ADMIN: Managing Company Content

ADMIN: Managing Company Content

📢 Managing Company Content

As an Admin, you can create standardized email and print materials that your agents can use in their own marketing efforts.

➕ How to Create New Content

  1. Click the Settings Icon ⚙️ in the upper right corner.

  2. Select Content under the Marketing section to open your dashboard.

  3. Click + Create  in the upper right corner.

  4. Choose Your Format: Select Email or Print and use the dropdowns to pick a Content Type and Category.

  5. Select a Template: Find a design you like and click Select 🖱️ to start editing.

  6. Customize: * Name your content and assign a category.

    • Click into the content box to edit the text and images. ✍️

  7. Save & Share: Click Save and Continue.

  8. Set Visibility: Select which offices or agents should be able to see this in their Marketing Center. 

  9. Click Save. Your content is now live for your team!


✏️ How to Edit Existing Content

  1. On the Content Dashboard, search for the piece you want to change.

  2. Click the three-dot action button  and select Edit.

  3. Make your changes and click Save 💾 in the upper right corner to finish.


🗑️ How to Delete Content

  • To delete one item: Search for the content, click the three-dot action button , select Delete, and confirm by clicking YES.

  • To delete in bulk: Check the boxes ⬜ next to multiple pieces of content and click the Delete  button in the upper right corner.


💡 Pro Tip: Use categories (like "New Listings" or "Holiday Greetings") to help your agents quickly find the right content in their Marketing Center! 📂