Edit Free Brochures (Lead Generator Option)
Topic-501    

This service is an Advanced Option available for all sites.
Note: Some sites may have the "Buyer Seller Course". This is the same service.

  1. How Does This Service Work?
  2. Editing The "Free Brochures" Page
  3. Editing/Deleting Existing Topics
  4. Special Macros
  5. Adding New Topics
  6. Adding/Editing Articles
  7. Related Topics

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1. How Does This Service Work?

  • This is an automated service which will send out reports or brochures via e-mail when your visitor fills out the request form on your site. This service is commonly called an Auto-Responder service in the real estate profession.
  • Reports are automatically sent out on a scheduled basis.
    The first report will be e-mailed within the first hour.
    Follow-up emails will be sent based on daily/weekly/monthly schedule that you set up for that series of reports.
  • You will receive an e-mail with contact information and details about which reports were ordered.

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2. Editing the "Free Brochures" Page (AKA Buyer/Seller Course)

Edit the "Instructions/Text" area of the form

  • From the home page click on the house logo at the bottom of the page to log into the Admin Menu.
  • Click on Edit Website Contents.
  • Click on the "Free Brochures" (Buyer/Seller Course) button on the home page.
  • Click on the yellow Edit button at the top of the page.
  • In the "Instructions/Text" section, enter the text you want at the top of the form.
  • Use the "special format codes" to enhance your text formatting.
  • Review the instructions for On Screen Response, Auto Response Via E-mail and Form Fields below.
  • After making all the changes to your form, Save Changes.


Edit the "On Screen Response"
This is the response page that is presented after the form is filled out and submitted.

  • After clicking on the edit button for the form...
  • In the "On Screen Response" section, enter the text message you want to display after the form has been submitted.
  • Use the "special format codes" to enhance your text formatting.
  • After making all the changes to your form, Save Changes.


Edit the "Auto Response Via E-mail
"
This section will create a custom auto-response e-mail that will be sent to the requester after the form is filled out and submitted. Your standard auto-response e-mail will be sent if this portion is not filled out.

  • After clicking on the edit button for the form...
  • In the "Auto Response Via E-mail" section, enter the text message you want to e-mail after the form is submitted.
    Note: do not use special codes or html coding. This should be a simple text message.
  • After making all the changes to your form, Save Changes.

Edit Form Fields (Questions)

  • After clicking on the edit button for the form...
  • Modify or add entries as per instructions below.
  • Form Detail:


    1. Order- (1-99) Order in which the question will display on the form.
    2. Question- Enter the question as you want it to show on the form.
    3. Question Type- Use the pull down menu to select the question type.
      • Question Types include:
        • First & Last Name - Ask for first & last name.
        • E-mail Address - Ask for e-mail address.
        • Phone Number - Ask for phone number.
        • Articles - Provide free articles via e-mail This is required for the Free Brochures.
        • Single Line - Ask for a single line of text.
        • Multiple Line - Ask for multiple lines of text.
        • Single Choice* - Choose one item from the list of choices.
          Enter choices in column 5 (sample above) separated by a comma ",". (example; single family,Townhouse,Condo).
        • Multiple Choice* - Choose multiple items from the list of choices.
          Enter choices in column 5 (sample above) separated by a comma ",". (example; single family,Townhouse,Condo).
        • Heading 1 - Print text in bold on the form. Use to identify a new section of the form.
        • Heading 2 - Print a paragraph of text on the form. Use to provide additional instructions or comments.
        • Heading 3 - Print centered/highlighted text in on the form. Use to identify a new section of the form.
        • Delete - Deletes an existing line item.
    4. Req? - check box to indicate a required entry.
    5. *List choices for single & multiple choice question types. Leave blank for other types. Separate choices with a comma ","

    Save Changes


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3. Editing/Deleting Topics and Articles

  • Log into the edit mode for the Free Brochures page as noted above.
  • Scroll down to the "Choose Topics" section (shown below).

  • To Delete a topic click on the yellow DELETE button below the topic name.
    Caution- All articles and schedules will be removed from your site.
  • To Edit a topic click on the yellow Edit button below the topic name to view the Edit Topic page.
     

    • Modify the article description in the "Enter Description of articles" section.
    • Schedule article to be sent- Select Daily, Weekly, Monthly. All following articles will be sent based on the schedule selected.
    • Click on the Preview button to Preview what the article will look like.
    • Click on the Edit button next to the article to edit the article content.

     

  • Edit Article Content
    • Enter or edit the title of the article in the Subject Line Section.
    • Edit the contents of the article in the Enter Text For Article Section.
      Use our special format codes to enhance your text pages. You can also use our Special Macros to automatically personalize the content of your articles. See Special Macros below for more details.
    • After making changes to your articles Click the Save Changes button

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4. Special Macros
Personalize your articles and have it constantly be up to date with whatever changes you make to your business. Using special macro commands, articles will be automatically updated with the information you specified into the field. The name of the reciepient receiving the "Free Brochures" is taken from the form that your visitor fills out while all of your contact information is taken from your Account Info page so there will be no need to update every single article everytime you have another potential client or if you decide to display a different name for yourself and/or your company.

Example: Dear {FullName},


I am here to assist you with your real estate needs. Feel free to contact me anytime.


Sincerely,

{AgentName}
{AgentCompany}
{AgentAddress}
{AgentCity}, {AgentStateAbbreviation} {AgentZipcode}
{AgentPhone}

Typing in the macros above will display the name that your visitor has typed in the "Name" field in the "Free Brochure" form. Information about yourself will be pulled from the Account Info page and be displayed as personal contact information.

Example: Dear John Doe,

I am here to assist you with your real estate needs. Feel free to contact me anytime.


Sincerely,

iHOUSE
iHOUSEweb
123 Main Street
Anywhere, CA 94545
(866) 645-7702

Special Macros Available

  • {FullName} - Full name of recipient
  • {FirstName} - First name of recipient
  • {AgentName} - Name or real estate agent
  • {AgentLastName} - Last name of real estate agent
  • {AgentFirstName} - First name of real estate agent
  • {AgentWebsite} - Link to agent website
  • {AgentCity} - Name of city agent lives in
  • {AgentStateAbbreviation} - Abbreviation of agents state (ex: CA, NY, TX)
  • {AgentState} - Agent's state
  • {AgentZipcode} - Zip code of agent's address
  • {AgentAddress} - Agent's street address
  • {AgentFax} - Agent's fax #
  • {AgentPhone} - Agent's phone #
  • {AgentCompany} - Name of agent's company
  • {AgentEmail} - Agent's email address
  • {Remove} - Link to remove recipient from email list


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5. Adding New Topics
  • From the home page click on the house logo at the bottom of the page to log into the Admin Menu.
  • Click on "Edit Website Contents".
  • Click on the "Free Brochures" button on the home page.
  • Scroll towards the bottom of the screen and click on the yellow "Add Entry" button.
  • Enter the article title in the "Enter description of articles" field
  • Select a schedule frequency for follow up articles- Daily, Weekly or Monthly. You can change the schedules and article description at a later date if you choose.
  • Then click "Save Changes" to add the new topic to your list of brochures.
    NOTE: You need to first save the topic before you can add any articles.


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6. Adding/Editing Articles
  • From the home page click on the house logo at the bottom of the page to log into the Admin Menu.
  • Click on "Edit Website Contents".
  • Click on the "Free Brochures" button on the home page and the "Free Brochures" page in edit mode will appear.
  • On the topic you wish to add articles to, click on the small "Edit" button underneath it.
  • Go to the section on the page titled "Scheduled Articles". The numbers next to each article corresponds to when it will be sent.
    Example: On a Weekly schedule, the first article to be sent would be "#1 Buyers - Limit the Deadline to Your Advantage".
  • To add a new article, go to where there is a line that says "**NO*ARTICLE*TO*BE*SENT**" and click on the "Edit" button next to it. You can make changes to others articles in a similar fashion by just clicking the small "Edit" button next to the article you wish to edit.
  • Enter the Subject line for the new article and enter your article text as per instructions shown above in the "Edit article Content" section.
  • Click the Save Changes button.
  • Repeat this process for all your scheduled articles.

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7. Related Topics



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