Programs & Services Training: PREA eCards

35
PREA eCards PROGRAMS & SERVICES TRAINING 1

description

Training session on PREA eCards

Transcript of Programs & Services Training: PREA eCards

Page 1: Programs & Services Training: PREA eCards

PREA eCards P R O G R A M S & S E R V I C E S T R A I N I N G

1

Page 2: Programs & Services Training: PREA eCards

Benefits

• Spices up regular e-mails• Allows agents to stay in touch with multiple recipients• Learn who is opening and interacting with your eCards• FREE

2

Page 3: Programs & Services Training: PREA eCards

Access

3

InternetExplorer

GoogleChrome

MozillaFirefox

Page 4: Programs & Services Training: PREA eCards

Access

4

1. www.HomesaleCenter.com2. Click on the ‘eCards’ icon

Page 5: Programs & Services Training: PREA eCards

PREA eCard Home Page

5

Page 6: Programs & Services Training: PREA eCards

Setting Up Your Profile

6

• Click the ‘Profiles’ link in the ‘Manage’ section

• Click the down arrow in the ‘Manage Profiles’ box and click ‘Edit’

Page 7: Programs & Services Training: PREA eCards

7

• Add or edit any information in the ‘Manage Profile’ screen

• Add a picture – maximum 100 pixels wide

• Click ‘Update and Close’

Setting Up Your Profile

Page 8: Programs & Services Training: PREA eCards

Create an eCard

8

• Click ‘Create a Campaign’

Page 9: Programs & Services Training: PREA eCards

Create an eCard

9

• eCards are categorized

• Click the down arrow next to ‘More’ to see all the categories

Page 10: Programs & Services Training: PREA eCards

Create an eCard

10

• Before creating an eCard you can preview a larger size

• Click the ‘Preview’ link under any thumbnail to see a larger size

Page 11: Programs & Services Training: PREA eCards

Create an eCard

11

• If you’re satisfied with the preview, click the ‘Use’ link

• Name your eCard

• Click ‘Create’

Pinterest Announcement

Page 12: Programs & Services Training: PREA eCards

Create an eCard

12

Subject Line (edit)

eCard Header Design

Body (edit)

Signature Info

Links & Downloads (edit)

Page 13: Programs & Services Training: PREA eCards

Create an eCard

13

• Fill in the ‘Subject’ box

• This is what the receiver will see in their e-mail Subject line

Page 14: Programs & Services Training: PREA eCards

Create an eCard

14

• In most eCards, you will not be able to edit the header

Page 15: Programs & Services Training: PREA eCards

Create an eCard

15

• Click in the red box with ‘This is sample text’ and start typing the body of your eCard

Page 16: Programs & Services Training: PREA eCards

Create an eCard

16

• Hover your cursor over each button to reveal a pop-up box

• A text box tool bar will appear at the top of your screen

BOLD

Page 17: Programs & Services Training: PREA eCards

Create an eCard

17

• The signature footer will pull information from your profile and will be visible prior to sending the eCard

Page 18: Programs & Services Training: PREA eCards

Create an eCard

18

• Click ‘Add link to web address’ to create a link to web site (if desired)

• Add URL information

Page 19: Programs & Services Training: PREA eCards

Create an eCard

19

• Click ‘Add link to file’ to create a link to a file on your hard drive (if desired)

Page 20: Programs & Services Training: PREA eCards

Create an eCard

20

• Add file to your ‘Content Library’ by clicking on ‘Add Images and Files’

• Once file is uploaded, click the ‘Use’ link under the file and create name for link

Page 21: Programs & Services Training: PREA eCards

Create an eCard

21

• Click ‘Save and Continue to Recipients’ to select individuals or groups to receive this eCard

Page 22: Programs & Services Training: PREA eCards

Create an eCard

22

• Click ‘Save and Continue to Recipients’ to select individuals or groups to receive this eCard

• To select recipients, click the box in front of the name or group and then click ‘Continue to Preview and Send’

Page 23: Programs & Services Training: PREA eCards

Create an eCard

23

• To add a contact to your database, click ‘Add Contact’ link

• Fill in contact information in the pop-up box and then click ‘Add and Close’

Page 24: Programs & Services Training: PREA eCards

Create an eCard

24

• To create a group, click ‘Add Group’ link

• In the pop-up box, name the group then click ‘Add Group’

Page 25: Programs & Services Training: PREA eCards

Create an eCard

25

• To add a contact to a group, click the down arrow next to a person’s name and select edit

Page 26: Programs & Services Training: PREA eCards

Create an eCard

26

• Click the ‘Groups’ tab and click off the box or boxes where you want to place the contact

• Click ‘Update and Close’

Page 27: Programs & Services Training: PREA eCards

Create an eCard

27

• Click ‘Continue to Preview and Send’ button

Page 28: Programs & Services Training: PREA eCards

Create an eCard

28

• Notice that the information from your profile has been downloaded into the eCard’s signature footer

Page 29: Programs & Services Training: PREA eCards

Create an eCard

29

• Choose to send your eCard now or choose a date to send it in the future

Page 30: Programs & Services Training: PREA eCards

Create an eCard

30

• After sending the eCard you will have the option of sharing it on social media sites

Page 31: Programs & Services Training: PREA eCards

Reports

31

• Click on the ‘Reports’ tab to view all eCards that you have sent out

Page 32: Programs & Services Training: PREA eCards

Reports

32

• Click on the title of a campaign to view the statistics

Page 33: Programs & Services Training: PREA eCards

Reports

33

• Clicking on any of the bars will reveal the recipients behind the numbers

Page 34: Programs & Services Training: PREA eCards

Additional Resources

34

Jen Brown Wilson, Project & Training ManagerDirect: (717) 286-9906E-Mail: [email protected]

eCard training video onwww.TeamHomesale.com

PREA Affiliate Assistance HotlineDirect: (888) 732-5778E-Mail: [email protected]

Page 35: Programs & Services Training: PREA eCards

Instructor

35

Tom Blefko is a real estate broker with over thirty years experience in all facets of the residential and commercial real estate industry including sales, leasing, office management, property management, development, construction and training. During the course of his career, he has been an award-winning salesperson and assisted other agents in negotiating and closing over one thousand real estate transactions.

Contact Information: Tom Blefko, Associate BrokerPrudential Homesale Services GroupCell: (717) 587-6600E-Mail: [email protected]