Welcome to the tutorial on Portal Preferences in Flexmls Web. Your portal is a website where your contacts can keep track of subscription news feeds, searches you’ve saved for them, and listings they save as favorites. To begin, use your menu to find and select Portal Preferences. If you are not using the most recent portal version, you can click Try the new Flexmls Portal to turn it on.
Using the newest version of the portal affects how listings display in the portal and in all public versions of emailed listings. The format is clean, easy to navigate, and visually appealing to provide the best user experience possible for your contacts. The Portal Preferences page controls the default options for your customer portal. Click a section to view and modify the settings.
The intro contains a video that gives a brief overview of how the portal works. Portal Basics allows you to set the name of your portal. Once your portal name is set, you do not have to change it again. The portal name is what displays at the end of the portal URL.
Even though each of your clients uses the same URL, they will log in with a unique username and password, and they will only see the searches, subscriptions, and listings which you provide for them in contact management. Your portal is enabled by default. If you turn it off, none of your contacts will be able to use the portal.
The My Listings section allows you to determine if you want your active listings to display on your portal login page. The IDX lead generation section provides additional portal settings if you use Flexmls IDX. If you do not subscribe to Flexmls IDX, you can find out more about it by watching the video. The intro email contains the default message sent to users when you invite them to use the portal.
By default, the system provides a brief message that you may use, or you can make changes to the subject and body of your portal invitation email. When the setting When creating new accounts, automatically send invite is on, the portal invitation email will be sent automatically when you invite a contact to use the portal. The News Feed section allows you to control which statuses are allowed to appear in the news Feed.
Listings stay in the News Feed and always display the current status. However, if you exclude a specific status from the News Feed, listings will be removed if their current status is not allowed in the News Feed. The default subscription settings determines which events will trigger a subscription to send listings to your contacts.
The Listing Content options allows you to determine if open house information, public documents, and tax information is available for your portal users. The section Emailed Listing Links controls where your contacts land when they click a link from a subscription email.
You can use the default set by your MLS, or have subscription links open to the selected listings inside of the News Feed, open to show just the listings that were included in the subscription email, or to open on the selected listing inside the saved search.
If you would like to revert your portal and public email format to the classic look, you can use the Other section and select the Switch to classic portals option. Click Save to apply any changes you’ve made. This concludes the tutorial on Portal Preferences. Thank you.
