How to Remail To The Same County

There could be a lot of reasons why you would like to remail to a county again that was already processed in mailed letter one status, but what about if we wanted to issue another mailing with an updated list of records.

Lets first identify what we are trying to accomplish

  1. Update records
  2. Create a new status
  3. Create a custom document
  4. Import updated records
  5. Send out mailed letter 2

From these steps we will begin to create an idea of everything we need and this tutorial will take everything step by step to ensure you can follow along easily.

Please note if at any time at all within the Investment Dominator you have made a mistake you can undo most actions made within the application, review our article here about this: https://user-guide.investmentdominator.com/how-to-undo-actions/

Step 1: Update records

We want to ensure that we do not mail to a person we already have mailed to in our mailed letter 1, people we made an offer to or purchased property. In order to do that you can scrub through your list which was previously uploaded and delete the contacts with which you do not want to work with.

A helpful tip with organization as well when updating the records you want to work with is adding a new tag to associate all the records with your mailed letter 2. For this demonstration I have chosen ML2 you can do whichever works for you and if you need more information on tagging review this article here: https://user-guide.investmentdominator.com/how-to-tag-records-and-execute-advanced-searches/

Then once you are done with filtering through your list just keep in mind the APN make sure this matches with the previous information before this is essential to ensure everything imports properly if you notice discrepancies please review this article here: https://user-guide.investmentdominator.com/how-to-properly-format-apns-and-zip-code-values-in-excel/

Step 2: Create A New Status

We have an article chain which goes over everything in more detail located here: https://user-guide.investmentdominator.com/how-to-manage-offer-campaign-part-2/ . This will explain how to create a new status but in this article I will highlight the key information.

Go to the Customize section of the Investment Dominator then click on ‘Custom stages and Statuses’

Then click on Add Status

From there click the appropriate settings like shown above Then once done click Add.

Then sort your status like so the most important part of this is to ensure prospect is at the top and your new mailed letter 2 comes after mailed letter 1. Then hit Save.

Step 3: Create A New Custom Document

Just like the example before we have an article that goes over this in detail which can be found here: https://user-guide.investmentdominator.com/how-to-manage-offer-campaign-part-3/

Proceed to the customize section of the Investment Dominator then go to ‘Custom Documents’ then click ‘Add Document’.

For more detail on the creation of the document you can review the article listed, but follow what’s on the picture above and make sure to turn on allow ‘Bulk Update’ this will prompt the Move To section from that select ‘Mailed letter 2‘.

Step 4: Import Updated records

So going back to what we did on step 1 the next step after creating this document is to take our CSV and upload it into the Investment Dominator, but there are some things we want to change from our normal process.

Go to the import section of your Investment dominator and this time take your updated list and click on ‘Update Existing Records’. this short prompt in yellow will also highlight some key items that need to match in order for this to work. Go ahead and upload your list then you should be good to go to our last step.

Step 5: Send Out Mailed Letter 2

So now that you have completed the following the last thing to do to complete your second mailing is to send them out and the key for this step is to not generate a campaign. Since you are using custom documents you are going to need to use the generate documents button within the land tab.

The reason for this is so we can use our custom documents the way we intended to have them work so we can send them straight to mailed letter 2.

It will ask you to choose the records which you want to work with so if you did our tagging earlier you should search for tag then click all records within it.

Then because of the step we did earlier for our custom documents then the bulk update happens after sending out mailing they should be pushed to Mailed Letter 2 instead of 1.

How To Process A Subset Of Prospect Records

Occasionally you may find yourself in a position where there are several hundred or even a few thousand “Prospect” status records in the Land Deals area and you only want to print out, (or process) as subset of these records.  

In order to process a subset of the existing Prospect status records, the following will present the steps to achieve this goal. 

Step 1) Select Land Deals And Prospect Stage

Select the ‘Land’ Deals area and then select the ‘Prospect’ stage to display all ‘Prospect’ status records as shown:

Note: ‘Prospect’ stage may display both Prospect and Mailed Letter 1 status records when selecting ‘Prospect’ stage.

Step 2) Select Specific Prospect Records NOT Being Processed

Be sure to select the ‘Prospect’ status records you DO NOT wish to process first, as these records will be placed in another status so the system will bypass processing them at this time.

Note: You can select each record one at a time or use the ‘Search By’ function (selecting ‘Property ID Range’ feature) to select a large number of records at a time.  If you use the ‘Search By’ function, be sure to use the ‘Select All‘ box after the successful searching by ‘Property ID Range’ to select all records located in the search.

Step 3) Select ‘Change Status’ To Prevent Selected Records From Being Processed

Select the ‘Change Status’ function above selected records and update status to [On Hold] or some other custom status to prevent selected records from being processed as shown:

Change status of selected records to ‘On Hold’ and press the blue Confirm Move button as shown:

Step 4) Process Remaining ‘Prospect’ Status Records In Campaigns

Now that only the desired ‘Prospect’ status records remain in the system to be processed, access the ‘Campaigns’ function as shown:

Step 5) Select .CSV & Associated Template Files For Mailing

There is a drop down that will be under Prospect Neutral Letter labled as ‘ITI Direct Templates’ this will allow you to generate all files needed for sending to ITI. 

You now have the option to download a zip folder containing all necessary elements that you see on the screen now or you can download each individual element these include:

.CSV Template
Prospect Neutral Letter Template
Envelope Template


Note: This process is done using ITI, (Letterprinting.Net) to mail out neutral letters.

FINAL – The final step will be to go back into the Land Deals area and move the ‘On-Hold’ status records (set in Step 3) back to ‘Prospect’ status to be processed at a later time.

2021-03-25 Live Training Call

On this live training call, we discussed…

  • How to verify being signed up for the upcoming 2 ½ Day ID Maximizer Workshop – 4:00
  • How to order letters to be mailed out via a mailing house in Investment Dominator –  5:30
  • Do you send blind offers letters with the PAT Live answering service number with a separate script- 7:40
  • If there are 2 numbers for sellers (Company and Offer) are they local to where the land is being purchased – 12:55
  • Is it necessary to change the name-servers on GoDaddy.com – 15:15
  • How to change status of land records to “mailed letter 1” in Investment Dominator – 20:20
  • Can status of records still be changed even though several others have previously been changed in Investment Dominator – 23:40
  • What are the time schedules for the upcoming 2 ½ Day ID Maximizer Workshop – 25:20
  • How to resolve the issue of the Buying and Selling Websites sites being reversed in Investment Dominator – 27:25
  • How to resolve error messages displayed when selecting the [Generate SSL] function in Investment Dominator – 30:20
  • Are there any sessions on setting up Ring Central or Pat Live in Investment Dominator – 34:05
  • How to delete duplicate records in “Prospect” status in Investment Dominator – 36:55
  • Is it a simple process to setup a PAT Live account for use in Investment Dominator – 43:45
  • What if there is an existing GoDaddy Domain established for another business – 45:55
  • With an existing address for a Company in company information, is it permissible to put Ste. ### on the company address – 48:05
  • When answering our own neutral letters calls directly, is it possible to just have 1 phone for those who request an offer and 1 phone for those who are receiving offers – 50:05
  • What time do the Thursday Webinars actually start, is it 1:00 PM – 53:40

Why Are There fewer Letters In My Campaign Than The Number of Prospect Records In My System?

You may have noticed some strange things when you first start using the Investment Dominator system. For example, you might upload 1000 prospect records, but when you go to generate your mailing under ‘Land> Campaigns> Prospect Neutral Letter‘ you see that instead of 1000 letters in your mailing you have 958.

Why is this and what is going on?

Here’s what is happening: See out of 1000 Prospect records some of them are situations where the owner owns multiple properties and in that case, we only generate and send one letter to that owner.

So for example If one of the owners in the import file of 1000 prospects owns 5 properties then when we go to generate the mailing we will generate 996 letters. One letter for each owner that owns one property and one letter for the owner that owns five.

Zapier: How To Connect The Investment Dominator To eSignatures.io

What Is Zapier?

With Zapier you can easily connect and share data to and from the Investment Dominator with over 2000+ other web apps and SAAS systems. A complete app directory can be found at: https://zapier.com/apps

In this article, we are going to explain how to connect the Investment Dominator to eSignatures.io to generate a sales document, but first, let’s talk a little about eSignatures.io…

What is eSignatures.io?

You can automate your day-to-day tasks and build workflows between apps that otherwise wouldn’t be possible. This includes your Investment Dominator, your ideal online document store and any other platform you can think of.

This gives you the power to automatically trigger contracts from Investment Dominator, and you can automatically forward signed documents to your online storage too.

How To Connect The Investment Dominator To eSignatures.io

Step 1 – Create The Zap Workflow:

First, log in to Zapier.com, then from the dashboard and under the ‘Create your own workflow‘ section, search for “Investment Dominator” under the ‘Connect this app…‘ field.

Under the ‘with this one!‘ field search for “eSignatures.io“.

Under the ‘When this happens…’ field select ‘Update Record‘.

And under the ‘then do this!‘ field select ‘Create Contract‘:

Click the ‘Try it‘ button to continue with the setup.

Step 2 – Connect To Your Investment Dominator CRM:

Click on the ‘Sign in to Investment Dominator‘ button and then in the allow popup, enter in your API Key and App URL then click the ‘Try Connection‘ button.

NOTE: You can get both your API Key and App URL by logging into your Investment Dominator account as an Admin (with API Permissions enabled) under the ‘Profile> API Credentials‘ section.

Hit the ‘Continue‘ button on Zapier to keep going with the setup.

Step 3 – Setup The Zap Trigger

Under the ‘Record Type‘ field select ‘Land Deal‘.

Under the ‘Record Status‘ field select ‘Sold‘.

Click the ‘Continue‘ button to progress to the next step:

Click the ‘Test Trigger‘ button to pull a few records from your Investment Dominator Buyers List.

If everything looks good, click the ‘Continue‘ button twice to progress to the next step.

Step 4 – Connect Your eSignatures.io Account

Click the ‘Sign in to eSignatures.io‘ button then login to your account.

How To Get Your Secret Token API Key

Should you need your API key for any reason just sign in to your eSignatures.io account and then from the top-right menu click ‘API‘:

Then when prompted when selecting ‘Connect Account’ you will be prompted to input the ‘Secret Token‘ to allow Zapier to connect.

Click the ‘Continue‘ button to progress with the setup.

Step 5 – Setup The Action

Under the ‘Set up action‘ heading select the eSignatures.io marketing list that you want to connect to.

Then click the ‘Email‘ field to map the eSignatures.io ‘Email‘ field with the Investment Dominator Buyers List ‘Email‘ field.

NOTE:Template‘, ‘Signer Name‘, and ‘Signer Email‘ are the only fields that are required to be mapped out the rest are optional; however, if your eSignatures.io document includes things like buyer’s address and phone number you will want to include and map out those fields as well.

Complete this mapping processes for every field that you would like to transfer data from then click the ‘Continue‘ button at the bottom of the page to progress to the next step.

Click the ‘Test & Continue‘ button.

If all goes well you will see a message like this:

Click the ‘Turn on Zap‘ button to complete the process.

Hooray! Now, when you mark a property as sold in your Investment Dominator CRM it will also be automatically sent a contract request to your eSignatures.io by Zapier!

The ‘Allow Import From Outside Data Service’ User Permissions

When you have the Paid Data Service enabled on your account only the Super Admin is given the permission to Import data from the Data Service initially.

If you would like to grant access to the Data Service to another user on your team you can do that by following the steps below…

  1. Log in as the Super Admin (this is the account that your billing is attached to)
  2. Navigate to the ‘Team‘ tab.
  3. Click on the ‘Edit‘ link next to the team member you would like to set the permission for.
  4. Set the ‘Allow Import From Outside Data Service‘ to ‘Yes
  5. Click the ‘Update User‘ button at the bottom of the screen to save the change.

Customize> Website Settings – Selling> Property Listing Elements

Your property listing pages on your ‘Selling Site‘ are made up of template elements:

If you would like to customize how your property listing page looks, arrange what content displays in what order, or add new content sections then keep reading…

How To Customize Your Property Listing Page With Custom HTML Listing Elements

1) Navigate to ‘Customize> Website Settings – Selling> Property Listing Elements‘:

2) Click on the ‘Create New Listing Element‘ button:

3) Either use the HTML Editor to create your custom property listing element or click the ‘Edit Source‘ option to add source code to the block. For example, you could add YouTube embed code or PayPal button code under the ‘Edit Source‘ area.

NOTE: You can use merge fields to dynamically call in data or built-in elements from the system.

4) Once you have given your new listing element a name and have added your content click the blue ‘Create‘ button to create the element:

5) You can use the ‘Move Up‘ or ‘Move Down‘ options to set the position of your new listing element:

6) Reload one of your property listings on your ‘Selling Site‘ to view the updates to your listing:

NOTE: Custom elements will display on all your public property listings.

Bulk Update: Advanced Options

You can set the values for the following record fields in bulk under ‘Land> Campaigns> Bulk Update Records> Advanced Options‘:

  • Offer Accept By
  • Option Accept By
  • Offer Expires On
  • Option Expires On
  • Tags

Here’s how…

Navigate to ‘Land> Campaigns‘:

Under the ‘Offers‘ section click the ‘Bulk Update Records‘ option:

Click on the ‘Advanced Options‘ section:

You can save the specific dates that are in your offer contracts to the record itself, or tag these records so that you can reference them later:

Land> Reports: Understanding Your Deal Flow KPI’s

We have a few key reports built into the Investment Dominator regarding your land investment deal flow, located under the ‘Land> Reports‘ section.

Interest By Property

This report will show you the number of people interested in a particular property based on how many people are connected to your property under the ‘Interest In‘ field of your Buyers List (‘Marketing‘ tab).

You can click on the number next to the property description to load the actual list of contacts interested in that particular property.

This report shows you what types of properties get more interest than others.

Saved Searches

This is where all of your saved ‘Advanced Searches‘ are displayed. For more information on how to create an ‘Advanced Saved Search‘ please review this article: https://user-guide.investmentdominator.com/advanced-search-and-saved-searches/

Property By Tags

This report shows the number of records that contain a particular tag. This is useful when segmenting your list by tags.

Click the number next to the Tag name to load the specific list of properties that contain that Tag.

Land Deal Summary

This section displays the main KPI’s of your land deal flow. They include:

  • Total Invested (Land)
    This is the amount you have spent and recorded in the system to purchase land.
  • Total Asset Value (Land)
    This is the total amount value based on the Market Values entered in the system for the property you own.
  • Total Revenue Generated (Land)
    This is the amount of revenue you have generated by selling land based on the recorded sale price saved in the system.
  • Total Profit (Land)
    This is the total profit generated from land sales based on data entered into the system under the ‘Transaction Information‘ section of your property records.
  • Average Deal Life Cycle (In Days) (Land)
    This is how long on average does it take to buy and sell a property according to data entered into the system.

Land Deal By Stage

Your deal flow is organized by Stages in the system. You can view a count of properties in each Stage of your deal flow so that you can identify bottlenecks quickly.

Hover over a column to view the number of properties within that Stage and click the column to load the list of properties within that Stage.