Configuring Your Agent Website J. Rockcliff Training Module 7
Table of Contents Your Expertise + Boston Logic = Agent Success
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Introduction Welcome to Your Agent Site Personalizing Your Homepage Enabling Google Analytics Tracking for Your Site
Introduction In our last training, we covered four ways to leverage the Boston Logic Platform to make you a better agent. Today the focus is on YOU and your agent site. What you’ll learn: ● How your agent site homepage is organized ● Which homepage elements you should personalize and how to do it ● How and why to enable Google Analytics tracking for your site
Why is this important? Every J. Rockliff agent has their own agent site. Your agent site should reflect the geographic territory you cover and the kind of listings you work on. You need to know which parts of your site you can change—and how—so that your agent site represents your business.
Welcome to Your Agent Site info@bostonlogic.com / www.bostonlogic.com
Every J. Rockcliff agent has their own agent site on the Boston Logic platform. Our brokerage site is like a parent site. Agent sites are the child sites under our brokerage site. Your agent site has been designed to focus on YOU. It has your picture and represents your business. Let’s take a quick tour of the front end of your agent site.
Why is this important? You need to know what your clients and website visitors see on your agent homepage. You also need to know how your homepage represents YOU. Let’s get started!
Your homepage is all about you. The top of your homepage will look like this. It will have your name, your photo, About Me, Contact Me.
Let’s take a look at the rest of your homepage. Scrolling down, you’ll see: ● Search tool ● Explore Communities
Explore Communities displays Area Profiles from our parent brokerage site.
Scroll down some more and you’ll see Property Listings. Property Listings on your agent site are the sales exclusives that are assigned to you.
At the bottom of your agent homepage, you will see a market video. This market video is for Danville. Danville is not in your service area? Don’t worry.
You have the option to change this video to a market that better reflects your service area. We’ll show you how later in this training module.
This concludes our tour of your homepage. Now let’s focus on what homepage elements you should change—and how to do it.
Personalizing Your Homepage info@bostonlogic.com / www.bostonlogic.com
Let’s look at the homepage elements that personalize your agent site. Your Name and Photo
Your agent site already has your photo and name. You don’t need to make any changes there.
Your photo sits over a photo slider. A gallery of different images cycle through. Here’s an example of one.
How to Change Your Homepage Slider Images Your agent site will have a gallery of homepage images. But you have the option to make changes. Perhaps you’d like to add your own homepage photo. Here’s how. Log into your agent site.
From the Dashboard, hover over Content and select: Theme Photos
A new screen will open like this. Select: New Theme Photo
A new screen will open like this. Select: Upload Image
But remember: You will need to source and size an image BEFORE you upload it from your computer. The optimal photo size is 1920 x 970 pixels (width x height).
What else can you personalize on your homepage? You can personalize the Area Profiles. You can opt to show only the Area Profiles in your service area. Here’s how to do it.
How to Personalize Area Profiles on Your Homepage You have the option to show only the Area Profiles in your service area. Here’s how. Log into your agent site.
From the Dashboard, hover over Content and select: Area Profiles
A new screen will open. Select: Share Profiles from Parent Site
A new screen will open. Use the orange checkmark to select or deselect the Area Profiles you want. Use the green Save button to save your choices.
Here’s a handy chart of our Area Profiles. You can use the chart to decide which Area Profiles to display on your agent site. Best practice Check to see if we’ve added Area Profiles to our site. That way you can opt to deselect them on your agent site.
Alamo
Livermore
Blackhawk
Martinez
Brentwood
Moraga
Castro Valley
Orinda
Clayton
Pleasant Hill
Concord
Pleasanton
Danville
Rossmoor
Diablo
San Ramon
Dublin
Walnut Creek
Lafayette
What else can you personalize on your homepage? You can configure the search tool so that the front end returns properties in your service area. Here’s how.
How to Configure Property Search Settings Log into your agent site.
From the Dashboard, select the icon in the upper right corner and then select Settings from the drop-down menu.
A new screen will open. Select: Property Search
A new screen will open like this. For Search Settings, you need to enter your latitude/longitude location. If not, all maps will default to Boston, MA (Boston Logic headquarters). You'll also be able to select if the quick search appears or is hidden by default.
Latitude and Longitude Default Quick Search Tab
Next select the box called: Sales This allows you to select your default search settings. When a viewer performs a new advanced search, these defaults will be appear automatically. The viewer will need to reset the search or remove/add onto the default options.
If you change the default search settings, be sure to save your changes. Select: Save Settings
How to Configure Lead Capture Settings What else should you configure on your agent site? You should configure your lead capture settings. You are able to set up a lead modal pop-up that requests new users to sign up or sign in to your site before viewing the content of a page.
Here’s how to configure lead capture settings. From the Dashboard, select the icon in the upper right corner and then select Settings from the drop-down menu.
A new screen will open like this. From the left navigation menu, select: Lead
On the Lead page, select: Forced Conversions
Next check these two boxes.
Now look at this area.
Here’s a close-up view.
Select the triangle to set the number of property views to 4 or 5.
Why is this important? Configuring your lead capture settings allow you to capture leads that will be assigned to you. That’s pretty important!
How to Change the Market Video What else should you configure on your agent site? Your homepage has a market video. It appears on the bottom of your home page.
Each market video is for a specific geo area. This one is for Danville. By default, the market videos have our J. Rockcliff branding.
You will have the option of swapping in your own personally branded versions of the market videos. These personalized versions will have the agent name at the beginning of the video.
Contact Michael Fielden to access the market video for your service area. Once you have the URL link for your video, here’s how to put it on your agent site.
From the Dashboard, hover over Content and select: Sidebar Widgets
A new screen will open. Go to Homepage Video Section and select the pencil icon.
A new screen will open like this.
In the text editor box, select: Source
You will see this html source code. Find and highlight this URL: https://portal.marketupdatevideo.com/single_video.php?id=j.rockcliffrealtors _Danville_residential&resize=true&autoplay=true
Highlight ONLY the URL. Do not highlight the quotation marks at the beginning and end.
Change this URL to the URL of the market video you want to add. Reminder: Contact Michael Fielden to access the market video for your service area.
Be sure to change the text to the correct area.
Here’s a close up of that text.
Use this document to replace the text for your area.
Be sure to save your changes! Select: Update
Enabling Google Analytics Tracking for Your Site info@bostonlogic.com / www.bostonlogic.com
If you haven’t already done it, sign up for a Google Analytics account.
Go to: https://analytics.google.com/ ● ● ● ● ● ● ● ●
If you have a Google account, and are not signed in, click: Sign in. If you do not have a Google account, click: Create an account. Once you have signed in to your Google account, click: Access Google Analytics. Click: Sign up. Fill in your Account Name, Website Name, Website URL, and select an Industry Category and Reporting Time Zone. Under Data Sharing Options, check the boxes next to the options that you want. Click: Get Tracking ID. From the Google Analytics Terms of Service Agreement that opens, click: I Accept. Add the Tracking ID to your agent site.
Why is this important? Google Analytics is a free web analytics service that provides analytical tools for monitoring search engine optimization (SEO) and marketing campaigns. The service is available to anyone with a Google account.
Check out this short video that explains the importance of Google Analytics.
How to Enable Google Analytics Tracking for Your Site From the Dashboard, select the icon in the upper right corner and then select Settings from the drop-down menu.
On the left navigation menu under Configuration, select: Marketing
On the Marketing screen, select: Analytics Settings
Enter the appropriate tracking code. Follow the instruction for the code format.
Follow the provided instructions and explanations for the other fields.
Be sure to save your changes! Select: Save Settings
Boston Logic Help and Support Help and support are always there when you need it. â—? â—?
Boston Logic Help and Support is the online help center. Daily Training Schedule & User Guide is a searchable guide with step-by-step instructions for using the Boston Logic Platform.
If you need more help, you can always contact Boston Logic’s client success team by phone at 617-266-9166 Ext 2 or by emailing them at help@bostonlogic.com. Support is available Monday through Friday from 5 AM to 5 PM Pacific Standard Time (8 AM to 8 PM Eastern Standard Time).
info@bostonlogic.com / www.bostonlogic.com
Recap In this training, we covered: ● How your agent site homepage is organized ● Which homepage elements you should personalize and how to do it ● How and why to enable Google Analytics tracking for your site
What’s Ahead The Boston Logic Platform has a built-in Content Management System, or CMS. The next training module will focus on how you can use the CMS to create and manage digital content.
J. Rockcliff Training Module 7