BHGREGG Real Satisfied Tutorial

BHGRE Agent Tutorial for RealSatisfied

First, sign in to your RealSatisfied Agent Dashboard from the sign inlink on your personal profile page.

Your Agent Profile page will be created for you when your office comes online withRealSatisfied. You will be sent your profile link and password in an email at that time. Your profilepage will be created using the information and photo we have for you inside of the Better Homesand Gardens Real Estate Greenhouse which passes information to us via CREST. You may edityour profile information at any time, if you choose, but name, phone numbers, email and photo willalways be updated by the informatin included in CREST. The rest of this document will show youhow to edit your profile and interact with returned surveys and testimonials.

BHGRE Agent Tutorial for RealSatisfied Page 1

Enter the temporary password you will be sent from RealSatisfied

You will be able to change the password after you log in using the "change password" button nextto your profile photo. If you have misplaced the launch email, you can click on "reset password" atthe login screen and a reset link will be emailed to you at the email address listed as yourbusiness email address in CREST.


Profile Settings

When you are in your agent dashboard, you will see that your entire account is managed from thissingle location. The majority of your pofile page settings are taken care of for you via our CRESTfeed. However, you can edit your social media and profiles by clicking on "Profile Page Settings"and this will trigger a window that pops up over the dashboard to allow you easy access to edits.All changes are instantly reflected in the dashboard view and on your public profile. These settingsare NOT updated by the CREST feed.


Displaying Your Ratings

In your profile settings, you may choose to display your Satisfaction, Recommendation andPerformance as % scores, or as stars. This choice is entirely yours.

Displaying Your Ratings

You may change the display settings at any time.


Syndication, Publishing Services, Feeds & Widgets

1. Syndication: RealSatisfied is currently the only service that can syndicaterecommendations to Realtor.com®. To sync your RealSatisfied account with your SocialBios account at Realtor.com, click the toggle next to the Realtor.com® and you will betaken to login to your Social Bios account. If you do not have a Social Bios account, youcan create one and link your accounts at this time.

2. Publishing Services: When you receive a recommendation via RealSatisfied, you mayshare these to Facebook and Twitter. Give permission to send to those channels on yourbehalf by clicking the toggle next to each. Once you've done this, you should not have todo it again. You must approve each recommendation you share out to these socialnetworks.

3. Feeds & Widgets: If your website is built on WordPress, RealSatisfied provides a pluginthat will enable you to share your customer satisfaction percentages and client testimonialsautomatically. Click on the "get it here" link to download the WordPress plugin or send thelink to your website provider to install for you. The instructions for how to use theWordpress plugin can be found here: LINK There is also a link to the RSS feed thatcontains all of the data in your agent profile. You may be able to provide this link to yourweb developer if you are not hosted on the WordPress platform.


Invitations To Complete Surveys

1. When an invitation to complete a survey is sent to your client, it is logged in your accountand it's status will show up in the "invitations" window of your dashboard. Any item thatrequires your immediate attention will show up with an alert at the top of the box. As youcan see in this example, there are two invitations missing client emails, two testimonialsthat need approval, four invitations that were undeliverable and three that are inquarantine, indicating that it has triggered our audit & verification filter. Clicking on any ofthese will allow you to quickly and easily take action to correct or approve.

2. The default view is "all invitations," and when you click on the filter a dropdown menuappears that gives you access to any invitation type you'd like to see. It also includes anindication of which items require action on your part.

3. You can access any survey directly by clicking on the row that shows the invitationidentification. Each survey type will show you different details about that invitation.Clicking on a completed survey, for example will allow you to see the full survey responsesin PDF form and promote the results.

4. Clicking on a survey that has been sent, but not responded to, will allow you to resend anotification to your client. The pop up windows for these actions should be self-explanatoryin context.


Approving & Promoting Testimonials

1. Every testimonial must be approved by you before it will appear on your profilepage. We only ask for testimonials from clients who were highly satisfied with yourperformance, but there may be many reasons why you might not want a testimonial to bepublic.

2. Once you have made a testimonial public, you can choose to publish it to social mediachannels like Twitter and Facebook, and...

3. Syndicate the testimonial to Realtor.com®.
