ADV - Email Set Up/Activa (New Clients)

Hi [client], thanks for reaching out and great to hear some of the team are interested in jump on board with Advance. 

Here are some resources that will help get your team started on the platform: 

Instructional videos: https://support.stepps.com.au/support/solutions/folders/44001241701

Our latest features: https://support.stepps.com.au/support/solutions/folders/44001241700 

There is also a live chat on the platform during business hours if agents get stuck and need assistance. 

I hope this helps, [client]. Feel free to reach out if there's anything more we can do to support your teams.

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Subject: Stepps Advance Activation

Hi {client}, thanks for reaching out.

The first step for activating your Advance account is to set up a listing feed from {CRM} to Stepps (standard REAXML format via FTP) - details below.

We would recommend that you forward this email to your contact at {CRM} and cc us so we can follow up on your request if need be:

Hi {CRM}, we would like to set up a portal feed integration with Stepps to send our listings to their platform.

Here are the FTP credentials that {CRM} will need to set up your listing feed:

Host: 

Username: 

password: 

If you have any questions, please let us know. And please cc Stepps on any replies should any technical discussions be required.

Secondly, if you would like to track email enquiries from your Advance campaigns and target your website visitors with campaigns (so people who have visited your website can be included in your target audience on social media), please send the following instructions to your website developer who will need to implement this for you: https://advance-enquiry-docs.pages.dev/installation.

Here's a quick video tutorial to get started with Advance: http://stepps.co/adv-ob

Please let me know if you have any questions. Thank you.

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1. Jay to set up the FTP

2. Jeane to send the initial email with FTP details to the client and ask them to send listing feed request email to their CRM

3. Jeane to set up the client to AgencyHub, along with the agents (sales to prio)

4. Pao will create the user on Advance

5. Another email will be sent to client that the account is created and they can now use Advance

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Hi Jason! Thanks for reaching out.  

Yes - the listing feed from Agentbox is working and you're welcome to get started on setting up your account get started on creating your first campaign. 

To make things easy, you're welcome to follow this video walkthrough -> https://drive.google.com/file/d/1Q3y08I-t6bAMTv5rUzdujIUxkB1fsmao/view?usp=sharing. 

Alternatively, here are the steps below if you'd prefer:

Create your account and read over our platform terms and conditions at https://advance.stepps.com.au/register.

Configure your email notifications in your Advance dashboard > Your Agents, so that you can be notified about new listings and to prompt you to create an Advance campaign.

Integrate your Facebook Page(s) via the Advance dashboard.

Add a credit card to use for your campaign payment (we'd also recommend settings billing contact in your Advance dashboard > Billing so the right person receives your campaign invoices)

(Recommended) Ask your web developer to install our Meta pixel and enquiry button on your website - https://advance-enquiry-docs.pages.dev/installation. This is recommended so you can unlock the website visitors targeting option and allow you to attribute email enquiries to your social campaigns.

Create your first campaign.

That's it! 

If you have any questions at any point, please don't hesitate to reach out. 

We're looking forward to working with you and supporting your social ad campaigns. 

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--- FTP @JaycelCunanan 

* [done] Please set up FTP for listing feed (Move by Inhabit) 31-07-2024

--- Initial Email @JeaneAbril

* [done] Draft the email with FTP details.

* [done] Include instructions for the client to send a listing feed request email to their CRM.

* [done] Send the email to the client.

--- Set Up the Client in AgencyHub

* [done] @JeaneAbril @JaycelCunanan : Add the client to AgencyHub.

* [done] @JeaneAbril : Prioritise setting up sales agents in the system.

--- Create User on Advance @PaoloManaloto

* [open] Create a user account for the client on the Advance platform.

* [open] Ensure all necessary permissions and settings are configured.

--- Send Follow-Up Email to Client @JeaneAbril

* [open] Inform the client that their account is created.

* [open] Provide instructions on how to access and use Advance.

* [open] Confirm with client that all their listings are feeding over and that they can start building their ad campaigns.