Changing your preferences can help you to make MoxiEngage work for you. MoxiEngage preferences will allow you to manage your lead providers, edit your transaction tasks, and much more.
The MoxiEngage CRM is centered around the sphere selling methodology because an agent’s sphere is what makes your business world go round. It leverages property data, encourages long-term lead nurturing, drives repeat and referral business, and keeps you on track to reach your sales goals.
MoxiEngage is integrated with your email meaning your entire sphere is in one place, where you already communicate with your people! No need to maintain multiple databases to stay in flow!
Setting Your MoxiEngage Preferences
To access your Engage Preferences, Log in to MoxiWorks and select Engage
Then, select the Gear icon in the top right and choose Engage Settings.
From the Engage Preferences screen you can set or manage preferences for the following:
Connect your Zillow account to bring leads from Zillow directly into your Engage CRM contact list. If your brokerage already has a lead provider, you may wish to skip this step so that only your brokerage lead provider sends leads to Engage.
Automate your communication with new leads by setting up an automated response email. MoxiWorks has provided some default messaging to get you started, but you can edit this if you choose. You can also select to automatically sign up all new leads for Neighborhood News!
Neighborhood News is the monthly market email drip campaign you can set and forget. Set up the subscription for all of your contacts, just a few people, or selected groups of people. Neighborhood News provides housing market statistics and information by zip code or location – all branded with your contact information and a call to action to reach out to you for more targeted conversations.
Make sure your new lead receives content from you right from the start!
Add, delete, and organize all of the tasks in any zone of your Sales Flow through the Task Manager. You can set up each zone to fit how you process your most consistent transactions.
The Sales Flow is an all-in-one view of all transactions you are working on at any given time. Each Sales Flow zone is a milestone for an individual client’s progress toward a successful transaction. Each zone includes a task list to help you stay on top of the transaction and keep a steady pipeline for your business. These task lists can be customized by adding or removing any task while you're moving through the transaction. They can also be updated for all future transactions within Engage Settings.
The zones reflect how you work as an agent and are not tied to a listing on the MLS and the tasks will be specific to that segment of the lifecycle of a transaction. Marketing will be where most of your contacts will be placed. Tasks include connecting for coffee, subscribing to a touchpoint, or posting to their social media. The Prospects zone is for those people that have raised their hand and indicated an interest in buying or selling. The Actives zone is for those transactions you are actively working on (staging, finding the photographer, going on buyer tours, listing the property on the MLS, etc...). And the Pending zone is for transactions that have a mutually agreed upon buyer/seller contract and a known close date.
Stay top of mind with your sphere by connecting with them on their special days. Whether it's a birthday, anniversary, or their house-iversary (which is a date an agent shares with their client!). By including these special days on your contact profiles and then adding them to your calendar, you be able to remember your people on their special days and set yourself apart!
Under MoxiEngage Preferences, you can choose how you want to connect with your people on their special days. Do you want to have their dates automatically added to your calendar? Do you want to be reminded about those dates? MoxiWorks has provided some default messaging for emails to get you started, but you can edit this if you choose.
Notifications and Subscriptions
Settings for Notifications and subscriptions let you decide how you wish to send and receive information about Neighborhood News, Listing Announcements, and Saved Searches.
Select if you want to receive emails each time a person in your sphere unsubscribes from Neighborhood News. And select if you want to receive the weekly Neighborhood analytics email. The weekly report is sent each Saturday to your primary email.
Select your default message for each new Neighborhood News subscription.MoxiWorks has provided some default messaging for emails to get you started, but you can edit this if you choose.
Create a link directly to a Neighborhood News subscription sign-up page with the Sign up link. You can share this link on your social channels, in an email newsletter, or via any other digital lead or sphere marketing.
Add a Neighborhood News subscription sign-up widget to your MoxiWebsite custom page or any other website with the Neighborhood News Sign-Up Widget.
Edit the default message that will be sent with your Listing Announcement email. MoxiWorks has provided some default messaging for emails to get you started, but you can edit this if you choose. You can set your message for Just Listed - Seller, Just Sold - Seller, or Just Sold - Buyer.
Edit the default message that will be sent with your Saved Search emails. MoxiWorks has provided some default messaging for emails to get you started, but you can edit these if you choose for either a new saved search or an updated search.