This video tutorial will walk you through finding all the contact relationship management tools, and the website editing tools of your InCom real estate website. This is a great video for new users, or for long time users looking to make the most of their website and CRM.
Video Transcript
Welcome to your InCom website!
In this video, I'll give you a quick overview of where to
find key tools and settings on your site, including how to log in to your
dashboard, update your personal information, manage your leads and
communications, customize your website, and find help materials when you need
them.
To log in, scroll to the bottom of your homepage and click User Login.
Enter your credentials, and you’ll be taken to your dashboard. This is
the main hub for your website’s settings, lead management, and more!
To update your personal info, click your name in the top-right corner and
select Profile Manager.
Here, you can update your name and contact details and add a personal bio.
The information in your profile will appear in the about me
widget and about me page. However, for our Canadian users, your board ID
numbers will not appear publicly.
For our American users, you can add your license number,
which will display publicly on your website.
Next, let’s look at how to manage your leads.
From the dashboard, open the Visitor menu and select Lead Book.
This is where you’ll find and edit lead information. Here you can find a button
for adding new leads manually, or you can select the option to bulk upload
leads from a CSV file.
Once leads are in your lead book, click any lead to
see their details, including contact info, notes, email history, saved
searches, and more.
You’ll also notice each lead has a category.
Categories are key when sending emails; they let you target specific groups of
leads. You can add leads to a category in bulk by selecting multiple leads and
clicking Bulk Actions, then selecting Edit Categories from the dropdown
menu.
You can create new categories or simply use the defaults provided.
For more details on managing leads, you’ll find helpful
articles and videos right inside your dashboard from the Help section of
the Menu.
To email leads, go to Communication > Campaigns. To start, you’ll see three default drip campaigns that automatically
send emails to new leads — and you have the option to create custom drip
campaigns as well,
To send a one-time or recurring email, select Stand Alone
Campaigns, then Compose A Single Email Campaign.
Choose a category of templates to choose from. In our example we’ll use a plain
email.
Add a title for the subject line, and add your text or
picture content. Your signature is added automatically. Click Next to choose your recipients and continue
hitting next to set up the sending schedule.
Now, let’s go over how to update your website’s content and layout. From the Content menu, you can go to the Content Manager to add
new pages or edit existing pages. Making changes to these pages is quick and
easy.
You can adjust what pages appear in your menu from the Menu
Manager.
You can disable pages you don't want to appear in your menu,
add existing pages and external pages to the menu, and rearrange existing menu
items
Use the Widget Manager to add new features to your site - simply drag and drop widgets into the page
area.
To edit a widget, click the blue pencil icon.
We have many useful widgets to add to your site, so lets take a look at what a
few of them can do. The Featured Listings widget is a useful tool for displaying properties
you'd like visitors to hone in on. It can be used to highlight your own
listings, your brokerage's listings, listings by MLS number, or listings in
specific areas.
Another handy widget is the Text Widget – this is
used for adding text and images to your page.
If you return to the dashboard, and the content Menu, you’ll
also find your Landing Pages in this section - perfect for capturing leads. These pages are designed to help capture lead information. Each of the pages
targets different visitor inquiries. For example, leads curious about their
home's value may be interested in the "What's My Home Worth" landing
page.
To change the overall look of your site, go to the Appearance menu.
You can change your website’s overall theme from
Manage
Themes.
In Advanced Theming, you can update your logo and banner image.
Under Change Colors, you can select from preset
themes or create your own color scheme.
To update your slideshow, which displays the images at the
top of your homepage, open Manage Slideshow. Here you can add new slides
using either your own images or images from our library, or adjust existing
slides.
The Help section contains options for live and pre-recorded webinars,
video tutorials, and help articles.
You’ll find video tutorials, help articles, and webinars.
And of course, our support team is always happy to assist
you.