Preferences

From PropertyMinder WIKI

(Difference between revisions)
Jump to: navigation, search
 
(7 intermediate revisions not shown)
Line 1: Line 1:
-
The page Preferences provide you the opportunity to apply settings to different pages or tools of your website and Toolkit. For example, set required/optional fields on lead capture forms, change listing page defaults, set default preferences for your search page.  
+
The Preferences tab provides you the opportunity to apply settings to different pages or tools of your website and Toolkit.
 +
 
 +
===E-Mail Message Preferences===
 +
 
 +
Customize the look and feel of e-mails generated from your PropertyMinder account, as well as set your preferences for the way e-mails are sent.
 +
 
 +
(Note: We recommend the first option ‘Messages are sent from system@propertyminder.com with your email as a reply address as a best practice to ensure your clients are receiving all communications)
 +
 
 +
[[File:Preferences2014-01.jpg|600px|border|link=http://wiki.propertyminder.com/images/4/4f/Preferences2014-01.jpg]]
===Required Fields on Lead Capture Forms===
===Required Fields on Lead Capture Forms===
-
The user of the website is required to leave contact information on different request forms. By default the required fields are Email and Last name. Other fields are optional.  
+
The user of the website is required to leave contact information on different request forms. By default the required fields are Email and Last name. Other fields are optional.
 +
 
 +
To set additional required fields refer to Required Fields on Lead Capture Forms and check the boxes to indicate your preferences.
-
To set additional required fields refer to Required Fields on Lead Capture Forms and check the boxes to indicate your preferences.  
+
But note that requiring the phone number may discourage visitors from completing the request form and providing their email. This may reduce the number of lead captures on your website. On the other hand, if the visitor offers you this information, you have a better chance at following up with them.
-
But note that requiring the phone number ''may discourage visitors from completing the request form and providing their email''. This may reduce the number of lead captures on your website. On the other hand, if the visitor offers you this information, you have a better chance at following up with them.
+
===Anti-Spam Form Protection===
-
Under this section you may also find so-called CAPTCHA field. Adding this field as required will prevent your website from different registration bots.
+
This section you may also find options to enable a so-called CAPTCHA field. Adding this field as required will prevent your website from different registration bots.
===Listing Page Preferences===
===Listing Page Preferences===
Line 15: Line 25:
Control the selection of associated tools on all pages that show listing information.
Control the selection of associated tools on all pages that show listing information.
-
''You may the map link provider between MapQuest or Google maps.''
+
[[File:Preferences2014-02.jpg|600px|border|link=http://wiki.propertyminder.com/images/1/12/Preferences2014-02.jpg]]
-
1. Google maps, branded with your picture and contact information. Includes aerial, topographical and environmental map options.
 
-
[[File:Preferences_.jpg]]
+
===Homepage Listings Slideshow===
-
Provide your clients the convenience of a bird's-eye view of the listings on a map. A mouse-over on the house icons displays quick summary for each listing plotted on the map. Just click the house icon on the map to view a summary of the property details. Clients can change the view for featured and office listings by choosing "show results as a list" or "show results on map". From the Toolkit (Preferences tool), you can set the default view for the listings to list or map.
+
Allows you to customize settings for the listings shown on the home page of certain designs. You have the option of showing Featured, Office Listings, or a Custom IDX Search.
-
2. MapQuest maps
+
===Similar Properties Preferences===
 +
Check your preferences to enable/disable comparable properties searches and specify the default search options.
-
''Include the Mortgage Calculator tool on pages with listing information.''
+
If you check "Allow comparable properties search", your website visitors will be able to access the list of comparable properties from any listing's details page. Comparable properties are the listings that have similar price, footage and lot size, number of bathrooms and bedrooms to the subject property. They are listed in descending order of geographical proximity.
-
* The Mortgage Calculator allows your clients to automatically estimate monthly payments for the listed property, by changing the down payment, interest and loan amount to determine the most optimal payment option.
+
Some options to customize the comparable properties feature:
-
===SmartZip service preferences===
+
# You can indicate the number of times a user can view comparables for free before asking them to register.
 +
# Set the default search area for comparable searches. This includes searching by the same MLS, the same city and so on.
 +
# Specify if properties with Sold or Pending status should be included in the comparable search results.
 +
# You can specify the variation in price, footage and lot size from the subject property.
 +
# Enter the maximum number of listings in the search result list.
 +
# You can set the restrictions on property age (in years) and listings' age (in days).
-
SmartZip has an index of over 70 million + homes in their database where each home has been rated based on ownership or investment score.
+
===Open Homes Preferences===
 +
Set your Open Homes page to automatically load your listing's open house date/time.
-
When a visitor views a listing with the SmartZip score on the property details window, he has two choices:
+
===MLS Search Preferences===
-
* Request that the Realtor® provides the SmartZip analytic report for this property
+
This list of setting allow you to modify your search results view, list of default listings types and other.
-
* Buy the report online direct from SmartZip
+
-
The report adds another lead capture opportunity on your AccelerAgent™ website, since both choices will require the visitor to enter his information before getting the report. Here is a sample of a SmartZip Report (sample)
+
# '''Listings view settings''': hide property address, virtual tour link and property description. If you decide to show these setting to certain clients you will have the option to change them during set up new search.
 +
# '''Listing Notifications Settings''': Set preferences as to if you and/or your client would like to be alerted to changes in potential clients search criteria. Options include the options to be notified when a new favorite listing is added and price changes.
 +
# '''MLS Property Type Settings:''': You may choose to hide certain property types from being searched on your website. For example, you may hide residential properties for rent if you only want the public to search for residential sales on your site. You can block your website users from creating MLS searches for certain property classes.
 +
#:: Note: Even if you block some of the listing types for public searches, they will still be available for you within the Toolkit.
-
To allow your website visitors to see SmartZip scores on listings details pages:
+
===Map Search Preferences===
-
# Within the Listing Page Preferences section, check "Show SmartZip Score on the listing details pages."
+
This is the suite of settings to customize the Map Based Find a Home user interface.
-
# You can type the minimum SmartZip score to show from 0 to 100. Properties below this score will not have SmartZip rating on listings details.
+
-
On agent websites that have SmartZip subscription, there will only be the choice to fill out a name & email address. The Realtor® will be able to send the report to that visitor. For agent's without a SmartZip subscription, the visitor can either request the report from the agent or be redirected to SmartZip to buy the report.
+
Available options include:
-
Please contact our support department support@propertyminder.com or call (800)743-5820 to order SmartZip subscription.
+
* Default MLS (this is useful if you have multi-MLS support).
 +
* Default content of the map. You can choose any combination of Featured Listings, Office Listings, Hot Lists and Custom IDX search results.
 +
* Details Window. Integrate the Property Details View as an extra tab/window or layer (basically to keep the visitor on the same browser window).
 +
* Lead capturing options. For visitors who are viewing map search results, they are forced to register after let's say 3 search results views. After registering, the visitor will be a captured visitor. You can disable guest searches or select Unlimited guest searches, 1, 3, and so on.
 +
* Default map position. Just drag and drop the map to a preferred position.
-
SmartZip Price (unlimited reports):
+
===Agent View Preferences===
-
* $39.95 SmartZip Pro Monthly Subscription
+
Edit your default Email and Text Message that will be sent to listing agents when you message them from the Agent View application.
-
* $295.00 SmartZip Pro Annual Subscription (save over 38%!)
+
-
Also you may allow/forbid guest searches.
+
===Intregration===
-
The main gist of this feature is that for visitors who are viewing either MLS search results or custom IDX pages, they are forced to register after let's say 3 property detail views. After registering, the visitor will then be a captured visitor you can then track every property listing that the visitors has clicked on.
+
Integrate your AccelerAgent website with your broker's AccelerAgent website.
-
Within the Listing Page Preferences section, find the option that says "Specify here how many listing details pages guest user can view without registering." You can select Unlimited listings, 0, 1, 3, and so on. Don't forget to click on the Submit button on the bottom of the page.
+
===AccelerAd Preferences===
-
===Ignored Searches Preferences===
+
Edit the preferences for your Craigslist ads. Options include if you would like to include logos, photos, and/or phone numbers for your listing.
-
Here you can enable or disable the auto deletion of ignored searches.
+
===Chat Preferences===
-
===Comparable Properties Preferences===
+
Enable/Disable the Live Chat feature. You can also select the notifications you would like to receive.
-
Check your preferences to enable/disable comparable properties searches and specify the default search options.
+
===PropertyMinder Mobile App Preferences===
-
If you check "Allow comparable properties search", your website visitors will be able to access the list of comparable properties from any listing's details page. Comparable properties are the listings that have similar price, footage and lot size, number of bathrooms and bedrooms to the subject property. They are listed in descending order of geographical proximity.
+
Enable/Disable Mobile Detect for IPad and Android Tablets
-
Some options to customize the comparable properties feature:
+
Here you will find your '''MOBILE ACTIVATION CODE'''. This is the code your clients will need to input to activate their mobile app and link it to your PropertyMinder website. If you would like to specify a new code, please make sure to Verify it clicking the “Verify” link to avoid a duplicate code possibility.
-
# You can indicate the number of times a user can view comparables for free before asking them to register.
+
===Branding Preferences===
-
# Set the default search area for comparable searches. This includes searching by the same MLS, the same city and so on.
+
-
# Specify if properties with Sold or Pending status should be included in the comparable search results.
+
-
# You can specify the variation in price, footage and lot size from the subject property.
+
-
# Enter the maximum number of listings in the search result list.
+
-
# You can set the restrictions on property age (in years) and listings' age (in days).
+
-
===Map Based Find a Home Preferences===
+
Use this area to set your website's branding. This will be displayed as a heading on your website's pages.
-
This is the suite of settings to customize the Map Based Find a Home user interface.
+
===Integrated Realtor® Sites===
-
Available options include:
+
Current AccelerAgent clients in the Mortgage industry can invite Real Estate agents to co-brand and provide the Mortgage Booster.
-
* Default MLS (this is useful if you have multi-MLS support).
+
To learn more about this type of integration, please call (800) 743-5820 or email us at support@propertyminder.com
-
* Default content of the map. You can choose any combination of Featured Listings, Office Listings, Hot Lists and Custom IDX search results.
+
-
* Details Window. Integrate the Property Details View as an extra tab/window or layer (basically to keep the visitor on the same browser window).
+
-
* Lead capturing options. For visitors who are viewing map search results, they are forced to register after let's say 3 search results views. After registering, the visitor will be a captured visitor. You can disable guest searches or select Unlimited guest searches, 1, 3, and so on.
+
-
* Default map position. Just drag and drop the map to a preferred position.
+

Latest revision as of 06:21, 28 July 2014

The Preferences tab provides you the opportunity to apply settings to different pages or tools of your website and Toolkit.

Contents

E-Mail Message Preferences

Customize the look and feel of e-mails generated from your PropertyMinder account, as well as set your preferences for the way e-mails are sent.

(Note: We recommend the first option ‘Messages are sent from system@propertyminder.com with your email as a reply address as a best practice to ensure your clients are receiving all communications)

Preferences2014-01.jpg

Required Fields on Lead Capture Forms

The user of the website is required to leave contact information on different request forms. By default the required fields are Email and Last name. Other fields are optional.

To set additional required fields refer to Required Fields on Lead Capture Forms and check the boxes to indicate your preferences.

But note that requiring the phone number may discourage visitors from completing the request form and providing their email. This may reduce the number of lead captures on your website. On the other hand, if the visitor offers you this information, you have a better chance at following up with them.

Anti-Spam Form Protection

This section you may also find options to enable a so-called CAPTCHA field. Adding this field as required will prevent your website from different registration bots.

Listing Page Preferences

Control the selection of associated tools on all pages that show listing information.

Preferences2014-02.jpg


Homepage Listings Slideshow

Allows you to customize settings for the listings shown on the home page of certain designs. You have the option of showing Featured, Office Listings, or a Custom IDX Search.

Similar Properties Preferences

Check your preferences to enable/disable comparable properties searches and specify the default search options.

If you check "Allow comparable properties search", your website visitors will be able to access the list of comparable properties from any listing's details page. Comparable properties are the listings that have similar price, footage and lot size, number of bathrooms and bedrooms to the subject property. They are listed in descending order of geographical proximity.

Some options to customize the comparable properties feature:

  1. You can indicate the number of times a user can view comparables for free before asking them to register.
  2. Set the default search area for comparable searches. This includes searching by the same MLS, the same city and so on.
  3. Specify if properties with Sold or Pending status should be included in the comparable search results.
  4. You can specify the variation in price, footage and lot size from the subject property.
  5. Enter the maximum number of listings in the search result list.
  6. You can set the restrictions on property age (in years) and listings' age (in days).

Open Homes Preferences

Set your Open Homes page to automatically load your listing's open house date/time.

MLS Search Preferences

This list of setting allow you to modify your search results view, list of default listings types and other.

  1. Listings view settings: hide property address, virtual tour link and property description. If you decide to show these setting to certain clients you will have the option to change them during set up new search.
  2. Listing Notifications Settings: Set preferences as to if you and/or your client would like to be alerted to changes in potential clients search criteria. Options include the options to be notified when a new favorite listing is added and price changes.
  3. MLS Property Type Settings:: You may choose to hide certain property types from being searched on your website. For example, you may hide residential properties for rent if you only want the public to search for residential sales on your site. You can block your website users from creating MLS searches for certain property classes.
    Note: Even if you block some of the listing types for public searches, they will still be available for you within the Toolkit.

Map Search Preferences

This is the suite of settings to customize the Map Based Find a Home user interface.

Available options include:

  • Default MLS (this is useful if you have multi-MLS support).
  • Default content of the map. You can choose any combination of Featured Listings, Office Listings, Hot Lists and Custom IDX search results.
  • Details Window. Integrate the Property Details View as an extra tab/window or layer (basically to keep the visitor on the same browser window).
  • Lead capturing options. For visitors who are viewing map search results, they are forced to register after let's say 3 search results views. After registering, the visitor will be a captured visitor. You can disable guest searches or select Unlimited guest searches, 1, 3, and so on.
  • Default map position. Just drag and drop the map to a preferred position.

Agent View Preferences

Edit your default Email and Text Message that will be sent to listing agents when you message them from the Agent View application.

Intregration

Integrate your AccelerAgent website with your broker's AccelerAgent website.

AccelerAd Preferences

Edit the preferences for your Craigslist ads. Options include if you would like to include logos, photos, and/or phone numbers for your listing.

Chat Preferences

Enable/Disable the Live Chat feature. You can also select the notifications you would like to receive.

PropertyMinder Mobile App Preferences

Enable/Disable Mobile Detect for IPad and Android Tablets

Here you will find your MOBILE ACTIVATION CODE. This is the code your clients will need to input to activate their mobile app and link it to your PropertyMinder website. If you would like to specify a new code, please make sure to Verify it clicking the “Verify” link to avoid a duplicate code possibility.

Branding Preferences

Use this area to set your website's branding. This will be displayed as a heading on your website's pages.

Integrated Realtor® Sites

Current AccelerAgent clients in the Mortgage industry can invite Real Estate agents to co-brand and provide the Mortgage Booster.

To learn more about this type of integration, please call (800) 743-5820 or email us at support@propertyminder.com

Retrieved from "https://wiki.propertyminder.com/index.php/Preferences"
Personal tools
Office Solution
Training Videos
SOLUTIONS