IXACT Contact CRM Tutorial Videos

IXACT Contact Tutorial Series

Our Tutorial Videos are 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.

To view a video in full screen mode, click the button in the bottom right corner of the video player.

(If the video popup page appears blank, press the F5 key at the top of your keyboard or call 1.866.265.6990 for help.)

Getting Started
Setting Things Up
Contacts
Mass Email
Activity Plans
Active Business
Keep In Touch
Letters & Labels
Business Directory
Quick Tips

Video not your thing? To view our online Help Guide click here. To download a PDF version of our Help Guide click here.

 

Getting Started
Introductory Tour – Part 1
Introductory Tour – Part 2
These two videos give you a complete overview of all the business-building capabilities built into IXACT Contact. We highly recommend that if you’re new to the system you watch these two videos first.

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Setting 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.
Setting Up Your Monthly e-Newsletter A monthly e-Newsletter is a great way to stay in touch with your contacts and position yourself as a real estate expert. This tutorial shows you how to set up and customize your own monthly e-Newsletter.
Setting Up Your Website Lead Capture 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.
Establishing a Team Learn how to create an IXACT Contact team account, and invite team members to join your team.

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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.
Performing 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.

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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.
Working With 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.
Understanding Email Campaign Reporting IXACT Contact automatically collects detailed deliverability and open statistics on all your mass email campaigns. Learn how to take advantage of these statistics in order to get the most out of your email marketing.
Using the Content Editor Learn how to use all the features of IXACT Contact’s Content Editor in order to create eye-catching graphical mass emails and letters.

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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, including DRIP EMAIL.
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.

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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.
Active Buyer & Property Purchase Learn how to set a contact as an Active 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.
TrackMyFile Integration This tutorial provides instructions on how to link and integrate IXACT Contact with TrackMyFile, a best-in-class transaction management and collaboration software solution.

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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.

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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.
Using the Content Editor Learn how to use all the features of IXACT Contact’s Content Editor in order to create eye-catching graphical mass emails and letters.

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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.

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Quick Tips
Auto-Pilot Marketing in 3 Easy Steps This video shows you three easy ways to automate your marketing using IXACT Contact. Learn how to keep in touch with past clients, nurture new leads, and create lifelong relationships.
Phone Calls & Follow-Up Made Easy This video shows you the super quick way to log calls and create follow-up reminders using IXACT Contact.
Managing Your Daily Calls and Tasks IXACT Contact makes managing your daily calls and tasks a breeze. This video shows you how.
Searching Your Database in <1 Minute Learn how you can search your database and by group, contact type, a date criteria, original source of contact and more!
Creating an Email Header and Signature One of the first things you want to do after signing up for IXACT Contact is set up your email header and signature. We show you just how quick and easy this is.
Identifying the Hot Leads in Your Database With IXACT Contact’s innovative Email Campaign Reporting feature, you can identify the hot leads in your database and reach out to them ASAP! This video shows you how.
Creating a Keep in Touch Plan Discover how to create keep in touch plans quickly and easily. See how IXACT Contact makes keeping in touch with real estate leads, past clients, and business-to-business referral sources a snap!
Capturing Web Leads into Your Database In this video you’ll learn how to automatically capture web leads into your database. See how fast and easy it is to set up your automated lead capture form!
Creating a Link in an Email Learn how to quickly insert a hyperlink within an email so you can link to your website, an article, market data or whatever else you wish!
Creating a Closed Transactions Report Run a report of all your closed transactions in under 20 seconds with IXACT Contact! Get all the details on your selling and buying transactions in a pre-formatted report with just one click.

 

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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.

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