When you integrate your YouTube channel to your account, we will automatically post all of your site videos to your channel! 

How to Integrate your YouTube Channel

Step 1: Go to your Account tab

Step 2: Click on ‘App Integration’ 

Step 3: Click on ‘Authorize My Account’

Step 4: Sign in to your YouTube account

Step 5: Click on ‘Allow’

Step 6: Select which videos you’d like automatically posted

Step 7: Make sure ‘Auto Upload’ is selected in Site Activation tab 

See the Table of Contents on the right-hand side and click for Frequently Asked Questions.

Step-by-Step:

Step 1: At the top of any page, select the Account tab.

Step 2: Click on the App Integration tab on the left-hand side.

Step 3: Under the Cloud Video Providers section you will see the YouTube integration. Click on the ‘Authorize My Account’ button.

Step 4: You will be prompted to sign in or select the YouTube account that you would like to access.

Step 5: Once you have logged in to your YouTube account, you will be prompted to allow TourFactory Video Upload access to upload. Click the ‘Allow’ button.

Step 6: You will be taken back to the App Integrations page. You will see that you can now select which videos you would like automatically posted to your YouTube channel.

Step 7: Go to the site you would like to have auto uploads for and click the Site Activation tab on the left-hand side. Under the Social Media section, make sure that ‘Auto Upload’ is selected. Note: this gives you the option to choose which sites you would like us to post to YouTube.

YouTube Syndication FAQs

How can I relink my YouTube account if I get logged out?

If the link to your account doesn’t seem to be working, click on the ‘Re-authorize My Account’ button. This will prompt you to sign into your YouTube account again.

How can I delete my YouTube channel from my TourFactory account?

Click on the ‘Remove Authorization’ button. You may need to logout and login to your TourFactory account again to see the change.

Can I link more than one YouTube channel?

Yes, you can authorize integration for multiple YouTube channels. Click the ‘Add’l Authorization’ button to login to another YouTube account. As of now, the Cloud Video Provider section will not display the YouTube account information; so if you’d like to have different preferences for your included videos, you may need to click ‘Re-authorize My Account’ to identify the YouTube channel. 

If I don’t want to link my channel can I still get my videos to upload to YouTube myself?

If you choose not to integrate your YouTube channel, you can download your Site Videos as MP4 files, from the site’s Marketing Kit or Site Activation tab, and post the videos yourself.

You can create a Client Listings Page to display all of your listings (active, pending or sold) in one place for potential buyers or sellers to see.

Note: Not all TourFactory Authorized Providers offer this feature to their agents.

How to create a Listings Page:

Step 1: Click Account tab

Step 2: Click Listing Pages tab

Step 3: Click “Create a New Listings Page”

Step 4: Choose type of Listings Page

Step 5: Update URL (optional)

Step 6: Click “Customize”

Step 7: Update design settings

Step 8: Update property site settings

Step 9: Click “OK”

Step 10: Switch status to “Active”

View the video below for a quick how-to overview:

Step-by-Step:

Step 1: Click the “Account tab” at the top of the page.  

Step 2: Select “Listing Pages” from the left side tool bar.

Step 3: Click the “Create a New Listings Page” button to create a new page.

Step 4: First to choose the type of Inventory Page you would like by clicking the pencil to the right of the current Inventory Page type. The “Embed” options display only the property sites. The “Page” options display headers/footers of your information. Lastly, the “Enhanced” option has more customization available such as a media player, additional branding, and a contact form.

Step 5: If desired, customize the Listing Page URL by clicking the paper/pencil icon to the right of the existing URL.

Step 6: For additional edits, click the “Customize” button.

Step 7: In the Config section, you can make changes to the design settings. Choose your own fonts, and upload an image that will be displayed when the Listing Page URL is shared to social media.

Step 8: In the Property Sites section, you are able to choose what properties you would like displayed on your Listings Page. 

Step 9: Once you have made all of your changes, click “OK”. Note: Changes can be made to the page at anytime.

Step 10: Now, switch status to “Active” to make it visible to the public. To delete a duplicate Client Listing Page, select archived from the drop down.

Note: You can include this page on your property websites as well, click here for those instructions.

Client Listing Page FAQ

Can my Client Listing Page be accessed from my individual Property Sites?

Yes, to have your Client Listing Page accessible via your Property Sites, simply add the Client Listing Page URL to your Account information in the Inventory URL field. Click here for an article outlining the full step by step directions.

You can view invoices for your orders in one of two ways: for single Property Site and for multiple Property Sites.

Option 1: How to View Invoices for Single Property Site

Step 1: Go to Site Summary

Step 2: Click “View Invoices” shortcut

Step 3: Select desired invoice

Step 4: Download, print or email your invoice

Step-by-Step:

Step 1: Navigate to the Sites tab in the upper right-hand corner and click the site you’re wanting to view invoices for. This will take you to the Site Summary.

Step 2: In Site Summary, click the ‘View Invoices’ shortcut button; this will automatically scroll you down to the bottom of the page to see the invoices.

Step 3: Select the desired invoice you’d like to view by clicking the ‘Invoice’ button. Note: each order for the property will have its own invoice. 

Step 4: The invoice popup box will appear. From here you can print or email the invoice by clicking the assigned buttons. To download your invoice, select print button; on the print screen select ‘Save as PDF’.

Option 2: How to View Invoices for Multiple Property Sites or Full Account Invoice History

Step 1: Go to Account Page

Step 2: Go to Reports

Step 3: Select Purchase History

Step 4: Navigate to the desired invoice

Step 5: Filter table, if needed

Step-by-Step:

Step 1: Select the Account tab in the upper right-hand corner.

Step 2: From the left-side tabs, click ‘Reports’ to navigate to the Reports page.

Step 3: On the Reports page, click ‘Purchase History’.

Step 4: Invoices for all past orders can be found in the Purchase History table. Select ‘Invoice’ to view for a specific order. From the popup box, you can print or email the invoice. To download your invoice, click print and select ‘Save as PDF’.
Note: a .CSV spreadsheet file of the whole Purchase History table can also be downloaded. 

Step 5: To filter the table, use the drop-down menu to narrow the results to one property or change the dates for ‘Show purchases between’.

Set a default site design for all new property websites in order to keep your brand consistent without having to remember or refer back to what your site design was on previous property sites.

How to Set a Default Site Design

Step 1: Login to your TourFactory account, click Sites tab

Step 2: Identify/choose desired Site Design

Step 3: View Account

Step 4: Select Default Design under Default Design & Flyer

Step-by-Step:

Step 1: Login to your TourFactory account, from your Dashboard click the Sites page in the upper right corner.

Step 2: You’ll need to identify/choose the Site Design you wish to set as default. From the Sites page, select a past “Property Site” then “Site Design” on the left side toolbar to see the design name. Or use the ‘Select Design Style’ button in the Site Design tab to view different designs. 

Step 3: Once you’ve identified which site design you want to be your default site design, visit the Account page. In the Default Site Design drop down select the design you want for all Property Sites moving forward.

Your Client Listings Page can be included on all of your property websites. This will allow property site viewers to see any other listings that you may have available. Note: Not all TourFactory Authorized Providers offer Client Listing Pages to their agents.

How to Add Your Client Listings Page to Your Property Sites

Step 1: Click the Account tab

Step 2: Visit Listing Pages

Step 3: Copy Client Listing Page URL

Step 4: Enter URL in Inventory URL box

Step 5: Click “Save Updates”

View the video below for a quick how-to overview:

Step-by-Step:

Step 1: From your Dashboard, click Account on the upper right corner of the screen

Step 2: From your Account page, click Listing Pages on the left side toolbar.

Step 3: Copy your Client Listing Page URL.

Step 4: Navigate back to your Account page by clicking Account on the upper right corner of the screen. Paste the copied Client Listing Page URL in the “Inventory URL” box in the “It’s All About You” section. 

Step 5: Scroll to the bottom of the screen and select “Save Updates”.

Updating Personal Information and Headshot/Office Logo

Step 1: Navigate to Account Tab

Step 2: Determine which information to update 

Step 3: Update/add It’s All About You info

Step 4: Update/add Billing address

Step 5: Update/add Default Design & Flyer

Step 6: Update/add Social Media info

Step 7: Update/add Advanced Account Customization

Step 8: Update/add Headshot and/or Office Photo

Step 9: Click Save Updates

View the video below for a quick how-to overview:

Step-by-Step:

Step 1: Click the Account tab in the upper right corner of the screen.

Step 2: Determine what information you would like to update.

Step 3: To update the It’s All About You section, click the fields and enter the info you wish to be saved. The red asterisk notate required fields, all other fields are optional. It is important to know that it is the ‘Your Name (displayed to your clients)’ field will be displayed on all marketing materials. The email address listed in the ‘Email Address (Primary)’ will be used for all communication with TourFactory as well as for your account login.

Note: You must click the Save Updates button at the very bottom of the page or the updates will not be saved. 

Step 4: Add or Update the Billing Address. Note: This is an optional field.

Step 5: Choose a Default Design & Flyer setting. Note: This is an optional field.

Step 6: Add your social media information for many different platforms. Note: this is an optional field.

Step 7: Add/Update Advanced Account Customization; you can add a standard message for all of your Weekly Traffic Reports.

Note: This is an optional field.

Step 8: To update your headshot and or office logo, you will follow the same steps. For office logos: Logos can be uploaded both with portrait and landscape orientation this will help ensure proper placement on print marketing materials. For headshots: Determine the file type of your photo (JPEG or PNG) and click the photo icon or existing headshot to update. 

After clicking the photo icon/existing headshot, you will select the photo you wish to upload. Select the photo and click Open. 

Note: If you try to upload the wrong file type the system will give you an error. Correct by uploading either a JPEG, PNG/GIF file.

Step 9: You must click ‘Save Updates’ to save any changes made.

How to pay Outstanding Invoices:

Step 1: Go to Account tab

Step 2: Click Pay Invoices on the left

Step 3: Select the invoice you’d like to pay and then fill out the payment details below. When finished click ‘Pay Selected Invoices’.

View the video below for a quick how-to overview:

Step-by-Step:

Step 1: Go to Account tab.

Step 2: Click Pay Invoices on the left-hand side.

Step 3: Select the invoice you’d like to pay, and then fill out the payment details below or use a payment method on file. When finished click ‘Pay Selected Invoices’.

Payment methods can be changed/added within your account online. Multiple cards can be stored securely for easy and fast checkout whether placing an order over the phone or on your own online. 

How to Add/Change a Payment Type

Step 1: Click Account

Step 2: Click Payment Types

Step 3: Add Card

Step 4: Manage Payment Types

View the video below for a quick how-to overview:

Step-by-Step:

Step 1: Click ‘Account’ in the upper right hand corner of the screen. 

Step 2: From the Account page, select ‘Payment Types’ from the left side toolbar. 

Step 3: Enter your card information and select the ‘Add Card’ button.

Step 4: See your recently added card listed in Payment Types. Select it as a default payment by clicking the radio button, delete an old payment method by clicking the icon in the delete column.

Note: you can edit the Expiration date and Zip Code by selecting the greyed-out pen icon.

How to Update your Password while Logged-In:

If you’re unable to login because you forgot your password, see our Forgot Password article.

Step 1: Go to Account tab

Step 2: Click Update Password tab 

Step 3: Save new password

Step-by-Step:

Step 1: While logged in, go to the Account tab found on the upper right-hand corner of the page.

Step 2: From the Account page, click the Update Password tab on the left-hand side.

Step 3: Enter your new password in the required fields and click ‘Save Updates’.

Note: password must be at least 7 characters long.

How to Reset Password if Unable to Login:

Step 1: Click ‘Get my Password’

Step 2: Enter email address and click ‘Get Password Reset Email’

Step 3: Click the link provided in the password reset email 

Step 4: Provide a new password

Step-by-Step:

Step 1: If you’ve forgotten your password, click ‘Get your password’ from the login page.

Step 2: Enter the email address associated with your account, and click ‘Get Password Reset Email’.

Step 3: Click the link provided in the password reset email. This email can take between 5 to 10 minutes to arrive. If you do not see it in your inbox, please check your spam folder. Note: the link will expire in 48 hours 

Step 4: Enter a new password and click ‘Save Password’. Note: password must be at least 7 characters long.