How To Track Neutral Letter Conversion Rates In Investment Dominator

The Investment Dominator is designed to keep track of your contact records organized by the various statuses in the LPG Process Flow for a specific county specified. In order to track conversion rates such as Neutral Letters mailed and calls coming in for Offer Requests; as well as, the number of contracts being accepted from offers being sent and deals sold for profits, there is a method to achieve this goal. By use of saving pre-defined Advanced Searches and the creation of Tags and tracking specific counties per campaign, tracking these types of results is now attainable.

The following steps can be executed to accomplish this task:

Step 1) Create The TAG Campaign

To create the tag campaign in the system go to ‘Customize> Tags> Add Tag’…

Then enter a new tag campaign name and click the blue ‘Add’ button to save…

Note: The aforementioned tag campaign name created will be included in the .CSV file imported into Investment Dominator with your new prospect records in the ‘Tags’ column as shown:

Step 2) Create 3 Saved Searches For Access

Access the ‘Advanced Search‘ to quickly identify the Tag’d Campaign records under the ‘Land Deals‘ area as shown:

Create the 3 specific Saved Searches for the appropriate statuses and specific counties is described as follows:

Saved Search 1) Tag campaign contains ‘Campaign-1’ AND Status = Mailed Letter 1 Saved Search 2) Tag campaign contains ‘Campaign-1’ AND Status = Pending Preliminary Research Saved Search 3) Tag campaign contains ‘Campaign-1’ AND Status = Complete/Ready To Sell

For each piece of Search Criteria entered, use the blue ‘Add Rule‘ function

Press the blue ‘Save‘ button to name and save each search entered as shown:

Saved Search 1) Campaign-1Mailed – Name the specific Search for Status – [Mailed Letter 1], press the blue ‘OK‘ button to save the search. Saved Search 2) Campaign-1Pending – Name the specific Search for Status – [Pending Preliminary Research], press the blue ‘OK‘ button to save the search. Saved Search 3) Campaign-1CompReady – Name the specific Search for Status – [Complete/Ready To Sell], press the blue ‘OK‘ button to save the search.

Status – Mailed Letter 1
Status – Pending Preliminary Research
Status – Complete Ready To Sell

Step 3) Calculate Acceptance Rates

Calculate each of the 3 saved Advanced Search using the following list to obtain numbers for specific county response results. On each saved Advanced Search modify the ‘County’ field to correspond with the specific county where you are calculating acceptance rates.

a) Access the ‘Advanced Search‘ function and select a specific Saved Search from the drop-down ‘Select a saved search‘ field, modify the ‘County‘ field and press the blue ‘Search‘ button as shown:

b) Press the Select All as shown to produce the record count from the previous Advanced Search as shown:

c) Go back to step a) and b) repeat for all 3 saved Advanced Searches associated with ‘Campaign-1‘. Record all numbers received.

d) Calculate acceptance rates from mailings as follows: – Take number from Campaign-1Pending report and divide into the number from Campaign-1Mailed to determine the acceptance response rate for Offer Requests from Neutral Letters mailed. Example: Campaign-1Mailed = 300, Campaign-1Pending = 30 300 divided by 30 = 10 or 10% response rate

– Take number from Campaign-1CompReady report and divide into the number from Campaign-1Pending to determine the acceptance rate % of Offer Request mailed or land under contract. Example: Campaign-1Pending = 30, Campaign-1CompReady = 3 30 divided by 3 = 10% contracts accepted from Offer Requests sent.

Step 4) View Campaign Reports

In the event you wish to view any of the 3 saved campaign Advanced Searches you may do so by accessing the Reports section within the Land Deals area as shown:

In the ‘Saved Searches‘ section you will find all 3 of the named Advanced Searches created in Step 2) as shown:

How To Effectively Report Technical Issues For Support

When attempting to report Investment Dominator related issues to our Technical Department for support, there are 2 efficient methods of accomplishing this task so the Technical group is clear regarding the issue being reported.  Using the [Create A New Support Ticket] function in the Help section of Investment Dominator is our starting place.  There are 2 methods to effectively communicate support issues to our Technical Department.   

Method #1 – Screen Shots attached to support tickets.  Method #2 – A short video of issue being sited attached to support tickets.

Use the ‘Create A New Support Ticket‘ function when reporting Investment Dominator related issues for support.

To create a support ticket in the system go to ‘Help> Create A New Support Ticket’…

To capture a screen shot or record a short video of an issue for a support ticket, install a FREE version of the ‘TechSmith Capture‘ tool using the following link – https://www.techsmith.com/jing-tool.html. Press the blue Download or Free Download buttons to install the ‘TechSmith Capture‘ tool as shown:

Once the FREE version of the ‘TechSmith Capture‘ tool is successfully loaded onto any computer, the Capture function appears.

In order to capture an image of any screen on your computer select the RED Capture button as shown:

Note: Use the TechSmith Capture cross-hairs to select the appropriate Investment Dominator screen being captured.

On the following display, select the Capture Image Icon to actually capture the image for editing as shown:

Method #1 – Attach A Screen Shot Of Issue

Example: If there was an issue with Tagging A Record in Investment Dominator it will communicate effectively to attach a screen shot of the issue as shown:

  • Steps To Attach A Screenshot Are As Follows:
    • 1) Activate the TechSmith Capture function or any other snipping tool installed on your computer and attach 1 or more screen shots.
    • 2) Use the TechSmith Capture cross-hairs to select the Investment Dominator screen being captured
    • 3) Save the the screen shot in an appropriate folder on your computer for access.
    • 4) Go to ‘Help> Create A New Support Ticket’…
    • 5) Complete entry of Issue, Platform You Use, Browser You Use, Priority and press the ‘Choose File‘ function to import saved screen shot(s) of issue.

Method #2 – Create A Short Video Of Issue Sited

If a short video is needed to capture an Investment Dominator related issue, you can also use the Free TechSmith Capture tool to generate a recording.

  • Steps To Record A Short Video Of Issue Are As Follows:
    • 1) Activate the TechSmith Capture function or any other snipping tool installed on your computer, (with video capability).
    • 2) Use the TechSmith Capture cross-hairs to select the Investment Dominator screen being recorded.
    • 3) Select the Recording Icon to display the recording control panel, (see C TechSmith Recording Icon) below.
    • 4) Select the RED (record) button to begin the recording. System will display ‘3’… ‘2’… ‘1’ and begin recording your voice and your screen (see D TechSmith Capture Recording Start) below.
  • To Stop video recording…
    • 5) Once the video of issue has been recorded, press the blue Recording Stop button as shown:
  • To Upload video to Screencast…
    • 6) Press the blue Upload to Screencast button, (in lower right hand corner) to generate video link for attaching to support ticket as shown:
  • To copy video link…
    • 7) In the ‘Upload Complete’ section, to copy video link press the COPY button and then blue OK button and paste this link into your Help Desk Ticket (in both Issue Description and Link To The Issue field as shown:

Final Step – Press Blue ‘Create New Ticket’ Button

How To Convert AgentPro247 Data To Import Into Investment Dominator

AgentPro247 is a 3rd party self-service research and lead generation tool for Real Estate Investors to utilize in order to pull specific County data for importing into the Investment Dominator CRM. The data coming from AgentPro247 is extracted in a specific format and data fields must be added and modified to successfully import the records into Investment Dominator for processing.

The following steps can be executed to accomplish this task:

Step 1) Access AgentPro247 Data For Download

AgentPro247 is sent and must be downloaded as follows:

Note: Once file is downloaded onto your computer save the file in the appropriate file location for future access.

Step 2) Open Saved Excel File And Add Column Headings

Open up the saved Excel .CSV (Comma Delimited) file from Step #1, add and modify column headings appropriately.

Note: It is common for AgentPro247 data to be missing ‘Mail Address’ along with a missing ‘Type’ and ‘Company’ field information. The ‘Type’ and ‘Company’ fields must be added to the .CSV file as shown:

Modify the existing column headings based on AgentPro247 Data Investment Dominator Field Comparison as shown:

Any unnecessary columns should be deleted from the Excel file such as PZip, PZip4, MUnitNumber, MUnitType etc.

Step 3) Save Newly Modified Excel File For Import

Save the newly modified Excel .CSV (Comma Delimited) file from Step #2 as an appropriately named file for importing into Investment Dominator.

Note: Any Optional fields can be added and imported based on Optional Fields list in How to Import your List (for Land Investing) Article in Investment Dominator.

The newly saved Excel .CSV (Comma Delimited) should have 11 mandatory data fields for successful importing; as well as, any optional fields as shown:

How To Create A Custom 2nd Offer Cover Letter

After an initial offer has already been sent, if there is no response you may want to follow up with an increased amount for the second offer. There are built-in 2nd Offer Cover Letter templates in the LPG System. As a general rule we don’t recommend that you change any of our built-in document templates as these have been tested and tweaked over thousands of successful deals.

If you would still like to test out variations of the 2nd Offer Cover Letter, in this article we will discuss how you can create a new custom version that uses our content as a base and then incorporates you custom verbiage in the document.

Create A Custom 2nd Offer Cover Letter Template

Note: The following procedure is meant to address 2nd Offers on individual parcels only.  If an owner has multiple properties and 2nd Offers are being issued for each property, the verbiage in the document content section will need to be altered to address this matter.

1. Access the 2nd Offer Cover Letter Template in the LPG System

  • Logon to LPG with username/password [my.landprofitgenerator.com]
  • Access ‘Documents‘ section
  • Scroll down to ‘Download Doc 3a – Second Offer Cover Letter‘ and open the document

2. In Investment Dominator access ‘How To Customize Jack’s Offer Templates’ instructions

  • Select ‘Help‘ function
  • Select ‘+ Search Our User Guide‘ from the menu choices
  • Enter ‘Jack‘ in search box
  • Press the blue ‘Search User Guide‘ button

Access the ‘How To Customize Jack’s Offer Templates‘ article and follow instructions to create a custom 2nd Offer Cover Letter document.

3. Create the 2nd Offer Cover Letter in the Investment Dominator (Document Content field)

A) Go to ‘Customize> Custom Documents> Add Document’.

B) Then select the following settings…

  • To = Owner – Land Only
  • Status = Pending Preliminary Research
  • Document File Type = Both
  • Document Type = Portrait
  • Document Title = (Give your document a name)
    • Press the ‘Source‘ button to disable all [wiz wig] functions
  • Document Content = (Copy and paste this content under the ‘Source’ tab)
    • Select the blue this content HTML text
    • Press [Cntl-A] to highlight/select all HTML text
    • Press [Cntl-C] to copy all HTML text
    • Place cursor in corner of Document Content field box
    • Press Cntl-V to paste all HTML text into field
    • Press the ‘Source‘ button to enable all [wiz wig] functions
    • Alter the text in Document Content field box to read as 2nd Offer Cover Letter template from step 1
    • Place Cursor over Signature Line (after the word ‘Sincerely’)
    • Use the [Insert Merge Field:]select the ‘your signature’ from the drop down list of fields
  • Allow Generate Envelope/Label = Labels
  • Allow Export Data = Yes
  • Allow Bulk Update = Yes
  • Move To = ‘Offer Sent’ status
  • Per Each Property = Yes

C) Press the blue ‘Add/Update’ button to save the new Custom 2nd Offer Cover Letter Document

How To Customize Buying and Selling Site Text Display

On both the Buying and Selling Sites provided in the Investment Dominator system, there is existing default text serving as an introduction to that specific website. You can modify and design your own version of this textual information to convey any messages you deem appropriate.

To customize either of the initial Buying or Selling Site text displayed, this is accomplished by entry of data into the [Buying Site Homepage Text] field.

Changing your Buying Site text display is easy to do, simply go to ‘Customize> Website Settings – Buying> Access Buying Site Homepage Text:‘ field.

Note: Changing your Selling Site text requires you go to ‘Customize> Website Settings – Selling> Access Selling Site Homepage Text:‘ field

Scroll down to [Buying Site Homepage Text] field and enter any text you want to appear when Buying Site Homepage initially displays.

Note: Any text or images found in the [Buying Site Homepage Text] field will automatically prevent Investment Dominator from the displaying the default built-in site text.

Once text has been entered into the [Buying Site Homepage Text] field, Scroll down to the end of the page and click the blue ‘Update Site‘ button to save the changes.

To view the changes click ‘Websites> Buying Site‘:

Your Buying or Selling Site with your new changes will be displayed on a browser tab.

How To Tag Records And Execute Advanced Searches

Tags can be used to index Land, House and Contact records in the system without affecting their stage/status. You can use the tagging methodology to keep track of mailing campaigns, interests, and grouped characteristics.

For example, lets say you wanted to group specific records for a specific calendar date (Tag) and search for all records in a certain County where all land records have a primary phone number populated. The following illustrates how to accomplish this task.

Create A Tag

To create a tag in the system go to ‘Customize> Tags> Add Tag’…

Then enter a new tag name and click the blue ‘Add’ button to save…

Tag Records

To tag land records go to the ‘Land Deals’ tab and then select some records from the overview table then click the ‘Tag’ option at the top of the table.

To tag house records go to the ‘House Deals’ tab and then select some records from the overview table then click the ‘Tag’ option at the top of the table. 

To tag contact records go to the ‘Buyers List’ tab and then select some records from the overview table then click the ‘Tag’ option at the top of the table. 

Select a least one tag under the ‘Tags’ option then click the blue ‘Confirm Tag’ button to index the records under those tags.

(Advanced) Search And Select Tagged Records

With our ‘Advanced Search‘ option, you can easily and quickly identify records under the ‘Land Deals‘, ‘House Deals‘, and ‘Buyers List‘ section based on multiple AND/OR search criteria.

Using this feature you can identify records based on almost any record field in the system and by adding a combination of custom record filter rules such as Equal To, Not Equal To, In, Not In, Less Than, Greater Than, Between, Is Empty, Is Not Empty, etc. to the search.

All you need to do is go to ‘Land Deals> Advanced Search‘ and then create a search with the desired criteria.


Example: By a specific Tag, by County and by Primary Phone

Let’s say you want to identify all the records under your Land Deals section where there is a specific ‘Tag‘, (on a specific date) where records are in a particular ‘County‘ and where the ‘Primary Phone #‘ field is NOT Empty. All you need to do is go to ‘Land Deals> Advanced Search‘ and then create a search with the following criteria:

Note: Simply press the ‘Add rule‘ button to select each criteria for the advanced search and press the blue ‘Save‘ button to name each advanced search.

Once the new advanced search has been generated, named and saved, press the blue ‘Search‘ button to execute the Advanced Search.

Advanced Searches can be accessed from within the ‘Select a saved search‘ in the Advanced Search function; as well as, under the ‘Reports> Saved Searches‘ area.

OR

Once executed, advanced searches will quickly identify and retrieve the appropriate records under the ‘Land Deals‘, ‘House Deals‘, and ‘Buyers List‘ section based on multiple AND/OR search criteria.

How To Create A Custom Neutral Letter Template For Mailing

The two mail houses we recommend at this time are LPGletters.com or LPGmailer.com both of which are full service mailing services that print, fold, stuff, stamp and mail your letters out on your Company’s behalf. This article will focus primarily on the service provided by LPGletters.com  or ITI – Letterprinting.Net. In the event you have a need to create a new custom template for a mail merge this article provides step by step instructions on how to accomplish this task.

Overview

In order to create a custom Neutral Letter Template for mailing to either of the afore listed mail houses you must complete the following steps.

Step 1: Open Up A Blank ‘Word’ Document File

This blank ‘Word’ document file will be utilized to house the new version of the Neutral Letter Template for mailing.

Step 2: Access ‘Campaigns’ Function In Either Land Or House Deals Section

  • Log into your Investment Dominator Admin Console and navigate to either the ‘Land Deals‘ or ‘House Deals‘ section depending on the type of properties you are working with.
  • Click on the link in the upper right side of the page called ‘Campaigns‘.

Step 3: Access Template Icon For ‘Generate Prospect Neutral Letter Template’

  • Once you access the [?] icon the system will reveal the ‘Generate Prospect Neutral Letter Template‘ and ‘Generate Envelope Template‘ PDF downloads.
  • Select the ‘Generate Prospect Neutral Letter Template‘ for PDF download.

Step 4: Open And Recreate The Template In Word Document

  • Open the ‘Generate Prospect Neutral Letter Template‘ and down-load the built-in template onto your computer.
  • Copy each line of the ‘Generate Prospect Neutral Letter Template‘ into the blank ‘WORD’ file you opened in Step 1.
  • Copy the SIGNATURE into your ‘WORD’ file using Jing or some other ‘Snip-it’ tool available.

Note: This template must be recreated as a new version because it contains all of ITI placeholder information as highlighted in RED for a successful mail merge.

Step 5: Make Changes To Save In ‘WORD’ And ‘PDF’ Formats

  • Make any appropriate changes to the new version of the Prospect Neutral Letter Template in the ‘WORD’ file.
  • SAVE the new version of the Prospect Neutral Letter Template in ‘WORD’ file format on your computer.
  • SAVE the new version of the Prospect Neutral Letter Template in ‘PDF’ file format on your computer.

Note: The new version of the Prospect Neutral Letter Template in ‘PDF’ file format is sent to ITI, (Letterprinting.Net).

How To Edit/Delete Tags In BULK

Tags are used to index Land, House and/or Contact records in Investment Dominator; as well as, to group certain records for future reference. This article will focus primarily on editing or the deletion of existing tags assigned to multiple records in the CRM in a bulk manner.

Note: There is an existing article detailing how Tags and the Tagging Records process works in detail entitled, How Tags and Tagging Records Work In The Investment Dominator CRM.

Create a Tag

To create a tag in the CRM select ‘Customize > Tags > Add Tag button as shown…

Next, enter the new Tag Name and select the blue ‘Add‘ button as shown…

Note: In this example, the Tag will be used to tag land records on initial offers to search for the mailing of 2nd Offers in the near future.

Tag Records

To tag land records go to the ‘Land Deals’ tab and select the records for tagging, then select the ‘Tag’ function as shown….

Select the newly created tag from the drop-down list of tags to be assigned to the previously selected land records and press the blue ‘Confirm Tag‘ button as shown…

Note: This same methodology applies to the tagging of both House and Contact records in Investment Dominator.

System should display Records(s) successfully update message should display!

Editing/Deleting Tags In BULK

To edit/delete a tag in the CRM select ‘Customize > Tags > Scroll or PAGE to the specific TAG for editing or deletion.

Select the ‘Edit’ function to EDIT or DELETE the selected Tag as shown…

Note: The last created TAG will appear on the very end of the previously created tags list.

To Edit the existing TAG make any appropriate changes to the tag and press ‘Save’ function.

To Delete the existing TAG press the ‘Delete’ function.

NOTE: Editing or deleting the tag will remove any reference to the tag in any records in the system even if records were indexed using that tag.

Search By… Tag Option

You can now search all land records by the newly modified tag using the ‘Search By’ function and selecting the ‘Tag’ option. Select the specific tag to filter by and select the blue ‘Search’ button…

Searching by the selected Tag will return all records where this tag, (or modified tag) is now assigned.

If the specific tag was deleted from the system, the tag will NOT be available in the drop-down tags list for selection.

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: