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Using Batch Create for Managers

Batch Create allows Managers to quickly create designs and automatically populate them with listing and user information for multiple users or offices at once. This saves time and helps keep designs consistent, without having to create and update each design one by one. With Batch Create, you can generate personalized designs for the users or offices you manage in just a few clicks!


How to Use Batch Create

  1. Choose the template you want to use.

  2. Click Batch Create, located next to the Create Design button.

  3. Select the users or offices you want to create the design for.

  4. Decide how the designs should be handled:
    • Save the designs directly to each user’s Dashboard. When choosing this option, you can also send an email notification to users.
    • Save a folder with all generated designs to your own Dashboard.

  5. Configure Data Population (if applicable). Depending on the template, you can choose what data should populate across all designs, such as:
    • MLS data
    • Market Stats
    • Testimonial section (note: this works best when the same testimonial applies to all users, such as for team or office branding. Individual testimonials per user are not auto-selected and may need to be edited manually)

     
  6. Click Batch Create. The designs will be generated and delivered based on your selected options.
    • If you select a large number of users or offices, it may take a bit longer for designs to finish generating and appear in dashboards.