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checklist_seller_leads_tool [2019/05/03 21:28] brittany [Quick Walk-through Video] |
checklist_seller_leads_tool [2019/06/21 17:32] michaels Added additional information and formatting changes |
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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 | + | |
- | **4. Review 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 Shown. We already have two templates set up for you, but these can be changed |
- | ** | + | |
- | * Such as: page title, description, meta keywords and example address | + | |
- | **5. Choose or Upload Landing Page Image | + | * We have added in merge fields that will automatically populate the lead's information for a more personal message. However, 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 |
- | ** | + | |
- | **6. How to Locate Seller Leads Home Valuation Widget | + | ==== 4. Review 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 about. This 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. | ||