STEP 3: eEdge Introduction
eEdge (by Market Leader) - Contacts Database, Marketing, Document Management
eEdge is a contact, marketing, and transaction management platform provided to you as a Keller Williams agent, the cost of which is bundled into the monthly Agent dues. It's the central hub where you will manage your business. You are not required to use eEdge except for myTransactions/DotLoop. The office requires that all paperwork for a transaction be submitted digitally (paperless) through myTransactions/DotLoop.
eEdge is a contact, marketing, and transaction management platform provided to you as a Keller Williams agent, the cost of which is bundled into the monthly Agent dues. It's the central hub where you will manage your business. You are not required to use eEdge except for myTransactions/DotLoop. The office requires that all paperwork for a transaction be submitted digitally (paperless) through myTransactions/DotLoop.
SECTION 1: Introduction
eEdge is the product of three companies working together. Most features of eEdge are managed by Market Leader. These features include your myContacts database, your eEdge website, marketing campaigns, and marketing materials. The myTransactions portion of eEdge is managed by DotLoop. Finally, your eAgentC website is managed by WolfNet.
These companies work together as eEdge. For instance, if you add a buyer or seller to a contract in myTransactions/DotLoop, that contact will also be added to your myContacts database. Also, a lead captured from your eAgentC website (managed by WolfNet) will be added to your myContacts database.
eEdge is an excellent starter platform for new agents. There are other, more fully-featured platforms out there, such as Top Producer or BoomTown. However, they cost quite a bit more money than the $15 built-in to your monthly office bill. Many experienced Keller Williams agents continue to use eEdge because they become so familiar with it. There is a Pro version of eEdge that adds more insight to your visitors' traffic and behavior on your website, and more marketing material, website, and campaign themes. Normally, the Pro upgrade to eEdge is $100 per month, however, our office has an Office Pro account that bring the monthly fee down to $55. We only have 25 spots for this pricing, and they are usually full. If you're interested in Pro, ask to be placed on our waiting list.
For now, watch the videos and read below to get an idea of what's available to you, and some quick help on getting started. This page is by no means a comprehensive guide to eEdge. You will definitely want to attend training sessions and work through the other help pages on this site to get more detail on what you can do with eEdge.
eEdge is the product of three companies working together. Most features of eEdge are managed by Market Leader. These features include your myContacts database, your eEdge website, marketing campaigns, and marketing materials. The myTransactions portion of eEdge is managed by DotLoop. Finally, your eAgentC website is managed by WolfNet.
These companies work together as eEdge. For instance, if you add a buyer or seller to a contract in myTransactions/DotLoop, that contact will also be added to your myContacts database. Also, a lead captured from your eAgentC website (managed by WolfNet) will be added to your myContacts database.
eEdge is an excellent starter platform for new agents. There are other, more fully-featured platforms out there, such as Top Producer or BoomTown. However, they cost quite a bit more money than the $15 built-in to your monthly office bill. Many experienced Keller Williams agents continue to use eEdge because they become so familiar with it. There is a Pro version of eEdge that adds more insight to your visitors' traffic and behavior on your website, and more marketing material, website, and campaign themes. Normally, the Pro upgrade to eEdge is $100 per month, however, our office has an Office Pro account that bring the monthly fee down to $55. We only have 25 spots for this pricing, and they are usually full. If you're interested in Pro, ask to be placed on our waiting list.
For now, watch the videos and read below to get an idea of what's available to you, and some quick help on getting started. This page is by no means a comprehensive guide to eEdge. You will definitely want to attend training sessions and work through the other help pages on this site to get more detail on what you can do with eEdge.
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SECTION 2: myContacts & myLeads
myContacts eEdge's myContacts is your contacts database, and the fuel for your marketing campaigns. It's where you'll want to start working in eEdge. You'll want to import all of your potential and/or current clients before you move on to setting up your eEdge website. To view your myContacts database, click View Contacts under myContacts in your eEdge Control Panel. You can view and search your contacts database here. You can also manage other features of your contacts such as setting up listing alerts for them, and add them to campaigns. Keeping your contacts organized, and their information well-maintained is a habit that you'll want to start early on as your database grows in size. By using groups, you can organize your contacts so that you can easily add multiple contacts onto a marketing campaign in just a few clicks, and market to those groups differently. For instance, you may group your contacts into A, B, and C ratings. You might spend money on a physical mailing marketing campaign for your A-rating leads, and only place your B and C-rating contacts onto free email campaigns. You could also place your contacts into groups based on their birthday months, and send all of your contacts who have a birthday in that month a happy birthday email. myLeads myLeads is related to your myContacts database in that any contact whose Status is Lead will appear in myLeads. When a visitor registers on your eEdge website, he or she is assigned a Lead status, and will appear in myLeads. Also, the number indicator next to myLeads in your eEdge Control Panel will indicate how many new leads you have. By navigating to any new website lead's contact information in myLeads, you will be presented with the Initial Contact Wizard (ICW). The ICW will provide you with a pre-set email or phone call script (depending whether the lead provided his or her phone number) so that you can contact the new lead as soon as possible. Changing the contact's status from Lead to any other status will remove remove the contact from myLeads, but they will remain in your myContacts database with your other contacts. |
Once you add a few groups, you can enter your contacts, and assign them to those groups. There are three ways to enter contacts into your eEdge myContacts database...
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QUICK TECH TIPS
Where did all of my contacts go?!
If all contacts do not appear, press the Reset Search button next to the Search button.
This will clear your previous search criteria and show you all of your contacts.
To mange groups, navigate to:
eEdge Control Panel ► myContacts ► View Contacts ► Contacts Tab ► Manage Groups.
To add new contacts manually, navigate to:
eEdge Control Panel ► myContacts ► myContacts [+] Button ► Add New Contacts.
To import contacts with a CSV file, navigate to:
eEdge Control Panel ► myContacts ► View Contacts ► Contacts Tab ► Import/Export
To manage leads and access the ICW for new leads, navigate to:
eEdge Control Panel ► myLeads ► New Leads.
Where did all of my contacts go?!
If all contacts do not appear, press the Reset Search button next to the Search button.
This will clear your previous search criteria and show you all of your contacts.
To mange groups, navigate to:
eEdge Control Panel ► myContacts ► View Contacts ► Contacts Tab ► Manage Groups.
To add new contacts manually, navigate to:
eEdge Control Panel ► myContacts ► myContacts [+] Button ► Add New Contacts.
To import contacts with a CSV file, navigate to:
eEdge Control Panel ► myContacts ► View Contacts ► Contacts Tab ► Import/Export
To manage leads and access the ICW for new leads, navigate to:
eEdge Control Panel ► myLeads ► New Leads.
SECTION 3: eEdge Agent Website
Your eEdge website is a lead capture website managed by Market Leader, and best-suited for buyers and not-met contacts. Compared to your eAgentC website, your eEdge website is much easier to set up and edit. You can distinguish your eEdge website from your eAgentC website by its Keller Williams red and gray color theme, and Buy, Sell, Local, and About navigation bar at the top of the page.
Also, your eEdge website URL follows the format __________.kwrealty.com where the blank space is your subdomain which you chose when you filled out the Tech Coordinator Form (usually it's your first and last name). For example, my eEdge website is scotthardy156.kwrealty.com . You will probably want to print your eEdge website URL on your business cards. Better yet, you may want to buy your own, shorter, easier to remember domain name to forward to your eEdge website and for printing on your business cards. Once you've added contacts to your myContacts database, you can move on to setting up your eEdge website.
Your eEdge website allows visitors to browse the entire GEORGIA MLS. Unregistered visitors will be required to register an account after viewing one (1) full listing. The lead capture registration form will appear when the visitor attempts to view a second listing. If a visitor does register on your eEdge site, he or she will be able to view unlimited listings, save listings, and create listing alerts. Your eEdge website is a tool for your clients as much as it is for you.
QUICK TECH TIPS
To edit your eEdge website, navigate to:
eEdge Control Panel ► myMarketing [+] Button ► Manage eEdge Website.
To edit your eAgentC website, navigate to:
eEdge Control Panel ► myMarketing [+] Button ► Manage eAgentc Website.
Your eEdge website is a lead capture website managed by Market Leader, and best-suited for buyers and not-met contacts. Compared to your eAgentC website, your eEdge website is much easier to set up and edit. You can distinguish your eEdge website from your eAgentC website by its Keller Williams red and gray color theme, and Buy, Sell, Local, and About navigation bar at the top of the page.
Also, your eEdge website URL follows the format __________.kwrealty.com where the blank space is your subdomain which you chose when you filled out the Tech Coordinator Form (usually it's your first and last name). For example, my eEdge website is scotthardy156.kwrealty.com . You will probably want to print your eEdge website URL on your business cards. Better yet, you may want to buy your own, shorter, easier to remember domain name to forward to your eEdge website and for printing on your business cards. Once you've added contacts to your myContacts database, you can move on to setting up your eEdge website.
Your eEdge website allows visitors to browse the entire GEORGIA MLS. Unregistered visitors will be required to register an account after viewing one (1) full listing. The lead capture registration form will appear when the visitor attempts to view a second listing. If a visitor does register on your eEdge site, he or she will be able to view unlimited listings, save listings, and create listing alerts. Your eEdge website is a tool for your clients as much as it is for you.
QUICK TECH TIPS
To edit your eEdge website, navigate to:
eEdge Control Panel ► myMarketing [+] Button ► Manage eEdge Website.
To edit your eAgentC website, navigate to:
eEdge Control Panel ► myMarketing [+] Button ► Manage eAgentc Website.
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SECTION 4: eEdge Marketing Campaigns
eEdge Marketing Campaigns eEdge marketing campaigns are automated email or physical mail campaigns designed for potential buyers and sellers, and current and past clients. They extremely easy to set up once you have contacts in your myContacts database. The elements of a marketing campaign are called "touches". These can be an email, a postal mailing, or a phone call. The types of eEdge marketing campaigns are... |
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8x8 Buyer and 8x8 Seller
Eight (8) touches over eight (8) weeks. These typically include 7 mailings (email and/or postal) and 1 phone call, and at one touch per week, they are the most aggressive of the three types of campaigns. These are usually where you will start your buyer and seller leads. When you hold an open house, you will want to enter the information of any buyers whom you met into your myContacts database. Then, you'd place those buyers onto an 8x8 Buyer campaign. |
33 Touch
Thirty-three (33) touches over the span of one (1) year. These are slightly less aggressive than an 8x8 at about 3 emails per month. 33 Touch campaigns include a phone call touch every few weeks. Once an 8x8 campaign ends for a contact, you will want to place that contact on a 33 Touch to keep you in contact with him or her through the year. 33 Touch campaigns reset in April, so if you see less than 33 elements in a 33 Touch, rest assured, this will reset to 33 by the upcoming April. |
12 Direct
Twelve (12) touches over the span of one (1) year. At only 1 email per month, 12 Direct campaigns are the least aggressive of the eEdge marketing campaigns. These are perfect for your contacts who have recently purchased or sold a home with you, or are not currently looking to buy or sell. If you're worried about "annoying" your contacts with too many emails, consider a 12 Direct campaign. These campaigns don't try to "sell" your contacts on you. 12 Directs feature helpful household tips, seasonal greetings and tips, or real estate market information depending on which theme you choose. |
QUICK TECH TIP
To manage your eEdge marketing campaigns, navigate to:
eEdge Control Panel ► myMarketing [+] Button ► Manage and Create Campaigns.
To manage your eEdge marketing campaigns, navigate to:
eEdge Control Panel ► myMarketing [+] Button ► Manage and Create Campaigns.
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SECTION 5: eEdge Marketing Materials
The eEdge marketing materials provided to you include property flyers, listing presentation packets, postcards, door hangers, and more. Traditionally, these are printed materials, but they can also be downloaded and emailed as PDF files. You can print these materials yourself, or you can have them printed and mailed by Shutterfly, a printing company that has partnered with Market Leader. Not only will Shutterfly print your materials for you, but in the case of postcards, if you've uploaded the office bulk mail permit into the correct area in your eEdge account, they will print the permit and mail your materials for you! You can even purchase mailing lists from Market Leader if you don't have many contacts in your database, or if you don't have physical addresses for many of your contacts. (You can only purchase postal mailing lists, not email address lists) |
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Most agents take advantage of the eEdge property flyers. You can create a flyer for any agent's listing in our office, so this is great if you need to hold an open house for an agent. Once you've created and customized a property flyer, you can post it in the Market Center Intranet to announce it to other agents, and print some copies on the office printers to bring with you to the open house.
QUICK TECH TIP
To access eEdge marketing materials, navigate to:
eEdge Control Panel ► myMarketing [+] Button ► Create Marketing Materials.
QUICK TECH TIP
To access eEdge marketing materials, navigate to:
eEdge Control Panel ► myMarketing [+] Button ► Create Marketing Materials.
SECTION 6: eEdge myTransactions (DotLoop)
DotLoop is a paperless contract management and digital signing platform. The myTransactions portion of eEdge is managed by DotLoop (not Market Leader), so it is more commonly referred to as DotLoop. However, DotLoop does interface with Market Leader's eEdge platform. In fact, adding signers to contracts also automatically adds them to your myContacts database. Transactions in DotLoop are called "loops", and all of the parties involved in the transaction are part of that transaction's loop. This allows agents to share contracts and documents required of the transaction with the buyer, seller, other REALTOR(s), lawyers, inspectors, etc. These parties in the loop can legally and digitally "sign" paperwork shared to them by means of their email address and password.
In The Rawls Group Market Centers, myTransactions/DotLoop training, questions, and help are handled by the Assistant MCA or Compliance Officer. The Technology Coordinator and Director of KW Systems can only provide limited help with DotLoop.
Agents can jump to STEP4: Dot Loop Introduction for additional information within the scope of our department's training.
QUICK TECH TIP
To access your loops, navigate to:
eEdge Control Panel ► myTransactions [+] Button ► Transaction Home.
DotLoop is a paperless contract management and digital signing platform. The myTransactions portion of eEdge is managed by DotLoop (not Market Leader), so it is more commonly referred to as DotLoop. However, DotLoop does interface with Market Leader's eEdge platform. In fact, adding signers to contracts also automatically adds them to your myContacts database. Transactions in DotLoop are called "loops", and all of the parties involved in the transaction are part of that transaction's loop. This allows agents to share contracts and documents required of the transaction with the buyer, seller, other REALTOR(s), lawyers, inspectors, etc. These parties in the loop can legally and digitally "sign" paperwork shared to them by means of their email address and password.
In The Rawls Group Market Centers, myTransactions/DotLoop training, questions, and help are handled by the Assistant MCA or Compliance Officer. The Technology Coordinator and Director of KW Systems can only provide limited help with DotLoop.
Agents can jump to STEP4: Dot Loop Introduction for additional information within the scope of our department's training.
QUICK TECH TIP
To access your loops, navigate to:
eEdge Control Panel ► myTransactions [+] Button ► Transaction Home.
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SECTION 7: eEdge Email
Your eEdge email address is the second of the two email address you receive with Keller Williams. It ends in @kwrealty.com and begins with the same subdomain that your eEdge website begins with. Like all of the other eEdge features (except DotLoop and eAgentC websites), your eEdge email is managed by Market Leader. You'll also remember that the other email address you receive from Keller Williams is your KW.com email address managed by Google. So which address should you use for your business? |
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We recommend using your KW.com (Google-managed) email address. You learned about it in the STEP 1: KW Technology Introduction videos previously. It's fast and reliable. The only reason you would maybe want to use your eEdge email address is because it keeps a log of your email communications connected to your contacts in your myContacts database.
You can set up your eEdge email on your phone or computer mail app by using the settings on the Email Setup Instructions links from the KW Knowledge Base.
QUICK TECH TIPS
To view emails sent from contacts in your myContacts databse, navigate to:
eEdge Control Panel ► myEmail ► eEdge Messages.
To use the eEdge webmail app, navigate to:
eEdge Control Panel ► myEmail ► eEdge Messages ► Go to Webmail.
You can set up your eEdge email on your phone or computer mail app by using the settings on the Email Setup Instructions links from the KW Knowledge Base.
QUICK TECH TIPS
To view emails sent from contacts in your myContacts databse, navigate to:
eEdge Control Panel ► myEmail ► eEdge Messages.
To use the eEdge webmail app, navigate to:
eEdge Control Panel ► myEmail ► eEdge Messages ► Go to Webmail.
SECTION 8: eEdge myAction Plans
myActionPlans is eEdge's task management system. While there is quite a bit you can do with myActionPlans, new agents find it very helpful because of its checklists for various tasks. You can find checklists for holding an open house, what to do for buyer or seller contract-to-close, and even what to do post-closing. You may not want to use all of the powerful features of myActionPlans, but for a quick reference of what to do for a given real estate-related task, they're great.
QUICK TECH TIP
To access myActionPlans, navigate to:
eEdge Control Panel ► myActionPlans ► My Tasks Due.
myActionPlans is eEdge's task management system. While there is quite a bit you can do with myActionPlans, new agents find it very helpful because of its checklists for various tasks. You can find checklists for holding an open house, what to do for buyer or seller contract-to-close, and even what to do post-closing. You may not want to use all of the powerful features of myActionPlans, but for a quick reference of what to do for a given real estate-related task, they're great.
QUICK TECH TIP
To access myActionPlans, navigate to:
eEdge Control Panel ► myActionPlans ► My Tasks Due.
Feedback, Suggestions, or Corrections?
Did you find this page helpful? Is there anything that would make it better? Do you have a suggestion or your own tip that you would like to share? Did I get anything wrong, or is there spelling/grammatical/technical error that needs correcting? Please let me know! Leave a detailed message for me below. Your name and website might even get featured on this site!
Did you find this page helpful? Is there anything that would make it better? Do you have a suggestion or your own tip that you would like to share? Did I get anything wrong, or is there spelling/grammatical/technical error that needs correcting? Please let me know! Leave a detailed message for me below. Your name and website might even get featured on this site!
