The Web & IDX tab in BoldTrail is organized into different sections that each contain settings you may wish to use when fine-tuning your website. It also contains a button that takes you straight to your BoldTrail website's settings list.

Select 'Web & IDX' from the main navigation. Then click 'Edit Settings'.

You can then choose which section of your website settings list you would like to jump to from the navigation menu to the left.

The Hero, Champion, Victor, or Warrior templates are recommended.

To learn more, click here.

Preview templates using the 'View' button.

Your template theme will default to the color your Admin has chosen for the Company and Office websites, but you can select another option to change the color on just your website by clicking on the color from the drop-down and then clicking the blue "Save" button.

After you click on 'Custom' from the drop-down list a color-picker tool will appear. This allows you to use a HEX color code, the RGB color spaces, or the HSL color degrees for the exact color you would like to use on your BoldTrail website.

Once you are satisfied with your color choice, click the blue "Save" button under the color picker and it will be applied automatically.

Choosing From Default Images

Scroll down a bit to the Background Images section. Here you can select some of the default images to rotate through on your website. This gives your clients variety when viewing your website.
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To select the images you want to use click the checkbox to the left of the photo. Once you're satisfied with your choices click 'Save'.

When you choose more than one image at a time, they will be chosen randomly each time your homepage is loaded.

Custom Background Images

A custom background image may be used on your BoldTrail site, but there are a few tips that you can follow to make this process a little easier.

To upload a custom image click on the grey area below the background image selector to upload your image or drag it into the space.

Once added, you will see some controls. Click on the edit icon (center option in the image below) to tweak your image.

In the edit interface, there are a few more controls that will allow you to tweak your image to your liking.

After your modifications are complete, you'll see the edited image ready to upload. Click the upload icon on the right.

While your image is uploading, wait for the success messages that will show on the left-hand side of the page.

Now your custom image is selectable from the background chooser at the top of the page. Select it and click 'Save'.

When you re-visit your home page, your custom image will be visible.

Scroll down past 'Background Image(s)' to see the 'Secondary Logo' setting.

Drag your image or click to upload your secondary logo.

Once uploaded, you will see three icons that you may use to delete, edit, or upload the image.

Click on the upload icon to add it to your site once you are satisfied with the way it looks. You will see two notifications pop up as BoldTrail uploads and adds the logo.

Go to your website to confirm the logo is appearing correctly.

In the case that you'd like to hide the 'Our Resources' page on your BoldTrail website you can with this setting.

To learn more about CORE Home, click here!

To learn more about WCAG, click here.

The main component of your BoldTrail website is made up of all the listings from your MLS feed(s) to showcase them to potential Buyers, encouraging them to engage with you as their real estate Agent.

One way BoldTrail enhances your Buyers' website experience is by labeling your listings with applicable features that are based on the listing's information as entered by the listing Agent into the MLS.

Listing Labels

A listing label is a featured keyword that displays in the top left of each image for that listing on your website.

These labels are automatically applied by BoldTrail based on the listing's description that the listing agent has added in the MLS as well as some of the features they selected to apply to the listing.

A few examples of the listing labels that can appear are:

The listing labels that appear on your specific website will differ depending on the MLS feed(s) you have connected, whether or not the listing Agent used a term that BoldTrail recognizes, and if there are specific features selected upon adding it to the MLS.

The 'Open House' label is generated directly from the associated MLS if they pass that information to BoldTrail through the connected IDX feed.

Occasionally, you may expect to see a listing label where it does not appear. This can be due to your MLS not passing that information through the IDX feed your website is connected to.

If you ever want to confirm why a listing label was or was not applied to a specific property, check out the listing's description and additional features.

Limited Listing Labels

In your website settings list you have the ability to completely remove the display of listing labels on your BoldTrail website with the exception of 'Open House' and 'Just Listed'.

Force Lead Registration is a setting within your website settings used to determine how many properties a potential lead can view before they need to register on your website.

Scroll down to 'Force Lead Registration' and update your settings using the dropdown menu.

Click 'Save'.

There are four options you can select.

When you enable this option, a new space will appear on the registration form where users can enter their name. However, this is not required to create an account.

The website title is always shown on the website tab after the page has loaded.

Automatically a generic website title will populate using some basic information such as your Company name and location.

After refreshing your website your new website title will be visible from the website tab and will show on your future social media posts.

This section adds a description to your website beneath the title when sharing on Google or Facebook.

The system generates a default meta description that uses the format:
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Real Estate & Homes For Sale | [Company/Team Name]
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The default can be updated to what you desire. From your website settings page, scroll to 'Homepage Meta Description' (beneath 'Website Title'), enter your custom description there, and save it.

This new meta description can be found as the tagline when sharing your link on Google or Facebook.

Adds an input field on the sell page for the unit number of the searched address.

You can fill in this field with plain text or HTML if you wish. This recruit text will be shown on the 'We're Hiring' page on your website.

The 'Header,' 'Body,' & 'Footer' all reference specific parts of the HTML that make up your BoldTrail website. These fields are intended for you to be able to add scripts for tracking and other back-end functionality to your BoldTrail website.

To learn more about adding scripts, pixels, and more to your site click here.

Common reasons why code may not work on your site:

The custom header is the HTML header of your website. Typically you would need to place special scripts here, such as the Facebook tracking pixel.

The header section of your website code is never displayed on the webpage itself, but the content in that section is used to provide resources that the browser needs to correctly load the page. This includes style or display information, tracking scripts, and metadata used to display previews and provide search engines with summaries of your content.
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If you were to insert something like an image or a paragraph, it would never actually be displayed on the page, or used by anything after the page is loaded.
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As such, this section of the website that is available for you to insert content into is typically used for verification pixels and scripts. It's also used for more complex scripts that provide the functionality to something that you might put elsewhere into a custom page or into other editable content that is displayed to website visitors.

The 'Header,' 'Body,' & 'Footer' all reference specific parts of the HTML that make up your BoldTrail website. These fields are intended for you to be able to add scripts for tracking and other back-end functionality to your BoldTrail website.

To learn more about adding scripts, pixels, and more to your site click here.

Common reasons why code may not work on your site:

The custom body is the HTML Body of your website. This is visible when someone visits your page. Typically you would only use this for adding Google Tag Manager scripts. To customize your sites' homepage, you should follow our website customization guide.

The 'Header,' 'Body,' & 'Footer' all reference specific parts of the HTML that make up your BoldTrail website. These fields are intended for you to be able to add scripts for tracking and other back-end functionality to your BoldTrail website.

To learn more about adding scripts, pixels, and more to your site click here.

Common reasons why code may not work on your site:

The custom footer content will be inserted into a specific place at the bottom of your website, known as the "footer."

The footer is actually divided up into several different sections:

These sections all serve different purposes. For example, the MLS disclaimer MUST appear at the bottom of the site. As does the usage policy and privacy policy, etc.

The place where your content will appear is on the upper left side, just below your social media buttons:

Many things can appear in this section. The 'About Me' content from your Agent profile, office address(es), and more. Like the other sections provided in these content settings, it is intended for scripts. However as you can see by the screenshot above, it will render any HTML you enter.

This is a special usage area, that is triggered after a New Lead is captured on your website. Google conversion codes are typically entered here. This kind of conversion code usage does not rely on the URL to signal a New Lead is captured, but rather when a New Lead is captured, the content in this box is loaded to the page. Different conversion code methods will specify how they should be used. You will want to use the version that runs off of a script, not triggered by a URL change.

Instead of the standard Facebook Messenger chat widget, you can replace the Facebook Messenger/Chat script that is built into your BoldTrail site with the chat/messenger script that you paste into this section. Some chat program options include Intercom, Olark, or tawk.to. You can also choose to "Hide" the Chat Widget under the Template section in your website settings.

Insert the Facebook Username for the Facebook Messenger account that you would like to be connected to the chat function on your BoldTrail website.

This fields adds an additional office address to the bottom of the website homepage beneath the main office address.

Your CCPA contact phone number if applicable.

For more information on CCPA, click here.

Your CCPA email address if applicable.

For more information on CCPA, click here.

This setting is not available for all accounts. If you believe your account should have access to language settings please reach out to Support at support@insiderealestate.com

Toggle this setting on to hide connected Zillow testimonials.

Here, you can add your Zillow screen name or email so that your Zillow testimonials automatically populate on your site.

To learn more about Zillow testimonials, click here.

This setting is only available to Admins. Inheriting child testimonials for Office, Team or Company websites means that the testimonials added by Agents on their personal pages will also be available for viewing on those sites.

On your website settings page, click 'Template' on the left.

From the 'Templates' section you'll want to scroll down to the 'Background Video YouTube ID' field.

Here, you may specify a background YouTube video, that will play behind the header elements, graphics, and search bar on the home page. The YouTube ID comes after the "?v=" in the URL of youtube.com.
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For example https://www.youtube.com/watch?v=tLxeyLyvw-0
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The ID needed is: tLxeyLyvw-0
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Do not include anything before or after the alphanumeric characters. Many times when you are looking at YouTube links they can be quite messy. You only want the portion after v= and before any other characters such as &, #, etc.
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For example https://www.youtube.com/watch?v=tLxeyLyvw-0&t=1s
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The ID here would be: tLxeyLyvw-0
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This replaces the background images you have selected on all desktop versions of your website with the specified video. On mobile sites, the background images are used instead to save your users' bandwidth and keep your mobile site moving quickly.

Remove the default 'Chat with us' widget that links to Facebook Messenger by toggling the Hide Chat Widget section on.

Change the header from white to black.

Change the header from white to the primary color of the template theme you chose.

The only option you have for your Office address (controlled by your Office Admin) is to show or hide it from your contact page completely. If toggled on, both the office address and map will be hidden from the contact page on your website.

Change the Agent Profile image from a circle to a square.

Remove your Agent Profile image from your website homepage entirely.

Show custom pages in the top level navigation.

To learn more about custom pages, click here!

Update the label of your 'Search' page. This links to the /index.php?rtype=grid search page.

Update the label of your 'Sell' page. Links to /sell.php.

To learn more about your 'Sell' page, click here.

Update the label of your 'Finance' page. Links to /finance.php.

To learn more about the 'Finance' page, click here.

Update the label of your 'Resources' menu.

Update the label of the 'Agents' tab. The 'Agents' tab links to the Agent Roster or Agent Profile page.

For more information about the 'Agent Profile' page, click here.

Update the label of the 'We're Hiring' tab. Shows in the 'Agents' menu, links to /recruit.php

Update the 'Hiring' link to a custom URL

In the case that you'd like to hide the Resources page on your BoldTrail website you absolutely can! It specifically hides the resources tab from the main navigation at the top of a BoldTrail website.
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When you add custom pages to your BoldTrail website, they are added to a kind of master directory of custom pages called 'Resources'.

Depending on your website customization ideas, or branding, you may not want to show the resources tab at all. Toggling this setting on will remove it from your website. Your custom pages will still be accessible as direct links. The custom pages or navigation items that you added will remain as well.
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Use this setting to hide the 'Finance' tab from your website navigation.

This setting hides the "We’re Hiring" link in the "Your Agent" tab of the navigation bar
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Your BoldTrail website is designed to be consumers' one-stop-shop for all listings in the area(s) they are looking at. The listing carousels that are featured on the front page showcase the specific types or locations of listings that you would like to bring immediate attention to.

For instance, if you would like to feature properties whose price was recently lowered, you can feature listings under a Just Reduced carousel that fit that circumstance. Or you could set one of the carousels to show listings in a particular city or neighborhood to generate more leads interested in an area that you work in regularly.

When you click on the 'Area' option for a carousel, you will notice a second field where you can select your desired location from the drop-down that appears.

For more information on Service Areas, click here.

Add a Google Analytics ID here to begin tracking on your website.

What is Google Analytics 4?
GA4 is a new kind of property designed for the future of measurement:

What do I need to do in BoldTrail?

What happens if I don't update my ID?
On July 1, 2023, standard Universal Analytics properties will no longer process data. You'll be able to see your Universal Analytics reports for a period of time after July 1, 2023. However, new data will only flow into Google Analytics 4 properties. Learn more here.

How do I know if I'm using GA 4?
If you are using Universal Analytics, you'll see a blue notification at the top that says "Universal Analytics will no longer process new data in standard properties beginning July 1, 2023." (However, if you previously dismissed this notification, it will not display.)
You can also look at your property ID to see whether you are using Universal Analytics or Google Analytics 4.

For additional information on the differences between these two properties, click here.

This setting is only available to Admins. Turning this setting on will show Agents that have been marked inactive on the applicable Team/Office/Company website.

For more information on inactive status Agents, click here.

As an Admin, you can use this setting to hide your agent roster.

This setting will hide the 'Your Agent' section from listings on the website.

Update the website tagline without changing the website title.

This setting will remove the 'Realtor' verbiage from the Agent Profile page on your website.

Select a style to apply to your listing details pages throughout your website.

This is a list of property types that Inside Real Estate receives from the MLS board(s) that are enabled for your website.

If there is a property type that you are expecting to see and do not, this means that the MLS board(s) do not pass that type of property over to Inside Real Estate through the IDX feed being used. This is usually something that cannot be adjusted.

Checking a box means that a property with that selected listing type in the MLS will be included in search results and can be displayed where applicable. For instance, 'Multi-Family' properties will appear as an option to use when searching for properties and in the default widget displayed on your front page.

Unchecking a box means that the listing type will not appear as an option to use when searching for properties and, if it matches one of the types that the default widget uses (like Multi-Family), the number shown will say "0 Listings".

Use this setting to remove duplicate listings based on priority. For example, if there are duplicate listings in two MLS's, then the listing associated with the lower-priority MLS will not show on your website.

One of the several options available in that Listings section is the Don't Scrub Areas setting. It is toggled on by default and it is strongly recommended that you leave it toggled on.

When this setting is turned on it tells BoldTrail's system to look for misspelled or similar sounding locations and group them together under a main location that is widely used.

For example, say that a listing agent adds a new property to your MLS, but is typing a bit too quickly and misspells "Albuquerque" as "Albequerque". BoldTrail can tell that the city was misspelled and will display that listing as a result when a visitor searches the correct name even though it does not match exactly.

If you change this website by toggling it off then that misspelled location will be treated as a separate city from "Albuquerque" and visitors will need to purposely search for that misspelling in order to find that particular listing.

Available to Admins only. This setting allows Admins to hide listings that are manually added by their Agents from the Team, Office, or Company website.

The default option for this setting is 'Price $$-$' meaning that when a visitor searches for listings they will see them sorted from highest price to lowest.

There are ten other options that you can choose from:

Each of these (other than the two price range options) will auto-sort the listings from highest to lowest. For example, 'Beds' will sort listings from most to least, 'Footage' will sort from most to least, etc...

The option you choose from the drop-down controls what visitors will initially see after searching for listings, but they are able to re-sort the listings using these same options as desired.

Changes the default listings display on the listings search page.

The default for this setting is 'Map', meaning visitors will see their search results appear in a list next to a map with the location of each property plotted out on it.

Enhance your website with geographical areas using this setting.

To learn more about geographical areas, click here.

Adds selected options as filters at the bottom of the filter selector tab on the listings search page. Location-based filters, like schools, will be added just above the ‘Property facts’ section for visibility.
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In the 'Compliance' section, you can see/update compliance requirements by state. Here you have the ability to:

In BoldTrail, websites can be managed individually for each Agent, Team, and Office.

This means that each entity (Agent, Team, or Office) can have its own roster settings, own blogs, testimonials, and other content.

As long as website settings remain untouched at the Agent level, they will always inherit the settings of the Office site.

In other words, your website settings are automatically updated by your Office Admin, unless you customize them yourself. If you choose to customize them yourself, your settings will remain permanently set until you change them again.

The trickle-down only affects the settings you do not touch. There is a separate save button for each setting.

If you have any questions on one or more of these options, please reach out to Support via the blue chat bubble to the right or by emailing support@insiderealestate.com!

(Keywords: web & idx, website settings)