone. 18

19 Direct Link to Your Branded Mobile IDX Search Goomzee automatically creates a direct link to your Branded Mobile IDX app, which you can provide to potential buyers so they can search for properties with their Internet connected smart phone. You can publish that link on your website, in your social media feed, or anywhere that you want to promote your Branded Mobile IDX app for potential clients. 1. Click My Account in the top right corner of the Goomzee web admin. 2. Click the Branding tab. 3. Underneath the phone previews of your custom branding, click Show My Custom Branded Links. Branded Mobile IDX Search Tool (For consumer use) 19

20 Realty Connect User s Guide Promoting Your Codes Be creative. Many clients create their own signs or ads to promote their text message campaigns. Sign riders can sometimes fade in with your other signage you may want to use 2-wire H step stakes and place them in the yard away from other signage to draw attention. Some clients have added sandwich boards throughout a development, allowing passers-by to gain information on their phone. Others have printed large banners. If you are limited by how you can promote the campaign, you may choose to simply print a flyer and tape it inside a window. All have been reported to be very effective in prompting buyer action. Add your Gcode codes or QR code to your traditional advertisements. Users have reported an increase in leads when they also incorporate their campaign codes in traditional advertisements. Some use different codes for different ads to track where they came from it s your choice how you take advantage of this technology. Test Your Code Text to: Msg: [Gcode] Where [gcode] is one of your codes. (after you create a campaign) Frequently Asked Questions / Troubleshooting tips Where do I login? After logging in to MRED s connectmls site, go to the Tools, Resources and Links sections in your MyMLS tab and click on Goomzee. What if my signs are damaged, lost or stolen? You may contact any sign supplier to create new or custom signs, or check whether blanks are available. What are Max Inquiries / Max Inquiries Per Lead? These prevent spam and are maximum times a campaign can be texted in total and by individual users. How do I test my codes/campaigns? See above. Create a new text message on your cell phone, type as the recipient, type [Gcode] as the message or scan your QR code. Why am I not getting a message back when I text my campaign? Verify the message is not mistyped. Verify your carrier/plan supports text to short codes. Contact support. Why am I not receiving alerts? Verify alerts are enabled and numbers/addresses are correct. Check spam folder as many s get blocked. When I expire a campaign, why does the old campaign name still appear? This allows you to see what property the sign/code was assigned to. It helps locate signs so you can retrieve them. Why don t I see changes to my Mobile Virtual Tour when changing photos? Many browsers caches images to speed up page loading. Refresh your browser and you will see updated tour(s).