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Getting Started Guide
Email Support
My Listing Manager
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Last Updated
26th of May, 2011

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Give your Leads a way to save listings and MLS listing searches with My Listing Manger - a value-added resource that is included with every IDX Broker account. The My Listing Manager allows your Leads to save an unlimited number of saved searches. To make this tool available to your users, you will want to provide, at a minimum, the Customer/Lead Login link. You can find this link near the bottom of your Account Management --> Page Links page. You can also provide a direct link to the signup page, which you can find on your page links as Listing Manager Signup. Your Control Panel also provides you with a Lead Login Widget. Display this Widget anywhere on your site. You will find this in your Control Panel under Widgets -> Lead Login.


Before using My Listing Manager, set up your registration options under Lead Management -> Lead Registration Preferences. You can require registration for use of your website, or choose a specific number of properties you will allow a customer to view before registering. Customers who sign up for My Listing Manager or email updates will automatically be added as leads.

How does it work?
When your Leads sign into their My Listing Manager, they will see a special menu where they may access saved searches, saved properties, and edit their information and email preferences:

Saved searches and saved properties are stored in separate sections. This allows your prospects to find these tools quickly. Simply click on the results links provided to view the current day's results, or all-time results:

By clicking on "Edit My Information," your leads may update their contact information, including email address, password, and email update preferences. If you require a password, they may change their password as well:

Of course, you may view all of your information for each Lead by logging into your IDX Broker Control Panel, and going to Lead Management -> Manage Leads. Simply click on a Lead's name to view that Lead's saved properties and searches.


Email Updates

You can provide your customers email updates when new properties within their search criteria become available. To make this available, provide the Email Updates Signup link found under Account Management --> Page Links.


Before making this link available, you will need to set up your Email Update Options under My Preferences --> Global Preferences. Scroll to the bottom of the page to find Email Update Options. Enter the email address that should appear in the From field. You can also enter an email address to receive a carbon copy or summary of these emails. Click Save Settings.

Email update options also include a link to customize the email sub header. By default, email updates will use styles from the global wrapper (Customize --> Global Wrapper). You can customize emails using page wrappers and custom CSS.

To preview what your email updates will look like to your clients, go to Customize --> Page Wrappers --> Lead Pages --> Email Updates. Select your email address at the left and click the Send button.

Click the links below for related video demonstrations:
Registration Options
Page Links
My Property Manager
Save Properties
Save Searches
User Signup

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