Programs & Services Training: PREA eCards


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Training session on PREA eCards

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Programs & Services Training: PREA eCards

  2. 2. 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 2
  3. 3. Access Internet Explorer Google Chrome Mozilla Firefox 3
  4. 4. Access 1. 2. Click on the ‘eCards’ icon 4
  5. 5. PREA eCard Home Page 5
  6. 6. Setting Up Your Profile • Click the ‘Profiles’ link in the ‘Manage’ section • Click the down arrow in the ‘Manage Profiles’ box and click ‘Edit’ 6
  7. 7. Setting Up Your Profile • Add or edit any information in the ‘Manage Profile’ screen • Add a picture – maximum 100 pixels wide • Click ‘Update and Close’ 7
  8. 8. Create an eCard • Click ‘Create a Campaign’ 8
  9. 9. Create an eCard • eCards are categorized • Click the down arrow next to ‘More’ to see all the categories 9
  10. 10. Create an eCard • Before creating an eCard you can preview a larger size • Click the ‘Preview’ link under any thumbnail to see a larger size 10
  11. 11. Create an eCard • If you’re satisfied with the preview, click the ‘Use’ link Pinterest Announcement • Name your eCard • Click ‘Create’ 11
  12. 12. Create an eCard Subject Line (edit) eCard Header Design Body (edit) Signature Info Links & Downloads (edit) 12
  13. 13. Create an eCard • Fill in the ‘Subject’ box • This is what the receiver will see in their e-mail Subject line 13
  14. 14. Create an eCard • In most eCards, you will not be able to edit the header 14
  15. 15. Create an eCard • Click in the red box with ‘This is sample text’ and start typing the body of your eCard 15
  16. 16. Create an eCard BOLD • A text box tool bar will appear at the top of your screen • Hover your cursor over each button to reveal a pop-up box 16
  17. 17. Create an eCard • The signature footer will pull information from your profile and will be visible prior to sending the eCard 17
  18. 18. Create an eCard • Click ‘Add link to web address’ to create a link to web site (if desired) • Add URL information 18
  19. 19. Create an eCard • Click ‘Add link to file’ to create a link to a file on your hard drive (if desired) 19
  20. 20. Create an eCard • 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 20
  21. 21. Create an eCard • Click ‘Save and Continue to Recipients’ to select individuals or groups to receive this eCard 21
  22. 22. Create an eCard • 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’ 22
  23. 23. Create an eCard • 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’ 23
  24. 24. Create an eCard • To create a group, click ‘Add Group’ link • In the pop-up box, name the group then click ‘Add Group’ 24
  25. 25. Create an eCard • To add a contact to a group, click the down arrow next to a person’s name and select edit 25
  26. 26. Create an eCard • Click the ‘Groups’ tab and click off the box or boxes where you want to place the contact • Click ‘Update and Close’ 26
  27. 27. Create an eCard • Click ‘Continue to Preview and Send’ button 27
  28. 28. Create an eCard • Notice that the information from your profile has been downloaded into the eCard’s signature footer 28
  29. 29. Create an eCard • Choose to send your eCard now or choose a date to send it in the future 29
  30. 30. Create an eCard • After sending the eCard you will have the option of sharing it on social media sites 30
  31. 31. Reports • Click on the ‘Reports’ tab to view all eCards that you have sent out 31
  32. 32. Reports • Click on the title of a campaign to view the statistics 32
  33. 33. Reports • Clicking on any of the bars will reveal the recipients behind the numbers 33
  34. 34. Additional Resources Jen Brown Wilson, Project & Training Manager Direct: (717) 286-9906 E-Mail: eCard training video on PREA Affiliate Assistance Hotline Direct: (888) 732-5778 E-Mail: 34
  35. 35. Instructor 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 Broker Prudential Homesale Services Group Cell: (717) 587-6600 E-Mail: 35