Agent Profile Information

Your Agent Profile information is used in mailings sent to your customers. Your full name is taken from your account information and displays in the Agent Information area. It will be used on all your Market Snapshots emails and your Just Listed/Just Sold Postcards. If you prefer to display a different name, enter it in the Display First Name and Display Last Name fields while completing the procedure below.

Note: For initial setup, Agent Profile information is entered using the Setup Wizard.

To complete your agent information:

1. Access the Setup Wizard
   -or-
   Go directly to the Agent Profile page. How?From the Top Marketer Control Panel > Setup select Agent Profile.

   The setup wizard opens at the Agent Profile page.

2. In the Agent Information area, enter your information, referring to the tool tips for any assistance.

   Tip: To increase the font size, click . To decrease the font size, click . Click Update and then View Profile to see the different font sizes.

3. Enter your valid email address. Why?

   Top Marketer uses this address to send you:

   • A Market Snapshot that has been created for one of your contacts.

   • An email notifying you of the opportunity to send out a postcard for a Just Listed or Just Sold listing.

   • A sample postcard at the start of each Market Builder campaign.

   • When Consumer views a Market Snapshot and requests more information by clicking the Questions or Contact Me buttons in the Market Snapshot.

4. (Optional) Check the check box to receive email inquiries, then enter the email address to be used for the inquiries.

5. (Optional) Enter your Web site URL.

6. If you want to utilize social media, and do not have social media credentials set up in 8i, enter the appropriate IDs as described in Social Media.

   Note: If these have been set up in 8i, they can be imported with your other credentials from 8i.

7. Upload a new photo and logo, or change the existing one. For information about doing this, see Agent Photo and Logo below.

8. Click Update to save your information, or go to the next procedure.

To complete your address information:

1. In the mailing Address area, enter your mailing address and Zip/Postal Code.

   Important: When you enter your zip/postal code, it is automatically entered in Area Management with a wild card. For example: 9810* or V6X*. For more information on how these zip codes are used, see Area Management.

2. (Optional) Enter your display address if different from your mailing address.

3. At the bottom of the Agent Profile page,click Save and Close.

4. Click Next to go to the next page to complete your disclaimer and additional information.

Agent Photo and Logo

The photo and logo displayed in your Agent Profile will appear in all of your mailoutsThese are the Market Snapshots that you send out as well as your Market Builder and Just Listed Postcards. If you choose not to upload a photo or a logo, a blank image is inserted in its place. Tips for best photo results

Note: For initial setup, Agent Profile information is entered using the Setup Wizard.

To access the Agent Profile page after initial setup:

• Open the Agent Profile page. How?

  • From the Top Marketer Control Panel > Setup > Agent Profile.

To change your photo or logo:

1. On the Agent Profile page, click Change Photo, or Change Logo.

2. In the Agent Photo or Agent Logo page, click Browse and navigate to the location of the replacement picture on your computer.

3. Double-click on the photo or select it and click Open.

4. Click Update Photo, or Update Logo.  

   You return to the Agent Information page, where the new picture is displayed.

To remove your photo:

1. On the Agent Information page, click Change Photo, or Change Logo.

2. In the Agent Photo or Agent Logo page, click Remove Photo, or Remove Logo.

3. Click Yes to confirm.

   The picture is removed. A blank image will be inserted in all postcard printouts and mailouts.

Previewing your Profile Output

At any time, you can see how your profile information will appear in your mailings. To preview your agent information, see Preview and Approve your Profile.