1.1. Sign in to your Agent Dashboard

By default, you will be directed to the 'Home' section of you agent dashboard. Visit this link to learn more.

Need more help?

Email us at support@realsatisfied.com or visit our YouTube channel for more helpful video tutorials.

1.2. Home

Here, you will see an overview of your dashboard including your basic information, total testimonials, completion rate, awards, and survey statistics. Click on your profile picture displayed on the upper right corner of the page and you will see the link to your public Profile Page, and a link to Log Out.

 

Need more help?

Email us at support@realsatisfied.com or visit our YouTube channel for more helpful video tutorials.

1.3. Your Password

Individual Agents

For individual Agent Pro and Agent Lite accounts, you create your password upon signing up for your account.

Broker Agents

For agents who received an account through their brokerage, you will receive an email containing your temporary password from RealSatisfied. Enter this temporary password to access your account and change once signed in to your dashboard. Scroll down below to learn how.

Forgotten Password

If you have forgotten your password, please click the 'Forgot Password' link on the Log In page at realsatisfied.com. The email to reset your password will come from mail.robot@realsatisfied.com. Please add this email address to your contact/safe sender list to make sure it does not end up in your spam or junk mail folder.

Need more help?

Email us at support@realsatisfied.com or visit our YouTube channel for more helpful video tutorials.

1.4. Change Password within your Agent Dashboard

To change your password anytime, click on ‘Settings’ and scroll down the page to show ‘Change Password’. Click on the pencil icon to change your password. You will need to enter your current password and your desired new password. Make sure all criteria are met then click 'Save'.

 

Need more help?

Email us at support@realsatisfied.com or visit our YouTube channel for more helpful video tutorials.

2.1. Changing Your Profile Details

Your profile details can be managed from your Agent Dashboard by clicking the 'Profile' button on the left hand side of your dashboard.

Photo: Check out the video tutorial of this section on our YouTube channel through this link.

To change your profile picture, click on the pencil icon, then locate the file on your device, and then click the ‘Save’ button. After you upload your photo, you can simply drag the slider in the editor window to resize the image. You can also click on the image and move it within the circle. We recommend a close up and a high resolution picture for better display but keep your file size less than 3MB.

To showcase the Realtor logo, just click on the check box beside the text ‘Display REALTOR® Logo?’

 

Personal Information:  Check out the video tutorial of this section on our YouTube channel through this link.

• Full Name : (required) Your first and last name.
• Title : (optional) You can include a Title here if you wish, this will be displayed below your name on your public Agent Profile Page.
• Team Name : (optional) If you work within a Team, you can add the Team Name here. Your team name will appear on your public Agent Profile Page and in all survey invitations that are sent to your clients. 
• License #: (optional) You can include a License number here if you wish, this will be displayed on your public Agent Profile Page
• Email : (required) This must be a unique email address and is also used as your login to RealSatisfied. If you change your email address, your login information will also change.
• Office Number: (required) This should be a direct office phone number.
• Mobile Number: (optional) This should be a mobile/cell number.

 

Brokerage Information: Check out the video tutorial of this section on our YouTube channel through this link.

This is where you can add your brokerage information. Click on the pencil icon to update. Add the name of your brokerage, office address, website link, and the logo. You can click on the information “i” button available to learn more about uploading the logo.

Note: If you are part of a Broker or group account, You will not have access to these settings. The logo and office information are set at the admin level.

Background Photo: Click the pencil icon to change the background picture and choose one image from the selections provided. Click the ‘Save’ button.  You can upload only one custom background image at a time. Don't forget to click the ‘Save’ button.

Social Media: This is a way for you to link to your personal/agent website and other social media accounts from your public Agent Profile Page. These are NOT for publishing testimonials (see the Publishing section of your Agent Dashboard for that). To add or edit these links, click on the pencil icon and then insert the appropriate URL for your website or social media profile. Click ‘Save’. You cannot move forward to a different social media icon without saving or canceling the one that you are currently updating.

About Title: This is a way for you to add a very brief quote or headline (i.e. Boston’s Top Agent). Click on the pencil icon to update. A maximum of 50 characters is allowed. Don't forget to click the ‘Save’ button.

About: This is a way for you to showcase your experience by adding a brief biography or summary of your experience. Click on the pencil icon to update. A maximum of 1600 characters is allowed. Don't forget to click the ‘Save’ button.

Visual Media: Here you can upload custom images or enter links of Youtube videos to highlight on your profile page. Don't forget to click the ‘Save’ button.

This is an example of how it will appear on your public profile page

Experience: Highlight your experiences by clicking the pencil icon to edit. Click the “+” button to add more or click the trash icon to delete any existing entries. Don't forget to click the ‘Save’ button.

Specialties: This allows you to showcase any specialties or areas of expertise (i.e. Luxury Properties or Single Family Homes). Click on the “+” button to add more. Click on the trash icon to delete any existing entries. Don't forget to click the ‘Save’ button.

Certifications: This allows you to showcase any certifications that you have earned (i.e. Certified Residential Specialist). Click on the “+” button to add more. Click on the trash icon to delete any existing Certifications.

Languages: This allows you to showcase the languages that you speak to inform visitors of your public profile page. Click on the pencil icon to edit. Click on the “+” button to add more. Click on the trash icon to delete any existing Languages.

Areas Served: Click on the pencil icon to update. Enter the City, Town or Neighborhood name of the areas that you cater to and click ‘Save’. Clicking on the plus ‘+’ icon will allow you to add more areas. You can add both Areas and Zip Codes, along with the appropriate State.

Need more help?

Email us at support@realsatisfied.com or visit our YouTube channel for more helpful video tutorials.

2.2. Agent Profile Page

You can access the link to your profile page by clicking the drop-down arrow next to your profile picture from the upper right corner of your screen then choose 'Profile Page.' This will open a new tab and direct you to your agent profile page.

All changes you have edited and saved on your Profile section inside your agent dashboard will be displayed on this agent profile page. You can copy the link to your page and include it in your email signature to share anywhere online.

 

Need more help?

Email us at support@realsatisfied.com or visit our YouTube channel for more helpful video tutorials.

2.3. Sharing Your Agent Profile Page

To maximize your presence online, we give you the ability to share your Agent Profile Page. 

Visit your profile page, then click the 'Share' button and choose your preferred method of sharing your profile.

Sharing your profile to your clients, teammates, family, and friends will give them the ability to share your page as well and even better, Refer you to other clients.

 

Need more help?

Email us at support@realsatisfied.com or visit our YouTube channel for more helpful video tutorials.

2.4. Referrals

Your Agent Profile Page has a referral button. This option allows your clients or friends to refer you to other people by providing you with their full name, email address, and phone number.

All referrals will be sent to your email address on file. Note that this cannot be monitored inside your agent dashboard, only in your mail inbox.

 

Need more help?

Email us at support@realsatisfied.com or visit our YouTube channel for more helpful video tutorials.

3.1. How to Send a Survey

Note: If your account is part of an office/broker account, The Send a Survey Invitation tool will require you to have 'Create Invitations' access. If you do not see the 'Send Survey' button anywhere on your dashboard then this means that you do not have access. Contact your RealSatisfied admin or account owner and request to update your access.

You have the ability to send survey invitations for any transaction, even past transactions. From your dashboard, click on the Send Survey button and wait for the pop-up to appear. Select the appropriate category, type, and language.

Next, choose which platform you want to include in the Encourage Reviews. You can click the information icon () to learn more about this section.

Lastly, add the transaction details as well as your client's information and then click ‘Send Survey’. 

The preview button allows you to view how the invitation will appear when your client receives it, and will also let you confirm if all the information is correct. If everything looks good, you can proceed to ‘Send’.  If you see any information that needs to be changed, click ‘Back’ to update the details then send.

 

Need more help?

Email us at support@realsatisfied.com or visit our YouTube channel for more helpful video tutorials.

3.2. How to Send Testimonial and Ratings Only

Note: If your account is part of an office/broker account, The Send a Survey Invitation tool will require you to have 'Create Invitations' access. If you do not see the 'Send Survey' button anywhere on your dashboard then this means that you do not have access. Contact your RealSatisfied admin or account owner and request to update your access.

From your dashboard, click the "Send Survey" button and wait for the pop-up to appear. Select the appropriate category, then choose survey type "Testimonial & Ratings Only". Next, choose the language.

Next, choose which platform you want to include in the Encourage Reviews. You can click the information icon () to learn more about this section.

Lastly, add the transaction details as well as your client's information and then click ‘Send Survey’. 

The preview button allows you to view how the invitation will appear when your client receives it, and will also let you confirm if all the information is correct. If everything looks good, you can proceed to ‘Send’.  If you see any information that needs to be changed, click ‘Back’ to update the details then send.

 

Need more help?

Email us at support@realsatisfied.com or visit our YouTube channel for more helpful video tutorials.

3.3. How to Change Survey Language

From your agent dashboard, click on the "Settings"and scroll down to "Survey Language". Click on the drop-down menu and select either English or Spanish. Wait for the confirmation message to appear to ensure that your change are saved.

 

Need more help?

Email us at support@realsatisfied.com or visit our YouTube channel for more helpful video tutorials.

3.4. Pending Surveys

This section shows all surveys that have the status 'Awaiting Client Response', which refers to surveys that have been sent to your client but NOT been completed yet. Once a survey is completed, it will moved to the “Completed” section.

To monitor this, sign into your dashboard, go to the ‘Surveys’ section then click 'Pending'. The total number of your pending surveys will be displayed.

To search for a specific Sent Survey, use the ‘Search’ function. Type in the property address or your client’s name and click on the result. If you have many Sent Surveys, you can also go to the next page by clicking on the arrows.

Each transaction allows you to view the Details, Resend, or Delete the survey invitation.

Note: If your survey invitation was sent through an API, the ‘Delete’ option will not be included among the ‘Actions’ list. Contact our support team at support@realsatisfied.com and request to remove the invitation. Don’t forget to provide the details of your transaction for faster assistance.

Survey Details allows you to see more information about the survey invitation.

 

Need more help?

Email us at support@realsatisfied.com or visit our YouTube channel for more helpful video tutorials.

3.5. Completed Surveys

To monitor this, sign into your dashboard, go to the ‘Surveys’ section then click 'Completed'. The total number of your completed surveys will be displayed.

To search for a specific survey, use the ‘Search’ function and type in the property address or your client’s name.  If you have many Completed Surveys, you can also go to the next page by clicking on the arrows. Each completed survey allows you to 'Send Gift Card', view the Full or Summary Report, and other Details.

 

Need more help?

Email us at support@realsatisfied.com or visit our YouTube channel for more helpful video tutorials.

3.6. Action Required

Bounced/Undeliverable: The survey could not be delivered to the email address for your client. The email is either incorrect or was blocked by your client’s email provider. Please resend the survey with the correct email address.

Missing Customer Details: Your survey is missing required information, such as your clients email address.

Quarantined: Your survey failed our audit and validation checks to verify the authenticity of the survey response. You will need to submit this survey for review if it is authentic. Otherwise, you can delete the survey.

Under Review: Your survey was quarantined and submitted to our team for review. If the survey is released from quarantine, that survey will move to the “Completed Surveys” section.

Generating: Your survey is in the process of being sent. Once it is sent that survey will move to the “Sent” section.

Need more help?

Email us at support@realsatisfied.com or visit our YouTube channel for more helpful video tutorials.

3.7. Resending Invitations

On occasion, you may need to resend an invitation to a customer. You can do this for invitations with the status ‘Awaiting Response’ status in the ‘Sent Surveys’ section. Next, click the ‘Action’ button and select ‘Resend’. A pop-up window will appear showing details of the invitation allowing you to make additional changes if needed. Click ‘Resend Survey’.

Note: If you are part of a Brokerage or group account, and do not have access to send your own surveys, you will also not have access to update the client’s name and email address. You can only resend the invitation to the same email address. If you want to make changes to the invitation, please contact your broker or administrator.

Need more help?

Email us at support@realsatisfied.com or visit our YouTube channel for more helpful video tutorials.

3.8. Bounced or Undeliverable Invitations

On occasion, your survey may fail to send. The survey may not have been delivered to the email address for your client because the email is either incorrect or was blocked by your client’s email provider.

To resolve this, go to your 'Surveys' section, select 'Action Required', click the 'Action' button, then select 'Resolve'. A pop-up window will appear allowing you to make changes to your survey invitation. Once you're done, click ‘Resend Survey’

 

Need more help?

Email us at support@realsatisfied.com or visit our YouTube channel for more helpful video tutorials.

3.9. Quarantined

4.1. Approving & Promoting Testimonials

4.2. Repeating the Approval Process

Sometimes you may wish to repeat the Testimonial Approval process. This can be done easily using the 'Approve' link in the notification you received from RealSatisfied when the testimonial was received.

If you no longer have access to that email, sign into your Agent Dashboard, go to the ‘Testimonials’ section, and scroll down to the ‘My Testimonials’ section. Once you find the testimonial you want to review, click the ‘Promote’ button and you will be able to complete the approval process again.

Once you start the review process, click on a color from the color picker to change the border color of the visual testimonial. Now, choose ‘Let everyone see this testimonial’ or you can keep the testimonial private and hidden from your feeds by selecting ‘Keep this one private’. Testimonials that you make Public will appear on your Agent Profile Page and anywhere that your Agent or Office RSS feed has been used.

You can now Share your Visual Testimonials with your Social Channels

 

Need more help?

Email us at support@realsatisfied.com or visit our YouTube channel for more helpful video tutorials.

4.3. Share your Visual Testimonials with your Social Channels

4.4. Downloading your Visual testimonials

You can download a copy of your visual testimonial (graphics) by going to the 'Testimonials' section of your Agent Dashboard and you will see a list of 'My Testimonials'. Below each testimonial is a 'Download' button, where you can download the testimonial as a PDF or Image. 

If you choose to download the image, you have the option to select from the available colors. Next, click Save to download the file on your device.

We only ask for testimonials from clients who were highly satisfied with your performance during the survey process. When collecting the Testimonial we are also collecting permission from your customer to use and display the Testimonial 'as is' on your behalf. This means we are unable to make changes to it without their permission (aside from obvious typos).

If there are parts of a testimonial that need to be edited, you will need to seek your client's permission. You can have them email us this permission at support@realsatisfied.com. The email should include the edits, your name and the property address.

 

Need more help?

Email us at support@realsatisfied.com or visit our YouTube channel for more helpful video tutorials.

4.5. Send Gift Card

5.1. What is Encourage Reviews?

RealSatisfied pioneered the syndication of ratings and recommendations for the real estate industry. We knew agents needed a simple way to manage their customer satisfaction and performance data and deliver the results it to the places consumers could see them. From the start, RealSatisfied had provided agents with the solution required to simplify a needlessly complex process of distributing agent rating and testimonial content.

Unfortunately, not all sites that provide a place for real estate ratings and testimonials allow the simple syndication of this data from third parties. This has created considerable frustration for our customers and needless effort on the part of consumers.

We've decided to take some steps of our own to make this process easier.

We have collected feedback from a number of clients who have had considerable success in encouraging their clients to take the extra steps to place their feedback on multiple sites  - mostly in conjunction with our 'Send Gift Card' feature. We liked the concept and decided to have a look at how we may be able to make this easier, both inside and outside of the existing thank you process.

The result is Encourage Reviews. A simple way to encourage clients who have provided a Testimonial to post their feedback on sites that require direct posting by the customer.

 

Need more help?

Email us at support@realsatisfied.com or visit our YouTube channel for more helpful video tutorials.

5.2. Which sites are supported?

Currently we support Facebook Reviews and Google Reviews for all users. We also Zillow Reviews in the United States.

 

Need more help?

Email us at support@realsatisfied.com or visit our YouTube channel for more helpful video tutorials.

5.3. Configuring Google

From your Agent Dashboard, go to ‘Publishing’ and scroll down to your ‘Encourage Reviews’ section then turn on the toggle for ‘Google Reviews’.

You will be presented with a Google map interface from which you can search for your business. Select your business from the list and then press 'OK'. Encourage Reviews for Google will then be configured.

By default, this section will be included when your clients complete their surveys. To exclude this option, click 'Change'. Visit this support article to learn how this works.

Need more help?

Email us at support@realsatisfied.com or visit our YouTube channel for more helpful video tutorials.

5.4. Configuring Facebook

Note: Please be sure to enable Reviews in your Facebook Business Account

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From your Agent Dashboard, go to ‘Publishing’ and scroll down to your ‘Encourage Reviews’ section then turn on the toggle for ‘Facebook Reviews’.

You will be presented with the Facebook login interface from which you can log into your business page account. We use the Facebook page stored with your profile and validate if the reviews tab is enabled. Once you see the result below (‘Success!’), click OK. Encourage Reviews for Facebook will then be configured.

By default, this section will be included when your clients complete their surveys. To exclude this option, click 'Change'. Visit this support article to learn how this works.

If you have no page stored, you will be asked to enter one. If your Facebook Page is not configured for Reviews or an invalid page is entered, then an error will be returned.

 

Need more help?

Email us at support@realsatisfied.com or visit our YouTube channel for more helpful video tutorials.

5.5. Configuring Zillow (US Only)

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From your Agent Dashboard, go to ‘Publishing’ and scroll down to your ‘Encourage Reviews’ section then turn on the toggle for ‘Zillow Reviews’. In the pop-up box that will appear next, enter the email address of your Zillow account and click on the search button. Once your Zillow profile is validated, press OK. Encourage Reviews for Zillow will then be configured.

By default, this section will be included when your clients complete their surveys. To exclude this option, click 'Change'. Visit this support article to learn how this works.

If a profile is not found or is incorrect you can try another email address and press the search button.

 

Need more help?

Email us at support@realsatisfied.com or visit our YouTube channel for more helpful video tutorials.

5.6. Encourage Reviews in Surveys

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After your clients write their testimonials, the next page will prompt them to post the testimonial to the review platforms you selected when you created the survey invitation (check this support article for details).

The page will instruct your client to click the 'Copy Testimonial' button. A check icon will display indicating that it has been copied. Next, your client needs to select one review site at a time.

For example, they click on Google. A new window will appear directing them to your Google business page. Then, the pop-up box for the ratings and reviews section will appear, and from here they can right-click or press "ctrl+V". Their testimonial will now be pasted on the box. After they post their ratings and reviews, they can simply click the close X button to exit the window. They will still see the option to post to the other review platforms.

If your client decides not to post to the other sites by clicking 'No Thanks', a pop-up message will appear. Here, they can choose 'Back To Post' and complete the steps above. Or, they can click 'Finish Without Posting'.

In case your clients finished the survey without posting to Google, Zillow, or Facebook, you can manually resend the Encourage Reviews link from your agent dashboard. Follow the steps on our support page Repeating the Encourage Reviews Steps for guidance.

 

Need more help?

Email us at support@realsatisfied.com or visit our YouTube channel for more helpful video tutorials.

5.7. Repeating the Encourage Reviews Process

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Before using Encourage Reviews, please be sure to go to the 'Publishing' section of your Agent Dashboard and scroll down to the bottom to connect your Encourage Reviews accounts to RealSatisfied. You only need to do this once.

Once you have received a testimonial from a customer and have made the testimonial public, you can use Encourage Reviews to ask your customers to easily post that same Testimonial for you to the Review Sites you have configured.

From your Agent Dashboard, go to the ‘Testimonials’ section and find the testimonial you want to promote. Click the ‘Encourage Reviews’ button. A pop-up box will appear showing two steps.

1. Choose from the drop-down menu which Review platform you want your client to post their testimonial. You can click the information icon () to learn more about this section.

2. Next, click the ‘Copy URL’ button and send this URL to your client. 

The URL will have instructions for your client and link them directly to the review section on your profile for the Review Sites you have included. Your client needs to select which site they want to paste the testimonial and click the 'Copy Testimonial & Launch' button.

Next, your client will see a new window for the site they selected first. After they paste their testimonial, they can close that window and click on another site until they are finished sharing the testimonial to all platforms you have enabled.

 

Need more help?

Email us at support@realsatisfied.com or visit our YouTube channel for more helpful video tutorials.

6.1. Vanity Key

Your Vanity Key is what makes your Agent Profile Page unique. In the example below, “Jane-Demo” is your Vanity Key:

https://profile.realsatisfied.com/Jane-Demo

Your Vanity Key can be found in the “Publishing” section of the Agent Dashboard.:

Vanity Keys are generated automatically and are based on the Full Name in your RealSatisfied profile. If you are a team it will be based on the Team Name entered as Full Name in your profile. Where duplicates exist, a number is appended to the end of the Vanity Key (i.e. John-Smith-1).

Vanity Keys are only generated once, if you change your Full Name, your Vanity Key will not be updated automatically. 

If you would like your Vanity Key changed, a request must be made via the Help Desk. Please contact us at support@realsatisfied.com and we can assist you.

Typically we will only change your Vanity Key to something that represents your name, or a brand you use. RealSatisfied reserves the right to refuse any Vanity Key change request without reason or cause.

6.2. Realtor.com

Once enabled, your RealSatisfied testimonials and ratings will be automatically published to your Realtor.com profile.

To Enable:

• Sign-in to your Realtor.com account or create an account at https://www.realtor.com
• From the Profile Manager, click Recommendations from the menu on the left hand side
• Scroll to the section titled ‘Getting Recommendations’
• Click ‘Add RealSatisfied’ and the following window will appear.
• Add your Vanity Key. You can find your Vanity on the “Publishing” sections of your Agent Dashboard. This is how your RealSatisfied Agent Profile Page is accessed  (e.g. realsatisfied.com/Chrysa-Sabuelo).

The data for these syndications are controlled by you based on your setting for displaying ratings and testimonials. These settings are found in the “Settings” section of your Agent Dashboard.

 

Need more help?

Email us at support@realsatisfied.com or visit our YouTube channel for more helpful video tutorials.

6.3. Realtor.ca

Simply log into REALTOR.ca tools (profile page area) and add your RealSatisfied Vanity Key. You can find your Vanity on the “Publishing” sections of your Agent Dashboard.

 

Need more help?

Email us at support@realsatisfied.com or visit our YouTube channel for more helpful video tutorials.

6.4. Social Media Manager

When you receive a testimonial via RealSatisfied, you can easily share these testimonials to Facebook, Twitter, and Instagram. Simply turn on the toggle to connect your account and give permission for RealSatisfied to publish to your account. 

1. Facebook

• click on the toggle and sign into your account
• from the drop-down menu, select the Facebook Business Page where you want your visual testimonials to be published to.
• click 'Ok'

2. Twitter 

• click on the toggle and sign into your account
• click the ‘Authorize app’ button.
• Your agent dashboard will refresh. Your account should then be connected and the toggle will be on

3. Instagram

Please make sure that you are connecting to an Instagram Professional Page and that you have connected it to your Facebook Business page. If you don't know how, refer to these support articles: Converting Your Instagram Personal Page to a Professional Page and Connecting your Instagram Professional account with your Facebook Business page

• click on the toggle and sign in to your account
• click on 'Next'.
• from the 'What Pages do you want to use with RealSatisfied?' select your preferred 'Facebook business page'  and click on 'Next'
• the 'What is RealSatisfied allowed to do?' will show needed permissions for Instagram
• click on "Done"
• In next window 'You've now linked RealSatisfied to Facebook", click on "OK"
• A pop-up window will appear saying "Select Instagram Business Account Timeline", select your desired Instagram account & click on "Ok"
• Your screen will show the message "Your account is now authorized on Instagram."

4. Linkedin

• Click on the toggle and sign into your Linkedin account.
• Click the ‘Allow’ button.
• Your agent dashboard will refresh and the toggle will be on

Once enabled, you can now Share your Visual Testimonials with your Social Channels

 

Need more help?

Email us at support@realsatisfied.com or visit our YouTube channel for more helpful video tutorials.

6.5. Website Widget

This widget is provided so you can display your Testimonials and Ratings on your personal website, blog, or anywhere you promote yourself online. Click on the 'Get Started' link to begin customizing your widget.

From the widget page, click on the dropdown for 'Testimonial Data' and select 'Yours'. You can change the layout, font and color for how your information will appear. When done, click 'Get Code'and copy the code, so you can paste it into your website editor. Your Testimonials and Ratings will then appear on your website.

 

Need more help?

Email us at support@realsatisfied.com or visit our YouTube channel for more helpful video tutorials.

6.6. WordPress plug-in

This option allows you to share your customer satisfaction ratings and client testimonials automatically to your WordPress website. Click on the ‘Get Started’ link to begin. You will be redirected to a page where you can download the plug-in and view details on your configuration options.

 

Need more help?

Email us at support@realsatisfied.com or visit our YouTube channel for more helpful video tutorials.

6.7. RSS feed

Every user with an Agent Profile Page will also have a unique RSS Feed. These RSS Feeds can be used to integrate profile information, ratings, and testimonials into other websites - for example an agent's website or their profile page on an office website. 

The feed contains real time data that is updated automatically, and the contents of the RSS Feed are controlled by the settings within the “Settings” section of the Agent Dashboard, where you choose how to “Display My Ratings” and  “Display My Testimonials”.

Accessing your RSS Feed is fairly simple, just add your Vanity Key to the following url: http://rss.realsatisfied.com/rss/agent/VanityKey

Here is an example:

https://rss.realsatisfied.com/rss/agent/Chrysa-Sabuelo

In the example above, 'Chrysa-Sabuelo' is the Vanity Key. The Vanity Key for each agent  can be found on the “Publishing” sections of your Agent Dashboard.

Your website developer or the person/company that manages your website should be able to use your RSS Feed to display your ratings and testimonials onto your website.

 

Need more help?

Email us at support@realsatisfied.com or visit our YouTube channel for more helpful video tutorials.

6.8. Setting up Facebook Business Page

Facebook only allows apps to post to Facebook Business Pages, not Facebook Profile/Personal Pages. If you don't have a business page, below is a guide to help you set your Facebook Business Page.

1. Login to Facebook account, click the “+” icon at top right and select "Page"

2. Enter Page name, Category, Bio(optional) & click on “Create Page”. The page will be created and you will see a “page created” message on the lower left corner of the page.

3. You can finish setting up the page for later by clicking the cross “X” icon at top left corner. A pop-up message will appear "Exit page without finishing?" Click on 'Oka" and your page will be created.

4. We recommend finishing your page set up and once done, you have successfully created your page.

 

Need more help?

Email us at support@realsatisfied.com or visit our YouTube channel for more helpful video tutorials.

6.9. Converting Instagram Personal Page to a Professional Page

via Website

1. Log in to Instagram. Click on “More” button from the lower left corner of the page and select "Settings".

 

2. You might see a pop-up window from Meta. Just click on the close "X" button. From there, click on “Switch to professional account”.

 

3. Select Business then click “Next” & “Next”

4. Select your preferred category & click “Done”

5. From the "Review your contact info" section, you can enter your Public Business Information and click “Save” otherwise you can click on “Don’t use my contact info”.

Now you have successfully converted your Personal Account to Business Account. On clicking “Done” you will see “Switch to personal account” which was earlier “Switch to professional account”

 

via App

1. Log into your Instagram account. Click on the hamburger "☰" button then select "Settings & Privacy".

 

2. Scroll down and find "For professionals" section and select "Account type and tools"

 

3. Select "Switch to Professional Account"

 

4. Click "Continue" until you've reach the last preview

 

5. Select one among the list of "What best describes you". You can use the "Search" field and then click "Done"

 

6. Select "Business" then click "Next"

 

7. Review your contact info then tap "Next"

 

8. The next step will ask you to log in to Facebook. To share logins using Accounts Centre, tap Next. You can follow the steps to connect your business account to a Facebook Page associated with your business. This step is optional, and will make it easier to use all of the features available for businesses across Meta. Note: At this time, only one Facebook Page can be connected to your business account. To skip this step, tap Don't connect to a Facebook page now.

 

9. Set up your professional account by completing the optional steps or tap X in the top right-hand corner to return to your profile. You have not converted your personal account to a Professional account!

 

Switch back to Personal account

1. Log in to your app and click on the hamburger "☰" button then select "Settings & Privacy".

 

2. Go to the "For Professionals" section and select "Business tools and controls."

 

3. Select "Switch account type" and choose "Switch to personal account".

 

Need more help?

Email us at support@realsatisfied.com or visit our YouTube channel for more helpful video tutorials.

6.10. Connecting Instagram Professional Page to a Facebook Business Page

1. Login to your Facebook account & click on your profile picture at top right and then click on “See all profiles”

2. Select your Business Page from the list and wait for your page to load.

3. Click on your profile picture once again and select "Settings & Privacy".

4. Click on "Settings" and wait for your page to load.

5. On the left side, click on “Linked accounts”

6. If you already have linked your Instagram account then you will see your Instagram account here otherwise you will see “Connect Account” button

7. Click on “Connect Account” & enter your Instagram account credentials. Once done, you will see connected message & on clicking “Done” you will see your Instagram account.

 

Need more help?

Email us at support@realsatisfied.com or visit our YouTube channel for more helpful video tutorials.

6.11. HAR integration

You can initiate our integration with HAR.com by logging into your HAR.com account and typing "RealSatisfied" into the search box at the top of the page. It will take you to the "RealSatisfied Rating" page. If you have not claimed your HAR.com profile, you may do so here: http://www.har.com/agentmax/signup?agent=

Once there, you will see a place to enter your RealSatisfied vanity key. Your vanity key is the last part of your profile URL. This can also be found on the “Publishing” section of your Agent Dashboard.

HAR.com will validate it and when you hit submit, your ratings for each survey response and your testimonials will automatically appear on the HAR.com site, this includes listing detail, Find A Pro, Agent Profile, and Agent Website.)

HAR members may only display ratings from one source. 

 

 

 

Need more help?

Email us at support@realsatisfied.com or visit our YouTube channel for more helpful video tutorials.

7.1. Syndication

Note: Syndications vary by market and may not be available in your market.

8.1. Australian Merchant - Braintree

We Process Credit Card Payments In Australia

As you may know, RealSatisfied is an Australian company (we are based in sunny Manly, NSW Australia). 

Our credit card merchant is provided by Braintree Payments (https://www.braintreepayments.com/) and our credit card transactions are processed in Australia.

While most of our customers are able to make payments with us with no issues, on occasion, if your card is issued outside of Australia, your card issuer have restrictions on your ability to process transactions with us.

This is not a common occurrence, however it can be a little frustrating if it should happen to you.

Declined Transactions

When a transaction is refused, we do try and tell you why (we are limited to the messaging that is returned to our merchant from your bank or card issuer). 

Some of these messages are simple to understand eg: 51 - Insufficient funds some are a little more vague eg: 05 - Do Not Honor.

In most cases you will need to contact your bank to be able to use a card that returns one of the following errors:

• 2000 Do Not Honor. This generic response indicates that the customer's bank is unwilling to accept the transaction. The reasons vary; the customer will need to contact their bank for more details.
• 2001 Insufficient Funds. At the time of the transaction, the account did not have sufficient funds to cover the transaction amount. Subsequent attempts may be successful.
• 2002 Limit Exceeded
• 2003 Cardholder's Activity Limit Exceeded

Our experience is that the contact to the bank need only to be done once.

The following errors can typically be resolved by the you or your card issuer

• 2005 Invalid Card Number (check the card number and try again)
• 2002 Insufficient Funds 
• 2003 Cardholder's Activity Limit Exceeded
• 2004 Expired Card (This may occur with a recurring transaction if the new card has been issued - you may need to update your card with us)
• 2005 Invalid Card Number (check the card number and try again)
•  
•  

The following errors typically cannot be resolved with this card and another card will need to be used. 

• 2006 Invalid Expiration Date
• 2007 No Account
• 2008 Card Account Length Error
• 2009 No Such Issuer
• 2010 Card Issuer Declined CVV
• 2012 Processor Declined - Possible Lost Card
• 2013 Processor Declined - Possible Stolen Card
• 2014 Processor Declined - Fraud Suspected
• 2015 Transaction Not Allowed
• 2016 Duplicate Transaction
• 2017 Cardholder Stopped Billing
• 2018 Cardholder Stopped All Billing

Why are you refusing my card, it works everywhere else?

When we try to process a card, our merchant (our merchant, Braintree) contacts your bank electronically to process the transaction. We can only complete this when your bank/card issuer approves it. 

You may have used you card to buy office supplies or pay for an ad somewhere just before you tried it with us - and it worked fine. We understand this can be frustrating and a little confusing when it happens.

When your card is declined, it is being declined by your bank/card issuer - it does need to be resolved directly by you as the cardholder with your card issuer.

Don't panic, this can normally be resolved with a call to the bank/card issuer and saying to them...

"I am trying to make a payment using my card to a company that is based in Australia, however it is being declined. Can you please assist me in allowing this and future transactions with them to be processed."

 

Need more help?

Email us at support@realsatisfied.com or visit our YouTube channel for more helpful video tutorials.

8.2. Foreign Transaction Surcharges

There Are Additional Fees On My Credit Card Statement. Why?

We are an Australian company and we process our credit card transactions through an Australian Bank (read more about that here).

There are two types of surcharges that customers with card issued outside of Australia may encounter.

1. Foreign Currency Conversion Fees. These fees currently only impact Canadian customers purchasing Starbucks giftcards, as these are paid in $US. We make every effort to process transactions in your local currency. This is one instance where this is out side of our control. The surcharges charged by your bank will appear as a different line item on your card statement and they are levied by your bank.
2. Foreign Merchant Fees. These are very different and appear to only be charged by some US banks. For US customers we process all charges in $US - there is conversion occurring, therefore no conversion fees applied. This charge is made directly to you by your bank/card issuer. We have no control over it, and no visibility as to when it is charged. This surcharge, where applied, will appear as a different line item on your card statement. We pay an uplifted % for each non Australian Dollar (AUD) transaction we process (an additional fee), to recognise the international aspect of the transaction. For further information we recommend contacting your bank to ask them why it is being charged. 

 

Need more help?

Email us at support@realsatisfied.com or visit our YouTube channel for more helpful video tutorials.

8.3. Credit Card Being Rejected

If your Card has been Rejected

Often this is a security measure put in place by your bank/card issuer.

Your bank/card issuer has refused the transaction when we have attempted to process it.
Typically this is resolved by you making a phone call to you bank/card issuer and requesting this (and future) transactions from RealSatisfied are honored.

Our experience is you need to do this just once, and it affects some customers outside Australia as our merchant is based in Australia. Please make your bank aware of this.

 

Need more help?

Email us at support@realsatisfied.com or visit our YouTube channel for more helpful video tutorials.

9.1. Is my data safe?

We take security of your data seriously.

All data is written to multiple disks instantly, backed up daily, and stored in multiple locations. Our computer servers are protected by 24-hour security and surveillance in our best practice, industry leading Data centre. RealSatisfied software and infrastructure is updated regularly with the latest security patches. Our private network is protected by an enterprise-class firewall and 24 x 7 Monitoring of hardware and suspicious events using the latest Intrusion Detection Tools to keep your data safe.

 

Need more help?

Email us at support@realsatisfied.com or visit our YouTube channel for more helpful video tutorials.

9.2. Are my customers details kept secure and confidential?

Yes. Your customer details are NEVER shared with anyone outside your agency.

 

Need more help?

Email us at support@realsatisfied.com or visit our YouTube channel for more helpful video tutorials.

9.3. Is my data backed up?

All data is written to multiple disks instantly, backed up daily, and stored in multiple locations.

Our computer servers are protected by 24-hour security and surveillance in our best practice, industry leading Data centre. RealSatisfied software and infrastructure is updated regularly with the latest security patches. Our private network is protected by an enterprise-class firewall and 24 x 7 Monitoring of hardware and suspicious events using the latest Intrusion Detection Tools to keep your data safe.

 

Need more help?

Email us at support@realsatisfied.com or visit our YouTube channel for more helpful video tutorials.

9.4. Are my Credit Card details safe?

We protect your billing & credit card information.

All credit card transactions are processed using secure encryption - the same level of encryption used by leading banks. Card information is transmitted, stored, and processed securely on a PCI-Compliant network provided by National Australia Bank Ltd.

 

Need more help?

Email us at support@realsatisfied.com or visit our YouTube channel for helpful video tutorials.

10.1. Is my personal information safe?

Security of your personal information is our priority. All personal information that we collect is subject to our Privacy Policy. 

 

Need more help?

Email us at support@realsatisfied.com or visit our YouTube channel for helpful video tutorials.

11.1. Can we call you?

In order to keep our product as affordable as possible for all real estate professionals, we only provide online support via our Help Desk. Our help desk and support system is designed to carefully track all questions and problems that arise with our clients. The most effective and efficient way to manage that is via email. We can then assign tasks to the members of our team who can address the issues most expeditiously. Most support inquiries are responded to within a few hours. Please be sure to add both help@realsatisfied.com and support@realsatisfied.com to your safe sender list to avoid our responses going to your spam folder.

 

Need more help?

Email us at support@realsatisfied.com or visit our YouTube channel for  helpful video tutorials.

11.2. I received a survey response and I want to delete it, what can I do?

RealSatisfied is an ‘all in’ or ‘all out’ service. We do not allow for responses to be removed from the system.

However, you can remove your ratings from displaying publicly if you desire. This would allow you to continue getting the benefits of customer feedback and give you time to work on improving your overall customer satisfaction rating. To disable your ratings, click on ‘Settings’ and turn off the toggle for ‘Display Ratings’. You can also choose to display just aggregated ratings, which would be a blended total of all your surveys, rather than showing the detailed ratings for each survey.

 

Need more help?

Email us at support@realsatisfied.com or visit our YouTube channel for  helpful video tutorials.

11.3. Can I Customize the survey

One of the key benefits of RealSatisfied is that the surveys come ready to go “out of the box”. This helps keep the product affordable and also allows you to get started right away. It also lets you compare your results over time and against our national benchmark.

We have worked closely with industry groups, agents, and professional researchers to develop the surveys we have available.

To achieve all of this means everyone using the system is using a standard set of professional surveys, developed for your industry in your country. Therefore, our surveys are not customizable.

 

Need more help?

Email us at support@realsatisfied.com or visit our YouTube channel for  helpful video tutorials.

11.4. Can I change the survey questions?

No. One of the key benefits of RealSatisfied is that the surveys come ready to go “out of the box”. This helps keep the product affordable and also allows you to get started right away.

We have worked closely with industry groups, agents and professional researchers to develop the surveys we have available.

By working with a standard set of surveys, we are able to provide a consistent platform for feedback and ratings with everyone benefiting from working with the same dataset.

To achieve all of this means everyone using the system is using a standard set of professional surveys, developed for your industry in your country. Therefore, our surveys are not customizable.

 

Need more help?

Email us at support@realsatisfied.com or visit our YouTube channel for  helpful video tutorials.

11.5. Why am I quarantined

There's a number of reasons why survey responses may end up in our Quarantine. We aim to be quite vigilant in ensuring all of the survey responses we receive are genuine, and from time to time this may result in a few false positives being detected through our procedures.

Requesting a review of a quarantined item is quite straightforward. Click here to learn how.

 

Need more help?

Email us at support@realsatisfied.com or visit our YouTube channel for helpful video tutorials.

11.6. Client is not receiving the survey invitation

You can resend the email and have the client look out for it. Follow the steps in Resending Invitations. 

As you can imagine, deliverability is a top concern for us. We have tested many different email headlines using the best spam detection tools available. Our emails now have one of the highest not-spam ratings we've seen. This, however, only applies to the organizations established to identify spam, not to specific user settings that may automatically mark content outside of those guidelines. 

Those who are getting the highest response rates are letting their clients know that the email is coming from RealSatisfied.com, that the email title is their address, and that the feedback is very important.

 

Need more help?

Email us at support@realsatisfied.com or visit our YouTube channel for helpful video tutorials.

1. Need Assistance? We Are Here To Help!

Simply click the 'Help' button in the lower left corner of your Agent Dashboard and fill in the required details in the pop-up message. You can also send an email to our helpdesk at support@realsatisfied.com.  Our team is responsive and helpful!

Please be sure to add both help@realsatisfied.com and support@realsatisfied.com to your safe sender list to prevent our responses from going to your spam folder.