How-To Videos & Classes
Welcome to my page! Below you will find my collection of videos showcasing how to use the various tools and programs offered by Windermere.
The videos are organized by program- Engage, Campaigns, Impress, Websites, Etc. If you don't see a video you are looking for please let me know and I can create one. I will be updating this page often so make sure you check back for new content.
Engage Videos
Categorize Wizard
Quickly organize all contacts in your database into categories like client, non-client, buyers, sellers, etc.
Using The Categorize Wizard
Editing Groups
Watch how to create, edit and delete groups within Moxi Engage.
Editing Groups
Faves & Saves
Easily set clients up with a saved search & they will be notified every time a property matching their criteria comes on the market.
Faves & Saves
Linking Engage & Zillow
When you sync these two accounts, any clients that fill out the contact form on Zillow are automatically added to your Engage database.
Zillow Tech Connect
Add A Transaction
Keep track of your annual income by adding your transactions to Engage. Each transaction gets you closer to the GCI goal you input
Adding A Transaction
Moving Indicators
Note client interactions in Engage, like a digital sticky note. Notes are saved under the Activity Log providing you a timeline of your history.
Moving Indicators
All People Page Overview
This video will provide an introduction to the features on the updated My People page in Engage.
All People Page
Customize Your Task List
Engage guides you through the sales flow with recommended tasks to complete. Customize this list to fit the way you do business.
Customize Your Task List
Creating Holiday Labels
See how you can easily export your Engage contacts and upload them to Avery.com to create custom labels.
Creating Custom Labels
Email Campaign Videos
Create a Custom Email
Build-Your-Own custom emails in Campaigns. Easily create newsletters, listing announcements, event invites and more.
Build Your Own Email
Scheduling Your Custom Email
Once you've created a custom email template, you will need to send it to your sphere. This video will walk you through how to do that.
Sending A Custom Email
Campaigns Overview
Get an overview of how to use email Campaigns including how to create a custom email and send it to your sphere.
Email Campaigns Overview
Impress Marketing
Sending Postcards To a Radius
Quickly order the Just Listed or Just Sold postcards Impress creates for you and send then to a radius around the property.
Ordering to a Radius
Creating Social Media Graphics
Impress has ready-made social media templates you can quickly post to Facebook, Instagram, and Twitter.
Social Media Graphics
Send an E-Blast to Your Sphere
Impress is a great way to send Just Listed or Just Sold e-blasts to your sphere with just a few clicks.
Sending an E-blast
PRESENT
Adding Trendgraphix to Present
Add more value to your presentations by highlighting statistics from Trendgraphix with a custom page in Present.
Adding Stats to Present
Create a Buyers Tour
This presentation maps out all the listings your taking your clients to see and routes the best way to get there.
Adding Stats to Present
WEBSITE VIDEOS
Creating Custom Searches
This video shows you how to create custom searches on your Windermere website and then how to make those searches part of your menu.
Custom Searches
Add a PDF to Your Website
Use the Modal Popup Tool on a custom page to display PDFs. I used it to display the buyer/seller pages provided by Windermere.
Add Custom Docs
Creating A Custom Website Page
Overview of how to create a custom page using the Page Builder customization tool for websites.
Create A Custom Page
Hot Spot Tool
The Hot Spot tool can highlight certain aspects on a photo by adding a icon, photo or even a link. Its a great tool for showcasing features in a home or even a neighborhood.
Hot Spot Tool
Adding Trendgraphix Part 1
Add Trendgraphix stats to your website and provide more value to your clients. These graphs update automatically every month!
Trendgraphix Part 1
Adding Trendgraphix To Your Site
In this video I will walk you through creating a page to add your Trendgraphix data too as well as how to create a new link from your menu to access the page.
Trendgraphix Part 2
MISCELLANEOUS VIDEOS
Share Neighborhood News on Facebook
Share Neighborhood News on Facebook so ANY of your friends can easily sign up to receive it!
Share Neighborhood News
Using Canva to Create a Video Slideshow
Follow along as I use Windermere's Canva templates to create a slideshow with both photos and videos.
Create a Slideshow in Canva
Adding A Virtual Background to Zoom
Check out how easy it is to add a virtual background on Zoom calls.
Adding a Virtaul Background in Zoom
FULL CLASSES
September Orientation
Check out our orientation class as we walk you through all things Windermere!
Sept. Orientation
August Orientation
Check out our orientation class as we walk you through all things Windermere!
Sept. Orientation
June Orientation
Check out our orientation class as we walk you through all things Windermere!
June Orientation
Moxi Present
Full class on Present, our CMA and presentation tool. Learn how to create a quick flyer, custom pages, add videos, stats and more.
Present Class
Orientaiton Part 1
This video goes over the first part of our Orientation class providing an intro to Windermere as well as our presentation tool Present.
Orientation Part 1
Orientation Part 2
Part 2 of our Orientation class covers Moxie Engage and email campaigns.
Orientation Part 2
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