5. Agent, Agency & Developers

Hubspot API CRM integration in WpResidence

Content How to register for an account at Hubspot How to get the API key needed from Hubspot How to test this feature with a property created from the admin How to register for an account at Hubspot The first step is to register and then login into your HubSpot account. Go to the register […]

WpEstate Customer Relationship Management – CRM

WpEstate CRM (Customer Relationship Management) plugin saves all contact form messages and allows you to manage Lead Messages and Contacts from wp-admin backend AND allows individual users who register on your site as single users, agents, agencies or developers to manage their leads and contacts. The key features of WpEstate CRM are: Lists messages sent […]

Theme options – Design – Property, Agent, Blog Lists Design

To manage the Property, Agent, Blog Lists Design options navigate to Theme Options > Design > Property, Agent, Blog Lists Design and locate the panel below on which you have the following options: Unit Card Type You can choose between 7 built-in property cards for properties: Default Property Card Property Card type 1 Property Card type 2 […]

How to assign users, agent, agency or developer to properties from admin

Content How to assign users and agents to properties from admin How to assign a secondary agent How to assign Agency and Developer to properties from admin How to assign users and agents to properties from admin The Agent/Agency/Developer can be assigned to a property from the admin.  The steps are: Create the agent Note: […]

Agent List Shortcode

Content How to add Agent List widget with Elementor Builder How to add Agent List shortcode with WPBakery Page Builder How to add Agent List shortcode block in Gutenberg editor Add widget with Elementor Builder Add shortcode from the classic editor with WPBakery Page Builder Add the agent list shortcode with visual composer: You can specify […]

How to sync manually a registered user with a published agent post

The theme works with Subscriber and Administrator Worpdress user roles. Users, Agents, Agency and Developers need to have Subscriber level. If you wish that an agent can manage his properties from front-end dashboard, create the agent from front end via the registration form and select Agent from the drop-down Sync manually a registered user with […]

How to set the Agent Contact Form Position on the Property page

The User, Agent, Agency or Developer details and their contact form can be displayed in one of these locations: on the property sidebar in the property content, after the property details sections in the property lightbox modal with all the property images These are the default placement options which we will explain in more details […]

Agents Agencies Developers Search Widget

Live demo: https://wpresidence.net/agent-agency-and-developers-search/  Step1: Check if the Search Results page exists in admin – pages. If the page doesn’t exist you must create it by using the Agents Agencies  Developers Search Results template: Step2:  And then add the Search Widget to any sidebar you wish from admin Dashboard  > Widgets Here is a full video:

How to work with Inbox Private Message System

In order to enable the Private Message System, you must follow the below steps: 1. Enable Private Message system To Enable the Private Message system you must navigate to Theme options > Design > Property Page Settings and setup yes to Enable Direct Message option. 2. Check if you have a page created for the INBOX in […]

How to manage Users, Agents, Agencies and Developers

Content How admin manages real estate agents How Real Estate Agents work How Agency and Developer user roles work As an Administrator, you can manage these users in 2 ways: Create agents, agencies and developers from wp-admin dashboard manually. In this case, you will need to create the agent and assign a user with a […]

Agent & Agency Contact

Contact form for agent shows on the property page, under agent or user info (email is sent to agent/user email address) Contact form can be displayed on sidebar or below property details and in lightbox. Help article for how to manage the user/agent/agency/developer contact form position Contact form from the agent page (email is sent […]

Agent Taxonomies

Agent custom taxonomies are: Agent category Agent action Agent city Agent neighborhood Agent county/state To add a new category in either taxonomy use Add New. From the list you can Edit or Delete the taxonomy. Let WordPress create the slugs. To add the custom taxonomies in the menu – enable them from Menu Screen Options, […]

How to add a membership package manually to a registered subscriber from admin

NOTE: The expiration will apply and properties will expired on due date IF you set the action date in the correct format: EX: 2014-12-31 10:05:44 An email will be received by the user with 3 days before the package will expire. You can assign a package from Users – Edit User (see the attachments). Related […]

Agent List Page

Agent List page has pagination. The theme is set to show 10 agents on each page. Page example from our live demo:  http://wpresidence.net/our-agents/ The page is created with the Agents List template as in the below screenshot. Help article for how to manage Users, Agents, Agencies and Developers

Contact Form 7 in Residence

If you use this option, the theme default contact will be replaced with a contact form 7 contact form – but the emails will still be sent to agent email address.  Content Installation Setup Main Features Style the Forms Limitations How to disable the Contact Form Function Install Contact Form 7 Step1: First, install the […]