Get Ready to Install
Before you roll up your sleeves and start installing, review the following checklist to make sure you are ready to go!
Setup your Buying Buddy Foundation Pages
The two required Foundation Pages form the 'backbone' of your Buying Buddy IDX widget system in your website. The webpage URLs of the Foundation Pages are part of your widget and account configuration (see below on how to set this … Continued
Buying Buddy Welcome Video for Consumers
This is the 'welcome' movie that gets shown to Consumers once they register for the MBB service. The purpose is to provide a very quick overview of the MBB services so that consumers understand what capabilities the service has for … Continued
How to Set the Default Campaign for your Leads
A Campaign is an automated, pre-defined sequence of emails and actions that will be either sent to the lead, or set as Tasks for you, for this lead. By reviewing and fine tuning your default campaign, you can ensure that … Continued
Set up Your Personal Profile
One of the the first tasks to complete is to review and setup your Personal Profile. Personal Preferences Personal Preferences contains several tabbed panels. Depending on your account type and permissions level, you may see additional tabs. Profile: Set your … Continued
Add Leads, Prospects and Clients
The Leads and Contacts system gives you great tools to engage leads, automatically incubate prospects, and collaborate with Clients. There are multiple ways to get contacts into your account: 1. Registration on your Website Your clients or leads can register for an … Continued
Installing Buying Buddy Plugin On Your Website
You should add the MBB plugin on EVERY page header where you intend to use any MBB widgets!
Introducing Buying Buddy Widgets
The various services of Buying Buddy are presented in your website using little snippets of code called "Buying Buddy Widgets". Adding the "widget" to page means that when the page loads, the widget is replaced with a fully functioning interactive … Continued
Notifications and Reports Sent To You
Choices about Notifications and Daily reports are set as part of your Personal Profile. Notifications are instant alerts sent to you when something happens. Daily Reports that summarize lead activity can be sent to your email. Notifications A selection of notifications … Continued