Setting Up an Agent’s Marketing Settings: A Step-by-Step Guide
If you have not already created an account for the agent, please go back to Part 1 linked here.
Objective
To set up a comprehensive marketing settings profile for an agent who has already been invited to The Genie platform.
Key Steps
Log in to The Genie platform and navigate to the user loading section.
Select the agent who needs to set up their profile.
Go to "Account Settings" and then "Marketing Settings."
Fill in the agent's title (e.g., Realtor, Broker Owner, Luxury Real Estate Specialist).
Enter the agent's specific information such as DRE number, website, and biography.
Choose the appropriate time zone and office details.
Add social media profiles (Facebook, LinkedIn, Instagram).
Upload the agent's team logo if applicable.
Ensure the image format is PNG or JPEG (convert if necessary).
Add any necessary disclaimers (privacy policy, custom disclaimers, opt-in disclaimer).
Populate Google Analytics ID and Facebook Pixel for tracking purposes.
Include any global snippets for additional tracking or content.
Cautionary Notes
Ensure all information entered is accurate and up-to-date.
Check for any specific requirements based on the agent's location or industry regulations.
Double-check all links and formatting to avoid errors.
Tips for Efficiency
Use the character counter as a guide for the biography section.
Utilize the remove background function for images to enhance visual appeal.
Keep track of any specific disclaimers or additional information required for certain agents.
Regularly update profiles as needed to maintain accuracy.
By following these steps carefully, you can successfully set up an agent's profile on The Genie platform. For further assistance, refer to https://help.thegenie.ai or contact [email protected]. Thank you.