New REI PrintMail Direct Integration Feature

Did you know the Investment Dominator recently updated with a new feature now available in the Campaign section of the Land tab?

With this new update, you will now be able to select REI PrintMail as an option for your mail house.

There’s a ton of information on how you can set up this integration, generate a campaign as well as FAQ below:

How to Enable the Integration:
https://user-guide.investmentdominator.com/how-to-add-our-direct-mail-service-provider-through-rei-print-mail-to-your-investment-dominator-system/

How to Generate a Campaign:
https://user-guide.investmentdominator.com/how-to-generate-a-mail-campaign-with-our-direct-mail-service-provider-through-rei-print-mail/

FAQ:
https://user-guide.investmentdominator.com/direct-mail-service-provider-rei-print-mail-faqs-what-you-need-to-know/

Zapier: How To Connect The Investment Dominator To Ring Central

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 Ring Central to generate a sales document, but first, let’s talk a little about Ring Central…

What is Ring Central?

Ring Central provides calling features that have been designed to give you a flexible, mobile, and powerful cloud phone system. Choose from a variety of available phone numbers, install our apps on your desktop computer, smartphone, or tablet, and improve communications with call forwarding, Call Flip, and more.

How To Connect The Investment Dominator To Ring Central

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 “RingCentral” under the ‘Connect this app…‘ field.

Under the ‘with this one!‘ field search for “Investment Dominator“.

Under the ‘When this happens…’ field select ‘Call Ended‘.

And under the ‘then do this!‘ field select ‘Post Contact‘:

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

Step 2 – Connect To Your Ring Central Account:

Click the ‘Sign in to RingCentral‘ button then log in to your account.

Once logged into RingCentral through Zapier you will be prompted to make a test pull of data. If there is no existing call on your account hit ‘skip test‘, this will generate caller information as an example that can be used for testing.

Step 3 – 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.

Once done connecting make sure under ‘Action Event’ is Post Contact.

If everything looks good, click the ‘Continue‘ button

Step 3 – Setup The Zap Action

Please note for this part of the zap to work properly, you will need to have a property in the complete and ready to sell status. Then you will attach this property to your record in the marketing tab in order to populate on your zap.

Under the ‘Type’ field select which record type applies to you, in this case, we want our buyer so we input number 2 for ‘Buyer’.

Under the ‘Contact Id’s‘ field select the buyer record.

The last required field is the ‘First name’ and the rest are optional

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 end a call in Ring Central your contact will post into your Investment Dominator CRM it will also be automatically sent to your marketing tab by Zapier!

How To Load Saved Criteria For Our Outside Data Service

NOTE: If you would like to know How To Generate A New Land List Via our Outside Data Service please click here.

In order to Load Your Saved Criteria first, navigate to the ‘Land’ tab then click on the ‘Import’ option.

Click the ‘Get Data From Our Outside Data Service’ option, this will allow you to see the options below like ‘Load Criteria’:

Select the saved criteria that you would like to load, then click the ‘Load Criteria‘ option:

From this point, you will get a new pop up screen that contains your previously saved list criteria.

You can make any final adjustments to fine-tune and adjust your query before importing your next list of records.

How To Save Your List Criteria For Our Outside Data Service

NOTE: If you would like to know How To Generate A New Land List From Our Optional Outside Data Service please click here.

After generating your land list record count, the screen will display the number of records that meet your criteria along with the option to ‘Save Criteria’. This option allows you to save your data filters and selection settings for future use.

Click The ‘Save Criteria‘ button then simply enter in an identifying name for the criteria then click the ‘Save Criteria‘ button again to the left of the input field to save it in the system:

A message will display once the criteria have successfully been saved in the system.

For more information on How To Load Your Saved Criteria refer to this article:

Options> Generate Ad: How To Generate HTML For A Online Classified Site Property Listing

Once a property record is in the ‘Open Escrow – Detailed Research‘ or the ‘Complete/ Ready To Sell‘ Status, the ‘Generate Ad‘ option will appear for the property under the ‘Overview Table‘ view: Continue reading “Options> Generate Ad: How To Generate HTML For A Online Classified Site Property Listing”

How To Add A PayPal ‘Buy It Now’ Button To Your Property Listings

 Did you know you can actually add a PayPal ‘Buy It Now’ button to your listing? Well, you can! And here is how you do it…

1. First, follow the instructions from PayPal in order to generate your Buy It Now button code.  You can find the official instructions for that here.

2. Once you have your ‘Buy It Now’ button code from PayPal copy it then go to your listing in the Investment Dominator Admin Console and click the ‘Edit‘ link to the right of the property record.

3. Click the ‘Edit Source‘ link below the ‘Listing Long Description‘ field and then paste in the PayPal button code where you want it to appear in your listing.

4. Save the changes and then go to your listing by clicking the Listing tab on the top of the screen. You should see the PayPal button appear on your listing page now.