IDX Automator Pro: Getting Started Guide

Welcome to IDX Automator Pro!

This guide will walk you through setting up your account, customizing your website, managing leads, and utilizing IDX features for real estate success.

1. Account Setup

1.1 Accessing Your IDX Automator Pro Dashboard

Your real estate website and CRM are fully pre-configured and managed through Level Play Digital’s IDX Automator Pro.

✅ How to Access:

1. Check Your Email: Upon sign-up, you received a welcome email with login credentials.
2. Go to the IDX Automator Pro Login Page:
   • Login Here
3. Enter Your Credentials: Use the email and password provided.
4. Explore Your Dashboard: Here, you can manage your website, leads, and marketing tools.

???? If you need help accessing your account, you can request assistance during your complimentary onboarding meeting or submit a support ticket.

2. Pre-Configured IDX Broker Integration

Good news! Your IDX Broker account is already set up and pre-integrated into IDX Automator Pro with your Broker’s information. You do not need to configure IDX Broker yourself—you simply receive your login details upon request or during onboarding.

✅ What’s Already Done for You:

• Your IDXBroker account is pre-configured with your Broker’s settings, MLS data, and featured listings.
• No technical setup is required—you can start using it immediately.
• If you need access to IDX Broker directly, simply request your login during onboarding or via support ticket.

You can schedule your complimentary onboarding session to review these settings or submit a support ticket for assistance.

3. Customizing Your IDX Automator Pro Website

3.1 Updating Your Custom Values

Your website, marketing emails, and lead funnels are dynamically generated based on your custom values. These values personalize your brand without requiring manual edits to your website.

✅ How to Customize Your IDX Automator Pro Website:

1. Log in to IDX Automator Pro (Login Here)
2. Navigate to "Custom Values"
   • Update your Name, Phone, Email, Business Address
   • Add your Social Media Links
   • Edit your Brokerage Branding & Logos
3. Save your updates—your website, funnels, and marketing emails will automatically update.

You can also update these during your onboarding meeting or request support via ticket.

3.2 Connecting Your Custom Domain

Your IDX Automator Pro website comes with a default domain, but you can connect a custom domain for a more professional look.

✅ How to Connect Your Domain:

• Purchase a domain (if you don’t have one already).
• Update DNS settings to point to IDX Automator Pro.
• Confirm with Support once completed to verify the connection.

Support is available to assist with domain setup if needed.

4. CRM & Lead Management on IDX Automator Pro

4.1 Viewing & Managing Leads

Your CRM is built into IDX Automator Pro, making it easy to track leads.

✅ How to Access Your Leads:

1. Log in to IDX Automator Pro
2. Click on "Leads" in the left menu
3. View all leads, their activity, and communication history

4.2 Lead Automation & Notifications

• Automated Follow-Ups: Leads receive instant email/SMS notifications.
• Lead Routing: Assign leads to specific agents.
• Saved Searches & Alerts: Leads receive property alerts based on their preferences.

5. IDX Analytics & Reporting

5.1 Where to View Stats

✅ IDX Broker Traffic & Lead Reports:

• Log in to IDX Broker (IDX Broker Login)
• Go to Leads > Lead Traffic Stats
• View insights on searches, properties viewed, and saved properties

✅ IDX Automator Pro CRM Analytics:

• Log in to IDX Automator Pro Dashboard
• Click on Reports & Analytics
• View lead engagement, website traffic, and campaign performance

Use both IDX Broker and IDX Automator Pro together to track all performance metrics.

6. Support & Next Steps

6.1 Where to Get Help

???? Live Chat & Knowledgebase: Available inside IDX Automator Pro.
???? Submit a Ticket: WHMCS Client Portal → Support Section
???? Contact Support: Call or email your dedicated account manager.

6.2 Next Steps for Success

✅ Schedule your complimentary onboarding meeting to review your account settings.
✅ Update your custom values to personalize your website, funnels, and emails.
✅ Start using your CRM to manage and engage leads effectively.

???? Need more help? Visit the Knowledgebase or open a support ticket for assistance.

???? Welcome to IDX Automator Pro – Let’s Get Started! ????

Would you like any additional FAQs, screenshots, or step-by-step visuals added before launch? ????