Getting Started FAQs
FAQs
These Frequently Asked Questions are helpful for our newer users.
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.
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.
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
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 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.
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