Account Launch Checklist
Make sure you have the most important features set up and ready!
idx pages & widgets
If you haven’t added IDX pages & widgets to your website, go to “The Basics” in the Quick Start Guide for your account:
Optima Express – WordPress plugin – Quick Start Guide >
Optima IDX – Plugin for all websites other than WordPress – Quick Start Guide >
OmniPress websites – Quick Start Guide >
email branding
Don’t send unbranded emails to your leads and contacts! Apply your branding that will appear on emails sent to your leads & contacts from your account.
Accounts using WordPress, including OmniPress websites | Set up now >
Accounts using all other website platforms | Set up now >
lead activity email notifications
Add recipients for lead activity email notifications | Set up now >
lead activity text message notifications
Add recipients for lead activity text message notifications | Set up now >
social login
Make your lead capture forms easier to complete for new leads | Set up now >
User Registration lead capture
Enable pop-up prompts to convert anonymous site visitors to registered leads | Set up now >
import contacts & leads - optional
Please contact our Support team for assistance.
lead forwarding - optional
New leads can be automatically forwarded to other services | Set up now >
The following features can be set up after your IDX licensing has been approved:
featured listings
Change settings for your Featured Listings IDX page and listing galleries | Set up now >
Property Search Settings
Premium plans – Customize map and form features | Set up now >
Standard plans – Customize form features | Set up now >
Markets (saved searches)
Create Markets to display listing galleries on your site for locations and criteria you choose. Premium account plans include MarketBoost for additional report pages and email report campaigns for each Market you create.
- Premium accounts | Set up now >
- Standard accounts using WordPress, including OmniPress websites | Set up now >
- Standard accounts using all other website platforms | Set up now >
Agent CRM Features
marketing automation - email campaigns
Manage the email follow-up campaigns for new leads | Set up now >
marketing automation - text message campaigns
Manage the text message follow-up campaigns for new leads | Set up now >
marketing automation - enable campaigns
Activate rules to assign new leads to campaigns | Set up now >
calendar sync
Enable Tasks added in Agent CRM to sync with your chosen calendar app | Set up now >
email account integration
Integrate your own email account to enable additional email features in Agent CRM | Set up now >
birthday & anniversary greetings
Enable automated email greetings for your Leads & Contacts on their birthdays & closing anniversaries | Set up now >
lead aggregation - zillow & trulia
Automate lead importing from Zillow or Trulia | Set up now >
lead aggregation - facebook lead ads
Automate lead importing from Facebook | Set up now >
lead aggregation - all other services
Automate lead importing from over 30 other third-party services | Set up now >
Team/Brokerage Features
Add agent co-branding for automated emails to their leads
Add office pages
Add agent profiles
Add agent bio pages
