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[CLM + Design Center] Design Center Overview
[CLM + Design Center] Design Center Overview
Updated over a week ago

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Designs That Wow + Marketing That Wins

A wealth of easy-to-use tools to customize digital and print marketing materials, all featuring you and your brand. Plus, listing kits/bundles automate your listing marketing efforts to make stunning impressions time after time.


How to Access the Design Center

Find the Design Center by hovering over the 'Marketing' tab and selecting 'Design Center'.


Settings & Media Library

Access the Settings & Media library from the top right corner of the Design Center.

TIP: Set your preferences for colors, fonts, and logos. If a specific marketing material needs different settings you can change them directly from the individual template - just click into the individual sections to change them.

Admins Only

Please Note: Only Admins will have the entity and lock features. If an Admin locks a feature it may not be edited at the Agent level.

Entity: Be sure to select the correct entity that you're trying to update (Company, Office, or Team settings) from the entity dropdown menu.

Locked Settings: Admins may lock the below settings for their Team or Brokerage.

Logos

Update logos from the 'Logos' tile. Primary and secondary logos may be added for both light and dark displays.

Colors

Update the primary and secondary colors from the 'Colors' title.

Hex: The color added to the 'Hex' section will automatically be applied to all designs unless a CMYK code is also added.

CMYK: If a CMYK color code is added to this section this color will be used for all Print materials. The Hex code color will still be used for all other designs.

Fonts

Choose primary and secondary fonts for your marketing materials.

Media Library

Social Media Settings

Connect your social media accounts to quickly post your marketing materials. After clicking into the tile select 'Connect' to the right of the social media platform you'd like to connect.

Follow the prompts by accepting permissions.

After logging in and allowing permissions you may allow posting so you can automatically post your assets directly to your social media.

Designs

Within the 'Settings' section, templates may only be updated by Admins.

The pre-loaded kvCORE and custom templates may be toggled on or off (in bulk or individually via the 'Select Designs' button) and a disclaimer may be added as necessary.

Videos

Select whether background music is the default for video tours and whether a random or specific song is selected.


Designs

Print

For print templates such as flyers, door hangers, and postcards navigate to the 'Print' button at the top. Select a design using the section (such as Flyers) and template (such as the Dynamic Flyer design).

Instead of going through all designs, you may select Luxury, Modern, or Traditional from the style filters or a content category (e.g. Recruiting).

Social Media

Find premade Facebook, Instagram, LinkedIn, and Twitter designs from the 'Social Media' button at the top. Use the filters to find the perfect design.

Design Styles

Designs will all fall under Modern, Luxury, and Traditional styles. For all designs, you may select the listing status including Just Listed, Open House, Coming Soon, Price Reduced, and Sold.

Designs vary based on style but will include the same information. Below you can see an example of a Luxury, Modern, and Traditional Sold Flyer to view the differences.

Luxury - Sold Flyer

Modern - Sold Flyer

Traditional - Sold Flyer

Videos

Select the video design and follow the prompts, including choosing the listing, branding, and audio options. After generating the video, an email will be sent to you including the link.

Single Property Website

Single Property Websites are a sort of landing page you can send to your potential clients via text, email, social media, and more. Find the 'Website' section, add in the address, and click 'View Website'. From there you can see the Single Property Website in a new tab. However, all sending methods will be available from the main design page.


Saved Designs - Created/ Used Assets

Find your used assets from the 'Saved Designs' button on the top left.

From your history, you can view your used designs which will include changes you saved (if permitted by your Admin), such as font, text color, number of listing photos, and more.

Please Note: If you go to your history and edit a used design, a copy will be saved - it will not update the original.


Listing Kits

Designate a set of marketing materials to be automatically created for a category
of listings, matching the right materials to the right listings with Listing Kits.

Admins can create default kits to automatically create marketing materials for their Agent's listings. Agents also have the ability to create their own custom kits.

To create Listing Kits go to the 'Marketing Automation' section on the right side of the Design Center. Then, select '+Create New Kit'.

Fill out each section with your Listing Kit preferences.

Permissions (Admins Only):

  • Entity - Choose the entity you'd like to apply the Listing Kit to (Company, Office, Team, or individual Agent)

  • Always Active - When this lock setting is enabled Agents will not be able to turn this Listing Kit off in their account.

  • Always Prioritize - When this lock setting is enabled this Listing Kit will run before any other enabled existing kits.

    • Please Note: If multiple Listing Kits have 'Always Prioritize' enabled, the kits will run in order of date created.

General Settings:

  • Kit Name - The name that will display for this kit.

  • Notify Me When Assets Are Ready - When this setting is enabled, you will receive an email notifying you that the assets for this particular kit have been created.

Rule/Logic:

  • Which Listings Apply to This Kit?

    • All Listings - All Listings that are added will have these assets created.

    • Certain Listings - Only listings with specified criteria will have these assets made.

      • Listing Critera - Including listing price, location, or type.

Listing Lifecycle:

  • Listing Status - Select the listing statuses that you'd like the kit to run for

    • e.g. You want this kit to be created for New Listings and Open Houses

    • Please Note: The 'Just Listed' status must be selected in order to select the Video template.

Included Materials:

  • Brand As - Select Agent, Co-Agent, Team, or Brokerage

  • Please Note: Only one branding option can be selected per automation kit.

Add the designs you would like to use for each listing status by clicking '+Add'.

Social Autoposting (Agent Only):

  • Connected Social Media Accounts - Add which social media connections you'd like an auto post created for with this Listing Kit

Have more questions or need assistance? Please reach out to Customer Support via the blue chat bubble to the right or by emailing kvcore@insiderealestate.com!


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