In this video you will learn the hazards of changing the meaning of a leadsource, service area, or service factor. You can change what it says, but you definitely don’t want to change what it means! Sometimes you will want to go in and add something, and in the process, delete something else. You might be tempted […]
Getting Started
Testing your module before launching
In this video you will learn a few things about testing your modules as you set them up. You will see how to fill out a test bid in the call screen. You will see the correlation between the steps that the customer would interact with as the specs are collected. You will see how […]
Setting up your Modules in the Services Area
Video notes: See how to work with modules: Understand the differences between active and inactive modules – How to turn modules off and on. Understand the differences between a module and a bidding style – Some modules have multiple bidding styles. Learn how to change a module name. Setup a module bidding style: Step 1 […]
Webinar: How to Use the Daily Digest to the fullest
See our webinar on how the daily digest works, why you want to use it, and the best practices on making it work for your company. We outline: How to make sure you are getting the daily digest email How to access the live version in ResponsiBid Some of the neat things you can click […]
Using the search feature
You can quickly search for a person or bid in 3 ways: In the sidebar menu once logged into ResponsiBid you can click on the search bar. As you type in the first or last name of the person you are looking for ResponsiBid will search in real-time for the person and you can use […]
Editing what things are called in the smart form and lightbox and proposal
f you are trying to change the terminology with something in the smart form or lightbox or proposal, you are probably just needing to access the edit labels area. To do this, go to the sidebar of your admin area and click “Use Smart Form”. The accordion bar above the smart form has a button […]
Form Builder: Setting up Google Analytics
NOTE: We are discouraging users from using this method in favor of the new method here. Go to: Settings > Form Builder, then the Google Analytics accordion If you’d like Google analytics to track your goals and page loads of your embedded “Smart Form”, “Lightbox” and “Proposal”. Simply enter your Tracking ID from Google into the […]
Form Builder: Leadsources
This is a really critical part of ResponsiBid to get setup because it does so much for you in the background. Most reports that ResponsiBid builds will incorporate in some way how much work your different lead sources are bringing you. So, go to Settings > Form Builder and then to the Lead Generation menu […]
Form Builder: Setting up service areas
You are going to need to tell ResponsiBid what cities you service. By default ResponsiBid has the city City, State (example) but you will need to load in your own. Ninja Tip: Make sure that if you decide to enter in city and states (or provinces) in manually that you always use [City Name][comma][space][State or […]
Form Builder: House size information
When you first sign into ResponsiBid and begin setting up your account, you will need to make a few decisions on how you want ResponsiBid to call things, or how to ask certain questions. One thing that is really important for ResponsiBid is to know how you’d like to ask people about their house sizes. […]