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checklist_seller_leads_tool [2016/07/27 01:46]
samia
checklist_seller_leads_tool [2019/06/21 17:32]
michaels Added additional information and formatting changes
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 =======Seller Leads Generation Tool Set-up and Requirements======= =======Seller Leads Generation Tool Set-up and Requirements=======
  
-Below you can find our step-by-step checklist ​followed by a quick walk-through video to help you get started in setting up the Real Geeks Seller Leads Generation Tool.+=====Quick Walk-through Video===== 
 +<​html><​iframe width="​960"​ height="​540"​ src="​https://​www.youtube.com/​embed/​Aq7E46eGuLs"​ frameborder="​0"​ allowfullscreen></​iframe></​html>​ 
 + 
 +Below you can find our step-by-step checklist to help you get started in setting up the Real Geeks Seller Leads Generation Tool.
  
 Downloadable Checklist Here: {{:​checklist_seller_leads_tool_.pdf}} Downloadable Checklist Here: {{:​checklist_seller_leads_tool_.pdf}}
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 =====Checklist===== =====Checklist=====
    
-**1. Enable and Configure the Tool in your Site Backend +==== 1. Enable and Configure the Tool in your Site Backend  ​==== 
-**  + 
   * Site backend > Seller Leads Generation Tool ­ Settings > select Enable & Configure   * Site backend > Seller Leads Generation Tool ­ Settings > select Enable & Configure
  
-**2. Locate and Copy Landing Page URL +==== 2. Locate and Copy Landing Page URL ==== 
-**  ​ +  
-  * The URL allows you the ability to link the tool in your sidebars/​navigation/​home page.+  * The URL allows you the ability to link the tool in your sidebars/​navigation/​home page. This is also the link you will use to send people to your tool. You can copy that link and paste this in a Facebook ad (This works well with our [[facebook_marketing_tool|Facebook Ads Tool]]) or in an email to your leads
  
-**3. Set Up your Autoresponder Email Templates and Signature +==== 3. Set Up your Autoresponder Email Templates and Signature ​====
-**   +
-  * Automated Home Valuation Is Shown AND No Automated Home Valuation Is Shown+
  
-**4Review and Edit Landing Page Attributes +  ​There are two templates that need to be set up: Automated Home Valuation Is Shown AND No Automated Home Valuation Is ShownWe already have two templates set up for youbut these can be changed
-** +
-  * Such as: page title, descriptionmeta keywords and example address+
  
-**5Choose or Upload Landing Page Image +  ​We have added in merge fields that will automatically populate the lead's information for a more personal messageHowever, make sure that you manually add your email signature in place of the ''​[email signature]''​ merge field. This will not use the agent signature in your CRM, so this will need to be manually updated
-**+
  
-**6How to Locate Seller Leads Home Valuation Widget +==== 4Review and Edit Landing Page Attributes ====
-** +
-  * Go to http://​docs.realgeeks.com/​widgets_screencast to learn more+
  
-**7. Watch Our Detailed Seller Leads “How to” Video +  ​* **Header Text:** Update the text that appears at the top of the landing page 
-** +  * **Page Title:** The title of the page appears in your browser tabs to let leads know what page they are on. If they are on a different tab, they will know which tab to get back to the landing page 
-  * Go here http://docs.realgeeks.com/​seller_lead_tool ​to watch now+  * **Meta Description:** The Meta description is a short sentence or two that also describes what the page is aboutThis is shown as a description for the site under search browser results. 
 +  * **Meta Keywords:** Meta keywords are words used to describe what the page is about. You can have multiple keywords per page separated by commas 
 +  * **Search Box Headline:** Update the text that appears in the black box 
 +  * **Example Search Address:** This is the example address in the search input on the landing page
  
-**8. Set Up Property Valuation Lead Assignment +==== 5. Choose or Upload Landing Page Image ==== 
-**   * Lead Manager, Settings Tab > Lead Assignment > Property Valuation tab + 
 +  ​Select one of the high-resolution images from our library or you can upload your own custom image 
 + 
 +==== 6. How to Locate Seller Leads Home Valuation Widget ==== 
 + 
 +  ​To learn more, click  [[widgets_screencast|here]]. 
 + 
 +==== 7. Watch Our Detailed Seller Leads “How to” Video ==== 
 + 
 +  * To learn more, click [[seller_lead_tool|here]]  
 + 
 +==== 8. Set Up Property Valuation Lead Assignment ​==== 
 +  * Lead Manager, Settings Tab > Lead Assignment > Property Valuation tab
  
   ​   ​
-====IMPORTANT NOTES:====+===== IMPORTANT NOTES: ====
   * If you embed your Seller Lead widget tool, ONCE LIVE you'll be able to view this feature. ​   * If you embed your Seller Lead widget tool, ONCE LIVE you'll be able to view this feature. ​
   * If you enabled the Text Feature in Lead Manager, make sure you add an autoresponder for this lead source. ​   * If you enabled the Text Feature in Lead Manager, make sure you add an autoresponder for this lead source. ​
  
-=====Quick Walk-through Video===== +
-<​html><​iframe width="​960"​ height="​540"​ src="​https://​www.youtube.com/​embed/​Aq7E46eGuLs"​ frameborder="​0"​ allowfullscreen></​iframe></​html>​+
checklist_seller_leads_tool.txt · Last modified: 2019/06/21 17:32 by michaels