Recent updates
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Adding Contacts to your Mailing List
Updated onArticleYou can add new contacts directly to your mailing list in the Direct Mail Manager. You can also import contacts from your Jumptools CRM.
7. Direct Mail Manager Manage Your Mailing List Manage Your Mailing List
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Calendar Print Specifications
Updated onArticleWithin the template, you can customize the cover image, the footer image, and the tagline.
Please review the specifications here:
7. Direct Mail Manager Direct Mail Settings Direct Mail FAQ
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Adding and Editing Mail Addresses
Updated onArticleNon-Canadian addresses will be marked as invalid.
7. Direct Mail Manager Manage Your Mailing List Manage Your Mailing List
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Adding Content from the Article Library
Updated onArticleYour Jumptools website offers an article library with a wide variety of professionally written Real Estate content. You can choose from this library to add more content to your website or add your own articles. The articles added to your website can be edited to reflect your immediate market.
2. Website | Site Builder Content / Navigation Updating your Website Content
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Display a Tagline in Website Header
Updated onArticleYou can display your tagline or slogan in the header of your Jumptools website. Adding a tagline is important for both your brand and for your search engine optimization.
2. Website | Site Builder Content / Navigation Updating your Website Content
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Managing the Menu: create, delete, rename, reorder Pages/Chapters
Updated onArticleYour website content is organized under "Chapters" on your website. The headings appear on the Navigation bar, with the sub-pages of each chapter appearing with the chapter. You are able to organize your chapters by renaming them, changing their order of appearance, and adding or removing them.
2. Website | Site Builder Content / Navigation Updating your Website Content
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Client Portal Overview
Updated onArticleClients are now able to sign up on your website to set favourite listings and save searched. Depending on your real estate board, you can also provide additional data such as past sold listings, to your clients. Your clients will have more of an incentive to return to your website and use it as their primary real estate resource.
2. Website | Site Builder Client Portal Client Portal
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Managing Client Portal Registration
Updated onArticleVisitors can sign up on your website to register a personal account with the Client Portal This will allow them to review their favourite listings, recent listings and saved searches. If the website owner has enabled registration, they can also make it a requirement to sign up to view full listing details.
2. Website | Site Builder Client Portal Client Portal
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Updating The Website Design
Updated onArticleYou can change the look and feel of your website without affecting its content.
2. Website | Site Builder Design / Images Working on your Website design
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Importing Contacts from a CSV file
Updated onArticleA CSV file (Comma-Separated Value) is simply a text file that is used as a simple way to transfer information between two computer programs that use different file types.
If you have been using another contact manager/address book/customer database program such as Top Producer, Outlook or Gmail Contacts, you would use the ‘Export Contacts’ or ‘Export to a file’ feature in those programs to create a CSV file containing your contacts. Once you have that CSV file saved to a folder on your computer, you are ready to Import those contacts into My Book.
We recommend you to export your Contacts into groups of the same Category and Grade.
3. CRM | My Book Work Your Book Managing your Leads and Contacts