Embed Video into eEdge Website

I get this question asked a lot and it is a great way to enhance your website!  For todays example, we are going to add the YouTube video by KWRI with Jay Papasan of “Why some houses sit while others sell” to our Sell tab of our eEdge website.

Manage eEdge Website

Manage eEdge Website

First, sign into your myKW.KW.com intranet and go the “Manage eEdge Website” under the myMarketing section of your eEdge.  We are going to add a video in the “Sell” tab of your eEdge website so go to the “Sell Text” on the left side of the screen.  Scroll down to the bottom of the edit box and click on the box to put your curser at the end of the text.  Press enter to add a space and that is where are are going to add our video.

YouTube Embed VideoNow, on another tab or window to to the website that has the video you want to enter.  For this one we are going to YouTube.com and search for the video.  Once you find the video you want click on the “Share” button below the video and then “Embed”.  Now select the “Use old embed code” and unselect the “Show suggested videos when the video finishes”.  You can also change the size of the video box by selecting the drop down or choosing custom to add your own size.  Copy all of the code in the box above.

Do NOT forget to click the HTML button!

Do NOT forget to click the HTML button!

Go back to your myKW.KW.com website and you should be on the same place where you left your curser at the bottom of the “Sell Text” box.  The most important step to this is to click the HTML button at the top of the edit box.  If you skip this step it WILL lock up this page if you try to insert HTML code to the regular box and save it!  Once the HTML box opens, it will look like garbage, but scroll to the bottom and “paste” the embed code from YouTube.  Click “Update” and it will take you back to the edit box.  You will only see a yellow box where the video will show on the website.  You can now center the video or change the alignment by putting your curser next to the yellow box and selecting the alignment at the top.  Click the “Save” button and go to your website to make sure it shows the way you want it to.  To see our finished product from this example, click here.  Now you have embed a video into your eEdge website!

I can be reached at Carolynt@kw.com, by phone or text at 918-951-9020 or visit my website at www.SearchTulsaHouses.com.

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myTransaction DotLoop Layouts for PDFs

One of the more recent updates in myTransactions/DotLoop are the option for “Layouts”. I’m sure you are wondering where and what is she talking about. If you have no idea what a “loop” or DotLoop is, watch this video:  This article is more for those of you that have already created a loop and are using the system, or at least a little familiar with it. Ok, so when you have a loop created, you have the option to add live documents or PDF’s. When you load a PDF into the DotLoop system it doesn’t know what the form is, just that it is a PDF.

After you have loaded the document you have the option to “edit” the form. You will see the standard options for layering on the features of: Signatures, Initials, Text or Checkboxes. The new option is the “Layout” button in the middle of the menu bar at the top of the document. The “Layouts” are added by your brokerage (in a later version the agent will be able to create Layouts). Select one that applies to your form and the fields you need will appear.Layout Options

For example, if you have a property disclosure for an offer you are about to write where a seller has already completed it and now you need to send it to the buyer. With a template created in the system for a standard disclosure for buyer’s signatures, you will click on the “layout” button and select the appropriate layout and apply. Once added you may have to adjust the boxes slightly if the scan is not exactly in the same place as the original, but it will at least put it close to where you need it. This is a great time saving idea. You might need to ask your office to create layouts for different forms. This option applies to not just 1 page forms, but with multiple pages. To help your staff, you might want to send an example form that you need a layout for.

In case you are wondering the reason they started this at the broker level is so the main layouts that multiple agents will use can be added at a broker level and subsequently reduce the number of individual duplicate layouts. It makes since to not bog down the system and when the agent level is released everyone will be able to create their own layouts.

I can be reached at Carolynt@kw.com, by phone or text at 918-951-9020 or visit my website at www.SearchTulsaHouses.com.

Every iPad needs GoodNotes!

Sometimes you don’t know you need something until after you get it! I know I typically write about Keller Williams specific items, but this one is SO worth sharing! There is an app my daughter discovered this app and got me hooked. GoodNotes is free, but the extras that come with paying for the full $4.99 version are worth it for your business.

GoodNotes IconFirst the free version of GoodNotes does almost everything the paid version does. It does just like it sounds and is a great app for taking notes. Not just any notes, but this app lets you add pictures, typed text, hand written notes and PDF’s!! You can start with an existing PDF or create a new one. Once you have started a note, you can add extra pages. The page options are ruled paper, squared paper, music paper, or plane paper. You can also select between standard portrait or landscape. It get’s better, you can add a notebook cover page with different colors!

This is great for taking notes for clients or in classes. Since you can start with a PDF or a blank page and then write on it with your finger or stylus. Oh, and if you don’t want to write the click on the page until the options come up and select the text option and type! And for those of you that want to see it larger, then it also has a box that magnifies the section you are working on or zoom in on the page. Let’s say you need to draw something out. You can do that too by clicking on the shapes button at the top and then draw the approximate shape and GoodNotes will refine the shape and make it look smooth.

GoodNotes Sample

GoodNotes Sample

One of the best parts about this app is that you can pull in a PDF and then export only the pages you want! That’s right, split the PDF’s!! You can export it to email, dropbox or another app like iCab. In case you are wondering, iCab allows you to upload your documents to a website using the “upload” option. You have to put the document you want to load into the iCab app first, but that is not hard. If you are in your email, push and hold on the document until the options appear for the apps to export it to and select iCab.

Ok, so let’s think about uses for your real estate business! What if a client sends you a large document and you only need the disclosures or a few pages to send separate? Pull the document into GoodNotes and then click on the boxes at the top left and then click the “edit” and select the pages you want to send, export, copy or print. What if you wanted to create a flyer? Add pictures, text and shapes to a blank document and then send it out to someone! What if you go to a training class and need a place to take notes? Start taking your notes, add a drawing, take a picture of something on the slide and keep all of that in one place!!

I’m not gaining anything nor am I a paid advertiser for this app, but it is a really great tool that I recommend for your business. Get organized and let me know how you use this app!

Find me on the web at SearchTulsaHouses.com or email at Carolynt@kw.com or call/text at 918-951-9020.

Customizing myMarketing Campaigns

You have a myMarketing Campaign created and you are now on the Campaign Home page. The summary of the myMarketing Campaigns along with the “Actions” button which looks like a gear are displayed here.  Click on the gear and the options that appear are: Pause, Manage Delivery Options, Add/Remove Contacts, Rename Campaign and Delete Campaign.  Most of these are self explanatory, but the one you may not recognize is the “Manage Delivery Options”.  It’s the best button of all because that is where the magic happens!!

Options on the Campaign Home Screen

Options on the Campaign Home Screen

Manage Delivery Options is where you go to change: Campaign name, update deliver order, change to all direct mail, change to all email the order of the campaign or save deliver options.  Each campaign piece can have the following edits: order of the piece, deliver format, email subject and schedule day(s) after contact is added or previous element.  The best options are on the right, the 3 picture icons on the right side.  The X will delete the element completely after asking you to confirm.  The magnifying glass will show you a preview of the campaign piece.  The pencil allows you to edit the pictures, words and basic over all look of each element.

Here is the good stuff! Click on the pencil and it opens the editing option.  If you do not have silverlight on your computer, it will tell you to install it.  It’s ok, this is a required install and safe for your computer.  The fonts will load and then you will need to click on the “Start Editing”.  On the left you will see a list of all of the elements and by putting your curser on the titles it shows a line and box around the element on the right.  With a curser over the picture, text or graphic it will also show you the same box and line to the title of that element.  When you click on the element it displays the editing options at the top of the screen.  If you have selected an image, it will allow you to replace, crop, mirror, link or delete the image.  The “link” option is great to use if you are sending emails because once linked to a website, your clients can get to any website you want!  Another missed option is the “Add” (green plus) which gives you the option to add an image, text box, bing map, link to video, rectangle, circle or line.  What about adding a map to an email of an open house you are holding open and then link that map to the web page that gives details of the property you are holding open?

Editing a Campaign Element

So now you have your myMarketing Campaign element the way you want it, don’t forget to “Save” or “Save As”.  If you skip this step it will revert back to the original format when you exit.  Once you save, it will ask you if you want to continue editing or exit the editor.  If you keep editing don’t forget to save again. The next question if you select exit is “Are you sure you want to exit?”, saying yes will take you back to the campaign home page.

Now you have all the tools you need to Customize your myMarketing Campaign so happy marketing!

Quick Tip: Anywhere you see a yellow question mark, hold your curser over it and a box will show describing what that function does.

I can be reached at Carolynt@kw.com, by phone or text at 918-951-9020 or visit my website at www.SearchTulsaHouses.com.