Purpose of the application
...
In the notification center, any notifications about events, reminders, and system activities are stored. [more detailed info is here]
...
Chat messages
...
In chat messages, there are Deal rooms and Collaboration rooms listed with the last updates in them. They can be entered as well via this icon.
...
user profile;
contact info;
services (integrations);
licenses;
notifications management;
Open in Guest view
The user can see the view the same as the Guest user would see this portal.
User Roles in the application
...
Admin users can turn Guest user into Internal User - full-fledged user with the fullest set of opportunities on the portal.
...
MarketSpace working principles
MarketSpace can be used via 2 options:
...
Images cannot be synced and should be added manually.
Listing portal
...
In MarketSpace, there are 3 entities that can be edited:
...
Properties do not exist as a separate entity and are synced (for xRE version) or can be created (for a standalone version) as a part of a listing.
...
Actions for listings for xRE-synchronized version
...
review in MarketSpace or Open in SF: the user can review the information taken from xRE in MarketSpace, and open the record in xRE. After selecting this option, the user will be redirected to the corresponding record in SF in the separate tab;
add images, documents, and video tour URL: the added materials will not be synchronized with xRE;
create collaboration and deal rooms;
generate a report: the same functionality as xRE has when the user selects a template and records and gets a generated report that will be automatically downloaded once will be ready;
send the listing via email: the user initiates the opening of the email client on the PC and the link to the selected listing(-s) will be auto-substituted there.
add a listing to Static list: it helps to fix particular listings in a specific list that will be saved with such content even if the number or the content of the listings will be changed in the future. In other words, it helps to save listings in their view at this particular moment;
Publish/Unpublish to the listing portal: the broker operates on the portal and can open access to the listings or close it. If the portal is not opened to search engines, people cannot find it but can review listings that were published (if they were shared). If a listing was not published, no one except the broker can see its content.
initiate email campaign: to attract more leads, the broker can create and send advertising email campaigns. The selected listings will be automatically substituted into the campaign as a point of offering.
...
Actions for listings for a standalone version
...
In addition to what was mentioned about the xRE-related version (except, the “Open in SF” option), the user can do the following:
Edit;
Copy;
Add Availability;
Deactivate.
Filters
Attention! By default, only active records are displayed in the search result. To see the inactive records, this parameter should be selected in the “Record status“ filter.
...
Saved searches: the user can make searches and save these filters for the future. In this tab, the own and shared filters are stored;
Listings: the main listings' parameters are listed in this tab and can be set to filter the relevant listings;
Availabilities: the main availabilities' parameters are listed in this tab and can be set to filter the relevant availabilities;
Properties: the main properties' parameters are listed in this tab and can be set to filter the relevant properties;
Location: the additional tab with properties' characteristics.
Filters can be applied via the button Apply:
...
and reset via these buttons (the difference is in the area of reset (local and for all parameters):
...
Other functionality of the listing portal
In the listing portal, the user can:
expand and collapse the availabilities within the listings:
...
search for listings;
sorting records;
change the view (map or table);
share search;
export listings and availabilities;
The selected listings are displayed in the bar above all records, and this selection keeps saved even if the user goes to another page with listings (but not to another tab).
...
In the Map view, the broker can use a map to search for listings via location. There are 3 shape options are available: circle, rectangle, and manual. The user can draw them on the map, and the search result will contain only options within the selected area.
...
Collaboration & Deal rooms
Collaboration room
...
Purpose
A collaboration room is a special space where the broker and the client of the deal can discuss cooperation nuances. It was created with the following goals:
simplify communication between the broker and potential client(-s);
store everything related to the potential deal in one place (all messages, documents, preferences, selections, etc.)
simplify the process of offering and discussing the listings & availabilities;
How to create a Collaboration room
To create the Collaboration room, the broker can follow one of the ways:
Open the Collaboration room tab and create it from scratch;
Select the required listings and create a room with them;
In the opened popup, the user can select the participant for this room:
...
The link to the room can be copied and shared manually, or sent via email. the participants are selected among the existing contacts.
Actions available in a Collaboration room
In a Collaboration room, the broker can do the following:
Select and edit selected Preferences (inside MarketSpace, it will not be synced to xRE);
Search for listings and sort them;
Add and remove listings from the room;
Review listings and their availabilities;
Add comments to listings, make them primary & disqualify them, and rate them;
Change view;
Invite and remove participants and make them co-owners of the room (the primary participant cannot be removed from the room, but this status can be reassigned to another participant).
Share documents;
Give access to the room to anonymous users and make it private back;
Close room;
Chat with participants;
In case, Anonymous access was granted, the broker can share the link to this room with non-registered users as well. To do it, the user should go to the Non-Registered Participants tab, open the action menu and Copy Public Link.
...
In the opened popup, there are 2 options for how to share the link:
...
Deal room
...
Purpose
The deal room is a logical continuation of the Collaboration room when the object of selling is 100% determined and the broker and the client discuss the precise nuances for the cooperation and agreement. This room has the following goals:
finalize discussing the deal;
make a decision whether the deal is closed as won or lost.
Collaboration and Deal room do not have any connection and should be created independently. There is no duty to create both rooms - if the broker wants, they can discuss everything within only 1 type of room, however, some limitations of these rooms can occur.
How to create a Deal room
Open the Deal room tab and create it from scratch;
Select the required listings and create a room with them;
Open Salesforce and click “Open” room in the corresponding Deal (if any);
The principles of creating the deal room are similar to the collaboration room, however, deal rooms are more secure and the broker can add an NDA to it, so every new participant will need to sign it before joining.
...
Actions available in a Collaboration room
In a Collaboration room, the broker can do the following:
Review selected listings and availabilities of it;
Invite participants;
Add NDA (if it was not added);
Add document;
Add availability (within the selected listing);
Close room;
Chat;
Share documents;
For Deal rooms, there is no option to allow Anonymous access.
Documents
...
In MarketSpace, the broker can upload and save files by using it as storage. If uploaded once, the files can be reused multiple times. Bulk uploading is available: up to 100 files at a time, up to 50 MB for a file.
Images
...
The images are stored separately from other documents. If uploaded once, the images can be reused multiple times. Bulk uploading is available: up to 100 files at a time, up to 50 MB for a file.
Static Lists
...
Static Lists are the fixed-in-time files that save the data about listings in that moment of time and will not be updated if the listing will be updated. There are 2 options to create such a list:
open the Static List tab and click “+“;
select the required listings and add them to the list.
Contacts
For the xRE-related version, contacts & preferences are synced from there and all the actions (like editing, deleting, etc.) should be applied to them in xRE to be displayed in MarketSpace; for a standalone version, contacts & preferences can be created, and modified in MarketSpace.
Contacts can be organized into Marketing Lists.
Marketing Lists
A Marketing list is an organized group of contacts who were gathered by criteria.
The main purpose of Marketing lists is to create email campaigns. Mailchimp API is used to arrange email campaigns, so the logic of composing campaigns is replicated in MarketSpace - the campaign can be sent to groups of people, not to particular people directly.
Email campaigns
Email campaigns mean arranging a series of marketing efforts that are sent via email to multiple people at once to advertise their services, and cover the broker’s need to sell and lease properties online in an active way. The current listing portal allows us to place the information and be waiting for clients who can find this or that listing via Google search, but this is too dependent on the occasion.
How to start an email campaign
The 1st step is connecting a Mailchimp account. Currently, only this service is available in MarketSpace, so connecting a Mailchimp account is a must to initiate the campaign.
...
After clicking on the button “Mailchimp“, the user should log in to the Mailchimp account in the opened popup and confirm the allowance of access to the account by MarketSpace.
The 2nd step is organizing contacts into Marketing Lists.
Entry points to start the email campaign
There are 3 options to initiate the email campaign.
via Email campaign tab: in this case, the campaign will be initiated from scratch, without any pre-filled entities.
...
via Listings tab: in this case, the selected listings will be auto-substituted to the campaign.
...
via Marketing Lists: in this case, the selected marketing lists will be auto-substituted to the campaign.
Email campaign wizard
Email campaign wizard is a flow organized into 5 steps that allow creating and launching an email campaign. It has a step counter that allows moving between steps easier and identifies whether the step is passed (with green checkmarks).
Step 1. Setup
In this step, the user can fill the main information about the campaign like its name, subject, preview text, and the name and email of the sender.
From name and From email are auto-substituted from the connected Mailchimp account. All verified domains are also available. The local part of the email is customized, so the user can send the campaign on behalf of their colleague, etc.
The step is not required to move forward, so this data can be filled in later.
...
Step 2. Template
In this step, the user can select the template from Composer Online. Only Email templates built on Listing and Availability collections are displayed. Only 1 template can be used per campaign. This step is required, so the future steps keep locked until the user selects the template.
The user can click on Manage in Composer Online, and the main page of Composer Online will be opened in the new tab. By clicking on Manage in Composer Online in front of a particular template will open this particular template in Composer Online. In case, the user has a role Editor, they will see “View in Composer Online“ option, and the template will be opened but cannot be modified (since this template was published for the organization but the Editor does not have rights to edit it.
...
Since the template built on the Listing collection was selected, the 3rd step name was updated to “Listings“. For the case with Availability collection, it would have the “Availabilities“ name.
Step 3. Collection
This step looks like the Listings tab in MarketSpace. Here the user should select the listings to use in an email campaign. The number of availabilities cannot be adjusted. If the selected template contains the fields bounded to Availabilities, the data about all availabilities within the selected listings will be grabbed by the report. If the selected template does not contain anything related to the collection “Availability“, their number does not matter.
...
If the template type is “Availability“ (it was built on such a collection), the number of availabilities can be adjusted and only selected availabilities will be used in the report.
...
For the case when the Availability-type template is selected and no listings with availabilities are selected, the user can see the notification about it that means that no report cannot be generated (no points to generate it).