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Creating A Marketing Code As A Broker

Creating A Marketing Code As A Broker

Once you log into your Broker Tool Website, click on the Manage Agents tab to make sure that the agent has the listing, to create the marketing code.

 

Checking Agents Listings

Once you click on the Manage Agents tab, you will be able to see a list of all your agents. To check their listings, click on the Listings button in the Pipeline/Promotion Column. Check to make sure that the listing you want to assign to a marketing code is there.

 

If A Listing Does Not Appear In Their Listings

If one of your agents listings, that they are associated with, does not appear in their Listings page, there are a couple ways to find it. Go to the Manage Agents tab, find the agent on the list and click the blue “MLS Update” button in the “Updates” Column. This will pull from our internal servers, a box will pop up with the listings MLS# and address, and the listing will be added to your listings. If the listing still does not pull, click on the blue “Force Update” button to pull from both our internal and external servers. This may take a few minutes, so be patient and wait for the box to pop up with the listings MLS# and address.

 
 

Adding A Listing Manually

If the listing still does not pull, you can manually add the property by clicking the Green Pencil Icon next to the right of the Agent. This will bring up their separate Agent Tool page in a new tab.  Click on the Listings tab at the top and then click the “+” button next to the “MLS Update” button.  This will take you to another page where you can enter in the MLS # in the Auto Pre-Fill box, click search and it will auto load the listings information. Click the “SAVE” button at the bottom to save the listing to your listings.

 

Creating A Marketing Code

Now that you have checked to make sure that the agents listings are added, we can now create a Marketing Code.  At the top of your Broker Tool page, click on the Direct Promotions tab to take you to the Marketing Code page.  To create a new marketing code, click the “+” button next to the “Bulk Upload” button.

 
 
 

Marketing Code Info

  1. Enter in a short marketing code name. The green check mark (√) will appear when the code name is available.

  2. Select the Agent that you want to assign the marketing to.

  3. You can select a Listing, Agent Contact Page, Agent Listing Page or Arbitrary URL.

  4. Select what type of use this marketing code is going to be used for, for future reference.

  5. Make sure to SAVE the marketing code by clicking “CREATE”

 

Viewing Your Marketing Code

  1. Find the marketing code you want to view and click the blue “View” button

  2. You can actually scan the QR code from the screen and make sure it is linked to the property.

  3. You can save the marketing code as an Image

  4. You can save the marketing code as a PDF

  5. You can save the marketing code URL

  6. You can copy the URL and paste it in another browser tab to view it on the web.

Editing & Deleting The Marketing Code

If the property you connected to a marketing code is no longer listed, you can edit the marketing code to use for another property. You can also edit the marketing code to direct to your Agent Contact page, Agent Listing Page or Arbitrary URL. To edit the marketing code, click the Green Pencil Icon to the right of the marketing code. It will open the Edit Marketing Code box, and from there you may change what the marketing code is assigned to and the use of the marketing code. Make sure to save your changes by clicking the CREATE button. To delete the marketing code, click the Red X Icon and it will be removed from the marketing code list.