Training session on PREA eCards

1. PREA eCards
PROGRAMS & SERVICES TRAINING
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2. Benefits
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•
•
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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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3. Access
Internet
Explorer
Google
Chrome
Mozilla
Firefox
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4. Access
1. www.HomesaleCenter.com
2. Click on the ‘eCards’ icon
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5. PREA eCard Home Page
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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’
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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’
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8. Create an eCard
• Click ‘Create a
Campaign’
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9. Create an eCard
• eCards are
categorized
• Click the down
arrow next to
‘More’ to see all
the categories
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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
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11. Create an eCard
• If you’re satisfied
with the preview,
click the ‘Use’ link
Pinterest Announcement
• Name your eCard
• Click ‘Create’
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12. Create an eCard
Subject Line (edit)
eCard Header Design
Body (edit)
Signature Info
Links & Downloads (edit)
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13. Create an eCard
• Fill in the ‘Subject’ box
• This is what the receiver will
see in their e-mail Subject line
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14. Create an eCard
• In most eCards, you will not be
able to edit the header
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15. Create an eCard
• Click in the red box with ‘This
is sample text’ and start typing
the body of your eCard
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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
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17. Create an eCard
• The signature footer will pull
information from your profile
and will be visible prior to
sending the eCard
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18. Create an eCard
• Click ‘Add link to web address’
to create a link to web site (if
desired)
• Add URL information
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19. Create an eCard
• Click ‘Add link to file’ to create
a link to a file on your hard
drive (if desired)
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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
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21. Create an eCard
• Click ‘Save and Continue to
Recipients’ to select individuals
or groups to receive this eCard
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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’
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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’
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24. Create an eCard
• To create a group, click
‘Add Group’ link
• In the pop-up box, name
the group then click ‘Add
Group’
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25. Create an eCard
• To add a contact to a
group, click the down
arrow next to a person’s
name and select edit
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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’
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27. Create an eCard
• Click ‘Continue to
Preview and Send’
button
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28. Create an eCard
• Notice that the information from
your profile has been
downloaded into the eCard’s
signature footer
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29. Create an eCard
• Choose to send your eCard now
or choose a date to send it in the
future
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30. Create an eCard
• After sending the eCard you will have the option of
sharing it on social media sites
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31. Reports
• Click on the
‘Reports’ tab to
view all eCards
that you have
sent out
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32. Reports
• Click on the title
of a campaign
to view the
statistics
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33. Reports
• Clicking on any
of the bars will
reveal the
recipients
behind the
numbers
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34. Additional Resources
Jen Brown Wilson, Project & Training Manager
Direct: (717) 286-9906
E-Mail: Jennifer@PrudentialHomesale.com
eCard training video on
www.TeamHomesale.com
PREA Affiliate Assistance Hotline
Direct: (888) 732-5778
E-Mail: preaaah@HSFranchise.com
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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: TBlefko@PrudentialHomesale.com
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