Real Geeks Docs

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Welcome to the Real Geeks Documentation - [[http://www.realgeeks.com/support/|Real Geeks Support Form]] 


**New Support Contact Number**: (844)311-4969 option 2 (Monday-Friday 8AM-8PM CST)

======= Getting Started =======

===== Getting Started Checklists =====

  * [[website_quick_start|QUICK START: Personalize Your Real Geeks Website with a Checklist & Complete Video]]
  * [[checklist_sms_text_feature|SMS Text Feature Checklist & Set Up Requirements]]
  * [[checklist_seller_leads_tool|Seller Leads Generation Tool Checklist & Set Up Requirements]]
  * [[checklist_facebook_tool|Facebook Marketing Tool Checklist & Set Up Requirements]]
  * [[checklist_lead_manager|CRM Lead Manager Checklist & Set Up Requirements]]
  * [[drip|Drip & eBlast Checklist & Set Up Requirements]]


===== Overview =====
  * [[checklist_for_onboarding_call|What to Expect During Your Kick-Off Call]]
  * [[admin_overview_screencast|Administrative Backend Overview]]
  * [[page_editor_screencast|Page Editor Overview]]
  * [[site_settings_screencast|Site Settings Overview]]
  * [[file_browser_screencast|File Browser Overview]]
  * [[new_designs_screencast|New Designs for Higher Conversion]]
  * [[seller_lead_tool|Seller Lead Generation Tool Setup and Lead Follow up]]
  * [[types_of_emails|Types of Emails]]

===== Website "How to" Videos =====

  * [[home_page_screencast|Editing the Home Page]]
  * [[area_pages_screencast|Adding/Editing Area Pages]]
  * [[content_pages_screencast|Adding/Editing Content Pages]]
  * [[agent_landing_pages|Adding/Editing Agent Landing Pages]]
  * [[market_reports_screencast|Adding/Editing Market Report Pages]]
  * [[coming_soon_page_screencast|Creating Coming Soon Pages]]
  * [[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]]


===== Lead Manager Screencasts =====
 
  * [[screencasts:gmail_integration|Gmail Integration]]
  * [[http://www.youtube.com/watch?v=atpS9QBuqNk|Lead Manager Overview 10-10-12]]
  * [[https://www.youtube.com/watch?v=-MC3rTr0S1c&feature=youtu.be|Lead Manager Walkthrough (Agent Only)]]

====== Overview and FAQ ======

  * [[faq|FAQ]]
  * [[todo|Real Geeks New Website To-Do List]]
  * [[misc:pushing_live|Going live with site]]
  * [[moveto_app|MoveTo App]]
====== Website/Billing/User System login ======

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!

**[[user_management:overview|Accounts and User Management - Overview]]**

[[user_management:usage_guide|Accounts and User Management - Usage Guide]]

====== Virtual Assistant Site Builder Services ======
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.

  * Aimee Holden -  (719) 344-8004 / admin@hg3websites.com / [[http://www.hg3websites.com/ | HG3Websites.com]]
  * Todd Bogert  - (623) 252-9355 / support@rgsitebuilder.com / [[http://rgsitebuilder.com/ | RGSiteBuilder.com]]

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!** 

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!

====== Facebook Lead Ad Program ======
 
  * [[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]]

====== DIY Facebook Marketing & Training Guides ======

=====Setting Up Your Facebook Marketing=====

  * [[facebook-guides#create_fb_pixel_and_send_to_support_to_install|Creating Facebook Pixel]]
  * [[facebook-guides#creating_audiences|Creating Audiences]]
 ===== 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]] 

**Below is a video how to generate leads on facebook using property landing pages:**

[[http://www.realgeeks.com/blog/leverage-your-listings-through-facebook-marketing/|Leverage Listings on Facebook]] 




====== Recommended External Services and Plug-ins ======

  * Email
    * Google Apps Standard https://gsuite.google.com/
      * [[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 =====
 * [[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://www.realgeeks.com/blog/how-get-more-business-your-database/|How to Get More Business From Your Database]]
  * [[http://www.realgeeks.com/blog/infusionsoft-marketing-real-estate-agents/|Infusionsoft for Real Estate Agents]]
  * [[https://www.youtube.com/watch?v=sicUwJayrvc|How to Blend Marketing Automation and High-Touch Sales to Generate Quality Leads]]

**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]]


====== Google Analytics ========

  * [[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)

  * [[how_to_set_up_Google_Analytics_Goals|How to set up Google Analytics Goals]]

====== Admin Backend ======

  * [[working_with_pages|Working with pages]]
    * [[screencasts:editing_content_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]]
  * [[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_manager_top_producer|Top Producer]]
    * [[bombbomb|BombBomb]]
    * [[wiseagent|Wise Agent]]
    * [[liondesk|Lion Desk]]
    * [[mojo_dialer|Mojo Dialer]]
    * [[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_follow_up|Email Follow Up - Active Lead]]
  * [[favorite_property_added_lead_email_follow_up| Email Follow Up - Favorited Property]]
  * {{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.



===== Google Adwords How To Set Up & Drive Leads To Website =====

  * [[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]]


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).
===== Lead Tracking / Google Analytics =====

  * [[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.




===== IDX Review & Demo =====

  * [[http://www.realgeeks.com/demo/|Real Geeks IDX Review and Demo]]
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