Getting Started Guide

Maximize your return on investment and your valuable time with this getting started guide:

Let’s start the tour by selecting your Preferences button.

Navigate to the Global Preferences sub-navigation.

Note: The subtabs are designed around each page type: Search, results, details, etcetera.

Any changes that you make within each of these tabs will apply to the page type named at the top of that tab.

Select the Other subtab to add your logo. This allows you to customize and brand your visitor’s IDX search experience.

Note: This logo should be 100 by 50 pixels. If you need help resizing your logo image, please contact support.

Once you upload a logo it will appear next your featured listings in search results, at the top of the mobile friendly page header, and whenever the loading screen is visible.

Custom lists allow you to narrow down your search results to areas that you actually serve. Navigate to Preferences, and City/County/Postal Code lists. Select Create from the drop-down. Follow the step-by-step process until you have a custom list to apply on any search page or widget.

A dynamic list will pull the latest information provided by the MLS. Editing these lists allows you to exclude certain cities. This is advantageous if you would like to ensure that new cities appear in your custom list without having to come back to a static list to add those cities.

Next we’ll take a look at saved links. Select the Create drop-down to build saved links around any search page, including map search. Once you complete all the steps to create a new link, place it on your website.

To edit any saved links, click on the manage drop-down and select the pencil icon to edit. From here you can change the search criteria, page title, link URL, and various other elements on the page. This can make your links unique and more attractive to search engines. For those with team or office accounts, assign an agent to a saved link, ensuring that all of the visitors sent to that link are assigned to one agent.

From Preferences, we’ll move on to Designs -> Pages. This gives you access to all the default pages available to you in IDX Broker. The most important options here are the page preferences and page layout. Page preferences allow you to change the page title, SEO settings and lead registration settings at the page level.

Clicking edit under layout will open up the template selector. These templates control the look and feel of the pages and provide a non-destructive way to quickly customize the IDX content.

The widget page gives you access to a number of default widgets and a way to add new custom widgets. For those that use the WordPress plugin, note that each new widget will show up automatically in your manage widgets page in WordPress. To edit a widget, simply click on the pencil icon. This will allow you to edit certain widget values and any CSS applied to the widget. All widget CSS is stored within the widget itself, easily allowing you to manage your widget CSS from within IDX Broker.

Moving on to the Leads navigation, the Lead Registration Preferences allows you to control lead registration by specifying your overall strategy, or by fine-tuning your advanced settings. Select Advanced to customize lead registration settings.

The last page we will review is under Account -> Message Center. This page displays all the emails sent out by your IDX Broker system. This is a great place to filter through emails to inspect the emails sent to your leads all in one place.

Now that you’ve set up IDX Broker, we recommend you give yourself 2 to 4 weeks and revisit the control panel to fine-tune your settings. Many IDX Broker customers see a lot of lead generation. If you don’t immediately see the traffic that you wish, be patient. Put in 1 to 2 hours per month and soon your efforts will pay off.

Lesson tags: begin, featured, start
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