Learn how to set up custom property searches in Moxi Engage CRM and add them to your website to capture leads. The demo shows how clients save searches directly on your site and how to build neighborhood search links for your navigation.
Chapters
This demonstration is Create and convert custom property searches with your website and CRM.
We appreciate you being here since this program is optional and discusses best practices for your consideration. If you are thinking of adopting any of them, please make sure to review the requirements in your area region with your broker, branch manager or manager, including those related to contacting consumers. We do want to highlight the importance of the Telephone Consumer Protection act, better known as tcpa. The general rules are that it's okay to call people if the person recently gave you their phone number, but remember to check the DNC lists regularly if they haven't spoken to that person in a while. You will also want to check the DNC list any time you don't have permission. Automated calling texting platforms should never be used. Pre recorded messages in artificial voices should never be used. You will be personally liable for any violations of the tcpa. We'll mention the TCPA a few times throughout this presentation.
Moxie Websites provides affiliated agents with personal business website for their listing, business information, contact details, resources, testimonials, a blog and much more. The key features are fully customizable websites, hodable banker branding, responsive interface, MLS integration and search engine optimization. The Moxie Engage CRM is designed to fit the unique selling needs of real estate agents. Foxyengage is centered around the sphere selling methodology because of a because an affiliated agent sphere is what makes their business world go round. It leverages property data, encourages long term lead nurturing, drives repeat and referral business, and helps keep agents on track to reach their sales goals. The key features include contact management, email marketing, MLS integration, goal setting and task recommendations.
Emails must clearly state it is a solicitation and provide the consumer an opt out.
The Workshop Agenda in this workshop we will cover creating a custom search on your client through Moxie Engage CRM. How a client can set themselves up on a property Search through your Moxie websites Creating a custom neighborhood search on your website. Let's go into the live demo.
Emails must clearly state it is a solicitation and provide the consumer an opt out first.
Pick a live demonstration by logging into moxv. Once you've logged into desk, you're going to want to search for the MoxiWorks product suite tile. You can do so by scrolling through desk or searching Moxi Works in the search box at the top of your screen. Now you're going to want to navigate to the top and click on Engage on the top you're going to want to uncover over people, click the dropdown and then hit Add people and fill in the client information and then select Done. If the client you want to set the search upon is already and engaged that then just navigate through their profile. On the profile page of the client, navigate to the left hand side and click on Saves and Saves. Then click on the blue search button. You can put in the address box either a zip code, city or school district and then next to the search box you can limit and filter down by price, numbers of beds and baths and additional filters including property types, property information and additional features. Once you've done that you can hit Apply. Once you're done with the filters you can click on Email and Settings button in the bottom right hand corner. Here you can name the search created email message and select a frequency how often it gets sent. Also on the right hand side of the screen you will see how it will look on mobile to your clients. Once you have the email settings completed you will go down in the right hand corner and select Save and Send. If you choose to you cancel subscribing to Neighborhood News by hitting subscribe. If a client saves or favorites a house it will show up under their Faves and saves how tab under their profile. Now we are going to show how a visitor on your website can set up a custom search on your website. While in a Moxie Engage you're going to want to go to the top blue ribbon and click on my website and then in the left hand corner click on Visit site. A customer can go under Properties and then Property Search. Using the search box you can search by area, school district or city or zip code and then you can select the filters that you want. Once the client hits Save they can name and set the frequency that they want and then hit Save again. Once they do this the website will prompt them to create an account just like they would on any other home searching site. Once they create the account you will get a notification of a new lead from your website in your email and it also will feed to your Moxie Engage. We are now going I am now going to show you how to create a custom search and put it on your home page through your Moxie website similar to what we just did and what a customer would do when searching on your site. We are going to go to the public facing site and then go to Properties and then Property search. We can search area, zip code or school district and we can set filters from here. We want to go to the address bar and copy the URL starting at search slash. It should have number, sign, status +active and sold underscore days to start. If it does not, this will not work and you will have to start over. We are going to highlight this all the way to the end where we'll say USD and copy. After we copy the URL we're going to go back in the upper left hand corner and go to Admin home. From here we are going to go to Custom Search on the left hand side and select Add New. Here we are going to copy under Enter Custom Search Paths Here you're going to paste in our URL and then under Custom Search Title we are going to put the title of the area or neighborhood or school district. And select Save. After we've created the custom search ins, then stay on the left hand side and navigate to the Home tab and under Common Tasks we're going to click on Create Custom Search Links. Here you can select the custom search and give it a title. Once you hit Save it will show up on your navigation bar on your public facing website. That is the conclusion of this live demonstration. Looking for more Workshops? Elevate your business with the best tools in the industry by attending future marketing workshops designed to help you grow your business, bring your brand to life, amplify your reach on social media, promote listings, generate leads, and more. Scan the QR code or visit CBR Marketing Workshops. This website is easy to use and provides you with a streamlined signup process so you can unlock sessions five days a week. If the upcoming workshops don't fit in your schedule, don't worry. Our YouTube channel is a robust library of recorded workshops and quick tips available for on demand viewings that you can watch at your own pace, anytime, any place. Scan the QR code to visit our channel and don't forget to subscribe for easy access to our channel. 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