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 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 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:

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.