RealScout Dashboard Usage
RealScout Dashboard Usage
This outlines the steps to effectively navigate and utilize the new features of the RealScout dashboard for optimal client engagement and email metrics tracking.
Key Steps
1. Accessing the RealScout Dashboard 0:00
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Log into your RealScout system to access the new dashboard layout.
Familiarize yourself with the new interface.
2. Utilizing the Live Feed 0:17
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Locate the live feed on the right-hand side of the dashboard.
Use filters to customize the view of the live feed.
3. Adjusting Engagement Metrics 0:34
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Remove 'emails opened' and 'emails rejected' from the view for better focus on client engagement.
Uncheck boxes to filter specific engagement metrics.
4. Reviewing Engagement Metrics 0:58
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Check the center section for new engagement metrics.
Click on links to view details about clients who have engaged with emails or the site.
5. Analyzing Contact Highlights 1:26
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Review contact highlights based on the RealScout Scout Score.
Identify clients who are most engaged, recently re-engaged, or slipping away.
6. Managing Client Actions 1:52
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Click to view a full list of engaged contacts.
Choose actions such as editing alerts, sending messages, tagging, or viewing profiles.
7. Monitoring Email Metrics 2:10
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Check the email metrics section for delivery rates, open rates, click-through rates, unsubscribe rates, and spam complaints.
8. Accessing Notification Page 2:36
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Click on links or use the notification section to view details about unsubscribes and spam complaints.
9. Claiming Listings 3:02
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Review any available listings to claim in the designated section.
10. Navigating the Left-Hand Side Menu 3:12
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Explore the AI search and renewed search page.
Access email alerts, automations, and integrations tabs.
11. Utilizing Marketing Tools 3:39
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Find search links, test market tools, claim listings, widgets, and landing pages in the marketing section.
12. Manager Section Access 3:52
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If you are a manager, locate the manager section for additional tools and insights.
Cautionary Notes
Ensure to regularly check the engagement metrics to stay updated on client interactions.
Be cautious when adjusting filters to avoid missing important engagement data.
Tips for Efficiency
Regularly review the dashboard to familiarize yourself with new updates and features.
Utilize the filtering options to streamline your view and focus on key metrics.