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WELCOME: This simple tool allows you to effortlessly manage your iGuides all in one place! FEATURES INCLUDE: 1 Create a Custom Branded Banner 2 Edit your iGuide Display Settings 3 Rename Rooms and Floor Labels 4 Disable Panoramic Views 5 Deactivate Entire Floors 6 Organize your Picture Gallery 7 Lock Sold Properties 8 Manage and Send iGuide Reports 9 Manage and Send iGuide Analytics

iGuide portal tutorial – agents

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Page 1: iGuide portal tutorial – agents

WELCOME: This simple tool allows you to effortlessly manage your iGuides all in one place!

FEATURES INCLUDE:

1 Create a Custom Branded Banner

2 Edit your iGuide Display Settings

3 Rename Rooms and Floor Labels

4 Disable Panoramic Views

5 Deactivate Entire Floors

6 Organize your Picture Gallery

7 Lock Sold Properties

8 Manage and Send iGuide Reports

9 Manage and Send iGuide Analytics

Page 2: iGuide portal tutorial – agents

CREATE AN AGENT BANNER: Branding appears on the iGuide, PDF Floor plans & Feature Sheets.

YOU HAVE THE OPTION TO:

1 Click on your Profile Picture and select

“Settings’

2 Use our branded banner formats

Fill in the detail fields

Select headshot and logos

OR

3 Upload a custom branded banner

Create custom banner

Upload to your iGuide Portal

Always save your work

Page 3: iGuide portal tutorial – agents

EDIT YOUR DEFAULT iGUIDE VIEW SETTINGS: We have provided a number of options to customize your general iGuide settings.

MODIFY GENERAL SETTINGS:

1 Select Edit Default View>General

Settings>Edit

2 Change the title for your iGuide

3 Insert external video links

4 Select your iGuide start position

5 Customize your button options

6 Expire sold or closed listings Always save your work

Page 4: iGuide portal tutorial – agents

EDIT YOUR DEFAULT iGUIDE VIEW SETTINGS: We have provided a number of options to customize your visual iGuide settings.

MODIFY VISUAL SETTINGS:

1 Change your floor labels

2 Change your room labels

3 Resize your room label fonts

(Double click label to change)

Always save your work

Page 5: iGuide portal tutorial – agents

EDIT YOUR DEFAULT iGUIDE VIEW SETTINGS: We have provided a number of options to customize your visual iGuide settings.

DISABLE PANORAMIC VIEWS:

Double click to turn off a panoramic view

(Panoramic views will turn red when off)

DEACTIVATE WHOLE FLOORS:

Double click to turn floor view off

(Labels will turn red when off)

Always save your work

Page 6: iGuide portal tutorial – agents

ORGANIZE YOUR IMAGE GALLERY: We have provided a number of options to customize your iGuide Gallery.

OPTIONS FOR IMAGE GALLERY:

1 Select Edit Default View>Gallery>Edit

2 Change the order of images

3 Exclude images from the gallery

4 Excluded images appear in the

excluded images box

Page 7: iGuide portal tutorial – agents

LOCK SOLD PROPERTIES: When a property is sold or you want to delist, you can provide users with private access.

TO LOCK A PROPERTY AND CREATE PRIVATE

VIEWS:

1 Select “iGuide User Views”

1 Create a new view

2 Lock the original view

3 View and copy new view link

4 Share new private link with users

Page 8: iGuide portal tutorial – agents

MANAGE & SEND iGUIDE REPORTS: Manage iGuide Report Subscribers + Send iGuide Reports at any time!

MANAGE AND SEND iGUIDE REPORTS:

1 Select “iGuide View Report”

2 Manage iGuide Report Subscribers

3 Send the iGuide Report

Page 9: iGuide portal tutorial – agents

MANAGE & SEND iGUIDE ANALYTICS: Manage iGuide Analytics Subscribers + Send iGuide Analytics at any time!

MANAGE AND SEND iGUIDE ANALYTICS:

1 Select “iGuide Analytics”

2 Manage iGuide Analytics Subscriptions

3 Send iGuide Analytics

Always save your work

Now you are ready to try customizing your own iGuides.