You may be familiar with how to Load a Saved Criteria from this article here. Let’s take the time to now show you how you can prevent duplicate records from your next import.
Using our new Wizards you can click on the Find Deals wizard and click on use Integrated 3rd Party Data Service. You can see once you click on the drop-down menu for load criteria there are two sections to be aware of.
Auto Saved Criteria
A Saved Criteria is one that you have saved and named yourself before you imported your Criteria. This is gone over on this article here.
An Auto Saved Criteria is one that Investment Dominator will create automatically every time you import a new Criteria. This format will be presented with the County, State, Date, and Time.
As a side note *Please do not change any of the Criteria options that were preselected in order to prevent duplicate records into your account when importing from a saved Criteria*.
You will see that there is an option that needs to be selected before importing again called “Exclude Previously Imported Records” Please make sure to click Yes.
Also, keep in mind the Estimated Record Count will not reflect the amount imported from previous records imported. You also have the ability to tag these records with a Tag before importing.
Since you are using a Saved Criteria or autosave criteria you do not need to save your Criteria. Just import as normal and then you’re all done.
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
Create a new status
Create a custom document
Import updated records
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.
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.
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.
We are excited to announce our new Investment Dominator Paid Data Service Option which allows you to generate a filtered and formated land list directly from one of the leading property data companies in the Nation and import that data directly into the system with only a few clicks.
With this integration, you will not need to filter, scrub, or manually import land records into the system!
Let’s take a dive into this step by step to understand what our Paid Data Service is and how to use it.
First, log into your Investment Dominator CRM and navigate to the ‘Land‘ tab, then click the ‘Import‘ option.
By default, the standard ‘Upload Import CSV File‘ option will be preselected, so for the purpose of this article go ahead and click ‘Get Data From Our Outside Data Service’ option. This selection will change ‘Step 2‘ of the process and look like the following:
NOTE: Notice the ‘Select Criteria…’ dropdown and ‘Load Criteria’ button, these options can be used after you first define and save a list’s criteria. More information about that process can be found here.
STEP 1: Generating Your New Land List – Selecting List Criteria
To start the process, select the State you want to generate your list in.
A list of Counties for that State will then load.
Select the County that you would like to focus on.
For this example, I choose to do the State of Colorado and the County of Adams. (Please note you can do whichever location you want).
Please note if you are trying to exclude previously imported records you must save the criteria of the data being pulled. For more information on saving Criteria within datatree please clickhere:
You will notice how once we enter the County information we see Market Value pop up allowing us to set the range for properties we want to look for within the selected area. This can come in handy later when if we want to expand our generated list for more properties.
Click the ‘Get Record Count‘ button to find out how big your land list is and then generate your list (Skip to STEP 2 of this article), or we also have some neat ‘Advanced Filters’ which can help you adjust your list criteria further…
Click the ‘Advanced Filters‘ section to expand it.
Under this section you can adjust the ‘Property Size Range‘, allowing you to adjust your list to only contain properties within the range of acres you select.
Next is the option to Include Owners with Multiple Properties this is selected by default to ‘Yes‘ in order to provide ease of access when working through your list. If you so choose you can set this to ‘No‘, however, this means you would have to manually input the other properties of that owner to your list in the event they want you to make an offer on all of their properties that they own.
You will also see an option that can be clicked called “import only one property per owner”. This has been a much-requested feature that will limit the import to just one property per owner.
We have the option to Exclude In-state Owners which by default is set to ‘Yes‘. As well as the option to Exclude owners on “do not mail lists”, by default this is no but if you want to select yes for this option. We are trying to add the most customization to prioritize your search as much as we can.
You will notice Ownership Type in case you did not want to get any “company records”, and you can Filter by Improvement Value. Also, keep in mind when you edit more filters this will change how many records you will be able to pull from a county.
Now that we have gone over the advanced filters let’s click the button called ‘Get Record Count’ to continue.
STEP 2: Getting Your Record Count
After clicking the ‘Get Record Count’ button some new options will pop up as well as information about your generated list.
Let’s start with the top ‘Exclude Previously Imported Records’ option. This option is preselected to ‘Yes‘ which comes in handy when we are loading the same Criteria again to perform another search. You don’t want to pay for the same leads more than once right? This option allows you to exclude those.
Note: This option will only show up if you load a ‘Saved Criteria’ or ‘Previously Saved Criteria’. Changing any criteria will disable this filter.
If you change any of the information above while you are in this step you can hit the button ‘Refresh Count‘ button to see what the updated list size is.
Next, we have the ‘Limit Size of Mailing’ which is followed by a text box and an indicator in brackets notifying you how many records you have left in the month from our Paid Data Service.
For example, if there are 10,000 records in a county but you only have 500 records left in your Paid Data Service monthly allotment you will need to enter in 500 to only pull 500 of the 10,000 possible records for that county. The system will then pull a random set of 500 records out of the 10,000 records and import only those into your system.
NOTE: For the field ‘What status would you like to move the records into’ since we are importing a new list it is recommended and by default set to ‘Prospect status’.
Lastly, we have the ‘Tag Records’ option which allows you to add tracking or segmenting tags to all the records generated in this list. You can add as many tags as you wish.
NOTE: If you would like to save this list of criteria in the system for future reference, see this article:
After reviewing all of the options hit the ‘Import List‘ button to continue.
You will then get a notification that your list has been imported and you should notice your new records appear under the ‘Land‘ tab.