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start [2019/05/02 21:06]
brittany
start [2019/11/13 22:39] (current)
samuel
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-Welcome to the Real Geeks Documentation ​- [[http://​www.realgeeks.com/​support/​|Real Geeks Support Form]] ​+====== ​Welcome to the Real Geeks Documentation ​====== ​
  
 +  * [[https://​www.realgeeks.com/​support | Real Geeks Support Form]]
 +  * New Support Contact Number: (844) 311-4969 option 2 (Monday-Friday 8AM-8PM CST)
 +  * [[https://​www.realgeeks.com/​product-updates/​ | Real Geeks Product Updates and Changelog]]
  
-**Support Contact Number**: 844.311.4969 option 2 (Monday-Friday 8AM-8PM CST)+====== Getting Started ====== 
 +  ​[[misc:​pushing_live | Ready To Go Live? Start Here]] 
 +  ​[[faq | Frequently Asked Questions]] 
 +  ​[[website_quick_start | Website Quick Start Guide]] 
 +  ​[[https://www.youtube.com/​watch?​v=-MC3rTr0S1c&​feature=youtu.be | Agent Only CRM Setup Video]] 
 +  * [[http://​realgeeks.com/​walkthroughs | Sign Up For Our Weekly Webinars]] 
 +  * [[https://​www.gotostage.com/​channel/​8032627706144365836 | Previously Recorded Webinars]]
  
-======= Getting Started ======= 
  
-===== Getting Started Checklists ​=====+====== ​Website ​====== 
 +==== Content ==== 
 +  * [[working_with_pages | Creating/ Editing Pages Overview]] 
 +  * [[agent_landing_pages | Agent Landing Pages]] 
 +  * [[footers | Page Footers]] 
 +  * [[market_reports | Market Reports]] 
 +  * [[navbars | Navigation Bars]] 
 +  * [[filebrowser_features | Filebrowser Features]] 
 +  * [[finding_pages | Finding Pages in the Site Backend]] 
 +  * [[page_templates | Page Template Types]] 
 +  * [[Page Elements | Page Element Details]] 
 +  * [[featured_property_listing_page | Featured Property Page]] 
 +  * [[content_wrap_text_around_image | Text Wrapping]] 
 +  * [[property_landing_pages | Property Landing Pages]] 
 +  * [[content_wysiwyg | Create a Sign Up Button]] 
 +  * [[inserting_images | Inserting Images]] 
 +  * [[editing_source | How to Edit/ Add Source Code to a Page]] 
 +  * [[mortgage_calculator ​ | Mortgage Calculator]] 
 +  * [[content_embed_youtube_video | How to Embed a Youtube Video]] 
 +  * [[uploading | Upload Images/ Other Files]] 
 +  * [[image_requirements | Image/ Video Size Requirements]] 
 +  * [[uploading_your_logo | Uploading Your Logo]] 
 +  * [[linking_pages_to_sidebar | Linking Pages to the Sidebar]] 
 +  * [[polygontool | Polygon Map Search]] 
 +  * [[content_embed_pdf | Embed PDF]] 
 +  * [[linking_images | Linking Images]] 
 +  * [[contentpopup | Inserting a Contact Us Button ]] 
 +  * [[removing_the_sidebar | Remove Sidebar]] 
 +  * [[personalize_property_detail_page | Personalize the Property Detail Page]] 
 +  * [[property_pages | Property Pages]] 
 +  * [[site_building | Site Setup Checklist and Video. Set up your site in 60 Minutes!]] 
 +  * [[website_quick_start | Website Quick Start]] 
 +  * [[misc:​pushing_live | Take Your Site Online]] 
 +  * [[screencasts:​making_a_header_image | Making a Header Image Video]] 
 +  * [[advanced_search_content_screencast | Advanced Search Video]] 
 +  * [[admin_overview_screencast | Admin Overview Video]] 
 +  * [[content_pages_screencast | Content Pages Video]] 
 +  * [[coming_soon_page_screencast | Coming Soon Page Video]] 
 +  * [[file_browser_screencast | File Browser Video]] 
 +  * [[footers_screencast | Footer Video]] 
 +  * [[market_reports_screencast | Market Reports Video]] 
 +  * [[navigation_bars_screencast | Navigation Bar Video]] 
 +  * [[page_editor_screencast | Page Editor Video]] 
 +  * [[sidebars_screencast | Sidebars Video]] 
 +  * [[home_page_screencast | Home Page Video]] 
 +  * [[area_pages_screencast | Area Pages Video]] 
 +  * [[virtual_assistant_site_builder_services | Virtual Assistant Site Builder Services]]
  
-  ​* [[website_quick_start|QUICK START: Personalize Your Real Geeks Website with Checklist & Complete Video]] +==== Settings ==== 
-  * [[checklist_sms_text_feature|SMS Text Feature Checklist & Set Up Requirements]] +  ​* [[redirects ​Redirects]] 
-  * [[checklist_seller_leads_tool|Seller Leads Generation Tool Checklist & Set Up Requirements]] +  * [[custom_capture_forms | Custom Capture Forms]] 
-  * [[checklist_facebook_tool|Facebook ​Marketing Tool Checklist & Set Up Requirements]] +  * [[display_personal_team_listings | Creating ​Page for Your Listings Only]] 
-  * [[checklist_lead_manager|CRM Lead Manager Checklist & Set Up Requirements]] +  * [[auto_email ​Auto Responder Emails]] 
-  * [[drip|Drip & eBlast Checklist & Set Up Requirements]]+  * [[miranda-variations ​Website Themes]] 
 +  * [[login_with_fb ​Login With Facebook]] 
 +  * [[capture_form_screencast ​Capture Form Video]] 
 +  * [[new_designs_screencast ​New Design Video]] 
 +  * [[site_settings_screencast | Site Settings Video]] 
 +  * [[auto_responder_emails_screencast | Auto Responder Email Video]] 
 +  * [[redirects_screencast | Redirects Video]]
  
 +==== App ====
 +  * [[moveto_app | Mobile App (Currently iPhone Only)]]
  
-===== Overview ===== +==== Site Validation ​==== 
-  * [[checklist_for_onboarding_call|What to Expect During Your Kick-Off Call]] +  * [[sitemap ​Website Sitemap]] 
-  * [[admin_overview_screencast|Administrative Backend Overview]] +  * [[verify_with_google ​Verify with Google]] 
-  * [[page_editor_screencast|Page Editor Overview]] +  * [[verify_with_youtube ​Verify with Youtube]] 
-  * [[site_settings_screencast|Site Settings Overview]] +  * [[google_conversion_tag ​Google Conversion Tags]] 
-  * [[file_browser_screencast|File Browser Overview]] +  * [[how_to_find_your_google_analytics_code ​How to Find Your Google Analytics Code]] 
-  * [[new_designs_screencast|New Designs for Higher Conversion]] +  * [[how_to_set_up_google_analytics_goals ​How to Set up Google Analytics Goals]] 
-  * [[seller_lead_tool|Seller ​Lead Generation Tool Setup and Lead Follow up]] +  * [[lead-source-google-keywords ​Pull Google Keywords into Lead Source]] 
-  * [[types_of_emails|Types of Emails]]+  * [[misc:​validating_pinterest ​Validate Pinterest]]
  
-===== Website "How to" Videos =====+==== Widgets ​==== 
 +  * [[widgets | Overview]] 
 +  * [[widgets#​search_widget | Search Widget]] 
 +  * [[widgets#​seller_leads_widget | Seller Leads Widget]] 
 +  * [[contact_widgets | Contact Widget for Third Party Sites]] 
 +  * [[widgets_screencast | Widgets Video]]
  
-  * [[home_page_screencast|Editing the Home Page]] +==== Blog ==== 
-  * [[area_pages_screencast|Adding/​Editing Area Pages]] +  * [[blog_screencast | Blog Overview Video]] 
-  * [[content_pages_screencast|Adding/​Editing Content Pages]] +  * [[blog_home_page ​Blog Home Page Section]] 
-  * [[agent_landing_pages|Adding/​Editing Agent Landing Pages]] +  * [[blog_comments ​Blog Comments Section]] 
-  * [[market_reports_screencast|Adding/​Editing Market Report Pages]] +  * [[blog_posts ​Blog Posts Section]] 
-  * [[coming_soon_page_screencast|Creating Coming Soon Pages]] +  * [[blog_rss ​Blog RSS Feed]]
-  * [[valuation_pages_screencast|Creating Valuation Pages]] +
-  * [[blog_screencast|Adding/​Editing the Blog]] +
-  * [[sidebars_screencast|Adding/​Editing Sidebars]] +
-  * [[advanced_search_content_screencast|Adding Content to Advanced Search Pages]] +
-  * [[navigation_bars_screencast|Editing Navigation Bars]] +
-  * [[footers_screencast|Editing Footers]] +
-  * [[screencasts:​defaults|Editing Defaults (for meta tags)]] +
-  * [[capture_form_screencast|Configuring Capture Forms]] +
-  * [[redirects_screencast|Configuring 301 Redirects]] +
-  * [[widgets_screencast|Configuring Site Widgets]] +
-  * [[auto_responder_emails_screencast|Configuring Auto Responder Emails]] +
-  * [[screencasts:​making_a_header_image|Creating a Header Image and Logo]]+
  
 +==== Craigslist ====
 +  * [[craigslist_poster | Overview]]
  
-===== Lead Manager Screencasts ===== +==== Misc ==== 
-  +  * [[defaults | Set Up Page Defaults]] 
-  * [[screencasts:​gmail_integration|Gmail Integration]] +  * [[sold_listings ​Sold Listings]] 
-  * [[http://​www.youtube.com/​watch?​v=atpS9QBuqNk|Lead Manager Overview 10-10-12]] +  * [[agent_id ​Agent Id (How to Determine ​Lead Assignment)]] 
-  * [[https://​www.youtube.com/​watch?​v=-MC3rTr0S1c&​feature=youtu.be|Lead Manager Walkthrough (Agent Only)]]+  * [[changing_domain_name | Change Domain Name]] 
 +  * [[how_to_test | Testing Best Practices]] 
 +  * [[types_of_emails | Types of Emails sent by Website Activity]] 
 +  * [[https://​www.youtube.com/​user/​MyRealGeeks ​Real Geeks Youtube Channel]] 
 +  * 
  
-====== Overview and FAQ ====== 
  
-  ​* [[faq|FAQ]] +====== CRM/ Lead Manager ====== 
-  * [[todo|Real Geeks New Website To-Do List]] +==== Leads ==== 
-  * [[misc:​pushing_live|Going live with site]] +  ​* [[buyer_lead_list ​Buyers Lead List]] 
-  * [[moveto_app|MoveTo App]] +  * [[export_leads ​Exporting Leads]] 
-====== Website/​Billing/​User System login ======+  * [[lead Leads Tab]] 
 +  * [[lead_manager:​bulk_lead_import_tool ​Bulk Import Tool]] 
 +  * [[saved_searches | Saved Searches]]
  
-These documents outline the important changes coming to Real Geeks account management. ​ We are moving towards a single sign-on permissions based user management system; so if you have more than one user that works on your site-- LOOK AT THIS!+==== Communication ==== 
 +  * [[email_types | Email Types]] 
 +  * [[checklist_sms_text_feature | Texting Set Up Walkthrough]] 
 +  * [[lead_manager_texting | Texting Overview]] 
 +  * [[email | Email Tab Overview]] 
 +  * [[lead_manager_email_templates | Email Templates]] 
 +  * [[merge_fields | Merge Fields]] 
 +  * [[quick_login | Save Searches from the CRM]]
  
-**[[user_management:​overview|Accounts and User Management - Overview]]** 
  
-[[user_management:​usage_guide|Accounts and User Management - Usage Guide]]+==== Organization ==== 
 +  * [[geographic_round_robin ​Geographic Round Robin]] 
 +  * [[lead_assignment | Lead Assignment]] 
 +  * [[live_feed | Live Feed]] 
 +  * [[lm_advanced_search | Advanced Search (How to get the most out of your CRM)]] 
 +  * [[saving_lead_filters | How to Save Lead Filters]] 
 +  * [[tags | Tags (How to effectively categorize your leads]] 
 +  * [[new_flag | New Lead Flag]]
  
-====== Virtual Assistant Site Builder Services ====== +==== Calendar ​==== 
-If you do not have the time or are not very technically savvy. You can contact one of these people below that can help you build out your Real Geeks website for a FEE.+  * [[calendar | Calendar Overview]]
  
-  ​Jen Miller ​  - (714) 615-0946 / jenmiller@needsomeonetoblog.com ​[[https://​realestatewebsitepros.com/ ​RealEstateWebsitePros.com/​]] +==== Settings ==== 
-  * Aimee Holden - (317) 670-6316 / admin@hg3websites.com / [[http://​www.hg3websites.com/ ​HG3Websites.com]] +  ​* [[email_thirdparty_integration ​Microsoft and Yahoo Integration]] 
-  * Todd Bogert ​ - (623) 252-9355 / support@rgsitebuilder.com / [[http://​rgsitebuilder.com/ ​RGSiteBuilder.com]]+  * [[lead_manager_custom_smtp_settings ​SMTP Email Integration]] 
 +  * [[email_integration | Email Integration]] 
 +  [[accessing_lead_manager | Accessing Lead Manager]] 
 +  * [[Agents | Users Tab]] 
 +  * [[changing_roles | Changing Roles]] 
 +  * [[checklist_lead_manager | Lead Manager Set Up Checklist]] 
 +  * [[Customize | Customizing the CRM]] 
 +  * [[lead_manager:dashboard_overview | Dashboard Tab]] 
 +  * [[lender_user | Lenders]] 
 +  * [[lm_setup_checklist | Set Up Checklist]] 
 +  * [[notifications | Notification Settings]] 
 +  * [[Settings | Settings Tab Overview]] 
 +  * [[user_permissions ​Lead Manager Permissions]]
  
-Note: These are not Real Geeks employees, they are outside contractors for hire. 
  
-**[[http://​rgsitebuilder.com/​category/​tips-and-tricks ​|FREE Downloadable Animated Videos]] for your website compliments of Todd Bogert!** ​+====== Workflow Drip Tool ====== 
 +==== Workflows ==== 
 +  ​* [[drip Drip Workflow Overview]]
  
-Are you interested in saving time and money? Our marketing experts can drive motivated buyers and sellers to your highly optimized Real Geeks website. That way you can focus on what you do best: Help customers buy and sell homes!+==== E-Blasts ==== 
 +  * [[eblasts | E-Blast Overview]]
  
-====== ​Facebook Lead Ad Program ​====== +==== Email/ SMS ==== 
-  +  * [[drip_email_troubleshooting ​Common Drip Troubleshooting Tips]]
-  * [[realleads_facebook|Here is how the Facebook Lead Ad Program works and costs]] +
-  * [[lead_ads_playbook|Facebook Ads Playbook - Converting Leads]]+
  
-====== Real Leads Marketing - Google (PPC) Adwords Management ====== 
  
-  ​* [[realleads_ppc|Here is how Real Leads Marketing ​works and costs]]+====== Facebook Tool ====== 
 +==== Required Steps ==== 
 +  ​* [[checklist_facebook_tool ​Facebook Tool Checklist]] 
 +  * [[facebook_marketing_tool | Facebook Tool Overview/ Videos]] 
 +  * [[facebook_marketing_tool_permissions | Facebook ​Marketing ​Tool Permissions]] 
 +  * [[fb_domain_verification | Facebook Domain Verification]]
  
-====== DIY Facebook Marketing ​& Training Guides ======+==== Integration ​==== 
 +  * [[facebook_lead_ads | Facebook Lead Ad Integration]]
  
-=====Setting Up Your Facebook Marketing=====+==== Template Types ==== 
 +  * [[facebook_marketing_tool_user_guide | Ad Type Overview]] 
 +  * [[Facebook_marketing_tool_lead_ads | Lead Ads Overview and Video]]
  
-  * [[facebook-guides#​create_fb_pixel_and_send_to_support_to_install|Creating Facebook Pixel]] +==== Statistics ==== 
-  * [[facebook-guides#​creating_audiences|Creating ​Audiences]] +  * [[facebook-guides | Audiences ​and Facebook Pixel Tracking]]
- ===== Real Geeks Facebook Marketing Tool =====+
  
-  * [[http://​www.realgeeks.com/​facebook-marketing-tool/​|Real Geeks Facebook Marketing Tool overview & benefits]] 
-  * [[facebook_marketing_tool|How to Get Started with the Real Geeks Facebook Marketing Tool]] 
-  * [[facebook_marketing_tool_permissions|Facebook Marketing Tool Permissions]] 
-  * [[facebook_marketing_tool_user_guide|Facebook Marketing Tool User Guide]] ​ 
  
 +====== Home Valuation Tool ======
 +==== Pages ====
 +  * [[seller_lead_tool | Home Valuation Overview]]
 +  * [[valuation_pages | Valuation Pages]]
 +  * [[valuation_pages_screencast | Valuation Pages Video]]
 +  * [[potential_seller | Potential Seller Leads]]
 +  * [[seller_lead_tool | Home Valuation Video]]
  
-**Below is a video how to generate leads on facebook using property landing pages:**+==== Widgets ==== 
 +  ​[[seller_lead_tool#​the_seller_lead_widget | Widget Overview]]
  
-[[http://​www.realgeeks.com/​blog/​leverage-your-listings-through-facebook-marketing/​|Leverage Listings on Facebook]] ​ 
  
 +====== Third Party Integrations ======
 +==== Incoming ====
 +  * [[third_party_lead_sources | Third Party Lead Sources]]
 +  * [[wufoo | Wufoo (Forms)]]
 +  * [[zillow_trulia | Zillow and Trulia]]
 +  * [[piesync | PieSync]]
 +  * [[zapier | Zapier (All Other Integrations)]]
  
 +==== Outgoing ====
 +  * [[bombbomb | BombBomb]]
 +  * [[agentology | Agentology]]
 +  * [[infusionsoft_integration | Infusionsoft]]
 +  * [[lead_manager_top_producer | Top Producer]]
 +  * [[bigpurpledot | Big Purple Dot]]
 +  * [[dotloop | DotLoop]]
 +  * [[follow_up_boss | Follow Up Boss]]
 +  * [[liondesk | Liondesk]]
 +  * [[mojo_dialer | Mojo Dialer]]
 +  * [[realvolve | Reavolve]]
 +  * [[setup_mailchimp_integration | MailChimp]]
 +  * [[velocify | Velocify]]
 +  * [[wiseagent | Wiseagent]]
 +  * [[piesync | PieSync]]
 +  * [[zapier | Zapier (All Other Integrations)]]
 +  * [[outgoing_leads_api | Creating Your Own integrations]]
  
 +======Virtual Assistant Site Designer Services======
 +If you do not have the time or are not technically savvy, you can contact one of these contractors that can help you design and create content for your Real Geeks website for a FEE.
  
-====== Recommended External Services and Plug-ins ======+   * **Todd Bogert** | www.rgsitebuilder.com | (623) 252-9355 | //​support@rgsitebuilder.com//​\\ 
 +   * **Jen Miller** | www.realestatewebsitepros.com | (714) 615-0946 | //​jenmiller@needsomeonetoblog.com//​\\ 
 +   * **Aimee Holden** | www.hg3websites.com | (719) 344-8004 | //​admin@hg3websites.com//​\\
  
-  * Email 
-    * Google Apps Standard https://​www.google.com/​a/​cpanel/​domain/​new 
-      * [[external:​verify_gapps|Verify your Google Apps Domain]] 
-  * Custom Forms 
-    * Add your own custom forms with http://​wufoo.com - this site lets you design your own forms. ​ It gives you a code block that you can paste in the editor in the HTML on one of your content or area pages. 
-    * Here is a guide: [[wufoo|Wufoo]] 
-  * [[misc:​validating_pinterest|Validating your domain with Pinterest]] 
-  * [[misc:​setup_zopim|Setting Up Zopim]] 
  
-===== Infusionsoft Sign Up & Demo Page ===== +NOTEThese are not Real Geeks employees, they are outside contractors ​for hire.
- * [[http://​realestatesalessolutions.com/​realgeeks/​|Click Here to Sign Up for Infusionsoft through ​Real Geeks]] When signing up for Infusionsoft through this link you get all 10 of the Greg Harrelson Real Estate Campaigns and our complimentary Real Geeks Integration done for you!  Also, you can reach Greg Harrelson’s Infusionsoft Sales and Implementation team by contacting Dobbin Buck at his email dobbin@getuwired.com or by calling his direct line at 404-975-9215.+
  
-Here are some webinars that discuss the strengths of the Real Geeks Infusionsoft integration!+**[[http://​rgsitebuilder.com/​category/​tips-and-tricks |FREE Downloadable Animated Videos]] for your website compliments of Todd Bogert!** 
  
-  ​* [[http://​www.realgeeks.com/​blog/​how-get-more-business-your-database/​|How to Get More Business From Your Database]] +====== Best Practices & Resources ====== 
-  * [[http://​www.realgeeks.com/​blog/​infusionsoft-marketing-real-estate-agents/​|Infusionsoft for Real Estate Agents]] +==== Coaching ==== 
-  * [[https://​www.youtube.com/watch?​v=sicUwJayrvc|How to Blend Marketing Automation and High-Touch Sales to Generate Quality Leads]]+  ​* [[follow_up_process ​Follow Up Process]] 
 +  * [[lead_ads_playbook ​Facebook Lead Ad Playbook]] 
 +  * [[https://​www.keepingitreal.com/ | Keeping it Real Tips and Tricks from Successful Real Geeks Clients.]]
  
-**Note: Greg's Sequences are available for Real Geeks Clients who sign up through our page except in Myrtle Beach or Charleston, SC.** 
  
-  *[[infusionsoft_integration|InfusionSoft Integration]] +==== Templates ​==== 
- +  * [[e-blast-template ​First E-Blast]] 
- +  * [[active_lead_follow_up ​Lead Active Email]] 
-====== ​Google Analytics ​======== +  * [[adrhi_favorite_property_added_lead_email_follow_up ​| Lead Added Favorite Property Email]] 
- +  * [[bad_number_email_follow_up ​Bad PhoneEmail]] 
-  * [[https://​www.google.com/​support/​googleanalytics/​bin/​answer.py?​answer=55481&​hl=en_US&​utm_id=ad|How to exclude your internal traffic from your analytics]] ​Use first method (exclude by IP Address) +  * [[general_intro_follow_up ​General Intro Email]] 
- +  * [[email_follow_up | Standard ​Email Follow Up]] 
-  * [[how_to_set_up_Google_Analytics_Goals|How to set up Google Analytics Goals]] +  * [[left_message_intro_email ​Left Voicemail Intro Follow Up]] 
- +  * [[template_files ​Template Examples for Download]]
-====== Admin Backend ====== +
- +
-  * [[working_with_pages|Working with pages]] +
-    * [[creating_editing_pages|Creating and editing pages]] <good starting point +
-    * [[finding_pages|Finding pages]] +
-    * [[page_templates|Page Templates]] +
-    * [[page_elements|Page Elements]] +
-    * [[featured_property_listing_page|Featured Property Listing Page]] +
-    * [[agent_landing_pages|Agent Landing Pages]] +
-    * [[valuation_pages|Valuation Pages]] +
-    * [[property_landing_pages|Property Landing Pages]] +
-    * [[market_reports|Market Reports]] +
-    * [[content_wysiwyg|Editing Content using the WYSIWYG editor]] +
-      * [[inserting_images|Inserting images]] +
-      * [[editing_source|Adding code to the source]] +
-      * [[mortgage_calculator|Adding mortgage calculator]] +
-      * [[content_embed_youtube_video|Embedding Youtube Videos]] +
-    * [[display_personal_team_listings| Display Your Personal or Team Listings]] +
-  ​* Working on your blog +
-    ​* [[blog_home_page|Blog home page]] +
-    * [[blog_posts|Blog Posts]] +
-    * [[blog_comments|Blog Comments]] +
-    * [[blog_rss|Your Blog's RSS Feed]] +
-  * [[uploading|Uploading files]] +
-  * [[filebrowser_features|FileBrowser features]] +
-  * [[image_requirements|Image requirements]] +
-  * [[uploading_your_logo|Upload your logo]] +
-  * [[footers|Footers]] +
-  * [[sidebars|Sidebars]] +
-  * [[linking_pages_to_sidebar| Linking pages to the sidebar]] +
-  * [[navbars|Navigation bars]] +
-  * [[auto_email|Auto responder emails]] +
-  * [[redirects|Redirects]] +
-  * [[sitemap|Sitemap]] +
-  * [[verify_with_google|Verify your site in Google Webmaster Tools]] +
-  * [[verify_with_youtube|Verify with Youtube]] +
-  * [[craigslist_poster|Craigslist Ad Generator & Post Listings]] +
-  * [[polygontool|Polygon Map Search]] +
-  * [[sold_listings|Sold Listings]] +
-  * [[custom_capture_forms|Custom Capture Forms]] +
- +
-====== Site Widgets ====== +
- +
-  * [[widgets|Howto embed search widget on external site]] +
-  * [[contact_widgets|Howto embed contact widget on external site]] +
-  * [[seller_lead_tool#​the_seller_lead_widget|Howto embed seller lead widget on external site]] +
-  * [[widgets_api|Search Widgets Advanced API]] +
-  * [[content_wysiwyg#​Inserting popup contact form links into your content|How to embed contact form on internal site]] +
- +
-====== ​Lead Manager ====== +
-  * Setup Checklist +
-    * [[lm_setup_checklist|CRM Setup Checklist]] +
-  ​* User Control +
-    ​* [[user_permissions|User Permissions]] +
-  * Dashboard +
-    * [[lead_manager:​dashboard_overview|Overview]] +
-  * Working Leads +
-    * [[lead|Overview]] +
-    * [[lead#activities|Activities]] +
-    * [[lead#​follow-ups|Follow-ups]] +
-    * [[calendar|Calendar]] +
-    * [[:​lead_manager:​bulk_lead_import_tool|Bulk Lead Import Tool]] +
-    * [[export_leads|Exporting Leads]] +
-    * [[potential_seller|Potential Seller Leads]] +
-    * [[saving_lead_filters| Advanced Search for Lead Filtering]] +
-    * [[buyer_lead_list| Buyer Leads List]] +
-    * [[quick_login| Quick Login]] +
-  ​* Communicating with Leads +
-    ​* [[lead_manager_texting|Texting Benefits & Set Up]] +
-    * [[email|Email]] +
-    * [[lead_manager_email_templates|Email Templates]] +
-    * [[email_integration|Email Integration]] +
-    * [[drip|Email Drip Feature]] +
-    * [[saved_searches|Property Update Emails]] +
-    * [[live_feed|Live Activity Feed]] +
-  * Lead Assignment +
-    * [[lead_assignment|Lead Assignment]] +
-  * [[agents|Agents]] (admin) +
-  * [[settings|Settings]] +
-    * [[notifications|Notifications]] +
-    * [[customize|Customize]] +
-  * [[changing_roles|Changing roles between admin and agent]] (admin) +
-  * Integrations +
-    * [[third_party_lead_sources|Third Party Sources from Realtor.com,​ Bold Leads, Trulia and Zillow]] +
-    * [[zapier|Zapier.com]] +
-    * [[setup_mailchimp_integration|Mailchimp]] +
-    * [[infusionsoft_integration|Infusionsoft]] +
-    * [[lead_manger_top_producer|Top Producer]] +
-    * [[bombbomb|BombBomb]] +
-    * [[wiseagent|Wise Agent]] +
-    * [[liondesk|Lion Desk]] +
-    * [[mojo_dialer|Mojo Dialer]] +
-    * [[riley|Riley]] +
-    * [[velocify|Velocify]] +
-    * [[realvolve|Realvolve]] +
-    * [[bigpurpledot|Big Purple Dot]] +
-    * [[follow_up_boss|Follow Up Boss]] +
-    * [[https://​help.callaction.co/​integrations/​real-geeks|CallAction]] +
-    * [[https://​developers.realgeeks.com/​|Develop your own integration using our API]] +
-====== Follow Up & Scripts ====== +
- +
-  * [[follow_up_process|Follow Up Process]] +
-  * [[internet_script|Internet Lead Script]] +
-  * [[Voice_Mail_script|Voicemail Script]] +
-  * [[email_follow_up|Email Follow Up - Tried Reaching You]] +
-  * [[active_lead_email_follow_up|Email Follow Up - Active Lead]] +
-  * [[favorite_property_added_lead_email_follow_upEmail Follow Up - Favorited Property]]+
   * {{real_geeks_best_practices_8-9-18.pdf|REAL GEEKS Best Practices (.pdf)}}   * {{real_geeks_best_practices_8-9-18.pdf|REAL GEEKS Best Practices (.pdf)}}
-  * {{real_geeks_best_practices_8-9-18.docx|REAL GEEKS Best Practices (.doc)}} 
- 
- 
-====== Email / Text Templates and Email Drip Campaigns ====== 
- 
-  * [[left_message_intro_email|Left Message - Intro Email]] 
-  * [[active_lead_follow_up|Active Lead Email Follow-Up ]] 
-  * [[general_intro_follow_up|General Intro Email Follow Up]] 
-  * [[bad_number_email_follow_up|Bad Number Email Follow Up]] 
-  * {{buyer_lead_drip_campaigns.pdf|Real Geeks Buyer Lead Email Drip provided by Greg Harrelson}} 
-  * {{seller_lead_drip_campaigns.pdf|Real Geeks Seller Lead Email Drip provided by Greg Harrelson}} 
-  * {{real_geeks_buyer_lead_text_templates.docx|Real Geeks Buyer Lead Text Templates provided by Greg Harrelson}} 
-  * {{real_geeks_seller_lead_text_templates.docx|Real Geeks Seller Lead Text Templates provided by Greg Harrelson}} 
- 
- 
-====== Seller Lead Generation ====== 
- 
-  * [[seller_lead_tool|Seller Lead Generation Tool]] 
-  * [[https://​www.youtube.com/​watch?​v=03zyoy9-ju8|Webinar / Seller Lead Generation Tool]] 
-  * {{real_geeks_seller_lead_generation.docx|Real Geeks Seller Lead Generation Tool & Conversion Plan}} 
-  * {{soi_coi_‘sold_activity_market_report’_procedures.docx|Real Geeks SOI/COI & Past Client Sold Data Domination Plan }} 
-  * {{fsbo_‘recent_activity’_update_procedures.docx|Real Geeks FSBO Listing Domination Plan}} 
-  * {{expired_‘recent_activity’_update_procedures-1.docx|Real Geeks Expired Listing Domination Plan}} 
-====== Troubleshooting ====== 
- 
-  * [[misc:​upgrading_browser|Browser Upgrades, Requirements]] 
-  * [[drip_email_troubleshooting|Drip Email Troubleshooting]] 
- 
- 
-====== Webinar Archive ====== 
- 
- 
-===== Lead Conversion - Prospecting & Follow Up Best Practices ===== 
- 
-  * [[ https://​youtu.be/​pg0erruFyLw|Lead Follow-up using the CRM - Best Practices 8/​14/​18]] ​ We go over best practices for working new leads and follow up using the CRM. We also go over how to do better follow up using user behavior filters. **THIS IS A MUST WATCH!!!** 
- 
-===== Leverage your Database to Generate more Business ===== 
- 
-  * [[https://​www.youtube.com/​watch?​v=Th-4vhxAAvU|Leverage your Database to Generate more Business 8/​6/​2018]] ​ By leveraging your database you’ll be able to generate more business, create value for your clients, and be the #1 real estate resource that your clients will depend on. Just follow these quick and easy steps in the video below, to see how to generate more business and referrals from your database. 
- 
- 
-===== Seller Lead Generation Tool ===== 
- 
- 
-  * [[https://​www.youtube.com/​watch?​v=03zyoy9-ju8|Seller Lead Generation Tool 5-01-2014]] Jeff will go over how to enable and set up the new seller lead generation tool. He will also go over how it works, captures leads, auto-responder emails and agent notification emails. You can view a more recent video on [[seller_lead_tool#​configuration|how to enable the Seller Lead Generation Tool here]]. 
- 
-Todd Tramonte joins Jeff to share how he is driving traffic. What he is doing get appointments and take listings. Todd booked an appointment and took a listing within the first couple days using the tool. 
- 
-===== Setting Up Website for High Conversion ===== 
- 
-  * [[http://​www.youtube.com/​watch?​v=rhS2XABddRU|Setting Up Website for High Conversion 8-23-13 ]] **Note:** //Some of the items covered in this video no longer apply//. Properties on content/​area pages now ask for a sign up by default and save the users a saved search that will start dripping on them with new listings, price changes and sold properties based on the search used to pull in the displayed properties on the page they sign up on. 
  
 +==== Scripts ====
 +  * [[internet_script | Internet Script]]
 +  * [[voice_mail_script | Voice Mail Script]]
  
 +==== Videos ====
 +* **[[https://​www.youtube.com/​watch?​v=pg0erruFyLw&​feature=youtu.be | Lead Prospecting and Follow up using the CRM]]** - We go over best practices for working new leads and follow up using the CRM. We also go over how to do better follow up using user behavior filters. **THIS IS A MUST WATCH!**
  
-===== Google Adwords How To Set Up Drive Leads To Website =====+* **[[https://​www.youtube.com/​watch?​v=Th-4vhxAAvU&t=274s | Leverage your Database to Generate more Business]]** - This video will explain some of the best ways to leveraging your database and generate more business.  
 +This will create value for your clients, and help you be the #1 real estate resource that your clients will depend on. Just follow these quick and easy steps in the video to see how to generate more business and referrals from your database.
  
-  * [[https://​youtu.be/​2Q2KceDex4s|Setting Up Google Adwords (PPC) to Drive Traffic to Your Website 5-17-2016]] **Must Watch:** Kendra from Real Geeks and Victoria from Google go over how to set up your Google Adwords account so you can drive more traffic to your site and get more leads to follow up on. The webinar will include: 
-  * Creating your first campaign and best practices 
-  * Adding Conversion tracking code 
-  * Connecting Google Adwords and Google Analytics 
-  * Optimizing the account 
  
-Pull in keywords of your lead's source, [[lead-source-google-keywords|click here]] 
  
 +====== Real Leads Managed Marketing ======
 +==== Google PPC ====
 +  * [[realleads_ppc | Program Overview]]
 +  * [[external:​verify_gapps | Verify Google Apps]]
  
-If you need an example, Kendra goes over step by step on how to set it up in the youtube video above (skip to around 13:50). +==== Facebook Ads ==== 
-===== Lead Tracking / Google Analytics =====+  * [[realleads_facebook | Program Overview]]
  
-  * [[http://​www.youtube.com/​watch?​v=NxmpVo58G_Y|Lead Conversion Tracking in Google Analytics]] **Must Watch:** understand what traffic sources are converting or not.  NOTE: Google Analytics has changed since this was recorded. 
  
 +====== Accounts ======
 +  * [[account_permissions|Account Permissions]]
  
 +==== General Info ====
 +  * [[misc:​howto-report-bugs | How to Report Bugs]]
  
 +==== Set Up Guides ====
  
-===== IDX Review & Demo =====+  * [[checklist_for_onboarding_call | Your Kick-off Call Checklist]] 
 +  * [[welcome | Welcome Overview]] 
 +  * [[misc:​upgrading_browser | How to upgrade your browser]]
  
-  * [[http://​www.realgeeks.com/​demo/​|Real Geeks IDX Review and Demo]] 
start.1556831180.txt.gz · Last modified: 2019/05/02 21:06 by brittany