Video Transcription

Hello. Welcome to another edition of Tech Tuesday, presented by Delta Media Group, where we know that some of the best technological innovations start out with a triple dog dare. So today we're going to go in and go over the market watch report system. So you can create market watch reports in a couple of different ways, and we've gone over it a handful of times before, but we kind of keep hitting these subjects as we add things to them. So let's go into the DeltaNet and take a look.

So first off, we can create market watch reports in two different ways. We can either create one and attach it directly to a customer, or we can create one that's not attached to a customer that we can use for sharing on social media as kind of its primary purpose. So first we'll make a customer one. So I'm just going to go down to customers and customer center, and we'll scroll down here and find the customer that we would like to add a market watch to. Let's go with Jane Tester, the aptly named. And now from this profile page, and keep in mind, you can get to the profile page for a customer in a few different ways, but however you get to it, once you're there, when you scroll down here, you'll find a section called saved searches and market watch reports. To add a market watch, we'll just click on add a market watch, and we can now choose from all these different ways to define what the market is.

So these first three, market, radius, and area, are things that have already been in here and have been in place for a while. Boundary is the thing that we just added. So we'll go ahead and take a quick look at each one of these, and then boundary is kind of the one we'll focus on.

So first, if I pick market, I now get an auto completer here at the top, and keep in mind this is, as always, test site, so there's not real data there. But if I type in the name of the city or a ZIP code or a school district, it'll bring it up in the auto completer, and then I could select what I want from the auto completer.

Option number two is radius, exactly what it sounds like. I can define the center of my map, or just the center of my circle, and then just grab that handle out there and I can make it as big or small as I want. I can also recenter the map on a specific address if I want, which is kind of handy. So if somebody is interested in the market within five miles of their home or five miles of their work, it's really easy for me to do that. So you can see down here, it counts the actual radius. So if we go out to here. No, here. There we go. So a five mile radius around roughly-ish the center of Canton. If somebody lived in East canton and they wanted to know everything that's five miles of East Canton, you can just move that around. So that is radius.

Next, by area. Area allows you to define a polygon, and this is really nice for looking at a specific neighborhood. So if I zoom in here a bit, you have a nice grid system neighborhood. That's kind of handy. So everywhere I click it just puts down a pin, and all I'm going to do is go up here and then connect the pin. So if I have any odd shaped neighborhoods and I want just the market within that area to be taken into account for this report, then I can set them up this way.

Now lastly, the new way you can do it is we'll add a market watch and go by boundary. So boundaries are pretty cool. What we're doing here is we are using government location data and government boundary data to actually determine boundaries of specific markets. So if I go down here to select a boundary type, you can see all the different options I could choose from here. If I want to do a whole county, I can do that. Counties tend to be a little bit big for market watches, but it's an option. You could do county subdivisions, ZIP codes. Metropolitan areas is kind of interesting. The nice thing about this is if I pick any one of these, it's going to auto fill with what's on the map and let me know what I can choose from.

So the most popular one here is probably school district, so I'll go by school district, and now based on what I'm showing in the map that I have up there, if I click this, you can see these are all the school districts that I can define. If I were to move the map somewhere else, I would get different school districts here because it's just going to show me the ones that would show up on this map. So we'll go ahead and go with Plain Local, why not? And you could see it draws the boundary area around Plain Local. So like I said, this is the actual government boundary area, so it's going to include all properties that would basically attend school in Plain Local schools at this point. So that's kind of cool.

So in this case, we'll go ahead and we will kind of finish out our market watch. You can see it filled in the name automatically, but I could customize that if I want. The name is going to show up on the market watch, and it will also show up in the interface so that I can use it to differentiate between multiple market watches that I create for just a single customer.

So the next thing we can do is we can set what date we want this to start sending out on. So let's say we want the first one to go out on ... We're a little past November 2nd. Let's put the first one out on the day after Thanksgiving, how about that? So that's when we'll set the first one, and you can see we have a variety of optional filters down here also. Now these filters exist for all the different types of market watches, so no matter how you define the area, you can still further narrow it down with these filters if you want. By default, it's going to include all the properties within the market area you defined, but as you add these, let's say you define a market area like a whole ZIP code, and that ZIP code contains a wide price range of properties, but you only feel like it's representative of the market you want if you look at properties that are over 200,000, for example.

So I can fill in a minimum price. If there's no maximum, I could leave that blank, and that gives me a better representation of the market that I want this report to focus on. And you can look through all these, you can see the home size, bedrooms, bathrooms, acreage, all these things are things that you can put in and define here. So there you go. And once you have this all filled out the way you want, you just click done, and that creates your market watch.

So at this point we can set the frequency. So this one's set up for the customer. Automatically it's going to send on the first day I defined, and then it's going to send out monthly after that. So it'll go out on the first day I defined, and then a month later it'll send another one, and each one will have updated data. If I wanted to send more or less frequently, I can click on my frequency dropdown here. I could go with weekly, biweekly, or I could even do quarterly if I want just a longer range between these market watch reports.

Now if I wanted to see what it looks like, I can click on preview, and we'll preview it in the browser to take a look at it. You can see Plain Local School District Market Watch, and my custom name would have gone there if I had filled one in. And this one's a terrible example because there's no information in Plain Local schools, but like I said, it's test data. So, you know, we're always rolling the dice with the examples. But this gives you an idea of the kind of sections that'll appear on it. So it'll have some market trending graphs at the top. It'll have a just listed section, a contingent section that just displays contingent listings, one that just displays pending listings, and it'll also have some kind of sample listings on the market over here, along with your branding.

So those are pretty cool. And the nice thing about market watch reports is the thought is that anybody is interested in those. If you just bought a house, you're still interested in what's happening in your market, just like if you're in the market to buy a house or in the market to sell a house. So these are kind of nice because they sort of apply to everybody.

So that is how you create a market watch attached to a customer. Now the next thing you can do is I'm going to go down here to listings, and we'll go down here to market watches. So from here I can create sort of independent market watches, and because these aren't attached to a customer, I can regenerate these whenever I want and I can share them out with social media from here. Another option I have is that, if you watch any of the previous Facebook auto connector videos, I can actually set it up so that when these market watch reports automatically generate, they'll post on my Facebook page automatically also.

So to add one, it's exactly the same process as adding one to a customer. So I'll just click add a market watch. This one I'll go ahead and do by market. Why not? Type in a city name, pick my city. Now, in this case it says begin sending date, but this one's not actually sending out on its own. So this is the date that the report is going to be generated, and it'll use that date for kind of the basis of when it should regenerate each time. And as I go down here, I have all the same options to narrow it down if I want, and you could see I kind of passed this over last time, but latest listing updates. So this is how far back the most recent listings go on these. And we'll go with done. Just like the other one, we can give it a title. Market Watch Title. And the interval means it's going to regenerate it monthly, so like again, it doesn't actually send, so it just regenerates it at that interval, and create market watch. The aptly named Market Watch Title. So there it is. We're set to auto post to Facebook. Our interval is set to monthly, and the next time it's going to regenerate is December 31st.

Now, you can see it will initially ... So we set up an initial date for it to generate, but really, if I click on preview, that's going to generate the first one. So that's why it says you have to preview it before sharing. That actually generates the initial market watch. So we'll click preview. We'll see if this one looks a little prettier than the other one, or maybe it doesn't load it all. It's going to be very exciting. There we go. So there's our market watch. You see it doesn't have the intro paragraph that the other one had, and that's because this isn't actually sending an email. But as we scroll down here, there's our just listed section. Our market trends section, in this case, went next. Contingents, pendings. And there's our market watch report. Again, this is a sample data, so we have a lot of non-pictures and things here, but you should get a more interesting looking report when you generate one yourself.

Now, the one last thing I'll add about market watch reports is those sections for contingent, pending, and the market trending graphs and all that can actually be customized also. So this button up here on the top right, market watch segments. If we click on that, this will let us determine what order we want those to come in. So if we want market activity to come first, I'll just drag that to the top, and it'll actually update automatically so I don't have to save it after I move anything. And so we'll say market activity, and then market trends we'll put next, and then just listed, contingent, and pending. I can move those around as I see fit.

So there you go. So as always, thanks a lot for joining me this week. That is the market watch or market watch report system in a nutshell. So if you have any questions about that or anything else, feel free to send an email into support@deltagroup.com or give us a call. Like and subscribe to our channels, and you'll be able to get notifications when we come out with new and very exciting, fantastic videos. So thanks a lot for joining me this week, and I will see you next week. Oh, and happy Thanksgiving.