Real Estate Email Marketing and Contact Management CRM Software

Resources

IXACT Contact Tutorial Series

The IXACT Contact Tutorial Series is a series of videos designed to help you learn all the business-building features included in IXACT Contact, quickly and easily. The various tutorials are listed below and are organized based on the different areas of the system. Simply click the underlined name of the tutorial to play the video. As always, if you require further assistance, please call customer support at 1.866.265.6990 or email us at support@ixactcontact.com.

(If you would like to view any video in full screen mode, simply click the button in the bottom right corner of the
video player.)

Getting Started

Introductory Tour Video	This one hour recording of a live webinar is designed to give you a comprehensive tour of the IXACT Contact system. What is it? How does it work? How can you get the most value from it?

Settings Things Up

Setting Up Your Email Header	Learn how to set up a personalized email header that you can include in your mass emails in order to make them more eye-catching and improve the effectiveness of your email marketing.
Website Lead Capture Setup	Discover how easy it is to add a customized Contact Us form to your website that visitors can fill out and their contact information is automatically fed into to your IXACT Contact database.

Contacts

Using Contact Groups	This tutorial shows you how to take advantage of the power of contact groups. How to manage your own custom list of groups. How to assign them to contacts. And how to use them to perform powerful searches.
Contact Searches	In this tutorial we show how to perform powerful, yet easy to use, searches on your contact database. The tutorial covers both the simple and advanced contact search functions.
Tracking Referrals	Learn how to effectively track and act on referrals, an extremely important part of building a successful real estate business.

Keep In Touch

Using the Birthday KiT Event	In this tutorial we will explain how to use the Keep in Touch Birthday event. The Birthday event is a special Keep in Touch event with options specifically designed to commemorate contact birthdays.
Creating a Contact KiT Event	Learn how to create Keep In Touch events for individual contacts. Use these events to schedule the ongoing communications that are vital to maintaining strong client relationships.
Creating a Global KiT Event	This tutorial explains how to create a Global Keep In Touch event to manage an event that is assigned to a group of your contacts. A client appreciation party is an example of an event that can be managed using Keep In Touch.

Activity Plans

Creating a Marketing Activity Plan	In this tutorial we show you how to create a marketing activity plan. A marketing activity plan is a series of tasks that help you schedule and automate your marketing activities and communications with your contacts.
Assigning a Marketing Activity Plan	Learn how to assign a marketing activity plan to an individual contact or a group of contacts.
Creating Listing & Closing Activity Plans	In this tutorial we show you how to create listing and closing activity plans that can be assigned to your active business listings. A listing or closing activity plan is a series of tasks that help you manage all the activities related to your listings and closings.
Assigning Listing & Closing Activity Plans	Find out how to assign your listing and closing activity plans to your active business listings.

Mass Email

Creating Mass Emails	In this tutorial we take you through the steps involved in creating and sending a mass email. We also show you have to create your own email templates that you can use over and over again.
Marketing Email Templates	IXACT Contact includes a library of pre-designed marketing email templates, including Just Listed and Just Sold cards and flyers as well as E-Newsletters. Learn how to easily insert your own text and pictures to create professional attractive email marketing communications.

Letters & labels

Mail Merged Letters & Templates	IXACT Contact makes it EASY to create personalized letters for a selected group of contacts. Learn how to create mail merged letters and labels, and also create your own letter templates that can be used over and over again.

Active Business

Creating an Active Business Listing	In this tutorial we start by showing you how to create a property record for a contact. Then we show you how to create an Active Business listing, convert it to a sale and manage the transaction as the deal progresses.
Prospective Buyer & Property Purchase	Learn how to set a contact as a Prospective Buyer and, when they make an offer on a property, create an entry in your Active Business so you can track the progress of the deal.

Business Directory

Creating Your Business Directory	In this tutorial we show you how to create your own Business Directory using IXACT Contact. How to add contacts to it and how to use it. A Business Directory is an extremely valuable tool for giving clients a reason to call you between transactions.

For a complete overview of IXACT Contact’s overall features and capabilities click here.

Questions? Call 1.866.265.6990 or email support@ixactcontact.com.

I have never before experienced the level of support and commitment
to the customer that
I have received from
IXACT Contact. What an amazing team.

Jorge Branca
Century 21 Leading Edge Realty Inc.

The IXACT Contact program is spectacular! It's intelligently thought out
and well designed. I love how simple and intuitive
it is.

Mark Agnew
RE/MAX Professionals Inc.

IXACT Contact is so much easier than anything I've used before and is also faster, as there are
generally far fewer steps to get stuff done.

Elana Campbell
Royal LePage Pro Alliance Realty