When you sync these accounts it will automatically adds clients to your Engage database when they fill out the contact form on Zillow and it allows your testimonials from Zillow to auto post to your agent website.
How-To Videos & Classes
I created this page to provide instructions on how to complete different tasks within the Windermere WORC site and for the various tools we have. If there is something you would like me to record a video for please send me an email and I would be happy to make one for you. I will be updating this page often so make sure you check back for new content.
Engage Videos
Linking Zillow & Engage
The Categorize Wizard
The Categorize Wizard will help you quickly sort your database into people who you want to market to and those you don't.
Faves & Saves
The Faves & Saves tool allows you to set your clients up with a saved search so they will be notified every time a property matching their search criteria comes on the market.
Creating & Deleting Groups
This video will show you how to create and delete groups within Moxi Engage.
Add a Moving Indicator
Quickly notate a clients account with a moving indicator or recent activity.
Customizing Your Task List
Engage keeps you on track through each stage of the sales flow with recommended tasks to complete. These tasks are part of a template that you can customize to fit the way you do business.
New All People Section in Engage
Overview of the new All People section in Engage. This new section has a ton of great new features and filters.
Adding a Transaction
This video will walk you through how to add a transaction to a client in Engage.
Campaign Videos
Creating a Custom Email in Campaigns
Learn how to create a custom email in the new email campaigns program.
How to Send a Custom Email to Your Clients
Learn how to easily share your custom email with the contacts in your Engage database.
Website Videos
How to Create Custom Searches
This video shows you how to create custom searches on your Windermere website and then how to make those searches part of your menu.
Adding A PDF to Your Webite
Use the Modal Popup Tool on a custom page to display PDFs. I used it to display the buyer/seller pages provided by Windermere.
Quick Overview on how to Create a Custom Page
This video is a very quick overview of how to create a custom page and where you go to access the PageBuilder customization tool.
Part 1: Where to get Trendgraphix Code for Your Website
This video will show you where to go to access Trendgraphix and which code to use to embed it on your website so it will always update.
Note: Trendgraphix is not available in all areas in our region.
How to use the HotSpot tool in PageBuilder
The HotSpot feature lets you highlight certain points on a photo by adding a icon, photo and a text. If you want to showcase a photo of a kitchen and have certain features like marble floors or granite counters this is an excellent tool to use. You can also use it over an Ariel photo to highlight certain neighborhoods.
Part 2: Placing Code from Trendgraphix on Your Website
This video will show you where to put in the code you copied from Trendgraphix into a custom page. It will also show you how to make that page its own tab on your menu or how to make it a drop down option from an existing menu item.
Misc Videos
Share Neighborhood News on Facebook
Share Neighborhood News on Facebook so ANY of your friends can easily sign up to receive it!
Using Canva to Create a Slideshow/Video
This video will show you how you can use Windermere's Canva templates to create a slideshow with both photos and videos in it. You can use these tools to create a video similar to the #AllInForYou services created.
Adding A Virtual Background to Zoom
This video will show you how to get a fancy virtual background to show on Zoom so you can sit anywhere in your home during video calls.
Full Classes
September Orientation
Check out our orientation class as we walk you through all things Windermere!
Moxi Present
This class is all about Present, our CMA and presentation tool.
August Orientation
Check out our orientation class as we walk you through all things Windermere!
Windermere Intro & Present
Orientation Part 1- this class gives you an intro to Windermere, our history, culture, etc. as well as an overview of CMA tool, Present.
June Orientation
Check out our orientation class as we walk you through all things Windermere!
Social Media Training
This class will walk you through different advertising options available to you through Windermere.
Crystal Evans
Vice President of Professional Development & Marketing
Windermere Services Mountain West
