You can create print or email content within your new Back At You Office account! You will want to create your content BEFORE you begin creating campaigns or action plans. To begin, go to the Marketing on the left-hand side of your screen and then click Content. This will take you to the main Content Dashboard.
To begin creating new content, click +CREATE in the upper right-hand corner. This will open the Create Content window.
You can choose if you would like to create email or print content. Then select from the dropdown menu the Content Type and the Category of the content you would like to create.
Once you have selected the category, the template types will display in the lower window. To choose your template, click Select to start editing.
Blank Content:
You can create Blank Content that is fully customizable, ex. Introduction Letters/Emails, Holiday or Event Content, Property Flyers, and more. The steps to editing your content are all pretty similar no matter which piece of content you decide to create.
- Type in a Name for the content you are creating
- Type in a Category for the content/event you are creating, or choose from categories you may already have here set up previously by clicking on the ‘Category’ button. This is important so that once you have created a variety of content you can search for what you are looking for.
- Edit content by clicking on the box of what you would like to edit. When it is highlighted light blue and a pencil shows in the lower right corner it is something you can edit.
- If you have selected a blank template with a photo header you will see a mountain symbol as a placeholder
- You can upload an image or select from a previously uploaded image
- Click Save to move to edit the body of your content
- To edit the text portion of a blank template, click on the text edit box
- Type the content that you would like to have in the body of the content. You can change the font, add indents, bullet points, insert hyperlinks, etc.
- Once you have finished editing your content, click Ok
- To save the piece of content you just create, select Save
Property Flyers:
For Property Flyers, once you select a property, the property information will automatically be inserted onto the flyer.
Property details and property photos will pull from the MLS. These fields will be editable if you want to change the photos displayed on the flyer and edit the description text. Simply click on the image or text area to edit and click Save.
Add Images:
Add Images to your Image Library for easy access when creating your content.
- Go to Marketing on the left navigation bar and then click on My Images under the Media section.
- Click on Upload in the upper right-hand corner
- Click Add Files or drag and drop the image you would like to add
- Files must be in JPG or PNG format to upload
- The files are accessible now through:
- Messaging
- Creating Print Content
- Creating Marketing Content
- Creating Campaigns
Delete or Edit Content:
You can Edit or Delete any of your Saved Content.
To edit content, search for the content that you want to edit then click the hamburger button in the bottom right corner. Select Edit.
This opens the edit screen for the content. You can edit the following:
- Content Name
- Content Category
- Property Details
- Photos
- Verbiage
- Contact information
Once you have finished editing the content, click Save in the upper right-hand corner to exit back to the main content dashboard.
To delete content, search for the content that you want to delete and click on the hamburger button in the bottom right corner. Select Delete. This will prompt the system to ask you if you really want to delete the content. Click YES.
To bulk delete content, select the checkboxes on each piece of content you want to delete. Click Delete in the upper right-hand corner.