Create a New Survey
Beginning in the User dashboard, click New Survey in the upper right hand corner.
A pop up will invite you to give a title to your survey, upload the Client's logo and nest your survey into a Folder. The logo for your client needs to be a png or a jpg here. {To find out more about Folders, click here}. Click Create Survey once you have completed these steps.
ScoutMagic Settings
Settings
A ScoutMagic Settings pop-up will appear after you click Create Survey. The first three Settings are as follows:
You have the option to set your buildings "For Sale". By checking this, ScoutMagic will look for a sale price and automatically set your building For Sale on your survey.
You have the option to set your rates to be calculated as Monthly instead of Yearly per your client's requests.
You have the option to delete the uploaded file from the Building Summary Page. If you do not select this, ScoutMagic will automatically attach the pages of your uploaded file to each Building Summary Page.
Preset Fields
You will be given the option to select the Preset Fields within the pop-up of ScoutMagic Settings. Select the Asset Class and Data points for your survey. By checking the boxes you are instructing ScoutMagic, our proprietary AI functionality, to look for these data points in the documents you are uploading. ScoutMagic can read PDFs, Property Summary Reports, Listing Reports, Marketing Flyers and more.
However, be sure to select the correct data points before uploading your documents to ScoutMagic. Confirm you have checked every possible data point you'd like to pull in. Then Click "Save". Your Preset Fields will be set for your survey.
If you'd like to change them at any point, navigate to the three dots in the upper right hand corner. Click Feature Fields to update them. [If you change/add data points in your Preset Fields after using ScoutMagic, make sure to rerun ScoutMagic to pull those data points into the system.]
Ingest a Marketing Flyer
To begin using ScoutMagic, click Add Buildings with ScoutMagic.
When uploading a marketing flyer, building brochure, etc, click One Building per PDF. This will direct ScoutMagic to pull all the data you are uploading into one Property on your survey. Click Browse Files and attach your marketing flyer(s) to ScoutMagic.
You can select the Submarket your building is in for better results. However this is optional. To find out more details on how to add a submarket to your account, click here.
Click Add Buildings to begin the magic✨
After a few seconds, a Building Summary Card will show on your survey as well as a pin on the digital map marking the building's location.
Ingest a Property Report
To add buildings through ScoutMagic using a property summary report or system-generated report, begin by clicking Add Buildings with ScoutMagic. This PDF will have several properties in on report.
When uploading a property summary report with multiple buildings represented in the PDF, click Multiple Buildings in one PDF. This will direct ScoutMagic to pull data and create multiple buildings to populate your survey.
Click Browse Files and attach your PDF. Click Import PDF to begin.
Separate PDF into Multiple Buildings
Instruct ScoutMagic which pages of your PDF should be assigned to which building. Check the boxes on the pages with the data for Building #1 and hit Group as Building. Check the boxes on the pages with the data for Building #2 and hit Group as Building. Continue for the remainder of the pages. The key here is to make sure all relevant data belongs to the correct property. If each page of your PDF belongs to a different property, then click Group 1:1.
Click Undo if you need to remove the previous selection. To restart your selections, click Reset All.
Once you have completed this, click Create Buildings.
After a few seconds, Building Summary Cards will populate with data from the Summary report and will build your survey. Building pins will populate on the digital map marking the building's location.
To see how to edit your data on a survey, click here to learn more about Edit Properties.