To add a new user to VIA
- Login to VIA
- In the left-hand menu, select Users > Manage
- Click the Add button
- Fill in the Email Address, First Name, Last Name, Branch and Role (what level of access you want them to have in VIA) fields
- Once you are happy, click Save
- Once you press save, an email will be sent to your new user with a link for them to click to access VIA.
- Go to the left had menu, select Contacts
- Click the Add button on the left hand side
- Fill in the relevant fields for the person you are adding. The “Contact Details” and “Personal Details” sections are the most relevant
- Go to the Requirements section and tick the Internal Staff box
- Click the Save & Close button
- Go the left hand menu, select Users > Manage
- Double click the user from the list that you have just added, or right click and select Edit
- Go to the Associated Contact field. Start typing the name of the contact you’ve just added and select the appropriate person from the drop down list
- Click Save
Why are Contacts and Users separate in VIA?
Contacts can be associated with Properties and other Contacts.
Users can access the VIA software itself.
You might have members of staff who you want to add as Contacts within VIA so you can view their contacts details and associate them with properties & contacts. However, you might not necessarily want them to access to the VIA software.
Similarly, you may have users of VIA, perhaps third parties who you have hired to write blog or website content, who don't need to be associated with your properties & contacts.
By splitting Contacts and Users in this way, it gives you more freedom within the VIA software. You can then link an associated Contact to a User Account to give that person complete access to both login to the VIA software and to be associated with properties and contacts, whilst still allowing them to be separate if you so choose.
Your main company logo appears on your homepage and the footer of your website
To change it
- In the left hand menu, go to the Settings > Website
- Double click "onyx_config" from the list or right click and select edit
- Scroll to the bottom media section
- Upload the company logo you want to display. This must be in JPG or PNG (recommended) format
- Drag and drop the logo to the number 1 position (the very left hand side)
- Delete the old logo you wish to remove by clicking the red dustbin icon
- Click Save
Note: Only the "Super User" & "Manager" user rights have access to this section of VIA. You won't be able to make these changes if you don't have this level of access assigned to your user account. You should speak to the Super User(s) on your account if you have any questions or queries about your user account access
What is SEO
SEO stands for search engine optimisation. In short, it is the process of getting your website to rank highly on search engines such as Google for specific keyword search terms eg: “estate agents in Putney”
How does it work?
Search engines such as Google use various algorithms to work out what website should rank highly for certain searches. There are around 260 different things they will look for on a website, placing more emphasis on certain criteria than others.
Whilst some of these criteria are quite technical, the majority of SEO will be judged upon your website content ie: the wording you have used on your website pages and whether it is relevant to the keyword search term
What are the main factors that help?
- Word content - Ensuring your website page content contains the relevant keywords in the titles and main body of text
- A responsive website - ie: a website that works on all devices including mobile, tablet and desktops
- Fresh content - It’s important the content of your website is updated regularly to let Google know your business is active. A blog is a great way to do this
- Video content – Google prioritises websites that contain video content
- SSL security – Google actively penalises websites without an SSL certificate (which provides a padlock icon in the internet browser)
- Ensure every website page has a different window title and meta description
- Ensure any images you have uploaded to VIA have been has "alt tagged." Click on any image in VIA and simply add keywords to the image separated by a comma. This will help your SEO as well as ensuring those images appear in Google Image searches
- Star ratings/reviews - Google Reviews, Feefo and Trustpilot are three great ways to get star rated reviews recognised by Google
- Back links- If you can get a link to your website on a reputable third party website it will help. Writing guest blogs or getting a third party to share your blog is a great way to do this. Also, if you work with partners, it's a great idea to link to each other's website for mutual benefit
SEO (search engine optimisation) is a buzzword banded around a lot with lots of conflicting advise and technical jargon on the best way to optimise your website. It can be confusing to know what to do to improve your Google rankings.
Where to start
Before you begin, work out what keywords you want to target and what search terms you want your website to rank highly for. eg: "estate agents in Fulham" or "property for sale in Fulham."
What should I target?
It's important to target specific keywords and phrases that you know your potential are searching for. Not what you think they are searching for.
In order to help you understand how many searches are being carried out each month for certain phrases and keywords, you can use a free tool in Google's Adwords platform. You don't need to start an ad words campaign, simply setup a Google Adword's account and use the free tool to find out how many searches are being done each month for various keywords and phrases.
You can also use this free online tool https://searchvolume.io/ as well if you don't have or don't want to setup a Google Adwords account (although the Google's Adwords tool itself will be more accurate)
What should I do once I know my keywords?
You should start to use those keywords and phrases in your website page content (the literal text on your website pages). Make sure you're using the relevant keywords and phrases on the appropriate page. For example, there's no point talking about property for sale in Fulham on a page related to advise for tenants.
The word content you use on your website is the most important thing you can do to help boost your SEO
Top Tips
- You should have a list of the keyword search terms you want to target. You should know where your website currently ranks for those search terms (eg: Page 1, position 8) so you can track what effect any changes you make to the website are having on your google ranking so you can measure it's success (or not)
- Ensure you are using the word content in the correct places. For example, you should ensure the specific keyword phrases are used in the Title, Window Title and Meta Description fields within VIA for your website Pages and Items
- You can tag any media you upload to VIA with keyword search terms. Once you have uploaded your media, click the image and rename it using keywords. This will help your website's SEO by using a trick called "alt tagging." It will mean your media will begin to appear in Google image searches as well
- Firstly, you need to establish what keyword search terms you want to improve your Google ranking for and have a clear plan of what your keyword strategy should be. There is likely to be more than one search term you want to target.
- Do your research to see how many monthly searches are being carried out for those search terms and adjust your target keywords accordingly. You can use the free tools within Google Adwords or use this online tool https://searchvolume.io. There is little point in targeting keywords with very low or no monthly searches. Equally, it is best to avoid those keywords with huge numbers of monthly searches as it will be far harder to compete. You should look to find the sweet spot of a high volume of searches for more niche terms, without competing with massive corporations (10-2,000 searches)
- Do your research to see where you currently rank for those keyword searches (ie: You currently rank on Page 1, position 8 for the search term “estate agents in Putney”). Only by understanding how you are performing now can you hope to improve and monitor the work you are doing. You never know, you might be surprised at how well you rank for certain keyword phrases. It’s also important to understand if there are any keyword search terms you rank highly for, so that you can replicate the reasons for this on other website pages
- Identify what pages you’d like to rank highly for each of your chosen keywords. The different pages of your website should provide different information, so it’s important to match your keywords to the relevant page to help your potential customers find the content that’s relevant to their search
- Make sure your page content contains the keyword search terms you are targeting in the relevant context. For example, there is little point talking about your recent charity work on a page that’s supposed to be about Landlord information.
- You need to ensure the word content on your website pages is relevant, informative and useful in the context of the website page it’s being used on. It should use the keywords you are trying to target, particularly in any Titles, your main Content blocks, and in the Window Title and Meta Description of the website page.
- Continue to monitor your website and track if your changes are having an effect on your Google ranking for the relevant keyword search terms. You cannot measure your success without continued data analysis
- Don’t expect instant success – it can take up to two weeks for Google to begin to see your changes. It can take many weeks or even months depending on how competitive your chosen keyword search term is. Remember – Google is looking for consistency, so even if your website is now performing well, you can’t expect to simply bump off another website that has been performing well for many months and instantly be #1.
- Don’t get obsessed with your position and ignore your success. Whilst your Google ranking is important, it’s vital you also monitor how many visitors to your website are getting there through Google. Use Google Analytics to track how many visitors to your website arrived after submitting a Google search, as this is as much a measure of success and ultimately the goal you want to achieve in the first place; more website visitors.
- Think about what you’re potential customers will do once you get to your website. Put yourself in the position of your potential customer. Read your website as a customer, not an employee. Does it give the relevant information you would need? If not, the chances are your potential customers won’t stay on your website for long. Make sure there is also a clear action for the user, such as submitting an enquiry form, or some other means of lead generation. Visitors to your website alone are pointless if you aren’t generating leads.
Your Website will only be visible to the public once your domain name points to Webdadi's live web servers. You'll need to contact the relevant domain name company who you purchased your website address from (eg: Go Daddy, 123-Reg etc )
Most DNS registrars provide an online configuration page to do this DNS change quickly. However depending on your familiarisation with this infrequent procedure, you can ask your domain name provider to do this for you. They can often help through their online web chat functionality.
Please note the following:-
- The domain name's A Record (ARECORD) now needs to be pointed to the Webdadi servers' IP address: 217.171.110.98. (The A record needs to change only if you require the root domain to serve a new Webdadi website)
- For each subdomain (eg. commercial.yourwebsite.com, including the "www.") must also be pointed to the Webdadi servers using a CNAME record to: live.webdadi.net
Please DO NOT undertake the above until you have had confirmation from us that the Website files have rolled to our Live servers.
We also don't recommend you carry out this change on a Friday, as Webdadi's office staff only work Mon-Fri, 9am - 6pm, so won't be available to support you over the weekend if needs be.
The footer of your website displays a combination of social media logos (YouTube, Facebook, etc)
To add/remove them
- In the left hand menu, go to the Settings > Website
- Double click "onyx_config" from the list or right click and select edit
- Scroll to the Social Media Options section
- To add a social media icon to your website, enter the URL of your social media account into the relevant section for icon of that platform to appear. If you don't want a social media icon to appear, simply leave the section blank
- If you want to delete an icon from your website, simply delete any text from the relevant field and ensure it is completely blank
- Press Save once you are happy with your changes
Note: Only the "Super User" & "Manager" user rights have access to this section of VIA. You won't be able to make these changes if you don't have this level of access assigned to your user account. You should speak to the Super User(s) on your account if you have any questions or queries about your user account access.
The footer of your website displays a combination of partner logos (Rightmove, Zoopla, etc)
To add/remove them
- In the left hand menu, go to the Settings > Website
- Double click "onyx_config" from the list or right click and select edit
- Scroll to the Partner Logos section
- Simply tick or untick which logos you wish to display
- If you can't see the relevant logo you want to upload from this common list, then you can upload any other logo you wish. Simply scroll to the media upload section at the bottom and upload your logo in JPG or PNG format. Once the logo has uploaded, click the image name section underneath the logo, and type in partner_logo
- If you are uploading multiple partner logos, you can drag and drop them in any order you wish from left to right
- Press Save once you are happy with your changes
Note: Only the "Super User" & "Manager" user rights have access to this section of VIA. You won't be able to make these changes if you don't have this level of access assigned to your user account. You should speak to the Super User(s) on your account if you have any questions or queries about your user account access
Your secondary company logo appears in the menu of your website on every page bar the homepage.
To change it
- In the left hand menu, go to the Settings > Website
- Double click "onyx_config" from the list or right click and select edit
- Scroll to the bottom media section
- Upload the company logo you want to display. This must be in JPG or PNG (recommended) format
- Drag and drop the logo to the number 2 position
- Delete the old logo you wish to remove by clicking the red dustbin icon
- Click Save
Note: Only the "Super User" & "Manager" user rights have access to this section of VIA. You won't be able to make these changes if you don't have this level of access assigned to your user account. You should speak to the Super User(s) on your account if you have any questions or queries about your user account access
The favicon is the small logo that displays within the browser tab window. It is also known as the shortcut icon, website icon, tab icon, URL icon, or bookmark icon.
To change it
- In the left hand menu, go to the Settings > Website
- Double click "onyx_config" from the list or right click and select edit
- Scroll to the bottom media section
- Upload the company logo you want to display. This must be in JPG or PNG (recommended) format
- Drag and drop the logo to the number 3 position
- Delete the old logo you wish to remove by clicking the red dustbin icon
- Click Save
Note: Only the "Super User" & "Manager" user rights have access to this section of VIA. You won't be able to make these changes if you don't have this level of access assigned to your user account. You should speak to the Super User(s) on your account if you have any questions or queries about your user account access
Your footer logo appears in at the bottom of your website, within the footer section.
To change it
- In the left hand menu, go to the Settings > Website
- Double click "onyx_config" from the list or right click and select edit
- Scroll to the bottom media section
- Upload the company logo you want to display. This must be in JPG or PNG (recommended) format
- Drag and drop the logo to the number 4 position
- Delete the old logo you wish to remove by clicking the red dustbin icon
- Click Save
Note: Only the "Super User" & "Manager" user rights have access to this section of VIA. You won't be able to make these changes if you don't have this level of access assigned to your user account. You should speak to the Super User(s) on your account if you have any questions or queries about your user account access
In VIA you have the facility to add forms to your website.
If you would like change the message that appears on the front end of the website once a form has been filled out and submitted by a user, then you have the ability to do this for the following forms:
- Call Me Back
- Fast Lead
- Valuation Form
To change the message wording
- Go to the menu and select 'Website' then find the sub menu called 'Items.'
- Search for the form in question and double click on it once you have found it, or right click and select 'Edit.'
- Scroll down to the field called 'Form Submit Message.'
- Enter the text that you would like to appear on the website once a user fills out this form.
- Click Save
When you first logon to VIA, you will notice your user account will display your initials within a coloured circle in the top left-hand tab on the dashboard.
This little avatar will appear on your dashboard, as well as throughout various other sections of VIA whereby you appear, such as the Users tab.
This colour is also used whenever you add appointments to your diary. Different user accounts will have different colours assigned to them to easily distinguish different staff members calendar appointments.
The colour of your Avatar and Calendar appointments is pre set by VIA when your user account is first created. However, you can also customise it to a colour of your choice in case of a colour clash, or just for personal preference.
To change your colour:
- Login to VIA.
- On the dashboard, go to your tile (the top left tile titled with your name) and click the coloured avatar containing your initials.
- This will open a new tab with the details of your user account. You will see a field called “Avatar Color.” You can either enter a hex code, or simply click the coloured square on the right hand side to manually select your new colour from the colour picker.
- Once you are happy, click the save button. Your avatar colour will now be updated.
- Login to VIA.
- Go the Users tab in the left-hand menu and select Manage.
- This will open a new tab with the details of every user account added to VIA. Double click the relevant staff member you want to edit from the list, or right click the relevant name and select Edit.
- You will see a field called “Avatar Color.” You can either enter a hex code, or simply click the coloured square on the right-hand side to manually select your new colour from the colour picker.
- Once you’re happy, click the save button. The avatar colour will now be updated.
You can add video tours to your properties that will appear on the property details page.
If you add your properties directly into VIA
- Click the CRM or Property Editor Tab
- Click the Property Tab
- Search for the property you want to edit from the list, or use the search box
- Double click the property or right click and select edit
- Go to the Video Tour field under the Marketing Options section
- Enter the information in the formats specified below. DO NOT upload your video to the media tab of VIA as this will not work.
Youtube
Enter the full URL of the video, including the https:// section. Eg. https://www.youtube.com/watch?v=BDUdkcqLYyk. You can also enter the embed code of the video, which is the alphanumerical code which follows the v= section of the URL eg: BDUdkcqLYyk
Please DO NOT enter a URL in the format of https://youtu.be as this will not work. You must enter either the alphanumerical code or the full Youtube URL of the video in the https://www.youtube.com format
Vimeo
Enter the full URL of the video, including the https:// section. Eg, https://vimeo.com/311625101
Matterport
Enter the full matterport URL, including the https:// section. Eg https://my.matterport.com/show/?m=KPMAC43jLhT
Spec.co
Enter the full URL, including the https:// section. Eg https://spec.co/s/
- You can add multiple video tours. Simply click the "+ Add Video Tour" button. These multiple tours will both display on your website and be sent to the property portals if you are using VIA to export your property data.
- Once you've added the url(s) into the Video Tour field, click the blue save and close button
- You should now be able to see the video tour on the property details page of your property. This will be activated by clicking the video icon which appears on the page. Yout videos/virtual tours will also be sent to the portals if you have exports setup with us
If you do not use VIA to enter your property information directly, and your property information is sent to us via an import from another provider such as Vebra, Reapit, Dezrez etc, you will need to enter the information in exactly the same formats as listed above. You will also need to check with them which field you need to enter your information into and clarify with your provider that they are sending us this information.
All of your website leads will come from forms that appear on your various website pages. You can customise where the leads generated by these forms go.
Arrange a Viewing Requests
The arrange a viewing requests are submitted when a user of your website goes to a specific property on your website and fills out the “arrange a viewing” form.
All of your properties will be assigned to a specific office. This will either be done through VIA if you add your properties directly there, or it will be done when you add your properties to your property management software.
To change where these emails go, you need to edit the office email address that is listed in VIA:
- Go to the top tab of the left hand side menu (this will be called CRM, Property Editor, Lead Manager or Areas & Offices depending on what software edition you are on)
- Click the Offices tab
- Find the office you want to edit and double click it, or right click and select edit
- Go the Email field and edit the email address
- Click Save and Close
Call Me Back requests from your Office Page(s)
These leads are submitted when someone submits the Call Me Back form on your office details page(s)
To edit where these emails go, again you need to edit the office email address that is listed in VIA:
- Go to the top tab of the left hand side menu (this will be called CRM, Property Editor, Lead Manager or Areas & Offices depending on what software edition you are on)
- Click the offices tab
- Find the office you want to edit and double click it, or right click and select edit
- Go the Email field and edit the email address
- Click Save and Close
Other Leads
You can add a variety of forms to your website pages. These forms are what we call “Items.” You can choose to add different item templates to any page of your website listed in the Website > Pages section. You have several different form templates to choose from including a Call Me Back Form, Fast Lead Form, Feedback Form, Testimonial Submission Form, or a Valuation Form.
You can specify which email address a lead from these forms goes to by entering the preferred email address into the Send Email To field within the item. This allows you to have a great amount of flexibility in specifying which people or departments deal with very specific types of leads.
To change the email address that these leads go to:
- Go to Website > Items and find the relevant item from the list that you want to change.
- If you don’t know the name of the item, you can also go to Website > Pages section instead. Find the page you know the item has been added to, double click it, then go to the Items section at the bottom to see all the items which have been added to that page. Click any of the items listed to go to the item itself
- Once you have the relevant item open, scroll to the Send Email To field
- Add the email address you want the form to submit to
- Click Save and Close
A 301 redirect is a way of redirecting visitors from one URL to another. They should be setup if or when you change the URL of a website page.
If a user types the old URL into their browser, or Google is still referencing an older page of your website in its search results, a 301 redirect seamlessly forwards the website visitor to your new URL address.
If no 301 redirects are setup when you change the URL of a website page, then any website visitor will get a “404 – we’re sorry but the page you’re looking for no longer exists” error. This can be detrimental to your SEO.
To setup a new 301 redirect
- Login to VA
- Go to Website > Redirects
- Click the “Add Redirect” button in the top left
- In the URL field, enter the old page URL. Do not enter the whole page URL, just the part which is relevant to that specific page eg: www.website.com/old-page would be entered as simply old-page (please note, this field is case sensitive, so ensure you are copying exactly the old URL structure, including any capitalisation)
- Click the Visible box
- In the New URL field, enter the new page URL. Again, so not enter the whole page URL, just the part which is relevant to that specific page eg: www.website.com/new-page would be entered as new-page (all characters for the new url will be lower case)
- Click Save and Close
To add a calendar appointment:
- Login to VIA
- Go to the Property Editor, Lead Manager or CRM tab at the top of the menu
- Click the "Add Appointment" button in the top left, or click the calendar date/time slot you want to add an appointment to
- Select the appointment Type (Property Valuation, Property Viewing etc)
- Type the Subject. This is a free text box for you to type whatever you need
- Select the Location. This can either be at:
- An Office. You can select which office from a drop down list of offices you have added to VIA
- A Property. You can select any property record which you have added to VIA. If you select property, click the Property tab at the top to search and select the property you want to define as the meeting place for your appointment. For any property you select, if the appointment type is a Valuation or Viewing, the appointment will be saved against the property record in VIA so you can see all appointments of this type that have occurred at that property, giving you a complete history of visits to the property. To view the history, go into any property and go to the Activity section.
- Other. A free text box for you to type whichever location you choose
- Select the Start Date
- Select the End Date (you have the option to tick the appointment as an "All day" appointment)
- Add a Description, any further notes you'd like to make about the property
- To invite your attendees to an appointment, click the Attendees tab at the top. You can search and select both internal staff members to attend the appointment, or any contacts added to VIA. As with properties, for any contacts you add to the appointment, if the appointment type is a Valuation or Viewing, the appointment will be saved against the contact record in VIA so you can see all appointments of this type that this attendee has attended, giving you a complete history of the attendee's activity. To view the history, go into any contact and go to the Activity section.
- To save your appointment click "Add"
- To save your appointment and sync it to any calendars you have open on your device, click "Add and Export"
If you add an appointment through either of these means, the appropriate property or attendee will automatically be added to the appointment for you.
Once you have added an appointment:
- An email will automatically be sent to all staff and attendees added to an appointment:
- The subject line of the email will confirm the appointment Type and confirm the User who added the appointment
- It will be addressed personally using the name and surname of the attendee
- The email will confirm the Subject, Type, Start Time, End Time and Location of the appointment
- The email will enable the attendees to Accept or Reject the appointment. This is then viewable in both the Calendar appointment itself, and in the Appointments tile on your dashboard (this tile will show upcoming appointments for today and tomorrow). The attendee will be listed with
- A tick for and accepted appointment
- A red cross for rejected appointment
- A question mark if the attendee has neither accepted or declined allowing you to chase up the contact
- Once accepted, the attendee is able to download the appointment to the calendar which is synced to the device they are on (iPhone calendar, Outlook, Google calendar etc)
- If the appointment Start Date or Location is edited, a new email will be sent to all attendees and staff members. They will also be alerted if the appointment is deleted
When you add an appointment into the calendar, it will trigger an automatic email invite to all of the attendees you’ve added to the appointment, including internal staff members, so they can accept or reject the invitation.
Once they accept the appointment, they also have the option to download the appointment to their personal diary (Outlook, iPhone, Google etc)
If you create the appointment, whether the attendee has accepted, declined, or not yet responded to the invite will display in the calendar appointment itself. Plus, it will also appear in your Appointments tile on your dashboard. The attendee(s) will have a question mark, tick or cross by their name. This will update in real time as soon as the attendee interacts with the invite, enabling you to chase up any attendees if they haven't responded to avoid wasted journeys.
Calendar View
If you click the appointment within the calendar view, you will see the attendees current status. In the example below, Irene Harbin has accepted the appointment.
Appointments tile on the Dashboard
On your dashboard, the Appointments tile will show you your upcoming appointments scheduled for today and tomorrow. You can see that Irene has accepted the appointment, Elliott has declined it, Jane is yet to respond, and John, the person who created the appointment, is automatically marked as attending.
The appointment confirmation email which is triggered to all attendee’s email addresses when you add a calendar appointment is a standard template.
It will pull in your company logo, your website address, plus links to your social media accounts. To edit these, please see the relevant training guide article on changing your company logos and updating your social media accounts.
The email will pull also pull in the relevant information of the calendar appointment:
- Type (Property Valuation, Property Viewing, Meeting etc)
- Location
- Start Date/Time
- End Date/Time
It also pulls in the Subject field. This field is a free text box for you to enter any information you need. If you enter a URL link, then this link will be clickable by the recipient of the email. You can use this field to link to particular information or documents on your website. eg:
If you add your property information directly into VIA, you have the option to send your applicants automated property alert emails.
A property alert email will be sent to any applicant saved within VIA if:
- A new property is added for sale/to let
- The price of the property is updated
For the Property:
- Under the Workflow section, the Status must be marked as:
- For Sale
- To Let
- Under the Marketing Options section, the Allow notification by email option must be ticked
- The property must have at least one image uploaded to the media section
For the Contact:
- The contact must have the Applicant option ticked
- Their Status must be marked as one of the following options:
- Actively Viewing - Normal
- Hot Applicant
- Just Looking – Low
- Prospective
- Purchase Fallen Through
- The Auto Emails tick box must be ticked
- The Min bedrooms must match the property
- The Min Price & Max Price must match the property
- The Areas selected must match that of the property. If no areas are specified for the Applicant, then any property in any area will be sent to them
If your account is not currently set to send automated property alert emails but you’d like to utilise this feature, please contact your Webdadi Account Manager.
The automated property alert emails are a standard template.
It will be pull in the name of the applicant and let them know that the following property or properties has been added or updated recently. It will also pull in the property address, number of bedrooms, bathrooms and receptions. The price, the status, the long description plus the first 1-3 photographs of the property, and link back to your website.
It will pull in your company logo and company colours. To edit these, please see the relevant training guide article on changing your company logos.
If your account is not currently set to send automated property alert emails but you’d like to utilise this feature, please contact your Webdadi Account Manager.
You can add and remove the properties which appear in the Featured Properties section of your website.
- Click the Website tab
- Click the Featured Property tab
- Double click the Name which appears in the list view that you want to edit, or right click and select edit
- Under the Featured Property section, a list of properties currently appearing on your website will be displayed (if no properties are listed, then no properties will currently be displaying in your Featured Property section of your site
- To remove properties, click the minus (-) icon next to the property address
- To add properties, use the search box to find the property you want to add, then select the plus (+) icon next to the address
- Once you are happy with the list of properties you want to display, click Save and Close or Save
If you use VIA to upload your properties to the property portals, you can check whether the property has been successfully sent to or removed from, the portal(s).
If a property has not been sent to or removed from a portal correctly, you can also see what caused the error so you can correct it.
- Click the CRM or Property Editor Tab
- Select Property
- Search for the property that you'd like to check using the search options
- Double click the property from the list view, or right click and select edit
- Click the Exports quick link heading at the top. In this section, you will see a list of the property portals we're exporting in Real Time for you. These will be one of, or a combination of, Rightmove, Zoopla and On The Market. You will also see the date/time of the last successful export (or unsuccessful attempt) and a confirmation of the status in the Result section:
- Updated Property - means the property was successfully sent to the portal(s)
- If the Result does not say "Updated Property" it will instead tell you the error which has caused the property not to export. This is likely to be because the property is missing data, such as a full postcode, or features. If you don't understand the error message, you can contact the Webdadi Helpdesk
Common mistakes that will prevent the property from being exported correctly:
- The full Postcode of the property has not been entered
- A blank feature containing no text has been added to the Main Features section
- The Exclude from portals box is ticked in the Marketing Options Section
- The Status of the property has not been set to For Sale or To Let
Your Webdadi website uses Google maps on various pages including the property details pages and the office pages. In fact, anywhere on your site where you can see a map will be using Google’s functionality. You may also be using additional Google features, such as Google streetview
In order for these to work correctly on your website, you’ll need to have your own Google account for your business. This is not something that Webdadi can do for you, as each commercial business has to have their own Google account in order to abide by Google’s terms of use. Please note - we don’t hold any details of any customer’s Google accounts.
From your Google account, you will be required to generate a Google Maps API key through your Google Cloud Platform Console (cloud.google.com).
Once you have created a new maps project within the Google console, you can begin to assign API’s to this. We will ned you to enable the following five map API’s:
- Geocoding API – Used to find locations and pin property addresses in your VIA software.
- Maps Javascript API – For the use of interactive website maps such as the property details pages.
- Maps Static API – Used in instances where website maps are static and can’t be interacted with.
- Places API – Used to find properties locations within our valuation tool.
- Street View Static API – Required for using Google Street view functionality on property details pages.
You should send these APIs to your Project Manager during your website build.
If you need to change your Google APIs or check they are correct:
- Go to Settings > Website
- Double click the onyx_config section or right click and select “edit”
- Scroll to the Google Settings section
- Enter your Google API Key and Static Map API in the relevant fields
My maps aren’t working?
If the maps aren’t working on your website, please double check that the billing information has been added correctly to your Google account as the API project won’t work without this being authorised. Go to the navigational menu in the top left hand corner of the Google console and open the navigation menu and select ‘Billing’. Select ‘Manage Billing Account’ and you should see in this section the card details attached to the account. If there is no card attached, then you will need to click on the blue ‘Add billing account’ button and fill out the requested details.
If you are struggling to generate the API key or you have given us the API key and this is still not working, then please let us know firstly and we will try to help you fix this within your Google console.
Please be aware though that the maps are a Google product and may need Google’s dedicated Maps API helpdesk to look into any technical issue that you are having. Below is a link to Google Maps Platform Support and Resources page.
https://developers.google.com/maps/support
If you need to contact Google's support team:
https://developers.google.com/maps/support#contact-maps-support
My maps aren’t working?
If the maps aren’t working on your website, please double check that the billing information has been added correctly to your Google account as the API project won’t work without this being authorised. Go to the navigational menu in the top left hand corner of the Google console and open the navigation menu and select ‘Billing’. Select ‘Manage Billing Account’ and you should see in this section the card details attached to the account. If there is no card attached, then you will need to click on the blue ‘Add billing account’ button and fill out the requested details.
If you are struggling to generate the API key or you have given us the API key and this is still not working, then please let us know firstly and we will try to help you fix this within your Google console.
Please be aware though that the maps are a Google product and may need Google’s dedicated Maps API helpdesk to look into any technical issue that you are having. Below is a link to Google Maps Platform Support and Resources page.
https://developers.google.com/maps/support
If you need to contact Google's support team:
https://developers.google.com/maps/support#contact-maps-support
Within your Atom website you can add a LBTT calculator if you are dealing with Scottish property sales.
To do this, in VIA you need to firstly add the 'Stamp Duty Calculator' form to a page.
You will however need to use the word ‘lbtt’ in the summary field of the item itself in order for the LBTT calculator to show. For example name the item: 'lbtt-calc'
You may be based on the border between England & Scotland or simply deal with property sales in both countries. In this instance we have added the option for a radio button to show on the calculator so the website user can simply pick the English or Scottish version. If you would like the radio button to default to the Scottish calculator version then you simply need to add the stamp duty calculator item to the page in VIA as normal, however you will need to use the word ‘lbtt-showradio’ in the summary field of the item itself.
Finally, if you deal with property sales in both England and Scotland but would prefer the radio button to default to the English calculator. In this instance, you simply need to add the stamp duty calculator item to the page in VIA as normal, however you will need to use the word ‘stampduty-showradio’ in the summary field of the item itself.
Within your Atom template you have the facility to add a video to the homepage of your website.
This video is added, by firstly, uploading it to either YouTube or Vimeo and is then streamed from the platform itself when a user loads the site. As part of the ATOM platform we will also add a placeholder image to your website which outputs while the video is loading.
There are two ways in which your VIA software will be set up to manage this image if you would like to change it at any point.
1 - In VIA you will go to Pages>Video Pages then click on the ‘videos’ button. You will see a video code in the field 'Home YouTube Code' that is powering the homepage video. You can change the video at any point by adding a new YouTube or Vimeo URL to this field.
You will also see that there is an image attached to the ‘media’ uploader in this section of VIA, this is powering the mobile/tablet image that you see when going onto the homepage.
If you add an image to the media uploader and call it ‘homepage-transition’, this image will be the new image to be used while the homepage video loads. If an image isn’t added in VIA then the fall back option will be the YouTube or Vimeo thumbnail assigned to that video.
2 – In your VIA software you may alternatively have a video added through the ‘home’ page, in this instance you will have an item container with three slides above the fold for example.
If you have this homepage setup, there is a video added to the item container with a field called ‘Video Embed Code’ but now you will be able to use the media uploader in that item in order to add a transition image, which will be used while the homepage video loads. If an image isn’t added to this item in VIA, then again the fall back image is the YouTube or Vimeo thumbnail for that video.
If you are a Super User or Standard User of VIA, you have the ability to change the owner of a contact once it has been allocated.
Any user of VIA can allocate an owner of a contact if the owner field is blank, but only Super Users or Standard Users can then change the owner once it has been allocated.
To change the owner of a contact
- Go to the CRM or Lead Manager tab
- Click the Contacts tab
- Search for the contact you want to change the owner of. you can either perform a quick search by email/phone/name or company they work for, or use the Advanced filter options
- Double click on the relevant contact, or right click and select edit from the menu
- Click on the Registered To quick link at the top, or scroll down to the Registered to section
- Next to the owner field, you will see a red dustbin icon. Click this to remove the current owner
- In the Owner field, start to type the name of the new owner you want to allocate. They will appear in the drop down list below. Click the name of the person you want to allocate as the owner from the list
- Select save and close or save to save your changes
- Go to the CRM or Lead Manager tab
- Click the Contacts tab
- Search for the contacts you want to change the owner of. The advanced filter options will allow you to search for a range of contacts under different criteria. It is likely you'll want to search by the Owner filter, so you can see all of the contacts assigned to a specific owner that you may want to change in one go
- Highlight all the contacts you want to change. You can either select the tick box at the top of the search results to highlight every contact contained in the search. Or, you can specifically highlight individual contacts by holding down "control" and then selecting the contacts you want. You can also hold down "Shift" and then highlight a range of contacts from top to bottom
- One you have highlighted all of the contacts you want to change, right click and select the "Change owner" option
- A new pop up will appear. Simply select the relevant owner you want to now assign to the contacts by selecting their name from the drop down list. Click Yes once you have selected the relevant owner.