FAQs
FAQs
These frequently asked questions cover all areas of our website and CRM.
Logging In and Accessing Settings
How do I log in?
You log in from your home page, scroll down to the bottom of the page, and look for the user login button. Please type in your credentials, then log in. Avoiding the Google/Facebook login ensures your site recognizes you as the administrator.
How do I access the CRM and website editing tools?
You can access the CRM elements of your website by logging in from your homepage, using the user login button at the bottom of the page. Once on the Dashboard, the CRM elements can be found in the Visitors and Communication menus, and website editing tools can be found in the Content and Appearance menus.
If I have an office website, can my agents log in?
Yes, agents can log into office sites, though they can only access a limited number of settings. These include leads assigned to them, and their profile manager, to update their profile information.
Why don't I see all the settings in my website after logging in?
If You Have an Office Website
Office sites need to use the Office Login. Agents can log into office sites, however using an Agent's login on an Office site will show more limited settings. Usually when you don't see all the settings, it's because you've logged in using an agent username or email address instead of the one tied to the office's administrative profile. Another possibility is using the log in with Google or Facebook option. We always recommend logging in by entering your username or email address manually.
If You Have an Agent Website
If you logged in using the log in with Google or Facebook, you will not see the settings and CRM. As well, if you logged in with a different email address than the one associated with your agent profile, you will not see the settings.
Are agents added to an office site notified when their profiles are created?
Yes, agents will be sent a brief email explaining they can log in and update their profile.
Using the CRM to Track and Communicate With Leads
Where can I import leads?
You can import leads by logging into the Dashboard, then going to the Visitors menu, and choosing Lead Book.
From here you can import leads using the Bulk Upload button. Follow the prompts to upload a spreadsheet, and assign columns to fields.
We have step-by-step instructions on how to add leads to your lead book.
Where can I send emails to leads?
You can send emails to leads from the Communication Menu, choosing the Campaigns option.
Once here, you'll start off by viewing Drip Campaigns, which are automatic emails sent out to leads that meet the criteria they required. For example, the Seller campaign will go to leads who are prospects in the seller category.
To find manual emails, you can go to the Stand Alone Campaign tab.
How do I prevent drip campaigns from starting before I'm ready?
If you want to hold off on the drip campaigns, you can go to Communication, select Campaigns, then using the toggle next to the word Active, toggle the campaigns to Inactive.
Alternatively, if you're importing leads from a spreadsheet, you can set their drip campaign status to inactive, so they cannot receive any emails until you update the status through selecting all relevant leads, selecting the bulk actions menu, then choosing Drip and Standalone Campaign Status, and setting them to active.
Do you have holiday emails?
Yes, we have a number of email templates for a variety of holidays! To find these, please go to the Communication Menu, and select Campaigns.
From here, go to the Stand Alone Campaigns tab, and click Compose a Single Email Campaign. From here you'll see a variety of categories in the drop down. Simply select Holidays or Celebrations to view our premade holiday emails that you can customize.
How do I share a listing by email?
To share listings by email, you can go to Communication, and select Campaigns. In the Stand Alone Campaign tab, click Compose A Single Email Campaign. From here, choose either Just Listed or Open House to view templates that highlight listings, including pulling photos from the listing into the email design.
Editing Your Website
How do I edit my website?
We have a number of tools used for editing the website. Most of the tools are available in the Content and Appearance menus.
Content contains useful items like: Content Manager for adding pages; Menu Manager to update the menu; Widgets Manager to add, update, and change functions and content on your homepage; Forms to build out questions to collect answers from your leads, among other tools.
Appearance contains options that adjust the overall style of your website: Change Themes to update the general style and appearance, Advanced Theming to update your logo and banner photo, Change Colors to style the overall color scheme of your website, and Manage Slideshow to change the pictures at the top of your homepage.
How do I edit the About Me section on my website?
You can edit the About Me section by going to your Dashboard, clicking on your name in the top right, then selecting Profile Manager.
If you try to edit the About Me widget, you'll only see the option to edit the title. This widget automatically pulls information from your profile so you must update the information in your profile
Can I add my email address below my phone number?
We don't have a tool for adding your email address, and instead have forms leads can fill out that will be emailed to you. When you have your email address directly on your website, you run the risk of web crawlers collecting that email and targeting you with spam
How do I add content to my homepage?
To add content to your homepage, go to the Content menu, and select Widget Manager.
We have a number of widgets, some of the more popular ones include:
- The Text Widget is a great way to add text and picture content.
- The Video Widget is great for embedding videos from third party sources, or, you can also put other kinds of embed code in a Video Widget.
- The Featured Listings Widget is great for highlighting your listings, your office's listings, listings by MLS number or listings in a particular area.
- The City Properties Widget will create links to property searches in cities or neighborhoods of your choosing.
There are many more widgets that can add functionality to your website! You can find them all in the widget manager.
Can I add a chatbot to my homepage?
Yes! To add a third party chatbot, first get the embed code from your provider. Next, log into your website, then go to Content > Widgets Manager. Scroll on the right until you see the bottom of your page, then drag and drop a Video Widget from the left side of the page (these widgets can be used for many kids of embed code). Edit the widget once it's on the page by clicking the blue circle with a pencil icon, then paste in the chatbot embed code. Save your changes, and it's ready to go!
How do I change the colors or overall look of my website?
To update the overall look and feel, you can go the Appearance Menu.
Here you can change themes from Manage Themes, or change your current theme's colors from Change Colors.
How do I add images to my website?
You can add images to your website from the Content menu, by going to the widgets manager. Add a Text Widget, then click the insert image button. Upload the image, and save your changes. We have detailed instructions here.
You can also make images into links! Details here.
Additional Settings
Why do I need a Google API Key?
An API (Application Program Interface) is a system that allows two different applications to exchange information. For your InCom Account, this means Google Maps exchanging information with your website.
You create a key that will allow your website to use the power of Google Maps when visitors are searching for homes on your website. Visitors can map out Cities, Towns, and Neighborhoods based on areas mapped out by Google. Visitors can also show key amenities on the map search, such as the location of local shopping, schools, daycares, parks, and more.
Can I change the default location of my map search?
Yes, you can change it by going to the Configuration menu and selecting Map Search Page Configuration. Drag and drop the pin to your desired location, or use the search bar to find a location.
Can I change my site's title or description that appears in Google searches?
Yes! You can change your site's title by going to Configuration and selecting Homepage SEO. Here you'll find options for updating the title, description, and key words, among other settings.
How can I create links to custom searches?
You can create links to custom searches using our Alias feature. We have detailed instructions on how to set up these custom search links, and a video tutorial here.
Related Articles
Solving Google API Key Issues for Website Maps
If your website’s maps aren’t displaying properly or you're experiencing problems with other location based widgets, the most common cause is an issue with the Google API key. In this guide, we’ll walk you through some troubleshooting steps to ensure ...Optimizing Your Website for SEO
Having a website that ranks well on search engines is crucial for visibility and attracting visitors. Fortunately, your website comes equipped with built-in SEO tools that allow you to configure essential meta tags, which include meta titles, ...Connecting Your InCom Website to Follow Up Boss
You can easily integrate your InCom website directly with Follow Up Boss to share your InCom leads with your Follow Up Boss account. What Gets Shared Between InCom and Follow Up Boss? This integration shares your InCom leads and lead activity (see ...Google Reviews
Google Reviews Google does not offer their own embed code for placing reviews onto websites. To get Google reviews on your website, you can use one of several third-party services that provide free options for creating a widget that can be embedded ...Removing the Sidebar from Content Pages
All content pages on your website come with a sidebar on the right, featuring handy widgets such as "Have Questions?" and "Find Your Perfect Property." While these elements provide quick access to useful tools, you might prefer a cleaner look without ...