To set up your AgentID Site please follow the instructions below:
Once you are logged into your Dashboard, click the "Tools" tab at the top or go to Section 2.
Then click on "View Your Site"
The info below will detail the steps of the setup wizard. Note that you can always make changes to the information you input here, so try not to overthink anything!
Step 1: Review the Benefits of the AgentID Site
The first screen you will see is a brief overview of the benefits of the AgentID Sites. Click here to learn even more. Once you've reviewed the information, click the "Next" button to proceed to step 2 of the AgentID Site setup.
Step 2: Input Your Contact Information
The next screen is where you will confirm your contact information. Most of this is pulled from your Paperless Agent account, so make sure to update it to reflect how you want your contact information to display on your customer-facing site.
Note: Do not change your email address. This will cause login issues with your AgentID Site and the Paperless Agent Dashboard. If you wish to change your email address on file with us, please email into firstname.lastname@example.org.
Once you've confirmed your info, click "Next."
Need help crafting an awesome bio? Check out these resources:
Step 3: Choose Your Theme Color
The AgentID Sites are a template, which means they will all have the same basic look. The theme color is an accent to that and is what people will see when they hover over links on your site, for example.
Click the orange box to change your theme color (you can click and drag in the slider or enter a specific hex code). When you've selected your color, click on "Next."
Step 4: Connect Your Social Media Profiles
Visitors to your site will be able to access the social media profiles you add here via icons on your site, so make sure the links you include here are to profiles that represent you and your business well. We recommend a Facebook Business Page that has your name, for example.
And if you don’t use a social media platform listed here, that’s okay! Just leave it blank and click "Next."
Need to update your social media links on your AgentID Site? Click here:
Step 5: Choose Your Domain Name
If you’re at all unsure, we highly recommend using the subdomain option to start. It’s free and quick, and you can change it later.
Click either the "Choose Subdomain" or "Choose Root Domain" button, enter your domain name, then click on "Finish Setup."
Note: If you choose the Root Domain option, you will need to change the DNS records on your site before the setup will be complete. Refer to the following help articles for instructions on how to change the DNS records: 1. How To Change GoDaddy DNS Records 2. Non-GoDaddy Domain Instructions
Step 6: Begin Customizing Your AgentID Site
When you have reached this page your setup is complete! Click on the blue 'Access Dashboard' button to be forwarded to your new AgentID Site!