My Agent Personalization allows your agency to create personalized website links that your agents and producers can send to clients and sales prospects.
When prospects click on these personalized website links, they'll see personalized information about a particular agent in addition to the normal content of your website.
Here’s an example of how a website looks without a personalized link, and an example of how it will look when a client clicks on a personalized website link.
Without My Agent Personalization Active
With My Agent Personalization Active
Using My Agent Personalization
Every employee on your website has a default handle which is usually their first and last name separated by hyphens. Without any additional setup, you can use the default handles to send out personalized website links by appending the "@" symbol and the default handle to any link to your website. Here's an example link: https://www.myagency.com/@john-woodward
NOTE: Be sure that your link includes a "/" between the ".com" and the "@" symbol. This link will NOT work: https://www.myagency.com@john-woodward
You also have the ability to create custom handles for your agents!
How to Create Custom Handles
To get started, click on "Employees" from the lefthand navigation menu on your website dashboard and select an employee.
Then, complete the following steps:
- Scroll down to the "Customize Your Handle" section and fill the "Custom Handle" field.
- Scroll back to the top of the screen and click the blue "Update" button on the top right.
Now, your agent can send out personalized website links using their default handle or their custom handle. Here’s an example link if the chosen custom handle was "john": https://www.myagency.com/@john
To preview what information My Agent Personalization will display when you use a personalized link, review the information in the "Your "My Agent Personalization" Information" section. You can choose which phone number you would like to be displayed, and if you need to edit any of your other information there are buttons to edit your information.
For your convenience, you can quickly copy a personalized link under "Your Personalized Link" near the bottom of the screen. Click the “Click to Copy Your Link” button. Then, paste your personalized link into an email or other communication to share with prospects.
Test Driving My Agent Personalization
If you would like to test your personalized links before sharing them with your clients, you can easily reset My Agent Personalization by clicking the Reset "My Agent" button on your admin header bar as depicted below.
Frequently Asked Questions
To see an agent’s personalized information, will the prospect have to include the Personalized Link Name each time they return to my website?
No. When the same client returns to your website later, John's personalized information will continue to be displayed, even if they don't return using a link that contains "@john" at the end of the link, as long as the client returns within 30 days from their last visit using a personalized link.
Each subsequent visit by this client to your website within 30 days of visiting a personalized link will renew the personalized link expiration date for an additional 30 days from that visit. If a client goes 30 days without visiting your website, the personalized link will expire for that client but can be renewed by the client clicking on another personalized link.
What if a prospect clicks on a personalized link on one device but returns to my website on a different device?
This functionality is unique to each device the client uses, so if a client visits a personalized link on their smartphone, but later returns to your website without using a personalized link on their desktop computer, they will not see personalized information on their desktop computer but will see personalized information on their smartphone.
What if two agents send their personalized link to the same prospect?
If another agent sends a client their personalized link after the client has already clicked on a personalized link from one of your other agents, the agent's personalized link that was clicked first by the client will take precedence over any other personalized links that client clicks.
What if an agent’s employment is terminated but prospects still have their personalized links?
If you remove an employee from your website, all personalized links tied to them will be disabled immediately. When a prospect visits a personalized link that is disabled, your website will load normally, however, no agent personalization content will be displayed.
How long does it take for a personalized link to stop working after I delete it?
If you delete a personalized link, it will be disabled immediately.