Settings

◾Marketing Profile

   -Step by Step Instructions

◾Connecting Your Applications

   -Step by Step Instructions

   -Connect Your Facebook Acct.

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Smartplans

◾Introducing Smartplans

   -Best Practices

   -Deleting Smartplans

◾Creating a 33 Touch Campaign

◾Birthday, Home Anniversary & Promote My App

   -Home Anniversary Smartplan

   -Birthday Smartplan

   -Promote Smartplan

◾Adding, Viewing & Removing Contacts

   -Birthday Smartplan not working

   -Add Contacts

   -Remove Contacts

◾Creating a Custom Smartplan Volume 1

◾Creating a Custom Smartplan Volume 2

   -Create a Custom Smartplan

 ◾Publishing or Removing Smartplans from Shared Library

   -Publish Smartplan

   -Unpublish Smartplan

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Campaigns

◾Introducing Campaigns

   -Get Started with Campaigns

◾Creating & Scheduling/ Publishing a Social Post Campaign

   -Create and Manage Social Media Posts

◾Creating & Sending a Direct Mail Campaign

   -Creating with Pre-Made Templates

   -Creating a Postcard Campaign Using Custom Design

◾ Creating a Social Paid Ad For Facebook Part 1

   -Set Up For Success

   -Create a Social Ad Campaign

   -Configure Your Facebook Ad Campaign

◾Creating a Social Paid Ad For Facebook Part 2

   -Create & Manage Email Recipient Lists for Email Campaigns

   -Create & Schedule a Newsletter Email Campaign

   -Track Email Campaign Metrics

   -Track Client Engagement with a Specific Email Campaign

   -Email Campaign Didn't Send

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Contacts

◾Manually Adding a Contact, Using Custom Lead Sources, Tags & Fields

   -Get Started With Contacts

   -Add a Contact

   -Add a Lead

◾Updating Contacts via the CSV Import File

   -Import Contacts 

   -Access & Download the Command Import Error Log

◾Customizing, Filtering & Creating Smartviews for Contacts

   - Customize Columns, Use Filters & Create Smartviews in Contacts

◾Searching for Contacts & Filtering Leads vs. Contacts & the Difference

◾Using the Bulk Action Feature

◾Archiving, Restoring or Exporting Your Contacts Plus Database Wipe

   -Archive, Delete or Restore Contacts

◾Viewing, Adding & Filtering Neighborhoods

   - Add a Neighborhood to a Contact

Opportunities

◾Introducing Opportunities

   -Getting Started

◾Customizing Opportunity Stages

   -Customizing

◾Creating a New Opportunity

   -How to Create

◾Managing & Moving Opportunities

   -Manage Your Opportunities

◾Opportunity Details

    -Details

◾Opportunity Checklists

   -Create & Edit Task Checklists in Opportunity Pipelines

   -Set Up Client Updates

◾Changing Checklists, Creating New Versions, Exporting & Custom Folders

   -Create New Compliance Version

   -Export/Email Documents

   -Create & Manage Custom Folders

◾Entering & Comparing Offers

   -Create an Offer

   -Offer Comparison

◾Accepting, Rejecting or Editing Offer

   -Accept, Reject or Counter an Offer

◾Submitting a Commission Request

   -Commission Request Submission

◾Adding a Bonus, Deduction or Referral to Commission Report

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Consumer/Website

◾Introducing the Consumer Applet

   -Getting Started

◾Site & App Settings Inside the Consumer Applet

◾Customizing Your Standard Agent Site Pages

   -Set Up Your Agent Site

   -Create a Custom Site Page

◾Creating a Testimonials Capture Agent Site Page

   -Creating a Testimonial Capture Landing Page

   -Creating a Testimonial Display Page

◾Landing Pages

   -Creating and Publishing a Standalone Landing Page

◾Building Out Home Buying & Selling Guides for the KW Consumer App

   -Customize Consumer Guide

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Tasks

◾Intro to Tasks Applet

◾Creating a Task

   - Create Contact Tasks

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Designs

◾Introducing Designs

   - Get Started with Designs

◾Creating a Social Media Design

   -Create a Social Media Marketing Design

◾Creating a Postcard

   -Create a Print Marketing Design

◾Creating an Email Design

   -Create a Email Template

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Compliance Management

◾Attach Compliance Documents

◾Attach a One-Off Compliance Document

◾Submit Compliance Documents

◾Replace Rejected Documents

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