Cheat Sheet

myKW Cheat Sheet
VOLUME III

Scott Le Roy Marketing
Support@ScottLeRoyMarketing.com
www.ScottLeRoyMarketing.com

1 REV 2017-09
myKW Cheat Sheet
Table of Contents
Table of Contents 2
New KW Website Powered by Placester 7

Find the KW Website 7
Site Settings 7
Listings 7
Check/Setup IDX Integration 7
What is IDX? 8
Global Filters 8
Featured Listings 8
Open House Info 9
Site Design 9
Theme Selection 9
Slideshow 9
Certifications 10
Social Media 11
Search Form 11
Menu 11
Add a Custom URL to your Website Menu 12
Site Info 12
Lead Capture 14
Custom Domain 14
Site Tracking 15
Site Verification 15
Pages 15
Create a Custom Page 15
Edit an Existing Page 17
Blog Posts 17
Create a New Blog Post 17
Edit an Existing Blog Post 18
Agents 18
Create a New Agent Page 18
Edit an Existing Agent Page 19
Testimonials 20
Create a New Testimonial 20
Edit an Existing Testimonial 21
2 Scott Le Roy Marketing REV 2017-09

myKW Cheat Sheet
Areas 21
Create a New Area Page 21
Edit an Existing Area Page 22
KW Website Powered By Placester F.A.Q. 23
KW Email 25
Create Your KW Email 25
Log in to Your KW Email 25
Change Your KW Email Password 25
Create an Email Alias 26
Forward Your KW Email 26
Create an Email Signature 27
KW Email F.A.Q. 27
myTransactions (DotLoop) 29
Working With Loops 29
Find myTransactions (DotLoop) 29
Create a Loop 29
Add a Contact to the Loop 29
Add a Template Document to the Loop 29
Add PDF Documents to the Loop 30
Share Document with Contacts 30
Submit Loop for Compliance Review 31
Submit Loop to a Greensheet 31
Auto-populate Loop Templates with Property/Client Information 31
Download/Print Completed Documents From a Loop 32
Archive (Delete) A Loop 32
Archive A Document 32
Find An Archived Loop 32
Account Information 33
Change Dotloop Account Email 33
Update Name and Initials in DotLoop 33
Dotloop/myTransactions F.A.Q. 33
Keller Williams APP 35

Using Your KW APP 35
Find the Code/URL For Your Personalized/Branded KW APP 35
Download Your KW APP (on your smartphone/tablet) 35
Update Your Information Displayed on the KW APP 35
Brand Your KW APP 36
Share Your KW APP 36
myKW Cheat Sheet
See How Many People Have Downloaded Your KW APP 36
See Who Has Created an Account/Saved Properties in Your KW APP 37
About the KW APP 37
Information Found On The App Page 37
Mobile URL 37
Mobile Text Code 37
My Agent Code 37
QR Code 37
Mobile App Service Area 37
KW APP F.A.Q. 38
myContacts 39
Manage Contacts 39
Find All Contacts 39
Add a Contact 39
Search for Contacts 39
Search Criteria/Parameters 40
Change Contact Status 41
Update Contact Information After Adding Contact 41
Delete Contact 41
Add Contact to Listing Alert 41
Change Sorting of Contacts in myContacts List 42
Show Additional Columns in myContacts List 42
Work with Groups 42
Add/Create a Group 42
Edit a group name 43
Add a Contact to a Group 43
Remove a Contact from a Group 43
View only the contacts in a specific group 44
Import/Export Contacts 44
Import Contacts 44
Export Contacts 44
Integrate other lead sources 45
myLeads 46
Find myLeads 46
Change Lead Status 46
Move a Previously Added Contact to the myLeads section 46
Receive Text or Email Alerts on New Leads 46
Activity Types for Notifications 47

myKW Cheat Sheet
myLeads F.A.Q. 47
myMarketing 48
Single Marketing Materials 48
Find Marketing Materials 48
Create a Marketing Piece 48
Find Saved Designs 48
Marketing Campaigns 49
Create an Email Marketing Campaign 49
View Saved Campaigns 50
Additional Marketing 50
Send Marketing Piece as an Email 50
Update Information that Auto-populates on Marketing Material 50
Add Social Media Links to Marketing Emails 52
myMarketing F.A.Q. 52
KW (Whitepages/myReferrals) Profile 53
Find the KW Profile Back Office 53
Bring Your Profile Completeness to 100% 53
Whitepages F.A.Q. 54
myKW Home Page Menu 56

myKW Logo 56
Home 56
Education 56
Coaching 57
Marketing 57
Technology 57
Resources 58
Events 58
Search Bar 59
eEdge myEmail (Legacy) 60

Find myEmail 60
Send an email from myEmail 60
View Sent Email 60
View Analytics of Sent Email 60
View Emails Sent to a Particular Contact 61
Send an image in your eEdge Email 61
Change eEdge Email Signature 62
eEdge Website (Legacy) 63

myKW Cheat Sheet
Find the eEdge Website 63
Edit the Homepage 63
Edit the Sell Page 63
Update the Website Images 63
Update Communities Served 64
Update Previously Saved Communities Served 64
Edit the About Page 64
Add a Custom Page 65
Change Your Website Template 65
eEdge Website F.A.Q. 65
SUPPORT 67
Keller Williams Support 67
Market Leader / eEdge Support 67
DotLoop Support 67
Placester Support 67
Scott Le Roy Marketing 67
HELPFUL TRAINING CLASSES 68

myKW Cheat Sheet
New KW Website Powered by Placester

Your KW Website powered by Placester is the newest website provided to KW agents and is mobile
responsive, SEO friendly, and has IDX and blogging capabilities built in.
Find the KW Website

1. Log in to myKW.kw.com
2. In the top black menu bar, hover over Technology
3. Click KW Websites
4. Click the red Go to my website button in the center of the page
a. If this button is not available, your site needs to be activated. In order to activate this site, please
ask your MCA to add your MLS ID to the KW Whitepages. We would do this for you, or include
instructions for how to do it yourself, but unfortunately only MCAs have that capability. Within 48
hours after they add it, you will receive a notification to your KW email, and a pop up notification
when you log in to mykw, that the site is available. Once you receive that notification, just
complete this form and we'll get it all set up: http://scottleroymarketing.com/placester-setup
Site Settings
Listings
Check/Setup IDX Integration

5. On the left, click Edit Site
6. On the left, under Listings, click IDX Integration
a. By default, the KWLS (KW Listings Only) will be selected
7. If your local MLS is listed, click Use This MLS to the right
8. If your local MLS is NOT listed, check with your office to get the IDX setup process for this site started
9. At the bottom right, click the green Save button

myKW Cheat Sheet
What is IDX?
IDX stands for Internet Data eXchange, which is the way that the MLS sends listing data to the agent's
websites. Each KW agent should have three (3) IDX connections set up:
Wolfnet/eAgentC for the KW App. This enables app users to search the full MLS, not just KW listings,
and enables agents to see who has created an account and saved properties.
Marketleader/eEdge. Allows eEdge site visitors to search the full MLS, and enables agents to create
listing alerts and "listing-enabled" marketing materials within eEdge
Placester/KW Website. Enables site visitors to search the full MLS.
To learn what is required to set up an IDX feed for each of these providers, either contact your MLS directly, or
the site providers themselves:
Wolfnet: support@wolfnet.com, 1 (866) 965-3638
Marketleader: eedgesupport@kw.com, 1 (800) 491-4234
Placester: support-KW@placester.com, 1 (800) 728-8391
Global Filters
On this page, you can choose which listings visitors to your site can find. I.e. Only commercial, only residential,
only for sale versus for rent, only a certain price range, only certain zip codes or cities. Note that these settings
will limit what listings can be found anywhere on your site, so it would be unwise to make these settings too
narrow (i.e. only your listings, or only your offices listings)
6. On the left, under Listings, click Global Filters
7. Choose what areas/criteria you want to limit your listings to
a. i.e. city, zip code, min/max beds, min/max price, agent ID
b. To add a new search criteria, click the Add Search Criteria dropdown, and select the criteria,
then click Add to the right
8. Click Search
a. A preview of which listings would show will list underneath
9. At the bottom, click the green Save button
Featured Listings
This section is where you choose which listings will display on the home page of your site, below the search
bar. Depending on the theme selected, anywhere from 4 to 16 listings will display in this section.
myKW Cheat Sheet
6. On the left, under Listings, click Featured Listings
7. Choose what areas/criteria you want to limit your listings to
a. i.e. city, zip code, min/max beds, min/max price, agent ID
8. To add a new search criteria, click the Add Search Criteria dropdown, and select the criteria, then
click Add to the right
9. Click Search
10. A preview of which listings would show will list underneath
Open House Info

This feature is an upgrade add-on not provided through your KW subscription to Placester. To learn about
adding Open House Info to a Single Property site, contact Placester directly.
Site Design
Theme Selection
This section allows you to change the look and feel, and some coloring, on your site. NOTE: Do NOT choose a
theme based on the picture displayed in the preview behind the search bar. The pictures on that slideshow can
be changed at will. Choose your theme based on layout and coloring, instead.
6. On the left, under Site Design, click Theme Selection
7. Use the arrow buttons to the right and left of the preview to scroll through the theme options
8. Once you have a theme you like, some allow you to choose a color scheme, below the preview
9. On the Madison and Madison Metro themes, you can choose for the header to be filled with the
color chosen, with white text, or filled with white, with text in the color chosen.
10. On some themes, you can set a message to display over the slideshow, above the search bar
a. Up to 60 characters (including spaces)
Slideshow
The slideshow displays behind the search bar on your home page. Your slideshow images are fully adjustable.
Each theme allows up to 5 scrolling slideshow images. Please visit this help article for image resizing tips and
to learn ideal slideshow dimensions for each Placester theme:
http://support.placester.com/hc/en-us/articles/204487755-Tips-and-Resources-for-Cropping-and-Resizing-Ima
ges

myKW Cheat Sheet
6. On the left, under Site Design, click Slideshow
7. Click Select on the preset template you would like to use, or click the Plus sign (+) at the top left to
create your own
a. You can change the images contained within a preset template which will create a new
slideshow
b. Click the Upload button to upload a new image
c. You can add a caption for each image, if you like
i. Note that the caption will display in white text at the bottom left of the picture. There is no
way to change the size or color of the caption, so it would help if your picture had a dark
area near the bottom left
d. You can paste in a link for each image, which will go to that link when the image is clicked
i. I.e. for a specific listing, upload the listing image, then find the listing on your site, and
paste that link in the Link box so that if that image is clicked, it will go directly to that
listings page
e. At the bottom, click the green Save button to save the slideshow itself
8. At the bottom, click the green Save button to save which slideshow is selected
Certifications
6. On the left, under Site Design, click Certifications
7. Click on the Certification(s) you would like to display
a. Up to 6

myKW Cheat Sheet
Social Media
6. On the left, under Site Design, click Social Networks
7. Type in the ending of your social media profile url as requested
a. i.e. facebook.com/scottleroymarketing would just be scottleroymarketing for the Facebook
section
b. On Linkedin, be sure to add in/ before the rest of your linkedin URL. This is necessary, but not
noted on the page. i.e. linkedin.com/in/scottleroymarketing would be in/scottleroymarketing
Search Form
6. On the left, under Site Design, click Search Form
a. Depending on the theme, several search form options will be available
7. The Omnibox With Autosuggest is a KW-exclusive feature, and allows visitors to search the entire
listing using regular expressions, rather than dropdown options
a. i.e. 3 bedroom 2 bathroom austin, tx fence pool 1500 square feet in the box, rather than
selection different dropdowns for each piece
8. At the bottom, click the green Next button
9. Depending on the search box selected, additional items to add/remove may be available
Menu

myKW Cheat Sheet
6. On the left, under Site Design, click Menu
7. To rearrange menu items, click and drag them into the order you want
8. To create a sub menu drop down, hold one menu item on top of the other then release
a. It will then be indented below the main menu item
9. To add a new button, click the dropdown labeled Home under all of the menu options
10. Click the name of the previously created page to add, or Custom URL
11. Click Add
***Would you like a custom link on your website menu to feature your app? Visit
http://scottleroymarketing.com/support/app-menu to have this setup for you
Add a Custom URL to your Website Menu

6. On the left, under Site Design, click Menu
7. Click the dropdown labeled Home
8. Click Custom URL
9. Click Add to the right
10. In the Label box, enter the text to display on the menu button
11. In the URL box, enter/paste the full URL (including http://)
12. Optional: In the Tooltip box, enter a short message that will display when the cursor hovers over the
menu button
Site Info

myKW Cheat Sheet
6. On the left, under Site Design, click Site Info
7. Site info fields:
a. Brand Name: Displays near the top left of the site, next to the site logo
b. Tagline: AKA slogan/catchphrase, displays below the Brand Name
c. Logo: You can add a new logo or choose from existing Placester logos in the system (note not
all Market Centers have a logo within Placester
i. If your office/MLS requires your offices logo to show on the site, this is where to upload
it
d. Site Header: Choose whether or not to display the above 3 fields
e. Upload Favicon: upload the icon that displays in the browser bar at the very, very top
i. Square
ii. Simple is best (i.e. just a letter or two, or recognizable symbol/logo)
f. Name: Your name to display on the home page
g. Email: The email address that a new message will be composed to when Email Me is clicked
on the home page (Can only be in the Email Me text, cannot display plain text of your email
address, or change to say Email Us)
i. When Email Me is clicked, it will open THAT computers default email program, cannot
be specified within the site
h. Phone: Displayed next to Email Me
i. On mobile devices, will call that number when tapped
ii. If multiple numbers are entered, an error will occur when tapped (it will try to dial both
numbers as one long number)
i. Photo: Upload your picture
i. On the site, if the top of your head seems cut off, upload a picture with more space
above your head
j. Company: Your office name
k. Email: Your office email
l. Phone: Your office phone
m. Address: Your office address
n. City: Your office city
o. State: Your office state
p. Zip: Your Office Zip
q. Meta Title: The blue title displayed on search engines when you are found in search results
r. Meta Description: The gray text displayed below the blue title on search results

myKW Cheat Sheet
i. This is not the place to load up tags (i.e. homes for sale houston, houston real estate,
houston houses, houston ..). This is read by actual people when you display in search
results, and should be a helpful description of what will be found on the site
Lead Capture
6. On the left, under More click Lead Capture
7. Select Passive or Aggressive for the Lead Capture options
a. Passive: Visitors can view all listings without submitting contact information
b. Aggressive: Visitors must submit contact information before viewing any listings
c. For additional lead capture options (i.e. only require information after X listings) contact
Placester directly to upgrade
8. In the Lead Forwarding section, enter any emails you want to be notified of a new lead coming in to
your Placester site, separated by commas
a. Make sure to include your eEdge @kwrealty.com address, so that leads from this site will
automatically be added to your eEdge database (S
ee Update Information That Auto-populates
on Marketing Material to find this address)
Custom Domain
6. On the left, under More click Custom Domain
7. To edit your .kw.com site address:
a. Click Edit next to the existing address
b. Type what you want before the .kw.com section
c. Click Check Availability

myKW Cheat Sheet
d. If the domain is available, click the green Save button
8. To add a custom domain that you have already purchased:
a. In the Add a custom domain box, enter the full address of your site, including www.
i. i.e. www.scottleroymarketing.com rather than just scottleroymarketing.com
b. Click Add Domain
c. Click the step-by-step help articles link on the right for step by step instructions on how to
configure your domain at your domain registrar to properly connect to your site
***Having trouble mapping your custom domain? We can set it up for you!
Visit http://scottleroymarketing.com/support/domain-forwarding***
Site Tracking
In this section, you can connect to tracking services to track site visitors activity (not contact information) on
your site. I.e. where they came from (search engine, typed the address, email link), how long they were there,
which pages they looked at, etc for Google Analytics, Google Adwords, and Facebook business.
1. Tracking ID: The Tracking ID provided by Google Analytics

a. In the format UA-######-01
2. Conversion ID: Provided by Google Adwords
3. Conversion Label: Set within Google Adwords
4. Facebook Pixel ID: Provided by Facebook Business
5. For more information on each of these services, contact the providers directly or visit
www.SLMTips.com
Site Verification
In this section, you can add the required information to verify that you actually own this site for Google
Webmaster Tools, Bing Webmaster Tools, Pinterest Business, and Google Plus.
Pages
Pages are static areas of your site that will not be updated frequently, and do not provide information that is
shown in a blog post, agent page, testimonial, or area. I.e. Buyer/Seller Resources, your preferred vendors,
recently closed listings, etc
Create a Custom Page


myKW Cheat Sheet
6. At the top, next to Site Settings, click Pages
7. Click the Plus Sign (+)
8. In the Template dropdown, choose what kind of page you are creating:
a. Default Page Template: Simple page where you can add your own content without any special
formatting
b. About Page: Should already exist. Add your bio/experience, etc
c. Agents Index: Lists all of the agents that have a page created under Agents (see Agents
section)
d. Areas Index: Lists all of the service areas that have a page created under Areas (see Areas
section)
e. Blog Post Index: Should already exist. Lists all of the blog pages that have been created under
Blog (see Blog section)
f. Client Profile: Should already exist. Displays favorited properties for site users who have
created an account and favorited properties
g. Contact Page: Should already exist. Contains the contact form. Additional information to be
displayed below the contact form can be added under Page Content
h. Custom Landing Page: Not available through KW subscription. Contact Placester directly to
upgrade
i. Featured Listings Page: Shows all listings that meet Featured Listings criteria, not limited to
however many the theme shows on the home page
j. RSS Feed Index: Lists blog posts from another site (i.e. your existing blogspot or activerain site)
i. Requires an RSS feed URL
k. RealSatisfied Ratings and Reviews: Lists testimonials from RealSatisfied
i. Requires setup/login to RealSatisfied
l. Testimonials Index: Lists all testimonials added under Testimonials (see Testimonials
section)
9. Add your page content (if applicable)
a. Supports some HTML options, video, images, etc
10. Display Full Width: Choose whether or not you want the agent contact form to display to the right of the
page content
11. Add this page to my menu: Choose whether or not you want a link to this page added to the end of your
menu

myKW Cheat Sheet
12. Meta Title: The blue title displayed on search engines when this page is found in search results
13. Meta Description: The gray text displayed below the blue title on search results
a. This is not the place to load up tags (i.e. homes for sale houston, houston real estate, houston
houses, houston ..). This is read by actual people when this page displays in search results,
and should be a helpful description of what will be found on the page
14. Click Save as Draft if you dont want this page public yet
15. Click Save to publish the page
Edit an Existing Page

6. At the top, next to Site Settings, click Pages
7. Click on the name of the page to edit, or Edit in the 4th column
8. Make your changes
9. At the bottom, click Save as Draft to unpublish the page
10. Click Save to update the changes live on the site
Blog Posts
Blog posts are articles that you write to display your expertise as
Create a New Blog Post

6. At the top, next to Site Settings, click Blog Posts
8. Give your blog post a title
a. Shows on the Blog Index page before opening the post

myKW Cheat Sheet
9. Add your content
a. Minimum 300 words
10. Optional: Excerpt
a. Small portion or summary of the text that will display on the Blog Index page before opening
the post
11. Optional: Featured Image
a. Main image that will display on the Blog Index page next to the title before opening the post
b. If the post is shared on social media, this will be the image
12. Meta Title: The blue title displayed on search engines when this page is found in search results
13. Meta Description: The gray text displayed below the blue title on search results
a. This is not the place to load up tags (i.e. homes for sale houston, houston real estate, houston
houses, houston ..). This is read by actual people when this page displays in search results,
and should be a helpful description of what will be found on the page
14. Click Save as Draft to not make this post public
15. Click Publish to make this post public
Edit an Existing Blog Post

6. At the top, next to Site Settings, click Blog Posts
7. Click on the name of the post, or on Edit in the 4th column
9. Click Save as Draft to unpublish the post
10. Click Publish to update the post live
Agents
This section allows you to create individual pages with biography/contact information for team members, if you
are the lead agent on a team
Create a New Agent Page

myKW Cheat Sheet
6. At the top, next to Site Settings, click Agents
8. Add the agents name (this will be the title of the page)
9. Add a description/bio for that agent
10. Optional: Agents MLS ID
11. Optional (but recommended): Office location
12. Optional: Office Phone
13. Agents Mobile Phone
14. Agents Email
15. Agents Title within the team (i.e. buyer specialist, listing specialist, etc)
16. Should this agent be featured will move this agent to the top of the Agents Index page
a. By default, sorted alphabetically
b. If multiple agents are featured, they will be sorted alphabetically
17. Optional: Add social media links following the instructions in Social Networks above
18. Excerpt: Same as for a blog post
19. Featured Image: Same as for a blog post
20. Meta Title: Same as for a blog post
21. Meta Description: Same as for a blog post
22. Click Save as Draft to not make this agent page live
23. Click Save to publish the agent page
Edit an Existing Agent Page


myKW Cheat Sheet
6. At the top, next to Site Settings, click Agents
7. Click on the name of the agent, or Edit in the 4th column
9. Click Save as Draft to unpublish this agent
10. Click Save to update the changes live
Testimonials
Testimonials can be copied from any review/testimonial source, such as Zillow, Realtor.com, Google, Yelp, etc.
Clients do not have the ability to add their own testimonials to this site, each testimonial will need to be
manually entered by you.
Create a New Testimonial

6. At the top, next to Site Settings, click Testimonials
8. Give your testimonial a title
a. I.e. Happy Investor or Satisfied Seller, or just the name
9. Type/paste the testimonial
10. Optional: Referrer: Name of person who provided the testimonial
11. Optional: Affiliation: Buyer, seller, vendor, etc
12. Feature on your homepage?: Do you want this testimonial to display on your home page?
a. Only available for certain themes
13. Excerpt: Same as for blog post
14. Featured Image: Same as for blog post
15. Meta Title: Same as for blog post
16. Meta Description: Same as for blog post
17. Click Save as Draft to not publish this testimonial
18. Click Save to publish the testimonial onto the site.

myKW Cheat Sheet
Edit an Existing Testimonial

6. At the top, next to Site Settings, click Testimonials
7. Click the name of the testimonial to edit, or Edit in the 4th column
9. At the bottom, click Save as Draft to unpublish the testimonial
10. Click Save to update the testimonial live
Areas
Area pages are similar to the Communities Served pages in eEdge. These show your local expertise by
providing in-depth information about specific neighborhoods, subdivisions, or cities. They are connected to the
IDX feed, and will display listings from that area.
Create a New Area Page

6. At the top, next to Site Settings, click Areas
8. Give the page a title
9. Type of area
a. Region: State or Province
b. Locality: City
c. Postal: Zip or Postal Code
d. Neighborhood: Subdivision, neighborhood, condo, etc
10. Name of area: Choose from MLS-defined names of the type of area selected

myKW Cheat Sheet
a. I.e. If Locality is the type, Orlando for the name
11. Default Sort: For listings shown on that page
12. Should this area be featured?
a. Featured areas will be displayed first on the Areas Index page
b. If multiple areas are featured, they will be sorted alphabetically
13. Slideshow: Upload images for this area to automatically scroll
a. No limit on number of images
14. Headline: The area page has up to 3 sections. The headline is the main heading for the whole area
page
15. Body Copy: Each of the sections on the page can have their own text, including HTML elements,
images, videos, etc
16. Upload File: The first section can display one image across the full width of the page
17. Sub-head: Heading for the 2nd and 3rd sections of the page
18. Upload file (x2): The 2nd and 3rd sections can display one image the full width of the page, or two
images half the width of the page
19. Excerpt: Same as for blog post
20. Featured Image: Same as for blog post
21. Meta Title: Same as for blog post
22. Meta Description: Same as for blog post
23. Click Save as Draft to not publish this Area
24. Click Save to publish the Area onto the site.
Edit an Existing Area Page

6. At the top, next to Site Settings, click Areas
7. Click on the name of the area to edit, or on Edit in the 4th column
8. Make the changes to the page
9. At the bottom, click Save as Draft to unpublish the Area
10. Click Save to update the Area live

myKW Cheat Sheet
KW Website Powered By Placester F.A.Q.

My KW Website is not yet available on my account, but I want to know the address to use on marketing
materials. What will my site address be?
By default, your KW Website address is the same as your KW email address, but replacing the
@ symbol with a .. I.e. scottleroy@kw.com becomes scottleroy.kw.com
Dots, dashes, or underscores in the KW email are exceptions:
scott.leroy@kw.com becomes scott-leroy.kw.com
scott-leroy@kw.com becomes scott-leroy.kw.com
scott_leroy@kw.com becomes scott-leroy.kw.com
Note that you can follow the instructions in the Custom Domain section to edit the part before
.kw.com, and these guidelines would not apply
Why does nothing happen when I click the Email Me link on my KW Website?
The Email Me link will open the default mail program set on each computer that visits the site.
If a default mail program has not been set, nothing will happen
Why does Outlook/Mac Mail/Thunderbird/etc. open when I click the Email Me link on my KW Website?
See above. This behavior will be different for each and every computer, depending on what the
default mail program has been set as
Is it possible to show my listings on the home page, but then my offices listings if I dont have any?
Unfortunately no, that is not a possibility at this time. The featured listings section can show
either your listings or your offices listings
Why does my Featured Listings section show listings from [Insert City Here] which is very far from my
actual service area?
By default, the Featured Listings section will display the highest-priced listings in your entire
MLS, which are often in bigger cities. Edit your featured listings filters to update this.
If the KWLS is selected as the MLS under IDX Integration, it will show the highest listings in
the KWLS, which are usually in larger metropolitan areas
Can I forward my KW Website powered by Placester to another site?
Absolutely! Simply add the domain of the other site as the custom domain in the Custom
Domain section, but dont complete the steps for changing the DNS settings for the domain.
This way, when someone types your ______.kw.com address into the address bar, it will
redirect over to whatever other site you entered
Can I add a Facebook/Blog/Twitter/Activerain/etc. widget to my site home page?
Unfortunately no. The templates provided by placester are the only way to make changes to the
layout/look of the home page
How do I create a Landing or Squeeze page on my site?
There is no option for a page that only has the option to collect contact information in exchange
for something you provide to the visitor (like a home valuation or neighborhood guide) before
allowing the visitor to do anything else built into the site, without contacting Placester to
upgrade. However we have some services available to use Google Forms to accomplish much
the same thing. Send us an email at Support@ScottLeRoyMarketing.com for more information

myKW Cheat Sheet

myKW Cheat Sheet
KW Email
Your KW email is powered by Googles GSuite for Business, and behaves nearly exactly the same as any
other Google account. This email is not accessed through mykw.kw.com, but rather directly through Gmail.com
just like any other GSuite account. You can add this email address to your phone, set up filters, forward it to
another address, etc. exactly as you would with another Google account.
Create Your KW Email

1. Log in to mykw.kw.com
2. In the top, black menu, hover over Technology
3. Click KW Email
4. On the right, click Sign Up
5. Enter your name and the email address you want
a. See the list of prohibited words for KW emails here:
http://answers.kw.com/customer/en/portal/articles/2148012-create-your-kw-com-gmail-account?
b_id=1286
6. In the dropdown to the right select the kw.com option
7. Click Submit
Log in to Your KW Email

Note that if you are already logged in to another Gmail account on your browser, you will either need to sign
out of that account, or Add Account to sign in to your KW email.
1. Go to www.Gmail.com
2. Click Sign In
3. Enter your full KW email address including the @kw.com section
a. Leaving this off will try to log in to a regular gmail address with the same name
4. Enter your password
5. Click Sign In
Change Your KW Email Password

3. Click KW Email
4. On the right, click Manage Your KW Email

myKW Cheat Sheet
5. Scroll to the third section, New Password
6. Type in your new password and confirm the password
7. Click Save
Create an Email Alias

An email alias is a secondary address that messages sent to will automatically show in the inbox for your main
KW email. This does NOT create a new email address that can be logged in to separately, NOR does it
change your existing KW email address. Responses to messages sent to an alias will come from your main
KW email, not from the alias.
3. Click KW Email
4. On the right, click Manage Your KW Email
5. In the first section, Alias click Click here to request a new email alias
6. In Select Primary Email click your existing KW email
7. In the New Alias box, enter the new alias you would like to create
8. Click Submit Alias
Forward Your KW Email

1. Visit www.Gmail.com
2. Log in with your KW Email and Password
3. At the top right, click the Settings gear icon
4. Click Settings
5. At the top, click the Forwarding and POP/IMAP tab
6. Click the option to add new forwarding address
7. Type in the email address to forward the kw.com email to
8. Click the save/ update option
9. Check the radio button for Forward a copy of incoming mail to:
10. Select the email address to forward to
11. Select how you wish for the email to display in the kw.com email inbox upon forwarding
12. At the bottom of the page, click Save

myKW Cheat Sheet
Create an Email Signature

1. Go to gmail.com
2. Visit www.Gmail.com
3. Log in with your KW Email and Password
4. At the top right, click the Settings gear icon
5. Click Settings
6. Scroll down to the Email Signature section
7. Click the radio button next to the dropdown with your email address
8. Fill out the email signature field with your desired email signature
a. Check out http://scottleroymarketing.com/templates for free signature block image templates
9. At the bottom of the page, click Save Changes
KW Email F.A.Q.
Can I use my KW Email on my phone?
Yes! Your KW email will work on most iOS and Android devices. Add your KW email the same
way you would add any other Google account, through your devices settings, or use the Gmail
app to automatically bring over your saved signature
Why do we have two email addresses?
Your @kw.com email address is your primary email and should be used for all of your
accounts/marketing/communication. The @kwrealty.com address is simply the address that
your marketing campaigns come from. If your settings are correct, any response to your
marketing campaign emails will automatically be forwarded to your KW email, or whatever other
email you use for your business
See Update Information That Auto-Populates on Marketing Materials for more
information
Are we obligated to use our KW email?
Not at all. You are welcome to use this email address if you would like to as it is a part of the
Keller Williams technology fees. Since it is linked up to the Gmail platform, it will run the exact
same as if you were to utilize a @gmail.com account.
Why do some Google services not work using my KW email?
Almost all Google services can be used through your KW email.The full list can be found here:
http://answers.kw.com/customer/en/portal/articles/2822714-google-apps-connected-to-the-kw-g-
suite?b_id=1286
Note that some of the Google apps not accessible through your KW email have to do with
money: Adwords, Adsense, Wallet, Play Store, etc. This is because if you leave KW, Google
has no way of collecting/paying any outstanding balance.
Do I receive any extra features with this account?

myKW Cheat Sheet
Yes. You receive most of the Google Apps that you would normally receive with a Gmail
account (Drive, Docs, Calendar, Voice, etc), along with 30 GB of online storage instead of the
normal 15 GB.
Will I keep the same KW Email address if I transfer to another KW office? What if that office is in
another state?
Your KW Email address goes with you no matter where you move within the company. Moving
offices, changing positions, joining or leaving a team, etc.

myKW Cheat Sheet
myTranscations (DotLoop)
Dotloop (eTransactions/myTransactions) is the paperless contract-to-close transaction system provided by KW
International to KW Associates. This system is how you will fill contracts, have clients sign, and submit
paperwork for compliance review to your office. For support in this system, contact Dotloop at 513-257-0558.
Working With Loops
Find myTransactions (DotLoop)

2. In the eEdge Control Panel, click Start my Transaction
Create a Loop
3. Select the big red + if in the grid view or select the add new loop option at the top right if in the list view
Add a Contact to the Loop

3. Click on the name of the loop
4. Scroll down to the people section
5. Click the Add Person button
6. Add the contacts first name, last name, and email address
a. This is the minimum required information
b. Additional information is useful to auto-fill information in documents
7. Click Save
Add a Template Document to the Loop

3. Open the loop
4. Click Add Document

myKW Cheat Sheet
5. Click Templates
6. Search the templates for the document(s) you need
7. Check the box to the left hand side of each document to add to the loop
8. Click Copy
Add PDF Documents to the Loop

Note: Works best in Google Chrome
3. Open the loop
4. Click Add Document
5. Click Browse
6. Locate your document on your computer
7. Click Open
Share Document with Contacts

3. Open a loop
4. Click the name of the document to be shared
5. Click Share at the top right
a. May say Save & Share if edits were recently made
6. In the Add People section, add in the people to share, or if they are already in the People section of
the loop, click on the check box next to their name
a. Adding new people here automatically adds them to the People section of the loop
7. On the right, choose each persons share level
a. View Only - Can only view, download, or print the document
i. Good for additional parties like lenders or title companies
b. Can Sign - Can only sign on assigned signature areas
i. Usually used for clients
c. Can Fill & Sign - Can sign on assigned signature areas AND add/edit information in text
fields--even overwriting previously entered information
i. Be careful. Good for use with tech-savvy clients or partners on the deal

myKW Cheat Sheet
d. Can Edit In Private - Can make a copy of this document and add their information/signatures,
leaving your original unchanged
i. Good for co-brokers who need their clients to sign a document your client has already
signed
8. OPTIONAL--Check the Attach PDF to Email box to send the dotloop version accessible in a browser,
as well as a PDF version for recordkeeping
9. Click Share
Submit Loop for Compliance Review

3. Open a loop
4. In the top right, click Submit For Review
a. If nothing happens, its usually because the loop was created before your account was correctly
connected to your office, and the Admin account doesnt have access to the loop. You will need
to make a new copy of the loop and copy over all of the documents, and submit that copy
5. Select the folder(s) to submit for review
6. Select which type of folder you are submitting
7. Add in comments if necessary
8. Click Submit
Submit Loop to a Greensheet

3. Open a loop
4. Click the name of the loop, or View Details
5. In the top right, click Submit to Greensheet
a. If nothing happens, make sure your popup blocker isnt blocking popups from dotloop.com
Auto-populate Loop Templates with Property/Client Information

3. Open a loop
4. Click the name of the loop, or View Details
5. Add as much information as you have about the property and clients

myKW Cheat Sheet
6. Click the save option at the very bottom
Download/Print Completed Documents From a Loop

3. Open a loop
4. Click on the document to download/ print
5. In the top menu, hover over File
6. Click Download or Print
Archive (Delete) A Loop

Loops and documents cannot be deleted in dotloop, only Archived and can always be found and recovered
later.
3. Find the loop
4. Below the loop name, Click the first dropdown
a. Select Transaction Type if nothing has been selected
5. Click any type
6. Next to that, click the status dropdown
7. Click Archived
Archive A Document
3. Open a loop
4. To the right of the document name, click the three horizontal dots
5. Click Archive
Find An Archived Loop

3. In the top of the loop list, click Filter
4. In the second column, Loop Statuses, check Archived

myKW Cheat Sheet
5. Click Filter at the right
6. Search for the loop in the red search bar
Account Information
Change Dotloop Account Email

3. Hover over your initials/picture in the top right
4. Click My Account
5. Update your email address on the right
6. Click Save at the very bottom
a. You will need to go to that new email address to find a Verify Your Identity email from dotloop.
Open that email and click the Verify button to complete this process
Update Name and Initials in DotLoop

3. Hover over your initials/picture in the top right
4. Click My Account
5. Update your name and initials under ESign Name and ESign Initials
6. Click Save at the very bottom
Dotloop/myTransactions F.A.Q.
Who Can See My Loops?
By default, all loops are private between you and your offices administrator until shared. See
Add A Contact To The Loop for information on sharing documents.
Can I access DotLoop outside of mykw.kw.com?
While using the Start myTransaction link within mykw is the preferred way to access dotloop, it
is not required. Simply visit www.Dotloop.com and sign in with the email address and password
for that account. Note that in order to submit a loop to a Greensheet (see Submit Loop To A
Greensheet), you must also be signed in to mykw.
Can I access dotloop on my mobile device?

myKW Cheat Sheet
Absolutely! The iOS and Android Dotloop apps can do everything the desktop version can do,
including, in the iOS app, scanning documents in using the devices camera. Just visit your app
store and search dotloop to download, and log in with your email address and password.

myKW Cheat Sheet
Keller Williams APP

Your Keller Williams app is a convenient way for your clients to search for properties, save their favorites, sign
up for listing alerts, and contact you. One big note: There is no agent version of the app, nor an agent
account within the app. There is only a client version, that both you and your client install on your phones. Any
changes made to the KW App are done through mykw.kw.com, not through logging into your app directly on
your phone. You do not have an account within your app by default, you will need to create one, and it will be a
client account.
Using Your KW APP
Find the Code/URL For Your Personalized/Branded KW APP

2. In the eEdge Control Panel (near the top center), click the Plus Sign (+) next to myMarketing
3. Click Manage eAgentc Website
4. On the left, click section 4.0 to expand, then click 4.5
5. Click the Drop Down arrow to select your market center
6. Click Save at the bottom
Download Your KW APP (on your smartphone/tablet)

1. Find your app URL from the above steps
2. Type in the app URL in your smartphones web browser
3. At the top, click Download Now
4. Download the app from the Apple App Store or Google Play Store
Update Your Information Displayed on the KW APP

2. In the eEdge Control Panel (near the top center), click the Plus Sign (+) next to myMarketing
3. Click Manage eAgentc Website
4. On the left, click section 1.0
5. Click section 1.2
6. Update your contact information or click Populate From Whitepages (See K
W Profile)
a. Not that it can take up to 72 hours for these changes to update within the APP

myKW Cheat Sheet
Brand Your KW APP

Only necessary if you or your client has already downloaded the plain KW app without branding
1. Open the KW App
2. On the home page, tap Agent Search on the right
a. Magnifying glass icon with person silhouette
3. Search your first and last name, and office zip code
4. On search results (there should be only 1) tap yourself
5. On your app profile, tap the red switch under Make This My Agent
a. The switch will turn green, and the app will restart with your information
Alternatively:
1. Open the KW App
2. Tap on the menu in the top left
a. Three horizontal white bars
3. Tap My Agent
a. A box will pop up asking for an agent code
4. Enter your Agent Code
5. Tap OK
Share Your KW APP

1. Open the KW App
2. Make s ure your app is already branded with your information
a. Should display your name at the very bottom of the app home page
3. On the home page, tap Share at the bottom center
a. Three circles connected by two lines
4. Choose which method to share by
a. Facebook, Twitter, E-Mail, Text
5. Enter the contact information for the person/people you are sharing the app with
a. Optional: Add a customized message
6. Click Send
See How Many People Have Downloaded Your KW APP

Note: There is no way to see who has simply downloaded your app. The only way to receive any information
from app users is if they create an account, save a property, or use the Contact Agent function.
2. Near your picture in the top left, click Reports
3. Hover over Reports
4. Hover over Rankings
5. Click Agent Mobile Downloads
a. Your number of app downloads will be listed at the top, with a ranking of all KW agents following

myKW Cheat Sheet
See Who Has Created an Account/Saved Properties in Your KW APP

Note: This requires for the Wolfnet IDX solution to be set up. See W
hat Is IDX?
2. Next to your picture in the top left, click Profile
3. In the My Leads column, click the red [edit]link
4. On the left, click section 4.0 to expand it
5. Click section 4.4
6. Click Login
7. Enter the username and password provided to you by Wolfnet, and select your MLS board
8. Click Login
About the KW APP
Information Found On The App Page
Mobile URL
Used to direct mobile and non-mobile users to download your KW APP
On mobile, will open their app store where they can download the KW APP already branded with your
information
Mobile Text Code

You/clients can text this code to the number 87778 to receive the APP URL to download your app
My Agent Code
Used for those who have downloaded the plain KW app and need to sync the app with your branding
See Brand Your KW App
QR Code
A Quick Response code that can be added to marketing materials to be scanned using a smartphone app,
which will direct the user to the Mobile URL page
Mobile App Service Area

By default/if left blank, the city in which your market center is located will display on the homepage of the APP.
Add a different area you service instead of the market center city and state (ex: Greater Orlando Area vs
default Orlando, FL) in this box. Up to 40 characters.

myKW Cheat Sheet
KW APP F.A.Q.
When I tapEmail under Contact Agent, the email address displayed is my personal email, not my
business email. How can I change this?
The email address displayed on this form is the address that the message sent to the agent will
come from, and is the default email address on your phone. This email address will be the
personal email address of whoever is using the APP to contact the agent
Why isnt my listing showing on the KW APP?
Most likely, it just hasnt syndicated through yet, which can take up to 72 hours after it is entered
into the MLS
Another reason may be that the IDX Connection to your APP hasnt yet been set up. See W hat
Is IDX? under KW Website Powered By Placester
Lastly, contact KW International support at (512) 306-7191
Can I change my KW APP code/URL to something more user-friendly?
This used to be a feature for Wolfnet Pro users, but it has been discontinued
My app is branded to another KW Agent. How do I re-brand the app with my information?
From the APP home page, open the menu
Tap My Account
At the bottom, tap Agent Search
Follow the steps in Brand Your KW APP
I transferred KW Offices, and my app still displays the old offices city at the bottom. How do I update
this?
When transferring KW Offices, an agent gets a new app in the new office. To re-brand the app
with the correct office information, follow the same steps shown above for re-branding the app
from another agent.

myKW Cheat Sheet
myContacts
myContacts, powered by eEdge, is the KW Agents database. This is where agents will enter everyone they
know or interact with, to be able to follow up with them, record notes, and send them listing alerts or campaign
emails. A few notes:
A maximum of 15,000 contacts are allowed in the basic eEdge database
A maximum of 5,000 messages per month are allowed to be sent in the basic eEdge database
Importing contacts who have not opted in to receive emails from you is strictly prohibited and could
result in deactivation of your account
I.e. from Facebook, which is impossible as of August 2017. Facebook has prevented any kind of
export of your friends list in order protect users from receiving emails that they never signed up
for, even if they have already connected with you.
Manage Contacts
Find All Contacts

2. In the eEdge Control Panel (near the top center), click View Contacts
Add a Contact
2. In the eEdge Control Panel, click the Plus Sign (+) next to myContacts
3. Click Add New Contact
4. Add all information on the contact
a. Minimum requirements: First AND last name, AND EITHER email address, mailing address, or
phone number
5. Click the red Save button at the bottom
Search for Contacts

2. In the eEdge Control Panel, click View Contacts
3. Click the More Search Options link under the search button
4. Add your search criteria
5. Click the red Search button
6. Click the Reset Search button to display all contacts

myKW Cheat Sheet
Search Criteria/Parameters
Name (Full or Partial Name)
Phone (Any phone saved in the contact [each contact can have up to 3])
Primary email
Status
Lead
Hot
Warm
Cold
Retry
Pending
Sold
Trash
Avg Price
Range From - To
Groups
Select existing group(s) in dropdown
Listing Alert
Yes/No/All whether they are receiving listing alerts
Acct Created
Range From mm/dd/yyy - To mm/dd/yyy of when they were added to the database or created
their account on eEdge Website
Type
Buyer
Seller
Buyer/Seller
Agent
Renter
Investor
Vendor
Other
On Active Campaign
Yes/No/All whether they are receiving any campaign emails
Last Activity
Range From mm/dd/yyy - To mm/dd/yyy of last time they logged in to their account
Sub-type
Sub types are set by agents and can be used to delimit different kinds of the primary types
I.e. Type: Buyer, Sub-type:In 3/6/9 Months
Market Insider
Yes/No/All whether they are receiving any Market Insider emails
eEdge Pro Only
Lookin in

myKW Cheat Sheet
What city are they looking for homes in
Category
Set by agents
Phone number
Yes/No/All whether they have a phone number on record
Source
I.e. imported, entered, Zillow, eEdge website, etc
Notes/History
Search specific notes for a contact
Change Contact Status

3. Find the contact from the list below
4. Select a new status under the Status column
a. Changes are automatically saved
Update Contact Information After Adding Contact

3. Find the contact to update
4. Click on contacts name
5. Click the red Edit button at the top left
6. Edit their information
7. Click the red Save button
Delete Contact
3. Click the checkbox next to the name of the contact you wish to delete
4. Click the Delete option at the top below Search
5. Click the red Permanently Delete button
Add Contact to Listing Alert


myKW Cheat Sheet
3. Find the contact to set up on a listing alert
4. Click on their name
5. Click More Actions to the far right of their name
6. Click Add New Listing Alert
7. Add the information for the contacts listing alert information (bed, bath, price range, area, etc)
8. Click the red Add Alert button
Change Sorting of Contacts in myContacts List

3. Click the heading/name of the column that you wish to sort by
4. Click on the column again to reverse the order (A-Z, Z-A, Low-High, High-Low, Recent-Previously,
Previously-Recent, etc)
Show Additional Columns in myContacts List

3. Scroll to the very bottom
4. Click the Choose Columns button
5. Check the boxes of the columns to display
Work with Groups
Add/Create a Group
3. Hover over Contacts in the gray bar at the top
4. Click Manage Groups
5. In the Create New Groups: box, type in the name of the group you would like to add

myKW Cheat Sheet
Edit a group name

5. Click the pencil icon to the right of the group name you wish to change
6. Enter a new group name
Add a Contact to a Group

3. Select the check box to the left hand side of the contact(s) you wish to add to the group (can only add
500 contacts to a group at a time)
4. Above the contact list, below search, click Update Contacts
5. Make sure Edit the records is selected
6. Click Continue
7. Check the box for Groups or Campaigns
8. In the dropdown, select Add to Groups:
9. Check the box(es) for the group(s) you want to add the contact(s) to
10. Click the red Update Now button at the bottom
Remove a Contact from a Group

3. Select the check box to the left hand side of the contact(s) you wish to add to the group (can only add
500 contacts to a group at a time)
4. Above the contact list, below search, click Update Contacts
5. Make sure Edit the records is selected
6. Click Continue
7. Check the box for Groups or Campaigns
8. In the dropdown, select Remove from Groups:
9. Check the box(es) for the group(s) you want to remove the contact(s) from

myKW Cheat Sheet
10. Click the red Update Now button at the bottom
View only the contacts in a specific group

5. Click the blue number to the right of the group name
Import/Export Contacts
KW Agents can import contacts from nearly any source into eEdge, once they have copied/pasted the
information to a template provided by Marketleader. Note: There is a maximum of 5,000 contacts per
upload/import. Minimum import requirements are: First AND last name, AND EITHER email address, mailing
address, or a phone number.
Import Contacts
4. Click Import/ Export
5. Select the file type to import (basic template is the main format. Download that template to upload the
contacts at the bottom of that column)
6. Select the status, group and type
7. Attach the CSV file
8. Check the box for I Agree
9. Click the red Import button
a. Depending on the size of your file, the import process can take anywhere from 5-30 minutes.
Refresh the page to see status updates on your import.
b. After the import is finished, to see any contacts that were not imported and why, click the blue
number under "Failed"
Export Contacts

myKW Cheat Sheet
4. Click Import/ Export
5. Click the Export tab
6. Check the box(es) the group(s) and status(es) to export
7. Click Export
a. A .csv file will download (editable in Excel) of your contacts
Integrate other lead sources

eEdge can connect with several other lead sources such as Zillow/Trulia, Realtor.com, etc. Here is how to find
instructions for each of those connections:
3. In the top right, click Hi, [Name]!
4. Click Integrations

myKW Cheat Sheet
myLeads
myLeads are the culmination of new leads to your Placester Website, eEdge website, KW Profile or the KW
APP. These are new contacts that have sent their information to you directly whether they created an account
to view listings, or would like more information on a particular listing.
Find myLeads
2. In the eEdge Control Panel, click New Leads under the myLeads section
Change Lead Status

2. In the eEdge Control Panel, click New Leads under the myLeads section
3. Find the contact whose status you want to update
4. Click on the drop down that displays the word Lead
5. Select a different status to update
6. Refresh the page
a. Changes will save automatically
Move a Previously Added Contact to the myLeads section

3. Find the contact to update
4. To the right of the contact name, click the Status dropdown
5. Click the Lead option
a. Changes will automatically save
Receive Text or Email Alerts on New Leads

4. Click My Account

myKW Cheat Sheet
5. On the left, click Activity Alerts
6. At the bottom, click the red Edit button
7. Add in your cell phone number and/ or email address
a. If entering a cell phone number, choose your cell carrier
8. Check the boxes for whether you want to receive text notifications, email notifications, or both, for each
type of activity
Activity Types for Notifications

New Contact
From any source
Contact Updated Information
If a contact logs into their account and changes their information
New Message From Contact
You receive a message from a contact already in your database
New Message From Non-Contact
You Receive a message from a contact not already in your database
Can/will notify you of spam messages. Be alert to scams
New Recommendation On Website
You receive a recommendation/testimonial on your eEdge website
myLeads F.A.Q.
Will Leads Only Go to the myLeads Section?
Not at all. The myLeads section is meant for you to see new leads immediately. They will also
be located in the myContacts section with the rest of your database.

myKW Cheat Sheet
myMarketing
eEdge has a large selection of marketing materials for your business and your listings. From listing
presentations to helpful tips to open house flyers, you should be able to make most of your marketing materials
within eEdge. All Marketing pieces are free to create as an associate of Keller Williams. All emails are free to
send, but direct mail pieces will cost you to send out if you choose to do so through the eEdge system.
For additional free templates, visit http://scottleroymarketing.com/templates
Single Marketing Materials
Find Marketing Materials

1. Log into mykw.kw.com
2. In the eEdge control panel, click the Plus Sign (+) next to myMarketing
3. Click Create Marketing Materials
Create a Marketing Piece

4. On the left, click either Email Marketing or Print Marketing
5. Use the filters and search box on the left to find a template
6. Click on the image of the piece
7. Click the red Personalize button
a. Add/change/remove/rearrange pictures and text
9. Click the Save button in the top left corner
10. Enter a name for the file
12. Click Exit in the top left corner
Find Saved Designs


myKW Cheat Sheet
4. On the left, click My Designs
a. Alternatively, hover over Create Marketing in the top menu and click My Designs
Marketing Campaigns
Create an Email Marketing Campaign

3. Click Manage and Create Campaigns
4. Click the red Add New Campaign button at the top right
5. Use the filters and search box on the left to find the campaign you want
6. Click the red Choose This Template button
7. In section 1, give the campaign a name
a. e.g. 12 Direct for SOI 2017
8. In Section 2 Review and Configure Steps, depending on the campaign, edit the schedule, email
subjects, ordering, or remove steps
9. To preview any of the steps, click on the thumbnail image
10. To edit any of the steps, click the red Personalize button
a. See steps 9-12 under Create Marketing Materials
11. In Section 3 Add or Remove Contacts, choose who will receive this campaign
a. Individual contacts, specific group or groups, or all contacts in the database
i. To send this campaign to a specific group/groups, click the red Add button next to the
group name(s)
1. Any new contacts added to this/these group/groups will automatically be added
to this campaign as long as it runs
ii. To send this campaign to specific contacts, click the Contacts tab at the top
iii. Use the filters/search box to find the contacts and click the red Add button for the
contact(s)
12. Click the red Save Changes button
13. In section 4, Review and Activate
a. Choose another existing contact for contacts to be automatically added to after finishing this
template in the first dropdown (Monthly Newsletter by default, can be set to None Selected)
b. Read the statement and check the box for I have reviewed

myKW Cheat Sheet
c. (Optional) Check the box to include showcase properties at the bottom of each campaign email
d. Click the red Activate Campaign button
i. I have reviewed must be checked for this button to be active.
View Saved Campaigns

3. Click Manage and Create Campaigns
4. This page lists all campaigns active, completed, new/paused, or inactive
a. Use the Show dropdowns in the top left to select which statuses or types of campaigns to
display
Additional Marketing
Send Marketing Piece as an Email

4. On the left, click Email Marketing
5. Use the filters and search box on the left to find a template
6. Click on the image of the piece
7. Click the red Personalize button
a. Add/change/remove/rearrange pictures and text
9. Click the Save button in the top left corner
10. Enter a name for the file
12. Click Exit in the top left corner
13. Click the red Compose Email button
a. Refer to Send an Email From myEmail for information about selecting recipients
Update Information that Auto-populates on Marketing Material


myKW Cheat Sheet
4. Click My Account
5. Click the red Edit button
6. Edit your information
a. Name (Your first and last name)
b. Login (leave this alone)
c. Designations (i.e. CISP, ABR, etc)
d. External email (for replies to your campaign emails to be automatically forwarded to)
e. Title (Realtor Associate, Broker, Team Leader, etc)
f. License/DRE (State real estate license number [if your state requires])
g. Team (Check if you are a member of a team)
h. Phone Numbers (Business [Briefcase Icon] displays ABOVE Mobile [Cell Phone Icon] on
marketing pieces)
i. Marketing and Reply To Email (Choose the external email previously entered in this dropdown)
j. Call to action (Encourage recipients to actually do something with what you are sending them.
Ask for the business)
i. i.e. Are you ready to buy or sell your next home? Give me a call today at (###)
###-####!
k. Branded disclaimer (leave this alone)
l. Marketing Address (The address of your office)
m. My Mobile App (See Find the code/URL for your personalized/branded KW APP for the link to
paste here)
n. Marketing Website (the link to the site you want to display in your marketing materials, if
something besides the eEdge website)
i. We encourage using your Placester ______.kw.com address here
o. Unbranded disclaimer (Leave this alone)
p. Check to display (Leave these alone, required by law)
7. Scroll down or up to click the red Save button
8. Scroll to the very bottom to add in your headshot and logo under the marketing image/ marketing logo
section
a. Click the red Edit button
b. Click Choose File
i. Must be in .jpg format
c. Click the red Upload button

myKW Cheat Sheet
Add Social Media Links to Marketing Emails

4. Click My Account
5. Scroll down to the social media section
6. Click the red Add Social Media button
7. Choose the site in the first dropdown
8. Paste your social media profile link in the box
10. Repeat 6-9 for each additional social media profile
11. Click the Pencil icon to edit social media links
12. Click the white X in the blue circle to remove social media links
myMarketing F.A.Q.
Can Contacts Unsubscribe From Email Marketing?
Yes. Each email will feature a safe unsubscribe option for the contacts to unsubscribe. If they
have unsubscribed from emails, a mail icon with an x will be located next to their name in the
myContacts section. If they unsubscribe this will only take them off of the email campaigns. You
can still email them individually.

myKW Cheat Sheet
KW (Whitepages/myReferrals) Profile
Your Whitepages/myReferrals profile is both your public agent profile on the kw.com site, as well as your
internal profile for KW agents to search for an agent to send a referral to outside their service area. Keep in
mind that it is very unlikely that this information will be seen more than a handful of times over your career, so it
is not crucial to make sure it is absolutely perfect. An accurate phone number and email address is all that is
really needed.
Find the KW Profile Back Office

2. Near the top left, click the Profile link next to Reports
3. In the Other column, under My Referrals, click the red Edit link
Bring Your Profile Completeness to 100%

Specialties
Residential, Land, Commercial, Luxury, etc
Note that this does not prevent you from working with types of properties not listed in this box
Designations
REALTOR, CRS, CIPS, BRE, GRE, etc
Service Areas
Click the Add Service Areas link and enter areas one by one
Note that clicking this link will redirect you away from this page, so save your changes
first, or use CTRL/Command + Click to open it in a new browser tab
Regions like San Antonio Metro, or specific cities like Houston, Mesa, etc.
Languages
English is selected by default. Hold the CTRL (Command, on Mac) key and click other
languages to select more than one.
Referral Notes
Yes I accept referrals! 25% referral fee at closing. Call me for more information!, etc
Headshot
Name
Username
Address
Do NOT use your home address, this will display publicly. Use your office address
City
State
Zip
Business Phone
Mobile Phone
Mobile Carrier

myKW Cheat Sheet
Must be validated using a keyword texted to you from KW Leads
This will only text you when someone fills out the contact form on your public profile
Country
Gender
Salutation
Bio
See here for biography tips:
https://docs.google.com/document/d/1hKTVjJpQUCYTG7K6ziEvAxdG21Umx7BeAopkuiYn4tI/e
dit?usp=sharing
Display URL (not required, but HIGHLY RECOMMENDED)
Facebook
Read the instructions underneath this box to see that it only requires PART of the URL, not the
entire http://facebook.com/.
Twitter
Same instructions as facebook
Blog
Full blog site address, including http:// e.g. http://blog.kw.com
Display Profile on kw.com set to Yes
Make sure to click Save at the bottom!
Whitepages F.A.Q.
Where does this information display?
This information will display on your agent profile on the main KW.com site, as well as the
internal mykw.kw.com whitepages where KW agents can search for a referral. Not all
information you input will display on the internet. To see the items that will display on the
internet, please use your display url to view your public profile.
Where do I change the website that the Go to my website link on my public profile directs to?
This is changed in the legacy/retired eAgentC site administration:
Log in to mykw.kw.com
In the eEdge Control Panel, click the Plus Sign (+) Next to myMarketing
Click Manage eAgentC Site
On the left, click section 2.0
Click section 2.4
Under the Hosting section, make sure the radio button for Alternate (to the right of
eAgentC Template) is selected under Website to Display
Enter the full website address in the Alternate Website box, including http://
At the bottom of the page, click Save
Can I change the order of the service areas listed at the bottom of my public profile?
No, the system sorts them in its own way. It doesnt have anything to do with length,
alphabetical, or order in which they were entered.
Why are the service areas on my profile in all lowercase, when I entered them with capitals?
The system automatically changes service areas to all lowercase
How do I search for a KW agent to send a referral to?
myKW Cheat Sheet
Log in to mykw.kw.com
In the bottom right is the Quick Links box
In the Quick Links box, click Whitepages
Enter the area/other information you are looking for in a referral
Click Search at the bottom
A list of KW agents meeting your criteria will be displayed.
Click their name to view their full whitepages profile

myKW Cheat Sheet
myKW Home Page Menu

The myKW Home Page Menu is the black menu bar that is shown at the top of your mykw.kw.com home page
when you first log in. This menu allows you to navigate through your myKW back office with links to different
resources.
myKW Logo
By clicking on the myKW logo in the top left hand corner, you can quickly be brought back to your
mykw.kw.com home page.
Home
1. Welcome New Associates This tab is for agents who are new to KW. It provides a checklist of what
should be done during your first 100 days as a KW associate, as well as resources for getting started.
2. Agent Website Admin This takes you to the editor for the retired eAgentC Website, now only used to
update the information shown on the KW APP. See Update Your Information Displayed On The KW
APP
3. KW Commercial Provides information about KWs commercial division.
4. KW GPS This page is only available to agents who are part of the Global Property Specialist division.
5. KW Luxury Homes Provides information about KWs luxury division.
6. Farm and Ranch Provides information about KWs farm and ranch division.
7. KW Worldwide Provides information about KWs worldwide division.
8. Mega Agent Expansion Provides information on how mega agent teams can expand and grow.
9. KW Young Professionals Provides information about the Keller Williams Young Professionals
Division, which prepares the future leaders of Keller Williams to carry forth our company mission while
preserving and strengthening our unique culture.
Education
1. KWConnect This is the central location for all of KWs educational information, including webinars,
class manuals, and more.
2. Keller Williams University Redirects you to the KWU Connect home page.
3. KWU Faculty Provides resources for individuals who teach KWU courses, such as Ignite, Win with
Sellers, Win with Buyers, etc.
4. KWU Licensing Education: Provides resources and information for continuing education credits for
renewing real estate licenses
5. myTracker Allows agents to track their daily 10/4 online (may need this for Ignite)

myKW Cheat Sheet
6. Industry Development Provides agents with news about industry developments and growth.
Coaching
1. Power Hour Takes you to daily Power Hour videos, as well as information about the MAPS Coaching
program.
2. Group Coaching Provides you with information about KWs Group Coaching programs.
3. BOLD Provides you with a schedule of when BOLD will be running across the country.
4. Individual Coaching Provides you with information about KWs Individual Coaching programs.
5. Breakthrough Coaching Provides you with information about KWs Breakthrough Coaching programs.
6. Mastery Coaching Provides you with information about KWs Mastery Coaching programs.
7. Masterminds Provides you with information about upcoming mastermind sessions, hosted by KW
MAPS Coaching.
8. Mega Camp Provides you with information about MEGA Camp, one of KWs yearly conventions, held
in Austin, Texas.
9. Skills Camps Provides you with information about KWs upcoming Coaching Skills Camp.
10. Agent to Agent Marketplace Allows you to purchase different products for each of KWs events, such
as scripts, presentations, postcards, etc.
Marketing
1. Social Media Provides you with different resources about social media, including Facebook, Twitter,
LinkedIn, and more.
2. Leadership Toolbox Provides your Market Centers leadership team with powerful recruiting and
retention resources.
3. Logos and Graphics Allows you to access generic KW logos, as well as individual Market Center
logos.
4. Business Basics Provides you with customizable templates for your business stationery needs.
Technology
1. eEdge Resources Provides you with information and training for the eEdge system.
2. KW Mobile App Resources Prompts you to download the KW Realty app, and provides you with app
training.
3. KW Websites Provides you with information and training on the new KW Agent Website, powered by
Placester.
4. KWLS Allows you to add new, and manage current listings, on the Keller Williams Listing System.
5. Greensheet Allows you to access and complete Greensheets for your transactions.

myKW Cheat Sheet
6. KW Email Allows you to sign up for and manage your KW.com email account.
7. Change Password Allows you to change your password for mykw.kw.com.
8. Support and Answers Takes you to the Keller Williams Support Center, which provides you with
assistance on a variety of KW technology topics.
9. Goal Entry Allows you to track your business goals.
10. KW Google Apps Resources Provides you with information about the different Google Apps that KW
gives you to support your business.
11. KW Video Provides you with information about KW Video (A paid service)
Resources
1. Awards Policy Provides a breakdown of the Keller Williams International Awards Policy.
2. Culture Provides information about the Keller Williams Culture.
3. IALC and PG Manual Provides agents with information about the International Associate Leadership
Council as well as the KW Policies and Guidelines Manual.
4. Remembrance List Allows agents and leadership to submit/read remembrance requests, as part of
the KW Culture.
5. KW Wellness Provides agents and leadership with an all-encompassing wellness plan, in hopes of
helping them build careers worth having, businesses worth owning, and lives worth living.
6. Profit Share 1099s/T4A Provides agents with a profit share 1099/T4A record, if applicable.
7. 411 Tools Provides agents with the 411 productivity tool, which reflects your top priorities and allows
you to define your weekly, monthly, and annual goals.
8. Inman Select Invite - Provides a link to sign up for your free Inman Select subscription through Keller
Williams, normally around $100/year, to Real Estate Industry News
Events
1. Austin Events Provides agents and leadership with information about events in Austin, Texas, which
includes the KWRI Learning Center Training Schedule.
2. Family Reunion Provides agents and leadership with information about Family Reunion, the real
estate industrys most powerful training event.
3. Mega Camp Provides agents and leadership with information about MEGA Camp, one of KWs
annual training conventions.
4. RED Day Provides agents and leadership with information about RED Day, KWs annual day of
service.

myKW Cheat Sheet
Search Bar
Allows you to search for anything in the entire mykw.kw.com site (excluding eEdge, eAgentC, dotloop, and KW
website)

myKW Cheat Sheet
eEdge myEmail (Legacy)

eEdge email is handy for sending messages to multiple contacts within your database, but should not be your
primary email used for sending and receiving messages on a daily basis. See instead the KW Email section.
Notes:
A maximum of 2,000 messages may be sent from within eEdge at once
A maximum of 5,000 messages may be sent from within eEdge per month
Find myEmail
2. In the eEdge Control Panel, click eEdge Messages under myEmail
Send an email from myEmail

3. Click the red Compose Email button
4. Compose the email
5. Add in contacts one at a time or click the red To: button at the top right to select from your
myContacts database (recipients MUST be added to your contacts prior to sending the message)
6. Click the red Send Now button
*If you have the pro account you may also schedule out the email to be sent on a different day
View Sent Email

3. Click the Sent Items tab near the top
View Analytics of Sent Email

3. Click the Sent Items tab near the top
4. Find the sent item
5. Click View Stats on the right

myKW Cheat Sheet
a. Sent To: Number of contacts this piece was sent to
b. Open Rate: Percentage of the contacts this piece was sent to that opened the email piece
c. Clicked Rate: Percentage of the contacts this piece was sent to that clicked on a link within the
email after opening it
View Emails Sent to a Particular Contact

3. Find the contact
4. Click on the name of the contact
5. Scroll to the bottom of the contact details page
6. Click the Email section to expand it down
a. See all sent and received emails for that contact
Send an image in your eEdge Email

2. In the eEdge Control Panel, click the Plus Sign (+) next to myMarketing
3. Click File Manager
4. Select IMAGE MANAGER on the left hand side
5. Click the red Upload Image button
6. Click the red Select Files button
7. Find the image on your computer
8. Click the red Upload button at the bottom of the box
9. In the list of uploaded images, click the name of the image
a. This opens a preview of the image
10. Right click on the image preview
11. Click copy image url (or destination url, picture url, etc depending on your browser)
12. Close the image preview
13. Click the envelope icon at the top right
14. Click Compose Email
15. In the toolbar of the email body, click the Insert Image icon
a. Looks like mountains with the sun/moon in the sky
16. Paste the URL you copied of the preview image in the Source box

myKW Cheat Sheet
17. Click the blue OK button
18. Add contacts and the rest of your email body
Change eEdge Email Signature

This signature is only for new composed messages, not for campaign emails
4. Click Email Settings
5. On the left, click Email Signature
a. Should open by default
6. Update the email signature

myKW Cheat Sheet
eEdge Website (Legacy)

NOTE: This website will be retired near the end of 2017, and our recommendation is to ignore this site
completely in favor of the new KW Website powered by Placester.
Find the eEdge Website

3. Click Manage eEdge Website
4. Locate your address bar to see the eEdge website domain (______.kwrealty.com or a custom domain
for pro users)
Edit the Homepage

4. Select PAGES on the left
5. Select the drop down menu and click on HOME
6. Click the save option
Edit the Sell Page

5. Select the drop down menu and click on SELL
6. Click the save option
Update the Website Images

4. Click SITE IMAGES on the left

myKW Cheat Sheet
5. Select the EDIT or ADD red button to update each image
6. Choose from the templates provided, or browse for your own images from the instructions at the top
right
7. Select the save option
Update Communities Served

4. Select COMMUNITIES SERVED on the left
5. Click the ADD communities button
6. Add in the name of the community
7. Add in a zip code or name of the area one at a time
8. Click the blue link that will pop up after you add in the zip code or name
9. Add in Descriptive Text, Map Location, SEO Title and Description
10. Click the SAVE option at the bottom left
Update Previously Saved Communities Served

4. Select COMMUNITIES SERVED on the left
5. Click the pencil and paper icon to the right of the community to update
6. Update the information
7. Click the save option at the bottom
Edit the About Page

5. Select ABOUT from the drop down menu
6. Update the page and click the save option

myKW Cheat Sheet
Add a Custom Page

4. Select the PAGES option on the left
5. Click the Custom Page Option
6. Add a Title and Click Save
7. Add the information for the custom page and click save
Change Your Website Template

4. Select THEME on the left (may already be selected)
5. Find the template you like
6. Select the SAVE option to active
7. Select SITE IMAGES on the left to update the banner image for the new template
eEdge Website F.A.Q.

Am I Obligated To Use The eEdge Website?
No. Both the eEdge and Placester website are included in your technology fees each month to
Keller Williams. You are not obligated to utilize these websites, but have the option of using
either or both if you choose to.
What is the Difference between the Two Websites?
eEdge Website This is the Market Leader website. You cannot customize this website as
much, but it is relatively easy to navigate for clients and leads to utilize. Will be retired near the
end of 2018
Placester Website New website provided by Keller Williams and Placester. Allows for greater
SEO and mobile responsiveness. We highly suggest using this website as this is the website of
the future for KW Agents.
Can I Forward my eEdge Website Domain to Another Website?
No. The eEdge website domain is solely tied to the eEdge website.
Can I Have a Custom Domain Name Instead of _________.kwrealty.com?
The Pro account with eEdge will allow you to have a custom domain and a custom eEdge email
address tied to that domain. Without the pro account, you can only forward a custom domain

myKW Cheat Sheet
purchased at a domain registrar to your eEdge website, which leaves the .kwrealty.com
address in the address bar.
Is There a Support Number For eEdge?
Yes. Market Leader is the company that has helped to create the eEdge back office. Their
support phone number is 1-877-450-0088 or you may email them at
support@marketleader.com

myKW Cheat Sheet
SUPPORT
Keller Williams Support

- 512-306-7191 option 0 / support@kw.com
Market Leader / eEdge Support

- 1-877-450-0088 option 2 / support@marketleader.com
DotLoop Support
- 513-257-0558 / support@dotloop.com
Placester Support
- 1-800-728-8391 / support-kw@placester.com
Scott Le Roy Marketing

- 321-236-2568 / support@scottleroymarketing.com

myKW Cheat Sheet
HELPFUL TRAINING CLASSES
myKW Academy 3 Hour and 1 Hour Training

www.EEDGEACADEMY.com (12pm ET Every Tuesday)
www.SLMWEBINAR.com (Available 24/7 Pre-Recorded)
myKW Tips (Available 24/7)

www.SLMTIPS.com
Advanced Classes, Placester 101/201, DotLoop 101/201, Database

Management, SLM Overview and Marketing Courses (available 24/7)
www.eEDGEACADEMY.com (1-2pm ET Every Wednesday - Friday)
www.SLMTRAINING.com (Available 24/7 Pre-Recorded)



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myKW Cheat Sheet

New KW Website Powered by Placester 7

2 Scott Le Roy Marketing REV 2017-09

Keller Williams APP 35

4 Scott Le Roy Marketing REV 2017-09

myKW Home Page Menu 56

eEdge myEmail (Legacy) 60

eEdge Website (Legacy) 63

HELPFUL TRAINING CLASSES 68

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New KW Website Powered by Placester

Find the KW Website

Check/Setup IDX Integration

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Open House Info

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10 Scott Le Roy Marketing REV 2017-09

11 Scott Le Roy Marketing REV 2017-09

Add a Custom URL to your Website Menu

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1. Tracking ID: The Tracking ID provided by Google Analytics

Create a Custom Page

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16 Scott Le Roy Marketing REV 2017-09

Edit an Existing Page

Create a New Blog Post

17 Scott Le Roy Marketing REV 2017-09

Edit an Existing Blog Post

Create a New Agent Page

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Edit an Existing Agent Page

19 Scott Le Roy Marketing REV 2017-09

Create a New Testimonial

20 Scott Le Roy Marketing REV 2017-09

Edit an Existing Testimonial

Create a New Area Page

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Edit an Existing Area Page

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KW Website Powered By Placester F.A.Q.

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24 Scott Le Roy Marketing REV 2017-09

Create Your KW Email

Log in to Your KW Email

Change Your KW Email Password

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Create an Email Alias

Forward Your KW Email

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Create an Email Signature

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Working With Loops

Find myTransactions (DotLoop)

Add a Contact to the Loop

Add a Template Document to the Loop

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