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WELCOME: This simple tool allows you to effortlessly Create + Manage your iGuides!
FEATURES INCLUDE:
1 Create an iGuide
2 Upload iGuide Data
3 Edit your iGuide Display Settings
4 Edit your iGuide Details
5 Organize your Image Gallery
6 Lock Sold Properties
7 Create a Custom Operator Banner
8 Manage and Send iGuide Reports
9 Manage and Send iGuide Analytics
CREATE AN iGUIDE: Creating an appointment card in Trello.
CREATING AN APPOINTMENT CARD IN
TRELLO
1 Select “Add a card” in the Ordering &
Scheduling column
2 The title should contain:
1. iGuide Package
(Standard or Premium)
2. Property Address
3. Date of iGuide appointment
CREATE AN iGUIDE: Property Address
PROPERTY ADDRESS:
1 Select “Create iGuide” tab
2 Property address
Click edit
Enter a property address and select
the location from the drop down menu
Postal code/ zip code is required
GPS Coordinates are required for new
development areas or locations not
recognized by Google Maps
Press Select to continue
CREATE AN iGUIDE: iGuide URL
iGUIDE URL:
1 The URL is automatically created
2 To customize the URL, manually
overwrite the URL link
Example: planitar_kitchener_on
Press save to continue
SPONSORS:
1 To create a new banner:
Click “Assign Yourself as a Sponsor”
Click “Create New Banner” and fill in all
required fields
2 To access your database of clients:
click “Assign Yourself as a Sponsor”
Click the black box to search for an agents
banner
3 To access the Planitar database of existing
clients: type“Banner Planitar”
Select “Banner Planitar” from the drop
down menu
Click on the black box to search for an
agents banner
Press save to continue
CREATE AN iGUIDE: Sponsors (Agent Banners)
CREATE AN iGUIDE : iGuide Report Subscribers
iGUIDE REPORT SUBSCRIBERS:
1 Enter the email address of any
additional people who wish to receive
the iGuide report
Note: managers, editors and emails
which appear on banners are
automatically added to the
subscribers list
Press save to continue
CREATE AN iGUIDE: iGuide Analytics Report Subscribers
iGUIDE ANALYTICS REPORT SUBSCRIBERS:
1 Select the individuals that would like to
receive the weekly iGuide Analytics
Report
2 Additional recipients may be added in
the “Additional people to notify” field
Press save to continue
CREATE AN iGUIDE: iGuide Settings
Press save to continue
iGUIDE SETTINGS:
1 Configure your iGuide Settings
In this section you have the option to
disable various iGuide features; If
requested by your client.
CREATE AN iGUIDE: Successfully Creating an iGuide
SUCCESSFULLY CREATING AN iGUIDE:
1 Create your iGuide
A message in a green box will appear
at the top of your screen instructing
you to copy and paste the iGuide URL
into Trello.
CREATE AN iGUIDE: Copy & Paste the iGuide URL into Trello
COPY & PASTE THE iGUIDE URL INTO TRELLO
1 In your Trello board, click on the
corresponding appointment card
2 Click “Add comment”
3 Copy and paste the iGuide URL into
the comment field; click send
UPLOAD iGUIDE DATA: Export Data
UPLOADING iGUIDE EXPORT DATA:
1 Select “Export Data”
2 Drag & drop the zipped folder or click
“Upload”
A message in a green box will appear
at the top of your screen instructing
you to copy and paste the iGuide
Export Data Link into Trello.
UPLOAD iGUIDE DATA: Copy & Paste the iGuide Export Data link into Trello
COPY & PASTE THE iGUIDE EXPORT DATA
LINK INTO TRELLO
1 In your Trello board, click on the
corresponding appointment card
2 Click “Add comment”
3 Copy and paste the iGuide Export
Data link into the comment field; click
send
UPLOAD iGUIDE DATA: Hi-resolution Images
UPLOADING HI-RESOLUTION IMAGES:
1 Select “Hi-Res Images”
2 Drag & drop the zipped folder or click
“Upload”
UPLOAD iGUIDE DATA: iGuide Gallery
UPLOADING THE iGUIDE GALLERY:
1 Read the disclaimer and select the
box to continue
2 A new screen will appear instructing
you to drag and drop the zipped
folder or upload
EDIT YOUR iGUIDE DISPLAY SETTINGS: Modify General Settings
MODIFY GENERAL SETTINGS:
1 Select Edit Default View > General
Settings > Edit
1 Change the title for your iGuide
2 Insert external video links
3 Select your iGuide start position
4 Customize your button options
5 Expire sold or closed listings Always save your work
EDIT YOUR iGUIDE DISPLAY SETTINGS: Modify Visual Settings
MODIFY VISUAL SETTINGS:
1 Change your floor labels
2 Change your room labels
3 Resize your room label fonts
(Double click title to change)
Always save your work
EDIT YOUR iGUIDE DISPLAY SETTINGS: Modify Visual Settings
DISABLE PANORAMIC VIEWS:
Double click to turn off a panoramic view
(Panoramic views will turn red when off)
DEACTIVATE WHOLE FLOORS:
1 Double click to turn floor view off
(Labels will turn red when off)
Always save your work
EDIT YOUR iGUIDE DETAILS : Manage which users can access an iGuide
MANAGE WHICH USERS CAN ACCESS AN
iGUIDE:
1 Select Show iGuide Details>People>Edit
2 Assign sponsors
Assign editors (photographers & agents)
Assign subscribers
Assign a manager
Always save your work
EDIT YOUR iGUIDE DETAILS: Edit the Property Address
EDIT THE PROPERTY ADDRESS:
1 Select Show iGuide Details>Property
Address>Edit
2 Change the property address
Add or remove the unit, apartment or
house number
Always save your work
EDIT YOUR iGUIDE DETAILS: Edit the iGuide URL
EDIT THE iGUIDE URL:
1 Select Show iGuide Details>Edit iGuide
URL
2 Change the address in the iGuide URL
Always save your work
ORGANIZE YOUR IMAGE GALLERY: Options for your Image Gallery
OPTIONS FOR YOUR IMAGE GALLERY:
1 Select Edit Default View>Gallery>Edit
1 Change the order of images
2 Exclude images from the gallery
3 Exclude images appear in the excluded
images box
Always save your work
LOCK SOLD PROPERTIES: Lock the iGuide + Create Private Views
LOCK YOUR iGUIDE + CREATE PRIVATE
VIEWS:
1 Select “iGuide User Views”
1 Create a new view
2 Lock the original (Linked) view
3 View and copy the new view link
4 Share the new private link with users
CREATE A CUSTOM OPERATOR BANNER: Customize each iGuide Report with your own Branding
CREATE A CUSTOM OPERATOR BANNER:
1 Select your Profile “Settings”
2 Select “Contact Details”
3 Select “No Default Banner Selected”
4 Create your Operator Banner
Always save your work
MANAGE AND 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
MANAGE & SEND iGUIDE ANALYTICS REPORTS: Manage iGuide Analytics Subscribers + Send iGuide Analytics at any time!
MANAGE & SEND iGUIDE ANALYTICS:
1 Select “iGuide Analytics”
2 Manage iGuide Analytics Subscriptions
3 Send iGuide Analytics
Always save your work