How to Create a Custom Contact-Us Page For your Selling Site

Did you know that when working with our Custom Selling SiteTheme Option You are able to create custom page templates? Like for example, a Contact Us Page will allow you to display something like shown below:

You may have noticed that if you try to do this now within your selling site responding with an error that looks like this:

Let’s walk through the steps as to how we can update this in order for our selling site to display the Contact Us page which could not be done without a custom theme. Keep in mind for any of you creating custom themes you will be able to do this to your own theme, but we are using the one Investment Dominator provides for this example.

Step 1: Download the Updated Selling Site Theme

Download this updated Selling site custom theme option which can be found here this will also have instructions on how to download the theme. If you already have this previous version of the selling site theme on your computer please delete it.

After having the new theme on your computer do not upload it into Investment Dominator just yet. Your downloaded file will be in a compressed zip folder, extract this information to your desktop or even your downloads like this:

Then you will see the new screen popup after extracting to your downloads if it does not please locate where you extracted the zip folder.

Step 2: Use a Code Editor

There are many choices for code editors out there but a good open-source tool that we use in this example is called notepad++ which can be found here. With this installed you can then right-click on the

Make sure within your contact-us.html starts with this code at the top

[custom_page_template name="Contact Us"]

This will allow you to then create a custom page within the Investment Dominator to then display the code we have generated.

Step 3: Create a New Custom Page in Investment Dominator

So now that we have the required code done and updated you can then go back to the folder in step 2 and now we want to change it back to a zip folder so we can import it into Investment Dominator:

Now after you have this imported into your Investment Dominator we can focus on creating that new page to match our code for the Contact-us Page.

First, go to your Customize Section

Click on Website Pages and Posts

Click on Add Page

For Website choose Selling Website

Load Custom Theme Page select the theme we just installed

Page Status set to Public

Then just give it a page name like contact us this will convert the page URL to be contact_us

Once done you can preview your site directly before moving forward and adding it to your selling site.

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Step 4: Enable the Page on Selling Site Menu

If you notice anything wrong with your selling site please reset your selling site menu to default

Now go back to the Customize section, but this time go to Website Settings Selling and click on the first option to edit the selling site menu.

Remember the name for the page we just created? You will see this show up in your header and footer menu under not set.

Drag and drop both contact us onto the set section with this done update your site and then review the results

Now going to your selling site will allow you to click on the contact us page which will now open for your selling site.

How to Create a Custom Letter Template for ITI Direct

Did you know you could also send Custom Letters to a mail house like ITI Direct?

  1. Go to the Land Tab then click on the Campaigns Section you will be presented with this screen.
  2. find the custom document you created (for more information click here)
  3. Select the option ‘Other’

You will see your word documents which can be opened up and edited specifically to the needs of your mailhouse of your choice. For this istance we are working with ITI Direct so what you would do in this case is review the information needed directly from ITI which is also here.

From the information on the ITI Direct site we can see that we need to have our merge fields displayed with <<mergefield>> instead of what the Investment Dominator Provides as this [mergefield].

In order to do this open up those downloaded files on your computer and within Microsoft word click on enable editing then

1. Click replace

2. Under find what put this symbol [

3. For Replace With put this symbol <<

4. Click on Replace all

5. Do this same process again for this symbol ] and replace with >>

Once you are done review your documents to ensure they are in the proper format

Lastly just make sure you are saving this document as a PDF.

Following along with the article on what ITI needs in order to fufill a mailing you will need your:

2 PDF’s one with your custom letter template and custom envelope Template so make sure to save those word documents as PDF.

Last your CSV file associated with your custom letter which can be found on the Other screen

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 Configure Your Website’s Domain with GoDaddy – (Custom Domains)

The Investment Dominator comes with integrated buying and selling websites. By default, the URL (web address) of these sites will be something like the following:

www.investmentdominator.com/rei-crm/crm-00001/

Can you imagine slapping that address on your letter to an owner? This would definitely not convey a professional looking site URL.

Therefore many users, choose to purchase their own custom domains from a domain registrar like GoDaddy.com and then point that domain to their Investment Dominator account. In other words, when the person types in the custom domain that you purchased (i.e. www.YourDomain.com) it will send them to your buying, or selling site.

Configuring your custom domains involves a 2-step process. Please follow the instructions below to configure both your Buying Website and Selling website(s) in the Investment Dominator.

Note: In the following example we are using domain provider GoDaddy.Com with instructions.

Step 1) Register A Domain And Point It To Our Server

Execute the following to register your purchased Domain on the domain provider’s site, (i.e. GoDaddy, Name Cheap, REI Black Book etc.). In this example access GoDaddy.com.

We recommend that you register one domain for your buying site and another domain for your selling site. The reason we use two separate domains is that the people going to these two sites are in very different markets and have very different mindsets about real estate, so your domains should reflect that mindset that they are in.

1. Log in to GoDaddy.com and navigate to your My Products page using the following logon screen as shown:

2. If you aren’t automatically directed there, make sure to select the My Products tab as shown:

3. Click Domain Manager, Or under Domain Products select Manage next to the domain you would like to configure as shown:

Note: The system will display the following screen as shown:

4. From the top menu, click the DNS tab, and select Manage Zones as shown:

Note: The following SEARCH box will display for entry of domain name as shown:

5. Begin to enter the custom domain name you want to use and select the domain, click Search as shown:

6.  On the DNS Management page, in the Records section, click the Click pencil icon on existing MX records (pencil icon) next to CNAME (www) record as shown:

7. Change the ‘Points to’ value to investmentdominator.com, change ‘TTL’ to Custom and ‘Seconds’ to 600 as shown:                            

8. Click the ‘Save‘ option to continue.

9. Scroll down to the Forwarding section and click on Add next to the Domain section as shown:

10. Enter in your custom domain starting with the www. in the blank text box to the under the FORWARD TO section.

11. Select the Permanent (301) option.

12. Check the Update my nameservers and DNS settings to support this change option.

13. Click Save.

Step 2) Map Your Domain To Your APP In Investment Dominator

1. After you have pointed your domain(s) DNS to the correct IP Address, you can map your domains to your Investment Dominator CRM. To do this, log into your Investment Dominator app and click on the “Customize Site” button at the top.

2. Then scroll down to the section labeled ‘Website Settings – Buying‘ or ‘Website Settings – Selling‘ sections and enter your domain in the ‘Buying Site Domain‘ and/or ‘Selling Site Domain‘ boxes

3. Click the ‘Change Your Domain‘ button, on the next screen review and confirm the change and your new domain will be saved.

Create Your Own Custom Optin Page/ Selling Site Theme

In addition to the two built-in Selling Site themes (Legacy and 2.0) 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 hire a front-end HTML and CSS developer on sites like Fiverr.com or Upwork.com that can take a visual design that you have in mind and 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.

Sample Selling Site Themes:

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

Your theme should include the following files (required):

  • header.html
  • img/
  • src/
  • footer.html
  • index.html
  • listings.html
  • preview.jpg
  • optin-page

Common files and directories include (optional):

  • contact-us.html
  • thank-you.html
  • contact-thank-you.html
  • deals.html
  • styles.css
  • script.js

NOTE: You can define a Custom Page Theme within your Custom Theme files by using the [custom_page_template name=”Custom Page”] merge field.

It is best practice to include all website elements and resources within your theme folder so that it is a self-contained directory with no external references.

Paths should be relative to the theme path which can be referenced via the below merge field:

[selling-theme-path]

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 the theme is automatically generated based on your index.html file.

When the custom theme uploads it will appear below the built-in theme options like this:

4. Click the custom theme to highlight and select it, then click the blue ‘Update Site‘ button at the bottom of the page to save the change.

Selling Site Merge Fields

[selling-theme-path]

[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]

[company-fax]

[selling-site-footer]

[optin-page-form-custom]

[selling-site-menu-json]

[selling-theme-path]

[property-search]

[property-listing-map]

[page-title]

[current-date]

[custom_page_template name=”Custom Page”]

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:

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]))
    • Operators include: + – / *
  • 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.

How To Customize The Look of Your Built-In Websites

In this two-part video tutorial we explain how to customize the look of your built-in websites using both the basic customization controls that are built into the Investment Dominator Admin Console under the ‘Customize> Website Settings – Buying‘ and ‘Customize> Website Settings – Selling’ areas as well as in part two, some advanced customizations you can make to your websites using CSS scripts.

NOTE: We do not recommend that you make CSS customizations to your websites and if you do, you do so at your own risk. If your websites become unresponsive or display an undesired look after you make your custom CSS modifications, you can remove your modifications from the ‘Customize> Website Settings> Website Header Tracking Code‘ area to reset the sites back to their default styles.

NOTE: In the 2nd part of this video we do not cover displays issues on mobile devices or tablets. You will need to make sure your CSS coder accounts for this and adds media queries to the style script that will adjust the look based on the screen size.
Reference: https://www.w3schools.com/css/css_rwd_mediaqueries.asp