Real Estate Recruiting CRM Resources

IXACT Recruiter Tutorial Series

The IXACT Recruiter Tutorial Series is a series of videos designed to help you learn all the recruiting features included in IXACT Recruiter, quickly and easily. The various tutorials are listed below and are organized based on the different areas of the system. Simply click the underlined name of the tutorial to play the video. As always, if you require further assistance, please call customer support at 1.800.308.6134 or email us at realestate@morrisontheweb.com.

(If you would like to view any video in full screen mode, simply click the button in the bottom right corner of the video player.)

 

Settings Things Up
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Setting Up Your Email Header Learn how to set up a personalized email header that you can include in your mass emails in order to make them more eye-catching and improve the effectiveness of your email marketing.
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Setting Up Your Monthly e-Newsletter A monthly recruiting e-Newsletter is a great way to stay in touch with your prospects when you don’t have a home address to send a direct mail recruiting newsletter. This tutorial shows you how to set up and customize your own monthly e-Newsletter.

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Contacts
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Using Contact Groups This tutorial shows you how to take advantage of the power of contact groups. How to manage your own custom list of groups. How to assign them to contacts. And how to use them to perform powerful searches.

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Keep In Touch
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Setting Up Your Monthly e-Newsletter A monthly recruiting e-Newsletter is a great way to stay in touch with your prospects when you don’t have a home address to send a direct mail recruiting newsletter. This tutorial shows you how to set up and customize your own monthly e-Newsletter.
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Creating a Contact KiT Event Learn how to create Keep In Touch events for individual contacts. Use these events to schedule the ongoing communications that are vital to maintaining strong relationships.
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Creating a Global KiT Event This tutorial explains how to create a Global Keep In Touch event to manage an event that is assigned to a group of your contacts. A recruiting open house party is an example of an event that can be managed using Keep In Touch.

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Activity Plans
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Assigning a Marketing Activity Plan Learn how to assign a marketing activity plan to an individual contact or a group of contacts.

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Mass Email
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Creating Mass Emails In this tutorial we take you through the steps involved in creating and sending a mass email. We also show you have to create your own email templates that you can use over and over again.
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Email Campaign Reporting IXACT Recruiter automatically collects detailed deliverability and open statistics on all your mass email campaigns. Learn how to take advantage of these statistics in order to get the most out of your email marketing.
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