Purpose of the application
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In the notification center, any notifications about events, reminders, and system activities are stored. [more detailed info is here]
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Chat messages
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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.
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In the opened popup, the user can select the participant for this room:
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The link to the room can be copied and shared manually, or sent via email. the participants After clicking on the Quick Create New Contact, the popup for a new contact is opened and the user can create a contact without the need to do in xRE and then sync, or in another tab (for standalone version).
For xRE-related case, this contact will be automatically synched with the CRM-system.
The link to the room can be copied and shared manually, or sent via email. the participants are selected among the existing contacts.
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For Deal rooms, there is no option to allow Anonymous access.
Documents
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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
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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
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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:
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open the Static List tab and click “+“;
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select the required listings and add them to the list.
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Inquiries
This tab is visible in a standalone version of MarketSpace. It collects all requests that were sent by the listing portal’s visitors.
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After clicking on this button in the opened listing, the visitor (who is not a part of the organization) will see the form:
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After filling it:
for xRE-related version: the request will be saved in the Inquiries tab in xRE. In this case, Inquiries are not displayed in MarketSpace, and only after convertation, the corresponding entities will be synced in MarketSpace;
for standalone version: the request will be saved in the Inquiries tab in MarketSpace.
To convert an inquiry into another kind of entities in MarketSpace, the user should open action menu, select Edit, and change the status to Open. Then the Convert button will be available.
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The inquiry can be converted into:
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Contact;
Preference;
Collaboration Room.
Documents
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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
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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
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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.
Color Themes
Color Themes are the custom themes that can identify the listing portal with the client’s brand.
The information about this functionality is available via the link.
Dashboards
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In this tab, the user can see the overview of the most important metrics:
the number of Inquiries, Collaboration rooms, Deal rooms, and Invitees within a particular period;
diagrams of new inquiries, Top Listings by Number of Inquiries, New Collaboration Rooms, New Deal Rooms, New Participants in Collaboration Rooms, New Participants in Deal Rooms, Top 7 Listings by Collaboration Rooms, Top 7 Listings by Deal Rooms.
The period can be selected among the options:
this week;
this month;
this year.
Admin Dashboards
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Admin Dashboards are available for Admin users only (are not visible in the menu for usual users) and show the statistics of all the users in the organization.
The following metrics are available:
the number of Listings, Availabilities, Inquiries, Contacts, Collboration Rooms, Deal Rooms, Guests and Internal users;
diagrams of new inquiries, Top Listings by Number of Inquiries, New Listings, New Guests, New Collaboration Rooms, New Deal Rooms, New Participants in Collaboration Rooms, New Participants in Deal Rooms, Top 7 Listings by Collaboration Rooms, Top 7 Listings by Deal Rooms, Users Activity, Top 7 Guests by Activity, Top 7 Collaboration Rooms by Guests Attention.
The period can be selected among the options:
this week;
this month;
this year.
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.
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via Marketing Lists: in this case, the selected marketing lists will be auto-substituted to the campaign.
Email campaign wizard
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Removed artifact
If the generated artifact was removed in the background (by the user or the Admin who has rights for this), it is not a big issue since it can be regenerated.
For drafts: after opening the draft, the user will see the notification:
If the user selects “Regenerate now“, the report’s generation starts immediately. If the user presses “Regenerate later“, they can review the campaign and regenerate the report later by clicking on the button on the 5th step, or by selecting new conditions for the report (template and/or listings/availabilities).
For usual flow: the same flow but the lack of the report will be recognized once the user presses Send.
Removed template
This case does not block sending of the campaign since the report was already generated and can be used. The 2nd step keeps marked as “passed“, however, the notification about the template deletion is displayed there:
If the user selects a new template, it will trigger new report generation without the opportunity to return to the previous one in the email campaign wizard.
Deactivated listings/availabilities or marketing lists
If the user removes the listing/availability in SalesForce or deactivates the Marketing list in MarketSpace and sends the campaign, the popup will be displayed:
The user has 3 options:
- cancel sending and manually handle the issue;
- send the campaign without inactive items. In this case, the campaign will be sent but all inactive items will bi filtered;
- send anyway. In this case, the campaign will be sent with inactive items too.Updating of the campaign by Admin (or another user with the relevant right)
If any user who has access to the owner’s campaign, edits it, and the owner of the campaign opens this campaign, they will see the notification about some edits made:
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