Download IDX Software - User`s Manual

Why can't a customer log in to my website?
Most often, it is because they never clicked the link from their validation email. You can
complete this step for them by clicking the Validate link next to their name on the Lead
Management page. If there is no validation link, open the lead's settings and make sure
Lead Account Disabled is set to No and Lead Can Login is set to Yes. You can also use
this area to edit their email address and password.
My customers are not getting their updates and/or I'm not getting my notifications.
The most common issue is emails going to a junk mailbox or spam filter. Be sure to
check here and ask your customers to check here first. You may also need to doublecheck email settings.
• For your carbon copies: Go to My Preferences Æ Global Preferences Æ Email
Update Options. Make sure you have the correct address in Carbon Copy Address
and have the right option selected for Carbon Copy Type.
• For your leads: Go to Lead Management Æ Manage Leads and click on a lead's
name. Make sure their address is correct, Lead Account Disabled is set to No, and
Receives Email Updates is set to Yes.
Can my agents receive copies of emails sent to their leads?
Yes, as long as the following conditions apply:
1. In a lead's settings, that lead must have an agent selected from the drop-down
menu. Find this in the Lead Management menu.
2. In an agent's settings, they must have "CC on Emails?" set to Yes. Find this in the
Manage Users menu. Click on the agents name and scroll down to the Email
Update Settings area.
3. In an agent's settings, they must also have "Manage own Email Update
Subscribers" set to Yes. This will be further down the same page in the User
Permissions section.
How can I change the look of emails that go out to my customers?
You can build a page wrapper for email updates the same way you build your global
wrapper. Go to Customize Æ Page Wrappers Æ Lead Pages Æ Email Updates and enter
your html. For help with wrappers, see page 29 of this manual.
Can I bypass the validation process for email signups?
No. This process is required by the CAN-SPAM Act and helps prevent IDX Broker and
your brokerage from incurring penalties.
Can I remove my contact information from the bottom of automatic email updates?
No. Like the validation process, certain contact information must be included according
to the CAN-SPAM Act.
Will I be notified when a lead unsubscribes?
You will not be notified by email, but will see the flag set in the Lead details in your
control panel.
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IDX Broker User Manual