To create an Agent Domain in ClientBAY, select the Settings icon ⚙️ in the upper right-hand corner and then select Domains under the Miscellaneous section. This will open up your Domain Dashboard where you will see all of your current Domains.
To set up a new Agent Domain, select the + New button ➕ in the upper right-hand corner. This will open up your Domain Creation Screen where you can fill in the following:
SiteType - This is what the website will be designed for. Examples: Agent, Team, Brokerage, etc...
Associate - Here you will choose who the domain belongs to. This will be the profile it displays, and it will pull settings from the profile as well.
Team - If you are creating a team website, there will be another field titled "Team". In that field you will select the team that the domain will belong to.
Domain Name - This will be the domain name that displays in the URL. If you are creating an agent/team site, the domain should have the brokerage site in its name. For example, if the brokerage was named realistiq.com, you would type something like: kristian.realistiq.com. DO NOT type "www." or "http". 🔗
Force SSL - If you bought an SSL certificate you can force the domain to use it. SSL is used to have secure connections when browsing the web.
Site Name - This is what title of the page will be. Example: Vegas Real Estate - Coldwell Banker
City - Type in the main city used.
Template Name - This is the template/design that will be used on the website. This can be edited on the front end.
Template ID - This is the color of the template. Examples: cbblue, blueice, green, orange. This can be edited on the front end.
Default MLS ID - This is no longer used, and is deprecated. The website gets MLS information from the "Office ID List" field.
Office ID List - This is what offices are going to be tied to this domain, it will pull the MLS information from these offices.
Office Listings First - This will show office listings first, and IDX listings last.
Search All MLSIDs - If this is set to no, the website will not show/pull any IDX listings.
Lead Sources - The fields between "Search All MLSIDs" & "For Sale Registration", are all related to the lead sources you want to use.
For Sale Registration - This field will force leads to make a property watch account, when viewing listings.
Offer: will only ask once per visit to the site, and allows the lead to close it.
Nag: will show per viewed property, and allows the lead to close it.
Forced: will show per viewed property, does not allow the lead to close it.
Market Analysis Registration - This field will force leads to make a property watch account, while on the "Whats my home worth" page.
Analytics Data - Here you can input multiple google analytics codes to keep track of the lead/people visiting your site. Example: UA-12345678-1
Property Types - Allows you to filter property types.
SMS Keyword - This is used if you have our SMS feature, and allows leads to view properties by texting this keyword.
Once you have all of this information entered, be sure to press the Save button.
To edit the settings of a domain or to delete a domain, utilize the three-dot action button associated with that domain and select either Edit or Delete.