Overview of Moxiimpress dashboard
Below: When you have listings, you’ll see the below dashboard with “Your Automated Listings.”
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Create new project & Designs: Start here if you have a listing that isn’t in the MLS, or you need advanced materials before it goes live. Or if a listing transfers to you from someone else. (Note: Most designs are autocreated when a listing goes live).
Edit existing project & projects: If you previously started a design, or want to see what design templates are available.
automation settings: As you get new listings, and marketing materials are automatically created, you can choose between 2 styles of designs here.
Get Support: Brings up a new tab with the training and tutorial help materials for MoxiImpress (and the rest of the Moxi suite of products).
Contacts: This is your address book (populated through MoxiEngage). You can send materials for a property directly to individuals or groups.
Listings: Your listings in the MLS. You can select one and work on the marketing materials for it.
.07 Product/Task tabs: A view of designs offered by product (tangible items) or by task (things you do, i.e. open house, just listed, coming soon, price reduced, etc.).
3 Document is for internal use only. Created by the Coldwell Banker – The Property Exchange Marketing Team. All Rights Reserved. THE PROPERTY EXCHANGE
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Getting started with MoxiPresent
Video: https://www.youtube.com/watch?v=pvfF0RT2W5g
Getting Started
There will be roughly three different ways you’ll enter/need MoxiImpress:
Auto-generated Marketing Materials Via Email
When you have a new listing hit the MLS, you’ll receive an email with a marketing package from MarketingAutomation@imprev.com on behalf of CB MoxiImpress. This email will be generated anytime something warrants a change with your property (price change, under contract, just sold, etc.). The email will have (3) main parts:
Part 1: Quick Actions
These are numbered sections with a particular marketing design. They’re usually the most requested items for the property action that occurred. Below, you’ll see the three options at the top of the email are: a price reduced social media post graphic; a price reduced ePostcard design (that has 3 photos on it); and a jumbo price reduced postcard (mailable).
To use these quick action options, click the preview button on the email. This will bring up the image in a new web tab. From here, you can right-click on the image with your mouse and then click Save Image As. We recommend you name the image something that will make it easy to distinguish what it is (such as 2398 Pack Saddle Price Change Social). Pay attention to the location that it is saving on your computer (or choose a location). Then click Save.
For printables, such as the mailing postcard, when you click on the Preview button, it will open an Adobe PDF tab. From there, you can download the file. This is a print-ready file and can be sent to PBR as-is for printing.
Document is for internal use only. Created by the Coldwell Banker – The Property Exchange Marketing Team. All Rights Reserved. 4 THE PROPERTY EXCHANGE
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Part 2: Full Marketing Package
This section has additional marketing components that were auto-generated for your listing.
These work similarly to the Part 1 items. You’ll save and share them the exact same (just hit the Preview button).
Part 3: Additional Marketing Tools
This is a full suite of marketing tools that work like the other sections. Click Preview (or IDX if you want to see the interactive example for the applicable items).
NOTE:
MoxiImpress is a marketing tool that will autogenerate, and allow you to produce, marketing materials.
It is not an analytics tool, and will not provide any stats on your marketing efforts.
For that, please see ListTrac or the individual platform in question (i.e. Facebook, Twitter, Google Analytics, etc.).
5 Document is for internal use only. Created by the Coldwell Banker – The Property Exchange Marketing Team. All Rights Reserved. THE PROPERTY EXCHANGE
Editing automated listing materials
If you notice something in one of the automated marketing materials that you want to change or fix, you’ll have to log into MoxiImpress through MyCBDesk.com.
Your dashboard will list your automated listings. There’s three options for you to choose from (sometimes): Manage, View Projects, and Re-send Latest Marketing Guide Email.
Manage: This pulls up the information for your listing (originally from the MLS). Here, you can do a number of things, including:
• Add or remove images,
• Change details about the property,
• View the current marketing projects,
• Create a new one,
• Create a marketing kit,
• Re-send the latest marketing guide email,
• Share the listing on Facebook.
Document is for internal use only. Created by the Coldwell Banker – The Property Exchange Marketing Team. All Rights Reserved. 6 THE PROPERTY EXCHANGE
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View Projects: This pulls up the complete list of marketing items created for the automated listing.
From there, you can hover over an item and click the trashcan to delete, or the arrow to move the item to a project folder (fancy way of organizing your items).
If you want to edit one of these items, click on it. You’ll be brought to a screen where you can do the following:
• Publish an item as a web page (so you can send a direct link to the item),
• Download as a PDF,
• Download as an Image,
• Email,
• Send to your Xpress Docs account,
• Preview/Edit/Delete
• View links & email history
7 Document is for internal use only. Created by the Coldwell Banker – The Property Exchange Marketing Team. All Rights Reserved. THE PROPERTY EXCHANGE
Re-Send Latest Marketing Guide: This will only show up on a few of the automated listing items, and appears last (after Manage and View Projects).
This literally resends you the email with your listing documents. You’ll get a green confirmation after it has been sent.
creating new materials on MoxiImpress
If you need materials for a property that isn’t listed within the Cheyenne MLS, isn’t on the market yet, is an office exclusive, or you need something after regular business hours, you may want to jump into MoxiImpress and create marketing materials for your listing!
From the main dashboard, you’ll want to click Create New Project.
Document is for internal use only. Created by the Coldwell Banker – The Property Exchange Marketing Team. All Rights Reserved. 8 THE PROPERTY EXCHANGE
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The Design Gallery will pop up, and you’ll be prompted to pick a product or design to start with. You can review products & tasks at the bottom (the easiest way to find what you want) or browse for inspiration with the thumbnail pictures at the top.
Click on the item you’d like to create—in this instance, we clicked Brochure. The next screen will bring up a lot of different styles and types of brochures. NOTE: Pay careful attention to the brand of the product. You’ll notice some items branded specifically for Global Luxury (those are for listings $750k and above). The name of the item will give you an idea of what the brand is.
9 Document is for internal use only. Created by the Coldwell Banker – The Property Exchange Marketing Team. All Rights Reserved. THE PROPERTY EXCHANGE
A box will pop up that allows you to view the sample or select the design to edit.
Info Section:
After you click Select This Design, you’ll need to enter a Project Name and Description (use the property name in both areas if needed). You can enter an MLS ID number to help populate items, or just select, “No thanks. I do not want to use listing data when creating this project.” Click Save and Continue.
You’ll be taken through a series of pages where you’ll enter photos, text and agent info. Each time, you’ll need to enter the information, then click Save and Continue to advance to the next section.
Document is for internal use only. Created by the Coldwell Banker – The Property Exchange Marketing Team. All Rights Reserved. 10 THE PROPERTY EXCHANGE
Photos Section:
Click the + button on a box to add a photo. You’ll be prompted to find the image on your computer, or look through previous project photos and/or Dropbox.
Once a photo is uploaded, you’ll have the option to: Zoom In (magnifying glass), Delete (trash can), Replace (two blocks switching), or Crop (cropping tool).
Doing any of these won’t change the original file.
Text Section:
You’ll enter all the information about your property manually here. Depending on which design item and layout you chose, the information will be in sections. You can see which section corresponds to what place within the design by looking at the layout on the left.
Agent Section:
Ensure your information is correct (you won’t be able to change your name or email. See Marketing if this information is incorrect). By clicking Save and Continue here, you’ll be brought to your project overview page for what you just made! IF you want to get back to this, you can click on the Projects tab in the header.
11 Document is for internal use only. Created by the Coldwell Banker – The Property Exchange Marketing Team. All Rights Reserved. THE PROPERTY EXCHANGE
Frequently asked questions
Q. When will projects be automatically created for a listing in MoxiImpress?
A: These are auto-generated the night after a listing is made live in the MLS.
Q. How do I add or change my logo?
A: Check out these easy steps! https://support.moxiworks.com/hc/en-us/ articles/4403980028436-How-do-I-add-or-change-my-logo-
Q. How do I add or change my agent photo?
A: Marketing can do this within Dash (especially if you need to crop it), otherwise, see these steps: https://support.moxiworks.com/hc/en-us/articles/4402954675604-Howdo-I-add-or-change-my-agent-photo-
What is a short URL and why do i want to use one?
A: These are far easier to use when sharing with individuals on social or through email. A short URL means it uses less characters to link somewhere... and on certain social channels (think Twitter), every character counts!
Why can’t I create a project with a particular MLS #?
A: You can only use the MLS #s for properties that appear under your listings. See more here: https://support.moxiworks.com/hc/en-us/articles/12071277616788Why-can-t-I-create-a-project-with-a-particular-MLS-number-
What image types are supported by the marketing center?
A: These are the most common (some others are also supported, but if you stick with these, then you’re golden!):
• .bmp (BMP/Bitmap)
• .gif (GIF / CompuServe Graphics Interchange Format)
• .jpeg / .jpg / .pjpeg (JPEG / Joint Photographic Experts Group JFIF format)
• .png (PNG / Portable Network Graphics)
• .psd (PSD / Adobe Photoshop bitmap)
• .tif / .tiff (TIFF / Tagged Image File Format)
13 Document is for internal use only. Created by the Coldwell Banker – The Property Exchange Marketing Team. All Rights Reserved. THE PROPERTY EXCHANGE
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Addt’l Resources
General Moxiimpress Help Center:
• https://support.moxiworks.com/hc/en-us/ categories/360002697912-MoxiImpress
Choosing your default package
• https://support.moxiworks.com/hc/en-us/ articles/4438388812564-Choosing-your-DefaultMarketing-Package-for-MoxiImpress
Why does my photo look distorted?
• https://support.moxiworks.com/hc/en-us/ articles/360051207312--Why-does-my-photolook-distorted-
How do I print MoxiImpress projects?
• https://support.moxiworks.com/hc/en-us/ articles/360051671451-Printing-MoxiImpressProjects
How do I import contacts into my moxiimpress address book?
• https://support.moxiworks.com/hc/en-us/ articles/4405100801684-How-do-I-importcontacts-into-the-MoxiImpress-Address-Book-
Why are changes not showing up in a hosted version of a project?
• https://support.moxiworks.com/hc/en-us/ articles/360051669891-Why-are-the-changes-Imade-to-a-hosted-project-not-showing-up-inthe-hosted-version-of-the-project-
How do i check spelling in the documents that I make?
• https://support.moxiworks.com/hc/en-us/ articles/4404691808404-How-can-I-check-thespelling-in-projects-I-create-
What is Impersonation and why does it matter for me?
• https://support.moxiworks.com/hc/en-us/ articles/4404328092564-What-is-Impersonation-
How to use the Upload your own templates feature
• https://support.moxiworks.com/hc/en-us/ articles/4406548058388-How-to-use-the-UploadYour-Own-templates-
how do I fix the location on a map that is showing up wrong?
• https://support.moxiworks.com/hc/en-us/ articles/4405024016404-An-incorrect-locationis-shown-on-the-map-embedded-in-my-projectHow-can-I-fix-it-
How do I include or remove the EHO logo on my materials?
• https://support.moxiworks.com/hc/en-us/ articles/4404629379220-How-do-I-include-orremove-the-EHO-Equal-Housing-Opportunitylogo-on-my-marketing-materials-
sharing to Facebook from Impress
• https://support.moxiworks.com/hc/en-us/ articles/5698040921748-Sharing-to-Facebookfrom-Impress
what is a web image?
• https://support.moxiworks.com/hc/en-us/ articles/4405383163028-What-is-the-Web-Imageoption-
how to upload a video to youtube
• https://support.moxiworks.com/hc/en-us/ articles/4405659351700-How-do-I-upload-avideo-project-to-YouTube-
15 Document is for internal use only. Created by the Coldwell Banker – The Property Exchange Marketing Team. All Rights Reserved. THE PROPERTY EXCHANGE
ADVANCED TOPIC FAQ
THE PROPERTY EXCHANGE Questions? Reese Johnston Director of Marketing RJohnston@propertyex.com Miranda Bohnen Marketing Associate Miranda@propertyex.com 255 Storey Boulevard Cheyenne, WY 82009 307.632.6481 propertyex.com