eGrabber
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of Contents...
How
eGrabber works
eGrabber
installation and configuration
Importing
records from Broker Center
Importing
records from Lending Tree
Working
with the eGrabber Toolbar
How
to install and use the database Clear Tool
Uploading
records to ReloSpec
Updating
a Template
The
Web Response Grabber (eGrabber) software is optional software that works
with the web-based Relocation Specialist. It is an easy to use and
powerful utility that automatically downloads emails from web forms and
third party sites, and processes them into your database. eGrabber
also can import records from popular websites such as Lending Tree™,
DeltaNet™, Cendant Mobility's Broker Center™, Yahoo™ and others.
Manually
processing the lead emails can be time-consuming & error prone which
might lead to loss of an valuable lead too. Save multiple hours
spent in retyping data into your database using eGrabber.
How
eGrabber works
There
are two steps to using eGrabber; capturing the data and importing the data
into Relocation Specialist.
CAPTURING
THE DATA. Data records are captured either automatically as in
the case of emails using Microsoft Outlook or with a few clicks of the
mouse as in the case with records from Lending Tree and other sources.
IMPORTING
THE DATA. Once the record(s) are captured, they are imported
automatically into the Import table of Relocation Specialist by clicking
the 'eGrabber' link. Records may be transferred into the Referrals
table one at a time or all at once as needed.
eGrabber Installation
and Configuration
Upon purchase of the eGrabber
software you will receive an email containing a link to the eGrabber.com
website and your license number(s). Open the email and click the
link in the body of the email. You will be taken to the eGrabber
installation page. Click the button marked DOWNLOAD and SAVE the
file your PC's Desktop. When the download is complete, close the
download box and return to your PC's Desktop. Click the new eGrabber
icon that is on your Desktop and follow these steps to install the
software:
- You may get an Open File - Security
Warning. If so, click RUN to ignore the warning and begin the
installation.
- The Welcome page appears. Click
Next.
- Read the License Agreement and if you
agree, click YES.
- Review and update, if needed, the
Customer Information. Click Next.
- At the Choose Destination Location page,
accept the default and click Next.
- At the Select Destination Applications
page, check the 'Data Export' box and click Next.
- At the Select Program Folder page,
accept the default and click Next.
- At the Select Web Response Grabber
Standard Shortcut page, check the 'Add to Desktop' box and click Next.
- Review the Start Copying Files page and
click Next.
- At the Install Wizard Complete page,
uncheck the box for the Readme File and click Finish.
- When the eGrabber Demo page appears,
click Close.
- When the eGrabber Product Registration
page appears, copy the License number from the email you received and
paste it into the field and click Register.
- After seeing the Status is Successful,
click the Continue button.
- The Web Response Grabber Standard
software will open. Close the application using, File,
Exit. The standard software is now installed on your PC.
- Attached to the email you received is a
file labeled 'eGrabber Utilities.zip'. Save/copy the file to
your PC's Desktop. Unzip the file and run it. This utility
will add the necessary files to your PC's registry and add the
Database Clear Tool to your PC's Desktop.
- The last step will be to copy and paste
any additional templates that you will be using. Templates are
files that contain instructions for extracting data from emailed sales
leads and/or websites. Examples of templates include
BrokerCenter, RELO and LendingTree. Ask your Customer Support
Representative about additional templates if needed.
This completes the installation and
configuration of eGrabber.
Importing
records from Broker
Center
The following are the steps to
follow to import individual records using the eGrabber software:
- Login to Cendant Mobility's Broker
Center website and select the record you want to COPY. (Be
sure to click the 'View Detail' link that displays all the fields.)
- Right-click your mouse and click SELECT
ALL.
- Right-click your mouse and click COPY.
- Click the eGrabber Toolbar.
Be sure the first option is set to: 'Text in Clipboard' and the second
option is set to: 'BrokerCenter'.
- Click the GO button. The
fields from the record have now been pasted to the 'egrabberdata.txt'
file on your local PC. When ready to upload the record(s) to
ReloSpec, use the 'Upload eGrabber Records' instructions below.
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Importing
records from Lending Tree
The following are the steps to
follow to import individual records using the eGrabber software:
- Login to Lending Tree's website and select the record you want to COPY.
- Click the 'Print Record' button at the
bottom of the page and wait until the 'Print' popup box appears.
- Right-click your mouse and click SELECT
ALL.
- Right-click your mouse and click COPY.
- Click the eGrabber Toolbar.
Be sure the first option is set to: 'Text in Clipboard' and the second
option is set to: 'Lending Tree'.
- Click the GO button. The
fields from the record have now been pasted to the 'egrabberdata.txt'
file on your local PC. When ready to upload the record(s) to
ReloSpec, use the 'Upload eGrabber Records' instructions below.
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Upload eGrabber Records to
ReloSpec
Once you have pasted records to
the 'egrabberdata.txt' file on your local PC you will want to upload them
to ReloSpec. Records that are contained in 'egrabberdata.txt' may
have come from a variety of sources including Broker Center, RELO Xchange,
or emailed sales leads. These are the steps to follow:
- From the Utility Settings page of
ReloSpec, click the 'Upload from eGrabber' link. The
'eGrabber Import to ReloSpec - Part 1' page will open.
- Click the BROWSE button and
browse to find the file: 'C:\Program files\eGrabber\Web Response
Grabber Standard\egrabberdata.txt'. Select it and click the
'UPLOAD TO SERVER...' button. The '...Part 2' page will
open.
- The result of the upload is
displayed. Click the 'Click here to continue' button.
The '...Part 3' page will open.
- The records to be added to the Import
table are displayed. Click the 'Import Now' button.
The number of records added to the Import table is displayed. Click
the 'Click here to view the Import table' button. The Import
table is displayed on the '...Part 4' page.
- After uploading the records in 'egrabberdata.txt'
you'll want to CLEAR (delete) the records from the file so that they
next time you 'Upload from eGrabber' you'll get only the new
records. To CLEAR the records, go to your PC's Desktop and click
the 'Database Clear Tool' icon that was put there during
installation. Browse to the 'C:\Program files\eGrabber\Web
Response Grabber Standard\egrabberdata.txt' file. Select it,
click the CLEAR button and OK. The old records have now been
cleared (deleted).
The Import table page contains a column
used to quickly identify those records you want to add to the Referrals
table in ReloSpec. Records with a checkmark may be updated to
Import=TRUE or Import=FALSE by checking the record and clicking the
'Change Now' button at the top of the column. Whether the records
are changed to TRUE or FALSE depends on the setting of the 'Change Now'
box below the page heading. If the radio button 'Change to TRUE'
is selected, all checked records will be changed to Import=TRUE. If the
radio button 'Change to FALSE' is selected, all checked records will be
changed to Import=FALSE.
Once you have records to be imported into
the Referrals table, click the 'CLICK HERE' link in the box at the
bottom of the page. All records where the Import=TRUE will be
added to the Referrals table and then deleted from the Import
table. After the records are in the Referrals table you may do
anything needed with them, as though you manually entered a new record.
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Notes about use of the
Import table
- Records may be updated in the Import
table. Updates you may want to make include changing the
Referral Type, Referral Status, and/or Subtype. Whatever changes
are made in the Import table will be reflected in the record when
added to the Referrals table.
- Records may be kept in the Import table
as long as needed.
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How to Open, Display the
eGrabber Toolbar
There
are a couple ways to display the Toolbar.
Here are the ways in the order of preference.
-
Open
‘My Computer’ (Start, My Computer) and browse to ‘C:\Program
files\eGrabber\Web Response Grabber Standard’ and right-click on the
file ‘WrgPro.exe’. Go
to ‘Send To’ and click on ‘Desktop (create shortcut)’.
That will put a new icon on your Desktop which you can use each
day to open the Toolbar and put the eGrabber symbol on the Taskbar
near the clock.
-
The other way is to launch the Web
Response Grabber Standard (eGrabber) software application and from the
Menu bar click ‘File, Show Import Toolbar’.
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How
to install and use the 'Database Clear Tool'
To
install the 'Database Clear Tool' on your Desktop, Open and Run the
'eGrabber Utilities.zip' file that came with the eGrabber Installation
Instructions email. The purpose of the tool is to delete all records
from the "egrabberdata.txt" file. Once your records have
been uploaded to the ReloSpec Import table you no longer need to have them
in the "egrabberdata.txt" file on your PC.
To
use the 'Database Clear Tool':
- You
must exit the Web Response Grabber Standard software, if it is
open. Note: you do not have to exit the Toolbar, but the main
application must be closed.
- Go
to your Desktop and click on the tool. A pop-up page will
appear.
- Click
the three small dots. You will be taken to the "C:\Program
files\egrabber\Web Response Grabber Standard"
folder.
- Click
the file named "egrabberdata.txt" and click OK. (Note:
some PCs will select the file automatically and you will not have to
click OK.)
- Click
the CLEAR button. A message will appear saying it has cleared
the database.
- Click
OK.
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Updating
a Template
View
the video...
This
step assumes you have already installed the eGrabber template, it is
working, and that you now want to install the latest version of that template to your PC.
-
From the
Main Menu, click 'Utility Settings'.
-
Click the link for
'View eGrabber Templates'.
-
Click the template you want to download to your PC.
-
When the file download box appears. Click SAVE.
-
Browse to the
'C:\Program files\e grabber\Web response grabber standard' folder and click SAVE.
NOTE: For those using eGrabber version 2.5 browse to ''C:\Program files\e grabber\Web response grabber
standard 2.5' folder and click SAVE.
The template has now been saved on your PC.
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