We understand the importance of choices and customization options, especially when it comes to providing marketing materials to your clients. We’ve already been able to provide a basic flyer using the images and description you add to the tours. In hearing and seeing what folks want, we have updated our Flyer to allow you to choose between multiple templates (currently 2, with more to come) as well as the ability to control the colors that appear on the Flyers!
In this document, we’ll cover:
- How to Manage Your Flyer Templates
- How to Edit Your Flyer Templates
- How to Assign a Default Template
- Editing Flyer Content
- Previewing Flyers
The same way you can manage your tour designs, you can now manage unlimited Flyer Templates!
To manage your templates, you’ll go to Designs then click “manage flyer templates” on the right-hand side.
Here you’ll be able to see a full list of all the templates you have created with options to Edit, Duplicate, or Delete.
To add a new template, select the version you would like from the dropdown, then click Add.
Once you do that, give this new template a nickname, such as “Keller Williams Red”, update your colors, and click create!
You have access to edit the templates in several ways:
- Within Designs > Manage Flyer Templates
- Within your Account Settings
- Within the Customer Settings
- Within each tour individually
Within your account/customer settings
In the account/customer settings, once you select a template that is NOT set as the default, the option to Edit Flyer Template will appear
Within each tour individually
In each tour, you’ll have the option to preview the flyer, with the Edit Flyer Template option appearing once you move away from the default.
In the editor, you have a couple color options you can control. (we've chosen some pretty bright colors here to help them stand out).
This option controls what color appears in the Agent Branding Section.
This option controls what color is used for the Agent Branding text.
Here is how they would look for each template:
Flyer Template A
Flyer Template B
As with most settings, you can assign a flyer template at the Global Account Level, Customer Level, or directly within an individual tour.
Navigate to My Account > Account Settings >Tour Setup
Below the Design option, you’ll see a new Flyer Template setting. Select the template, then scroll to the bottom and save.
Doing this will change your global setting to reflect this template.
Navigate to Customers > Edit > Tour Setup.
You’ll notice the customer Flyer Template by default will reflect your global option (Provider Default). However, you do have the ability to change this to any of your available flyers. This way, you can create a color specific template for your client and only have to select it once for them!
Within the tour editor Info Tab, scroll down to the Tour Setup section. The Flyer Template will automatic reflect either the Provider default or the Customer Default.
To make edits to the flyer, click edit next to your tour and then click on the Flyer tab. This page will reflect the layout of the flyer you have chosen to use on your tour. This gives you a better idea of where you are placing the images and how they will truly show up on the flyer when downloaded.
Layout for Flyer Template A
Layout for Flyer Template B
By default, the first 7 images from your tour are used on the flyer as well as the Description Text from the tour (if provided).
The images that are used will have a green check mark and will be greyed out.
To change the selected images, all you have to do is drag-and-drop an image from the image bucket on the right directly onto the Flyer. You can drag-and-drop the images to change the order they appear in as well.
If you have entered in a description for the tour within the Info tab, we will automatically pull that text and use it on the flyer as well. However, if you would like something other than what has been provided in the Description box, type it in the Flyer Text section.
*Please keep in mind, the more text you have, the smaller the font will be. In other words, the only way to enlarge the font is by having less text on the flyer.
Once you have made your changes, click Save Flyer, then click view last saved flyer to see your creation!
In addition to providing new Flyer templates and customization options, we have also changed the method used to preview/view/download the flyers. Previously, we used to simply create a rendered version of the flyer within a browser. However, this caused several issues as each browser portrayed things a bit differently. So, in order to provide a more reliable output experience, we automatically build the .PDF flyer for you, your client, or viewer to print or download.
**Please keep in mind, the very first time the flyer is built for any user, it can take around 10 seconds to successfully build. Once it’s built, you can preview as many times as necessary and it will build within seconds.
When you’ve selected an option to view the flyer, this is what will appear:
Once built, the .PDF will automatically open up in the browser. From there, the viewers will have the option to download or print the flyer. Here is what those options look like in different browsers.