eEdge on the GO!

What is eEdge on the Go?  Put simply it is our myKW eEdge section optimized for your mobile device.  Does not matter if you are using an iPhone or Android or any other smart phone, it will WORK!! Since I’m an iPhone user, these directions and pictures are going to be for an iPhone, and other than the app you use to surf the web, they will be the same.

eEdge on the Go, Home Screen

Start by going into your web search app, like Safari, then in the address bar, type mykw.kw.com and “go”.  This will take you to the login screen and enter your myKW login and password and type “login”.

Quick iPhone/iPad Tip: Once logged in, before you click on anything else, tap on the square with the arrow button and you will see a middle button showing “kw e” and below it says “Add to Home Screen”.  Once you tap on it, it will create an icon on your phone that all you need to do is tap on the button to get into your eEdge on the Go.

eEdge on the Go, Home Screen

 

Now that you are logged in, you will see 6 squares.  If you scroll your screen up to see the bottom, that is where you can switch market centers if you need to or click on the “myKW Full Site” if you don’t want the mobile version.

myLeads: This icon shows your number of leads in the top left corner.  When you tap on it, it will take you into another screen with New Contacts, New Messages (your eEdge messages), Search Contacts and Reminders.  Below that also lists eEdge on the Go! (back to the home screen), Add Contact or Go to Full Version.  This article is not about how to use each part of the system, so we are just going over the buttons.

myContacts to Go

myContacts: This button takes you to Search Contacts.  Enter the name, status, type, group, phone number or email and then tap the “search” at the bottom right.  To go back click on the top left corner.

Contact Messages: Straight into your eEdge messages!!  No more need to log into the system on a computer to check your eEdge mail!  Just tap on one of the messages and you will have the option for “file” or “reply”.

myActionPlans Tasks: This icon will open in a new window.  It looks like the myActionPlans in your myKW, but it is also mobile optimized.  In order to go back to eEdge on the Go, you will need to tap on the bottom right button with a number in it (number of windows open). Then scroll to the left (or right) to find the window with eEdge on the Go on it.eEdge Intranet

Market Center Intranet:  If you are in a business center, you will need to switch to your main market center for this to work.  It will show you all the features of the intranet, just in a scaled down and simple version.  The pictures will not display on posts however you can tap on the link or title and it will expand.  You can not create a post from the mobile version, but you can most certainly make a comment on an existing post.  The cool part is the calendar shows at the top under the menu and are easy to read.  This one also opens in a new window, so you will have to go back to the previous to get to the main menu.

myTransactions Tasks:  Coming Soon!  When the new myTransactions 2.0 comes out, you will be able to access your myTransactions/DotLoop Account, can’t wait!!!

There you have it, eEdge on the GO!  A new tool to use for your business so try it out today!

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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Quick Add a Client to a Campaign

Now you have a campaign going and you want to add a client.  There are a few ways to do this, but the simplest for a single or just a few clients is to do them individually.

Campaign myContacts Menu

First, sign into your myKW.KW.com and click on “View Contacts” in your eEdge dashboard.  Search for and click on the name of the client you want to add to the campaign.  Scroll down to the bottom of the contact’s information until you see the grey “Campaigns” and next to that is the blue “Add Contact to a Campaign”.  Once you click on this a new window will pop-up and show your campaigns that you have created.  Check the box next to the campaign you want to add them to and then click “Add to Campaigns”.  If you click on the “Campaigns” link, it will show you the campaigns this client is attached to.  This is also where you remove them from a campaign.  Click to check the box next to the campaign you want to remove them from and then click “Remove from Campaign”.

myContacts Removing Campaign

The second way to add them to a campaign is to go into the myMarketing section.  From you myKW.KW.com home page, click on the “+” next to myMarketing and “Create and Manage Campaigns”.  This will take you to your campaign dashboard.  Click on the little gear next to the campaign that you want to add some one to and it will give you a drop-down of options.  Select “Add/Remove Contacts” and it will pull up the list of all of your contacts on the left and the contacts in the campaign on the right.  Add (or remove) the clients that you want from that campaign and then “Return to Campaigns Home”.

myCampaign Dashboard

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

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.

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.

Creating myMarketing Campaigns

Marketing is an important piece of your business.  What, you didn’t know you were in the marketing business? Well, consider all of the things that you have to market in order to keep your business going: Your Skills, Your Listings, Your Website, Your Company and of course You!  One of the most important pieces of your business is LEAD GENERATION!  Marketing is a part of your lead generation process, but NOT a total replacement.  Ok, so let’s get to the customization of myMarketing!myMarketing Campaigns

Let’s talk about the Campaigns because they are pre-built systems in place that do some of the marketing for you!  Sign into your myKW.KW.com and click on the + next to the myMarketing then click on the “Manage and Create Campaigns”.  Then at the top left you will see an option for “Build a New Campaign” and click on it.  You will see a list of types of campaigns.  If you do not have “pro Market Leader” they will will have some titles with the word “pro” next to it.  Today we are going to focus on strictly the eEdge basic side of myMarketing.  The three main sections are Market my Business: Buyers, Sellers, and Sphere.  The other option you will see when you click on each one of these is there are two of each campaign.  One is for individual agents and the other with the same name says “team” next to it which means the wording is geared toward comments like “we” instead of “I” and “ours” instead of “my”.  You get the idea.

Options when selecting a Campaign

Options when selecting a Campaign

First we are going to talk about a 8×8 (either Buyer or Seller).  In case you are wondering an 8×8 stands for making 8 touches in 8 weeks.  For this example I’m clicking on “8×8 Seller: Here to Help You Sell”.  Once you have selected the campaign you will see 3 boxes that say “Email”, “Multi-Chanel” and “Direct Mail”.  Inside each box shows the pieces listed as emails, direct mail and activities.  Next to the list of pieces is the “Cost $ per contact”.  Email is free and direct mail costs money to print and postage to mail, so depending on your option will have a different expense.  Before you click on one of them, you might want to preview the pieces, so click on “Campaign Elements” at the bottom of the box.  Once you do, the words will turn red and display a snap shot of the pieces along with the title, scheduled date and delivery format.  Click on one to display a sample of what it will look like larger with your marketing information on it. (Marketing information comes from your set-up section under myMarketing and Manage eEdge Website.)  At the top click on the red “Next Step”.

Adding and Removing Contacts in a Campaign

Adding and Removing Contacts in a Campaign

Now you have to select who you want to send it to.  If you are going to completely customize it and not send it right away, you might want to just put yourself on it and then go back and add your contacts.  Select the name(s) you want to add to this campaign and click on the “Add”.  It will open a box that will tell you how many contacts you have selected and the cost both per contact and total cost.  Click on the box that says “I have previewed all elements and approve them to be sent to selected contacts” and then click “+ Add Contacts to Campaign”.  You will then see the contacts you selected on the right side and it will say “Active” next to their name.  Now at the top click on “Save Campaign”.  If you selected a campaign that costs money and you do not have billing set up, it will pop up a message and then ask you if you want to set it up now or cancel.  It will not add your contacts and put your campaign in “Inactive, Add Contacts” status.

Options on the Campaign Home Screen

Options on the Campaign Home Screen

Your campaign is now set up and ready to go.  The next post will contain details of editing and enhancing your campaign, so check back.

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