Home → Agent Tutorial

• 1. Accessing your Agent Dashboard
  • 1.1. Sign in to your Agent Dashboard
  • 1.2. Home
  • 1.3. Your Password
  • 1.4. Change Password within your Agent Dashboard
• 2. Updating Your Profile Settings
  • 2.1. Changing Your Profile Details
  • 2.2. Agent Profile Page
  • 2.3. Sharing Your Agent Profile Page
  • 2.4. Referrals
• 3. Surveys & Invitations
  • 3.1. How to Send a Survey
  • 3.2. How to Send Testimonial and Ratings Only
  • 3.3. How to Change Survey Language
  • 3.4. Pending Surveys
  • 3.5. Completed Surveys
  • 3.6. Action Required
  • 3.7. Resending Invitations
  • 3.8. Bounced or Undeliverable Invitations
  • 3.9. Quarantined
• 4. Testimonials
  • 4.1. Approving & Promoting Testimonials
  • 4.2. Repeating the Approval Process
  • 4.3. Share your Visual Testimonials with your Social Channels
  • 4.4. Downloading your Visual testimonials
  • 4.5. Send Gift Card
• 5. Encourage Reviews
  • 5.1. What is Encourage Reviews?
  • 5.2. Which sites are supported?
  • 5.3. Configuring Google
  • 5.4. Configuring Facebook
  • 5.5. Configuring Zillow (US Only)
  • 5.6. Encourage Reviews in Surveys
  • 5.7. Repeating the Encourage Reviews Process
• 6. Publishing Services, Feeds & Widgets
  • 6.1. Vanity Key
  • 6.2. Realtor.com
  • 6.3. Realtor.ca
  • 6.4. Social Media Manager
  • 6.5. Website Widget
  • 6.6. WordPress plug-in
  • 6.7. RSS feed
  • 6.8. Setting up Facebook Business Page
  • 6.9. Converting Instagram Personal Page to a Professional Page
  • 6.10. Connecting Instagram Professional Page to a Facebook Business Page
  • 6.11. HAR integration
• 7. Syndication
  • 7.1. Syndication
• 8. Payments
  • 8.1. Australian Merchant - Braintree
  • 8.2. Foreign Transaction Surcharges
  • 8.3. Credit Card Being Rejected
• 9. Security
  • 9.1. Is my data safe?
  • 9.2. Are my customers details kept secure and confidential?
  • 9.3. Is my data backed up?
  • 9.4. Are my Credit Card details safe?
• 10. Privacy
  • 10.1. Is my personal information safe?
• 11. Frequently Asked Questions
  • 11.1. Can we call you?
  • 11.2. I received a survey response and I want to delete it, what can I do?
  • 11.3. Can I Customize the survey
  • 11.4. Can I change the survey questions?
  • 11.5. Why am I quarantined
  • 11.6. Client is not receiving the survey invitation
• Get Help
  • 1. Need Assistance? We Are Here To Help!