The following steps outline the process of making a co-marketer connection.
- Inviting Co-Marketing Partners
- Co-Marketer Accepting Their Invitation
- Reminding Co-Marketers to Accept Their Invitations
- Edit Co-Marketing Profiles
Inviting Co-Marketing Partners
There are two options when it comes to inviting co-marketing partners:
- Inviting contacts that already exist in your system
- Inviting co-marketers that do not exist in your system by inputting their email address
- On the left navigation, click Co-Marketing Partners > Invite New Connections.
- A pop-up box appears.
- Under Enter Your Connection's Email Address for Co-Marketing, type in the name of the contact or input their email address if they are not a contact in your system.
- Note: Please ensure there are no spaces if inputting emails.
- Choose Create Invitation OR Next.
- Clicking Next sends you straight to sending the invitation if multiple connections were selected.
If Create Invitation was Chosen
- (Optional) update email content (if applicable).
- Note: The email subject header automatically pulls in your account name ({{ sender.f_name }}) while the email body message automatically pulls in the recipient name ({{ recipient.f_name }}).
- Click Send Invitation.
If Next was Chosen
- Input contact information, click Next.
- (Optional) input license and MLS information, click Next.
- (Optional) add a profile picture and/or logo image, click Next.
- (Optional) update email content.
- Click Send Invitation.
After the invitation has been sent, the co-marketer receives an email asking them to accept.
Co-Marketer Accepting Their Invitation
Note
The co-marketer receives an email asking them to co-market after the invitation has been sent.
- Navigate to your email inbox.
- Open the email labeled [Name] Invited You to Co-Market on Total Expert!
- Note: The email subject field may be different.
- Follow the instructions to accept and create your profile.
Example of email invitation:
If the co-marketing partner does not have a TE account, the accept invitation button brings them to a page where they set up their account. If they do have an account, they are prompted to sign in to the TE platform.
Tip
If you don't see the email in your inbox, search your junk/spam folder for "Total Expert."
Reminding Co-Marketers to Accept Their Invitations
There are a couple different actions you can take to remind your co-marketer to accept their invite.
- Send them a private email - Remind them to check their inbox for your invite.
- Copy invite link to your clipboard - This gives you the direct URL link that they need to open in order to create their profile.
- Delete - Delete the current invitation that was sent, then resend.
How to Send a Private Email Reminder
- On the left navigation, click Co-Marketing Partners.
- Under the Actions column, click Actions > Send Private Email.
- Your email provider appears.
- Input your email, click Send.
How to Send the Copied Invite Link
- On the left navigation, click Co-Marketing Partners.
- Under the Actions column, click Actions > Copy Invitation Link to Clipboard.
- Copying your invitation link allows you to paste that URL in an email body text.
- Navigate to your email inbox and paste your copied invite link.
- Send your email to your co-marketing partner.
- Once your co-marketing partner clicks on the link, it opens to the page where they create their account.
How to Delete Current Invitation
- On the left navigation, click Co-Marketing Partners.
- Under the Actions column, click Actions > Delete.
- Choose Ok to confirm.
- Once deleted, resend the invite to co-market.
Edit Co-Marketing Profiles
Note
The co-marketer must allow for their profiles to be edited. Click HERE to learn more.
- Some organizations do not allow for co-marketing profiles to be updated.
- You are not allowed to edit the email address of a co-marketer. Your co-marketer needs to reach out directly to Support@TotalExpert.com for assistance, or they can update their account settings. Click HERE to learn more.
- On the left navigation, click Co-Marketing Partners.
- Under the Allows Profile Updates column, ensure that there is a checkmark. You cannot update a co-marketer's profile if there is not a checkmark.
- Under the Actions column, click Actions > Edit.
- Make your updates then click Submit.
