programs & services training: prea ecards
DESCRIPTION
Training session on PREA eCardsTRANSCRIPT
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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
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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
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Access
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InternetExplorer
GoogleChrome
MozillaFirefox
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PREA eCard Home Page
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Setting Up Your Profile
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• Click the ‘Profiles’ link in the ‘Manage’ section
• Click the down arrow in the ‘Manage Profiles’ box and click ‘Edit’
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• 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
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Create an eCard
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• Click ‘Create a Campaign’
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Create an eCard
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• eCards are categorized
• Click the down arrow next to ‘More’ to see all the categories
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Create an eCard
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• Before creating an eCard you can preview a larger size
• Click the ‘Preview’ link under any thumbnail to see a larger size
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Create an eCard
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• If you’re satisfied with the preview, click the ‘Use’ link
• Name your eCard
• Click ‘Create’
Pinterest Announcement
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Create an eCard
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Subject Line (edit)
eCard Header Design
Body (edit)
Signature Info
Links & Downloads (edit)
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Create an eCard
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• Fill in the ‘Subject’ box
• This is what the receiver will see in their e-mail Subject line
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Create an eCard
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• In most eCards, you will not be able to edit the header
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Create an eCard
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• Click in the red box with ‘This is sample text’ and start typing the body of your eCard
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Create an eCard
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• 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
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Create an eCard
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• The signature footer will pull information from your profile and will be visible prior to sending the eCard
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Create an eCard
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• Click ‘Add link to web address’ to create a link to web site (if desired)
• Add URL information
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Create an eCard
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• Click ‘Add link to file’ to create a link to a file on your hard drive (if desired)
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Create an eCard
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• 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
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Create an eCard
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• Click ‘Save and Continue to Recipients’ to select individuals or groups to receive this eCard
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Create an eCard
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• 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’
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Create an eCard
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• 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’
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Create an eCard
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• To create a group, click ‘Add Group’ link
• In the pop-up box, name the group then click ‘Add Group’
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Create an eCard
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• To add a contact to a group, click the down arrow next to a person’s name and select edit
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Create an eCard
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• Click the ‘Groups’ tab and click off the box or boxes where you want to place the contact
• Click ‘Update and Close’
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Create an eCard
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• Click ‘Continue to Preview and Send’ button
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Create an eCard
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• Notice that the information from your profile has been downloaded into the eCard’s signature footer
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Create an eCard
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• Choose to send your eCard now or choose a date to send it in the future
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Create an eCard
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• After sending the eCard you will have the option of sharing it on social media sites
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Reports
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• Click on the ‘Reports’ tab to view all eCards that you have sent out
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Reports
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• Click on the title of a campaign to view the statistics
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Reports
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• Clicking on any of the bars will reveal the recipients behind the numbers
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Additional Resources
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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]
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Instructor
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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]