Intermediate Technology Program 1 What to do with an Internet Lead

Transcription

1 RE/MX Mid-States and Dixie Region Intermediate Technology Program 1 What to do with an Internet Lead gent Name: User Name: Password: Page 7/17/2008

2 Table of ontents MUST RED! efore you begin please make sure you read the following requirements needed to accessing and managing your gent Intranet for your website. 1. MUST have taken or know the following: Read or taken the eginners Setup ourse Have your website already fully setup Know how to navigate your website and your agent intranet quickly and easily. 2. The Following rowsers are support: Microsoft Explorer 5.5 or higher and running on a windows based system. 3. The following platforms and browsers are NOT guaranteed to work properly: Platforms-Macintosh and Linux rowsers-firefox, Safari or Opera What s In this ook? What to do with an Internet Lead: Page 3 Setting Up Your Personal ampaigns: Page 11 Enhance Your Listings: Page 19 gent Intranet Top Tool ar Descriptions: Page 24 How to get Help! - Website Support ontacts: Page 26 Page 2 7/17/2008

3 RE/MX Mid-States and Dixie Region Technology Program What to do with an Internet Lead Page 3 7/17/2008

4 What to do with an internet lead 1 Leads are sent to you via your or however you setup your USER MN- GER area so as to deliver s to your computer or your cell phone/ handheld device. Upon receiving the lead notification log into your gent Intranet.. Note that you have leads.. Select the LIENTS MNGER tab to accept the leads. Select the top ballot box to select LL leads. D. Select: ccept Lead button E. fter the lead is accepted you will note that the lead will show up under Recent lient Web ctivity-last 14 days If the lead is over 14 days without activity you will locate the client under the ontact List tab F. Select the View link to access the clients activity. NOTE: The LV s which means Listings Viewed. E F D G Page 4 7/17/2008

5 2 Profile: This area pertains to the clients contact information, campaign groups, access and global notifications. This is your ontact Management System. H I D F E G. lient ontact information the client provided OR if you added the client you would provide all information known. The lient ontact will get all the s and drip marketing campaigns. 2nd ontact information This provides you with an additional contact name: spouse, Friend, family member etc. This contact will NOT get automated s.. To Delete a client: Select this button. D. Lead Information: ctive, Incubating, Under ontract or losed. You can search off these fields for contact management. NOTE: the transfer. E. Real Estate Needs Profile: Specify the needs of this client. You can search off these fields for contact management. F. lient lassification: Set the level at which this client is during the sales cycle. You can search off these fields for contact management. G. Distribution Groups: Preset your client into the appropriate group to receive automated s from your campaigns. You can search off these fields for contact management. H. Web lient-my Home Finder ccess: llow or disallow a client from accessing their account on your website. I. Transfer ontacts. This features provides you with the tool to transfer a current client to another agents website who is within the system. Select the office and agent name statewide. Page 5 7/17/2008

6 3 Web ctivity: Provides you with the tools to view the searching habits, favorites and needed information found on your website.. History: When the client first and last logged into your website. lso provides source, source type and if it came from a unique marketing link.. ctivity: quick view of what your client has been doing in regards to saving favorites, properties or submitting forms and searches.. Website ctivity: This view provides the exact homes viewed. Where the client came in from etc. D. Searches and Notification: This is the My Home Finder by area whereas the consumer has requested these home be ed. E. Favorite Properties: Unlimited folder for clients to save favorite listings as well as rate and make notes on the homes F. Forms Submitted: ny forms filled out by the consumer on the websites will be located here. D E F Page 6 7/17/2008

7 4 ctivity Notices: This area provides the ability to be alerted when the client logs back into your website.. lient ctivity Notices ed to the gent-for This lient: You can control the notices ed to you for each individual client based on your need of knowing when they visit, save things or search for new listings. Do not forget to Update lient Settings once you have made changes. 5 ontact Notes: Keep records of phone calls, s and any items during the course of the relationship.. This area is simply a text area. Develop a method to provide short notes, dates and times.. Do not forget to select the Submit button when completed. Page 7 7/17/2008

8 D 6 Use this tool to quickly your client.. The client s name will auto-populate or you can change it.. Type in a Subject line. Select from your predesigned letters or... D. Type in a personalized based on the visiting habits of your client. E. You can elect to send this now or select Send Later and schedule the to go out at a later date. E e reative! Time tested solutions for ing from other associates. 1. When you first accept the lead review the web activity and make determinations on the needs of the lead/ prospect. 2. Prior to your drip marketing campaigns rolling out the day after you accept the lead. Send a personalized from your website to the lead/prospect. 3. Make the personally from you as in making comments about the homes the lead/prospect had visited. Offer up links (every home on your website has it s own domain name) in your to other homes in the MLS that you feel is of importance. 4. sk questions in your that are relative to the searches done by the consumer. Get the client to want to get involved. 5. Make your s short and non-aggressive. Friendly and welcoming. NEVER TYPE IN LL PS! 6. heck your spelling and grammar. Other ideas. Once you have a relationship with the client use your system to schedule happy birthday s since the system can be automated to send by date. Use your system to remind your clients of important dates prior to the closing. If the dates are pre-scheduled setup the by date for each event (termite inspections, home inspection, surveyor, landscaper, lenders etc.) Page 8 7/17/2008

9 7 History: This will provide you with a history of all s sent from the or from the drip marketing campaigns including newsletters. If you ever wonder if an was sent by the system to your client this is the place to look.. History Filter: llows you to select the s and run reports for the amount of days.. Shows you the s and you can select the and review them individually. 8 ulletin oard: Post a special message for your clients so that next time they come back to your website and log in your message will be waiting for them.. Gives a history of the messages you have posted.. This is the area where you post your message and hit submit. Page 9 7/17/2008

10 9 File rchive: Post documents and forms online for clients to receive and pull down to print.. Files in rchive: This is the area that shows the documents that have been posted or archived. Upload File to rchive: You provide the name of the document then you browse your hard drive for the document or PDF to be uploaded.. Then simply select Submit. Just a Reminder: Step 1: ccept the lead and take notice to LV, Select the VIEW link for your client Step 2: Review the Profile: What contact information did the client provide? If the following was provided:. If Valid was provided do not respond until Step 3. If a phone number was provided open up a new window and Google the number or use the online white pages online to see if the name matches up with the phone number. Do not call the number until after Step 3. If an address and city provided open up a new window and Google the address or use the white pages online and see if it matches up with the name or phone number. Do not or call yet until after Step 3 Step 3: Review the Web ctivity for the client. Determine the approx. price range and location of the homes viewed. Determine if any forms, favorites or saved folders have been created. heck to see if any Request Showing was provided. IF the consumer has provided you with a phone number then call the client using the information provided in the Web ctivity area s. Use Step 4 to keep notes on your conversation or of calls made Step 5: If the client did not provide a phone number then select this step and send a personalized outlining the information provided in the Web ctivity area. NOTE: in the beginners setup course you had setup your drip marketing campaigns. So after the first personalized letter your drip marketing campaigns will take over. If you called the consumer then follow-up with a personalized as well outlining your conversations etc. Page 10 7/17/2008

11 RE/MX Mid-States and Dixie Region Technology Program Listing Tool Setting Up Your Personal ampaigns Page 11 7/17/2008

12 To-Do List efore Setting up your ampaigns. 1. Determine the Groups of people who you work with: New Home uyers, First Time uyers, Land or commercial etc. Or break your internet leads down into Types of leads and design campaigns to go to them. Note: You will be adding people to campaigns by the group they are in. 2. For each group determine the number of s over a period of time you want to be sent. 3. ompose your letters using Notepad or Microsoft word. (Do not get fancy, just plain text and simple to the point text. 4. Save your letters in folders on your computer, name after each group. 1 lients Manager: from here select Letters and then reate Letter. Under the dd Letter to your personal letter library choose ategory. Select the pull down menu and select New ategory then type in the title of your category. In this example we will be setting up new sign up Letters. Give the letter a title: example: First letter out to welcome new internet lead. Provide a Subject Line the consumer will see: Example : I hope my website helped you D. Then of course provide a short but personal letter E. When done select: dd Letter NOTE: ontinue this process to add each letter to the ategory D simply by selecting the created category when adding the next letter. E Page 12 7/17/2008

13 2 lients Manager: from here select Letters and then Letter Library Verify that your letters are all there. Select the Preview link to review them. heck for spelling errors. Remember to make them short, to the point but friendly. Let s Start adding Letters to a ampaign 3 ampaigns: Scroll to the bottom of the page.. Select: reate ustom ampaign Page 13 7/17/2008

14 4 ampaign ssistant: REMEMER: We are replacing the sign up letters with our own.. Give your ampaign a Name. Select Sign-Up. Select ontinue 5 onfirm Your Setup: Verify that this is correct.. Select: ontinue Page 14 7/17/2008

15 6 ampaign Letters: This is where you will select the letters from your library to add to the new campaign NOTE: I am choosing from my newly created letters.. Select the letter you wish to be sent first by selecting the radio button next to the letter.. Enter in the number days after the first event or lead acceptance in this case.. Select ontinue 7 ampaigns: dd another letter. Select: dd Letter Page 15 7/17/2008

16 8 ampaign Letters: ontinued from step 6.. Select the second letter you wish to be sent by selecting the radio button next to the letter.. Enter in the number days after the first event or lead acceptance in this case.. Select ontinue 9 ampaigns: When you have added all of the letters simply finish by.... Select: Finish Page 16 7/17/2008

17 10 ctivating the ampaign:.. Select Settings for the Welcome Letters and select OFF. You should have a Red Flag when turned off.. Select the Modify button next to your new letters and select the ON button. You should have a Green Flag when turned on. You have just created three new letters reated a New ampaign dded the Letters to the ampaign Replaced an old campaign ctivated your new campaigns Page 17 7/17/2008

18 11 ampaigns dding Groups: dding Groups is like creating folders on your computer.. Under reate New ustom Group you will select the text box area for Group Name and enter the name of the group.. Then select the Group Description text box and enter in a description outlining the purpose of the group.. To reate the Group select reate Group Then Start at STEP 1 and create your letters for each Group NOTE: When the letters are completed then Start at STEP 4 to reate the ampaign except this time instead of selecting Sign-Up you will select dd-to-group and following the Steps thru adding letters to a campaign. When done move to STEP ampaigns ctivity ampaigns for Groups:. Select Modify to turn on the new ampaign.. Select Recipients to select the Group you want the campaign to go to.. Pop-Up Window showing Groups Page 18 7/17/2008

19 RE/MX Mid-States and Dixie Region Technology Program Listing Tool Enhance Your Listings Your Website shows all of the listings. So why have your listing just look like all the rest. Make your listing stand out. Use these simple techniques in your listing presentation and show why you are number one in your market. Page 19 7/17/2008

20 1 Listings Manager: Select one of your listings from your inventory. Start at Listing Data. LISTING URL: Use the Unique Domain Name for the house. LISTING DESRIP- TION: hange the text to be more marketing.. LISTING N- NER:hange the anner on the listing. You have 40 different banners and when you use one the banner color changes. Draws more eyes. D. Open Houses: You can schedule you re home to be shown on the state, all office and agent websites. NOTE and IMPORTNT: nytime you make a change to your listings this triggers the system to indicate a change or update to a listings. Since the system see s this as a change/update this home, if it is on someone s My Home finder listing or Wish list, will go out in the next day s to all people wanting to know more about this house if any changes are made. ny change on any of your listings causes the listing to go out in the next day to people wanting to be updated! D MRKETING TOOL, NOTE and IMPORTNT: nytime you make a change to your listings this triggers the system to indicate a change or update to a listings. Since the system see s this as a change/update this home, if it is on someone s My Home finder listing or Wish list, will go out in the next day s to all people wanting to know more about this house if any changes are made. ny change on any of your listings causes the listing to go out in the next day to people wanting to be updated! You can make changes in your MLS and this will also trigger the listing to be sent via to those people who have the home saved in their Wish list. We recommend you change the Main Photo every one to two weeks. Page 20 7/17/2008

21 2 Photos and Tours: Make your listings stand out, take control of your marketing.. MIN PHOTO: hange out your main photo a month either on the MLS or here.. hange out your interior or exterior photos or biweekly. PLUS you can add up to 12 total photos so add more. dd titles and descriptions to each of your photos. Move the photos around since you can change the order. D. If the house is a new home under construction use this area for the floor plans. If not and you need to add more photos you can add up to 12 more photos with titles and descriptions. OR ad a link to an offsite website! E. If you do your own Virtual tours you can add the link here. NOTE: if your MLS is providing the link in the data feed we will pick up your virtual tour link. However if the MLS does NOT provide this then you will need to manually add the link here. You can also add the link from your design center web commercials and virtual tours as well. E D MRKETING TOOL, NOTE and IMPORTNT: nytime you make a change to your listings this triggers the system to indicate a change or update to a listings. Since the system see s this as a change/update this home, if it is on someone s My Home finder listing or Wish list, will go out in the next day s to all people wanting to know more about this house if any changes are made. ny change on any of your listings causes the listing to go out in the next day to people wanting to be updated! You can make changes in your MLS and this will also trigger the listing to be sent via to those people who have the home saved in their Wish list. We recommend you change the Main Photo every one to two weeks. Page 21 7/17/2008

22 3 Virtual Showings: Tool for communicating to registered clients, from other RE/MX agents in the state whose. Whereas the client has visited your sellers home. Gives you the ability to inquire to the agent what their client thought about your sellers home.. Visiting lient: Shows the clients registration number ONLY. No names are given. This number will be referenced in the from you. Note: N/ refers to non-registered users.. Showing gent: gent Name and Office whose website client has visited your sellers home.. Virtual Showings: This is the link to select to setup a pre-set to send to the visiting clients agents . D. EXMPLE: of the sent. D EXMPLE OF EMIL Page 22 7/17/2008

23 4 Sellers Report: This tool collects from all RE/MX Websites the total of visitors to your sellers home. This report can be manually sent or automated to go to your seller once a week or once a month.. Daily Detail Seller Report: Keep the ending date as is but you can choose the pull down menu for the number of days for the report.. VIEW REPORT: Pull and view the report (show below) or print to the seller.. Schedule Seller Report for Delivery: This tool allows you to add or pull your client s name from your contact list and have the report sent monthly or weekly. WRNING: Never schedule for an automated report to go to your seller until you have noticed traffic to the sellers home. NOTE and IMPORTNT: This tool is extremely useful in a listing presentation since it involves a one to one communication during your relationship with the seller. EXMPLE OF REPORT Page 23 7/17/2008

24 gent Intranet Top Tool ar Descriptions The User tab contains all the contact and user information for your website. Your website is Database Driven. This means that the information that you enter in the User section of your website is what displays on the website. It is essential that this information be kept up-to-date. In brief, if a prospective buyer/ customer can t find you, you run the risk of losing that prospective buyer/customer. You need to be sure your contact information is correct! This tab controls all of your ontact information, Password, ddresses, Zip ode Marketing rea, Wireless Instant cceptance, gent MLS ID, gent Photo, and Domain Name's) Management. The Site uilder tab controls all of your website s customization tools. This section contains some of the most powerful tools available in your industry. The Site builder tools allow you the flexibility to edit the default content or to completely customize your website. Move Page Objects from page to page, hange the template of your Featured Properties, dd Slogans and scrolling footers, one of a kind Search Engine Optimization tools and submit to search engines features, powerful website reporting tools and unique return of investment marketing source codes to track the value of your internet marketing locally or nationally. The Listing Manager is the driving force for adding site value. Even though the tools in this section may be perceived as only for dvanced (Power) Users, making an effort to learn these tools means you ll be able to more effectively attract buyers and market your listings. Enhance your listings by adding photos, editing the remarks, or create manual listings or Demo listings as well as maintain a list of Sold Properties that will enhance your profile. This is also where your Featured Property ontrols reside. Included are uyers Tours, Sellers reports, reports on internet traffic to any listings within our system, Listing reports, Every Homes has it s own domain name feature, flyers and manual listings. Key area to accepting leads and generating your customizable campaigns. oth site usage reports and your prospective buyer/customer activity records are located in this section. Powerful Drip marketing and auto-responders and editable letters to meet your marketing needs. In addition, there is a robust add clients, upload or download your contact management list, contact management system with tasks, calendar and capabilities. Page 24 7/17/2008

25 Easy to view online self help movies to assist on your time table. The library is growing and new items are added based on the needs of the associates. Page 25 7/17/2008

26 Website Support ontact Go Online Now! I am here to support your RE/MX Technology Internet usiness Platform. Please feel free to contact me about the website or the Marketing Design enter. Sincerely, Mid-States Region: Kelly Powell Dixie Region: Traci McKinley Website Support Manager Website Support Manager Kelly@remaxtrainer.com traci@remaxtrainer.com Make the following steps part of your daily business program. 1. heck your regularly or at least three times a day. 2. heck your website to assure your clients are listed properly and that all your photos are online, viewable for your internet clients. 3. Search your website daily so as to be familiar and experienced to guide your potential new clients online to their real estate needs. 4. e the Technology Pro in your market! The entire Technology Program has been developed to help our RE/MX professional sales associates in their daily needs to improve their internet business avenues. s part of this program we present a professional standard in your website needs and support items. Please contact your office administrator for further information about our programs. Sincerely, David Teefy hief Technology Officer dteefy@remax.net RE/MX Mid-States and Dixie Regions Page 26 7/17/2008