Clients search activity - Revision history

Anastasia at 04:22, 8 July 2011

2011-07-08T04:22:02Z

← Older revision		Revision as of 04:22, 8 July 2011
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	# Login to your '''Toolkit''' and go to '''MLS Searches''' (or refer to quick links).		# Login to your '''Toolkit''' and go to '''MLS Searches''' (or refer to quick links).
	# Click the '''Client Tracking''' button.		# Click the '''Client Tracking''' button.
-	# You can choose the "Time Period" for ~~which~~ you ~~want to view~~ the activity	+	# You can choose the '''Time Period''' and '''Activity Type'''. Also you can request the report for certain contact or for all of you contacts.
-	# To analyze the activity of the client over a period of time, click the '''Graph Client''' button to the right side of the client's email address.	+	* To download the report into a file click '''Export clients activity''' link
		+	* You also can send the message to all filtered contacts.
		+	* To analyze the activity of the client over a period of time, click the '''Graph Client''' button to the right side of the client's email address.
		+	* If you want to add a comment to any client's activity just click '''Edit''' link in the '''Comment''' column.

	[[File:MLS_searches_client_traking.jpg]]		[[File:MLS_searches_client_traking.jpg]]

Anastasia at 04:44, 23 June 2011

2011-06-23T04:44:38Z

← Older revision		Revision as of 04:44, 23 June 2011
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	# Click the '''MLS Searches''' button and then click '''Daily Notifications'''		# Click the '''MLS Searches''' button and then click '''Daily Notifications'''
	# Uncheck "Yes, I would like to receive Daily Client's Activity email" and submit the change.		# Uncheck "Yes, I would like to receive Daily Client's Activity email" and submit the change.
-
-
-
-	~~[http://wiki.propertyminder.com/index.php?title=Clients_search_activity&printable=yes Printable Version]~~

Anastasia at 08:08, 20 June 2011

2011-06-20T08:08:00Z

← Older revision		Revision as of 08:08, 20 June 2011
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	# Click the '''MLS Searches''' button and then click '''Daily Notifications'''		# Click the '''MLS Searches''' button and then click '''Daily Notifications'''
	# Uncheck "Yes, I would like to receive Daily Client's Activity email" and submit the change.		# Uncheck "Yes, I would like to receive Daily Client's Activity email" and submit the change.
		+
		+
		+
		+	[http://wiki.propertyminder.com/index.php?title=Clients_search_activity&printable=yes Printable Version]

Anastasia at 09:52, 17 June 2011

2011-06-17T09:52:20Z

← Older revision		Revision as of 09:52, 17 June 2011
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	For instance the following graph represents a client's activity over an 6-week period.		For instance the following graph represents a client's activity over an 6-week period.

-	[[File:Client_analyzer.jpg]]	+	[[File:Client_analyzer.jpg\|border\|link=http://wiki.propertyminder.com/images/0/05/Client_analyzer.jpg]]

	Once the upward trend is detected, a closer look is recommended. Finally, a more detailed view can reveal your clients interest in specific properties and indicate their motivational level.		Once the upward trend is detected, a closer look is recommended. Finally, a more detailed view can reveal your clients interest in specific properties and indicate their motivational level.
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	# Scroll down to view the summary tables for "Appointment Statistics", "Properties Viewed" and "Online Search Requests".		# Scroll down to view the summary tables for "Appointment Statistics", "Properties Viewed" and "Online Search Requests".

-	[[File:MLS_searches_viewed.jpg]]	+	[[File:MLS_searches_viewed.jpg\|border\|link=http://wiki.propertyminder.com/images/d/de/MLS_searches_viewed.jpg]]

Anastasia at 07:23, 14 June 2011

2011-06-14T07:23:36Z

← Older revision		Revision as of 07:23, 14 June 2011
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-	~~How can I track my client's search activity?~~	+	PropertyMinder's comprehensive client tracking tools monitor your client's activities, send alerts and offer detailed reports on demand for a particular listing. The Client Tracking tool is used to find the most recent increases in your client activities and spot the most active clients. Agents can use the '''Client Analyzer''' to further scrutinize the client's data to determine their motivational level.
-		+
-	PropertyMinder's comprehensive client tracking tools monitor your client's activities, send alerts and offer detailed reports on demand for a particular listing. The Client Tracking tool is used to find the most recent increases in your client activities and spot the most active clients. Agents can use the Client Analyzer to further scrutinize the client's data to determine their motivational level.	+

	This tool helps agents track client search activity, know who visits your website and determine which listings your buyers look at and when.		This tool helps agents track client search activity, know who visits your website and determine which listings your buyers look at and when.

-	# Login to your Toolkit and go to MLS Searches.	+	# Login to your '''Toolkit''' and go to '''MLS Searches''' (or refer to quick links).
-	# Click the Client Tracking button.	+	# Click the '''Client Tracking''' button.
	# You can choose the "Time Period" for which you want to view the activity		# You can choose the "Time Period" for which you want to view the activity
-	# To analyze the activity of the client over a period of time, click the Graph Client button to the right side of the client's email address.	+	# To analyze the activity of the client over a period of time, click the '''Graph Client''' button to the right side of the client's email address.

	[[File:MLS_searches_client_traking.jpg]]		[[File:MLS_searches_client_traking.jpg]]


-	~~How can I analyze my clients search activity?~~	+	===Client Analyzer===

	The Client Analyzer further extends PropertyMinder's powerful Client Tracking capability.		The Client Analyzer further extends PropertyMinder's powerful Client Tracking capability.
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	Using some proprietary algorithms, the Client Analyzer can interpret and display selected client activities over a specified period of time in an easy to read graphical format. You can measure each client's motivational level and analyze viewed listings and showing appointment request reports.		Using some proprietary algorithms, the Client Analyzer can interpret and display selected client activities over a specified period of time in an easy to read graphical format. You can measure each client's motivational level and analyze viewed listings and showing appointment request reports.

-	For instance the following graph represents a client's activity over an 8-week period.	+	For instance the following graph represents a client's activity over an 6-week period.
		+
		+	[[File:Client_analyzer.jpg]]

	Once the upward trend is detected, a closer look is recommended. Finally, a more detailed view can reveal your clients interest in specific properties and indicate their motivational level.		Once the upward trend is detected, a closer look is recommended. Finally, a more detailed view can reveal your clients interest in specific properties and indicate their motivational level.
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	To analyze the activity of the client over a period of time:		To analyze the activity of the client over a period of time:

-	# Login to your Toolkit and go to MLS Searches.	+	# Login to your '''Toolkit''' and go to '''MLS Searches'''.
-	# Click the Client Tracking button.	+	# Click the '''Client Tracking''' button.
-	# Click the Client Analyzer link.	+	# Click the '''Client Analyzer''' link.
	# Select a contact.		# Select a contact.
-	# Click GO.	+	# Click '''GO'''.
	# Review the client analyzer report information.		# Review the client analyzer report information.
	# Scroll down to view the summary tables for "Appointment Statistics", "Properties Viewed" and "Online Search Requests".		# Scroll down to view the summary tables for "Appointment Statistics", "Properties Viewed" and "Online Search Requests".
Line 36:		Line 36:


-	~~How can I receive daily~~ client activity reports?	+	===Daily client activity reports===

-	~~You can schedule a daily~~ client activity report ~~from your toolkit for the current day, current week and the last two weeks~~. Use these reports to analyze the trends and frequency in buyer activity and properties viewed. Spot buyers who are ready to be contacted.	+	In order to keep you updated on what your clients' activity we offer you the '''Daily client activity report'''. Use these reports to analyze the trends and frequency in buyer activity and properties viewed. Spot buyers who are ready to be contacted.

-	If you do not wish to receive this report:	+	This report is emailed you on default. If you do not wish to receive this report:

-	# Go to MLS Searches on your Toolkit	+	# Go to '''MLS Searches''' on your '''Toolkit'''.
-	# Click the MLS Searches button and then click Daily Notifications	+	# Click the '''MLS Searches''' button and then click '''Daily Notifications'''
	# Uncheck "Yes, I would like to receive Daily Client's Activity email" and submit the change.		# Uncheck "Yes, I would like to receive Daily Client's Activity email" and submit the change.

Anastasia at 06:44, 6 June 2011

2011-06-06T06:44:10Z

← Older revision		Revision as of 06:44, 6 June 2011
Line 5:		Line 5:
	This tool helps agents track client search activity, know who visits your website and determine which listings your buyers look at and when.		This tool helps agents track client search activity, know who visits your website and determine which listings your buyers look at and when.

-	1. Login to your Toolkit and go to MLS Searches.	+	# Login to your Toolkit and go to MLS Searches.
		+	# Click the Client Tracking button.
		+	# You can choose the "Time Period" for which you want to view the activity
		+	# To analyze the activity of the client over a period of time, click the Graph Client button to the right side of the client's email address.

-	~~2. Click the Client Tracking button.~~	+	[[File:MLS_searches_client_traking.jpg]]
-		+
-	~~3. You can choose the "Time Period" for which you want to view the activity~~	+
-		+
-	~~4. To analyze the activity of the client over a period of time, click the Graph Client button to the right side of the client's email address~~.	+


Line 26:		Line 25:
	To analyze the activity of the client over a period of time:		To analyze the activity of the client over a period of time:

-	1. Login to your Toolkit and go to MLS Searches.	+	# Login to your Toolkit and go to MLS Searches.
		+	# Click the Client Tracking button.
		+	# Click the Client Analyzer link.
		+	# Select a contact.
		+	# Click GO.
		+	# Review the client analyzer report information.
		+	# Scroll down to view the summary tables for "Appointment Statistics", "Properties Viewed" and "Online Search Requests".

-	~~2. Click the Client Tracking button.~~	+	[[File:MLS_searches_viewed.jpg]]
-		+
-	~~3. Click the Client Analyzer link.~~	+
-		+
-	~~4. Select a contact.~~	+
-		+
-	~~5. Click GO.~~	+
-		+
-	~~6. Review the client analyzer report information.~~	+
-		+
-	~~7. Scroll down to view the summary tables for "Appointment Statistics", "Properties Viewed" and "Online Search Requests"~~.	+


Line 47:		Line 42:
	If you do not wish to receive this report:		If you do not wish to receive this report:

-	1. Go to MLS Searches on your Toolkit	+	# Go to MLS Searches on your Toolkit
-		+	# Click the MLS Searches button and then click Daily Notifications
-	2. Click the MLS Searches button and then click Daily Notifications	+	# Uncheck "Yes, I would like to receive Daily Client's Activity email" and submit the change.
-		+
-	3. Uncheck "Yes, I would like to receive Daily Client's Activity email" and submit the change.	+

Anastasia: Created page with "How can I track my client's search activity? PropertyMinder's comprehensive client tracking tools monitor your client's activities, send alerts and offer detailed reports on de..."

2011-06-06T02:45:54Z

Created page with "How can I track my client's search activity? PropertyMinder's comprehensive client tracking tools monitor your client's activities, send alerts and offer detailed reports on de..."

New page

How can I track my client's search activity?

PropertyMinder's comprehensive client tracking tools monitor your client's activities, send alerts and offer detailed reports on demand for a particular listing. The Client Tracking tool is used to find the most recent increases in your client activities and spot the most active clients. Agents can use the Client Analyzer to further scrutinize the client's data to determine their motivational level.

This tool helps agents track client search activity, know who visits your website and determine which listings your buyers look at and when.

1. Login to your Toolkit and go to MLS Searches.

2. Click the Client Tracking button.

3. You can choose the "Time Period" for which you want to view the activity

4. To analyze the activity of the client over a period of time, click the Graph Client button to the right side of the client's email address.

How can I analyze my clients search activity?

The Client Analyzer further extends PropertyMinder's powerful Client Tracking capability.

Using some proprietary algorithms, the Client Analyzer can interpret and display selected client activities over a specified period of time in an easy to read graphical format. You can measure each client's motivational level and analyze viewed listings and showing appointment request reports.

For instance the following graph represents a client's activity over an 8-week period.

Once the upward trend is detected, a closer look is recommended. Finally, a more detailed view can reveal your clients interest in specific properties and indicate their motivational level.

To analyze the activity of the client over a period of time:

1. Login to your Toolkit and go to MLS Searches.

2. Click the Client Tracking button.

3. Click the Client Analyzer link.

4. Select a contact.

5. Click GO.

6. Review the client analyzer report information.

7. Scroll down to view the summary tables for "Appointment Statistics", "Properties Viewed" and "Online Search Requests".

How can I receive daily client activity reports?

You can schedule a daily client activity report from your toolkit for the current day, current week and the last two weeks. Use these reports to analyze the trends and frequency in buyer activity and properties viewed. Spot buyers who are ready to be contacted.

If you do not wish to receive this report:

1. Go to MLS Searches on your Toolkit

2. Click the MLS Searches button and then click Daily Notifications

3. Uncheck "Yes, I would like to receive Daily Client's Activity email" and submit the change.