How To Send Out 2nd Offer 30 Days Apart

Once an initial batch of offers have already been sent, Investment Dominator allows you to Tag the associated records. At some date in the future, you can search for and select those specific records based on a Tag and send out 2nd Offers as needed.

Step 1) – Create A Tag For Each Record

From the ‘Customize‘ menu select the ‘Tags‘ section as shown:

Select the ‘Add Tag‘ button to create a new tag.

Give your tag a name by entering a value under the ‘Tag Name‘ field.

For example, you can name the tag to be the date you want to send out the 2nd offers.

When you’re ready, click the ‘Add ‘ button to create and save the tag in the system.

Step 2) – Select Records And Add Newly Created Tag

To select the records in the ‘Offers Sent‘ status simply select the ‘Search By…> Status‘ option from the Quick Search dropdown located just above the record table on the left side of the page.

Click the ‘Search‘ button to load these records indexed under the ‘Offer Sent‘ status.

Click the ‘Select All‘ function from the top of the record table. This will select all the records under the ‘Offer Sent’ status.

Then click the ‘Tag’ option to apply your newly created tag to the recordset.

Type in the name of the newly created tag that you created in Step 1 above and click the name when it appears in the list. Click the ‘Confirm Tag‘ button and then the ‘Ok, Close‘ button to complete tag assignment.

NOTE: To remind yourself to run the list 30 days later, create a Task in the system and assign it to your user account.

Step 3) – 30 Days Later Search For Tag’d Records

To retrieve these records at some point in the future you’ll want to run an ‘Advanced Search‘ to identify the records that are both in the ‘Offer Sent’ status still (meaning they have not yet accepted your offer) and that also have your custom tag applied to their record.

To do this go to ‘Land> Advanced Search‘ and add two rules to your search:

  1. Status‘ equals ‘Offer Sent‘.
  2. AND ‘Tag‘ equals the name of your custom tag you created in Step 1.

NOTE: You will want to create a Custom Status called “2nd Offer Sent” so that you can move these records into this custom Status once you have sent out the 2nd offers that way you will be able to identify who you sent 2nd offers out to in the future.

Share this article:

Create Your Own Custom Optin Page/ Selling Site Theme

In addition to the two built-in Selling Site themes that come with the Investment Dominator system, you can design and develop your own custom themes and even share those themes with other users.

To create a custom theme you need to know a little about HTML and CSS. If you are not familiar with what that is, you can easily hire HTML and CSS developers on sites like Fiverr.com or Upwork.com that can take a visual design that you have end code it using those web languages.

Ok, Let’s Get Started

  1. Download this Sample Selling Site Theme template which contains all of the built-in merge fields to call in things like the Optin Form that we use in our default themes.

    You can use these merge fields to pull in information or functions used in the Investment Dominator.

  2. Use basic HTML and CSS to design your layout, then reference the merge fields as needed within your page structure.

  3. Compress your theme files into a .zip folder then upload that folder under ‘Customize> Website Settings – Selling> Optin Page‘ and click the ‘UPLOAD CUSTOM THEME‘ option.

NOTE: The filename of the .zip file you upload will be the name of the theme when it is uploaded and a screenshot of theme is automatically generated based on your index.html file.

Here is a list of merge fields you can reference in your custom theme files.

[selling-site-menu]

[selling-title]

[selling-logo]

[selling-description]

[selling-banner-text]

[selling-banner-image]

[selling-banner]

[optin-form button_text=’CUSTOM BUTTON TEXT’ confirmation_url=’/thank-you.html’ input_fields=’c_fname, c_lname, c_email, c_phone, c_zip’]

[optin-page-text]

[current-date]

[popup]PUT YOUR POPUP CONTENT HERE – (DO NOT USE MERGE POST DATA)[/popup]

[popup-link]POPUP LINK[/popup-link]

[my-company-agent-firstname]

[my-company-agent-lastname]

[my-company-agent-phone]

[my-company-name]

[my-company-phone]

[my-company-email]

[my-company-address]

[my-company-city]

[my-company-state]

[my-company-zip]

[my-company-site]

[my-letter-ps-line]

[my-firstname]

[my-lastname]

[my-email]

[my-signature]

[my-agency-disclosure]

[offer-phone]

[offer-email]

[company-fax]

[selling-site-footer]

Share this article:

How To Change The Look and Layout (Theme) of The Buying Site

The Investment Dominator system comes with two built-in Buying Site Themes a Legacy theme and a 2.0 theme as well as the option to create and upload your own custom theme. A theme controls the look and layout (design) of the website. For example, it controls what the menu, header, banner area, footer, and page structure looks like to the website visitor.

Changing your Buying Site Theme is easy to do, simply go to ‘Customize> Website Settings – Buying> Select Your Buying Site Theme‘:

Click on the theme option you want to change to:

Scroll down to the end of the page and click the blue ‘Update Site‘ button to save the changes.

To view the changes click ‘My Sites> Buying Site‘:

Your Buying Site with your new theme will load on a browser new tab:

Share this article:

The Investment Dominator Plugin and Theme Marketplace (COMING SOON)

We are currently looking to work with talented web developers to grow a directory of 3rd party plugins and themes for the Investment Dominator system that would allow users to add additional functionality to their business by utilizing the data they store in the Investment Dominator CRM.

Web developers would leverage our robust and secure API to access data within Investment Dominator accounts and create additional functionalities and tools that can be shared among the growing Investment Dominator user community to help improve their success in the area of Land, Home and Note Investing and management.

If you are interested in becoming an Investment Dominator plugin developer, then please send us a message under the ‘Help> Suggest A Feature‘ section and let us know, please also include your web development experience, coding languages you specialize in,  and what plugins you would like to develop. We are looking forward to working with you to help grow this platform into the #1 Real Estate Investment CRM for Land, Homes, and Notes.

NOTE: Approved developers must be an Investment Dominator user themselves, understand the structure of the platform, have a solid grasp on how the API works and should have experience or a deep understanding of Land, Home, or Note investment procurement and management.

Share this article:

Creating Line Breaks and Paragraph Breaks with The HTML Editor

When creating a custom page, post, or document you have the option to create a line break or a paragraph break in your text.

To create a paragraph break simply click the ‘Enter’ key on your keyboard and this will drop your next line down a paragraph space.

To create a line break hold down the ‘Shift’ key then click the ‘Enter’ key this will drop your text to the line below.

Share this article:

System Merge Fields

The Investment Dominator equips you with the ability to create your own Custom Documents, Custom Website Pages, and Custom Blog and Property Posts. When creating these custom templates you can utilize system merge fields to dynamically pull in data from an Owner Record, Property Record, Contact Record, Your Company Information, or Profile.

Here is a list of system Merge Fields that you can use to output data on to your custom website pages, posts, and documents:

  • You can perform basic calculations with any numeric field in the system. To do this you must surround your calculation with double parentheses. For example the calculation for the Net To Seller amount is (([property-price]-[property-backtaxes]))
  • To output your value as a currency then place USD in front of your calculation for example: USD(([property-price]-[property-backtaxes])) will output the calculated value in the form of USD.
  • You can calculate a future date by adding the number of days to any date merge field in the system for example [current-date +7] will output the date of seven days in the future.
  • Some merge fields have option variables that you can include inside the merge field to add functionality to them. For example [optin-form confirmation_url=’/custom-page’] allows you to set a custom confirmation page URL for the Optin Form that is created when you use the merge field.
Share this article:

How To Add A Property Search Bar To Your Selling Site

You can provide your Selling Site visitors with the ability to search for available properties on your Selling Site by:

  • Keyword (In Listing Heading, Short and Long Description)
  • State
  • City
  • County
  • Parcel Number (APN)
  • Property #
  • Price
  • Size

How To Add or Remove The Search Option From Your Selling Site

You can add or remove the property search option from your Selling Site under ‘Customize> Website Settings – Selling> Display Property Search‘.

Select ‘Yes‘ to display it, and ‘No‘ to remove it.

How To Add The Search Option To A Custom Selling Site Page

To add the search option to a custom page, first, create a public Custom Selling Site Page then under the under the ‘Insert Merge Field‘ dropdown menu select the ‘Property Search‘ option which will insert the ‘[property-search]‘ merge tag into your ‘Page Content‘ and add the interactive property search bar your custom page.

Share this article:

Add An Interactive Property Listing Map To A Custom Selling Site Page

Did you know you can add an interactive property listing map to your selling site that allows visitors to see visually exactly where you have listings for sale.

When the visitor clicks a ‘FOR SALE‘ sign icon (the property location pin) a brief description of the property will appear which includes the property ‘Listing Headline‘, the ‘APN (Parcel Number)‘, the ‘Size (in acres)‘, the ‘Zoning‘, the ‘Market Value‘, and the ‘Sale Price‘ of the property along with a ‘View Details‘ button that takes the visitor to the detailed property listing.

How To Add The Map To Your Custom Page

To add this interactive map to a custom Selling Site page first create a public Custom Page then under the ‘Insert Merge Field‘ dropdown menu select the ‘Property Listing Map‘ option which will insert the ‘[property-listing-map]‘ merge tag into your ‘Page Content‘ and add the interactive property map to your custom page.

Share this article:

Data Table and Custom Column View

Under the ‘Land Deals‘, ‘House Deals‘, and ‘Buyers List‘ tabs there is a data table that displays the records under that section. Because of screen space, we do not display all columns of information for each record; instead we only display a small portion of the record data as a preview and to get the complete set of data on that particular record click the ‘Edit‘ option next to the record to open it and access all the fields of information.

How To Change The Default Column View of The Overview Table

To customize what columns of data to display on the data table click the ‘View‘ option at the top of the data table.

Select the columns that you would like to display on the data table and then click the ‘Save‘ button to save the change.

How To Reset The Column View Back To The Default View

To reset the column view back to the original recommended view, click the ‘View‘ option to load the Custom Columns settings then click the ‘Reset To Default‘ button.

Share this article:

File Library

If you would like to host a file like an image, video, or document (max file size 10MB) online you can use the Investment Dominator File Library to do so. You can access the File Library under ‘Customize> File Library‘.

Click the ‘Add File‘ button to locate a file on your local machine to upload to the web.

Once the file has uploaded the system will display the online path to the file.

Upload Files To The File Libray From The HTML Editor

You can upload files to the file library also from the built-in HTML Editor.

For example, click the ‘Image‘ option on the HTML Editor then under the ‘Upload‘ tab click the ‘Choose A File‘ option and then select a file from your local machine. Then click the ‘Send it to the Server‘ option to upload the file to the File Library as well as insert it into your HTML.

How To Delete Files From The File Library

You can remove files from the system by locating the file in the reference table under ‘Customize> File Library‘ then by clicking the ‘Delete‘ option next to the file you would like to remove.

You will then be prompted to ‘Confirm‘ the action.

Share this article: