Merging Records with REI PrintMail Integration

You may have noticed when you are getting ready to send a campaign to REI PrintMail of a pop up that alerts you which looks like the following:

Since you will be sending records directly to REI PrintMail for verification one thing you want to note is how records are being processed.

For instance, the Investment Dominator will consider a duplicate record if the mailing address is exactly matching another record. Now this will matter if you notice a couple at the same mailing address. The system will prompt you to select the records for merging before moving forward.

You will also notice that after selecting the records you wish to merge it will then bring up the same merging screen used throughout the Investment Dominator.

Make sure that the data you want to keep is in the middle and you get all needed information transferred over.

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 Mailchimp

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 Mailchimp, but first, let’s talk a little about Mailchimp…

What is Mailchimp?

Mailchimp is an all-in-one email marketing software that helps you communicate and follow up with your clients, customers, and prospects in bulk, or on an automated scheduled basis.

How To Connect The Investment Dominator To Mailchimp

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 “Investment Dominator” under the ‘Connect this app…‘ field.

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

Under the ‘When this happens…’ field select ‘New Record‘.

And under the ‘then do this!‘ field select ‘Add/Update Subscriber‘:

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

Step 2 – 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.

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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.

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Hit the ‘Continue‘ button on Zapier to keep going with the setup.

Step 3 – Setup The Zap Trigger

Under the ‘Record Type‘ field select ‘Buyers List Contact‘.

Under the ‘Record Status‘ field select ‘Prospect‘.

Click the ‘Continue‘ button to progress to the next step:

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Step 4 – Connect Your Mailchimp

Click the ‘Sign in to Mailchimp‘ button then enter your Mailchimp username and password into the popup window when it appears.

Step 5 – Setup The Action

Under the ‘Set up action‘ heading select the audience list that you want to connect to.

Then click the ‘Email‘ field to map the ‘Subscriber Email’ field with the Investment Dominator Buyers List Email field.

NOTE: The Audience, Subscriber Email, Double Opt-in, Update Existing, and First Name are the only ones that are required to be mapped out 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, whenever a new prospect is added to your Marketing (Buyers List) in your Investment Dominator CRM it will also be automatically added to your Mailchimp Subscriber List (and the attached Autoresponder Campaign) by Zapier!

How To Generate A Direct Mail Campaign With Our REIPrintMail Integration

NOTE: If you do not yet have an account with REIPrintMail, please create an account through LPGMailer.com so that they know you are a Land Profit Generator (Jack and Michelle Bosch) student.

NOTE: In order to Prevent Issues with an Invalid Return State when using REI PrintMail Please use State Codes instead of Full State Names within your Company Information section for example:

Go to Customize -> Company Information -> Company State
Change Arizona to the state code AZ

We are excited to announce our new Integration with REIPrintMail which is a 3rd party service that allows you to take your Prospect records from within the Investment Dominator and send them directly to REIPrintMail for processing. They will then print, prepare and mail out your letters on your behalf for a fee.

Let’s take a dive into this step-by-step to understand what goes into a mailing campaign with REIPrintMail, first let’s locate where in the Investment Dominator this new feature is.

From within the ‘Land’ tab go to ‘Campaigns
Then select from the drop-down menu under the ‘Prospect Neutral Letter’ line the ‘REI Print Mail’ option.

A new campaign wizard screen will then appear:

NOTE: There is a limit of 4,999 records per order with REIPrintMail, if you are working with more records than this, you will need to do multiple orders.

Click the ‘Next – Generate Order with REIPrintMail’ button to move on with your order.

Notice a new screen comes up called ‘CASS Certification ‘ this will ensure that your records within your list have valid addresses. This will take some time to process, so please be patient.

Once the CASS Certification process has finished you will get an order review screen, this will provide you with all the details about the order.

NOTE: International (non-domestic) addresses will not be processed by REIPrintMail and will be excluded from your mail campaign. We recommend that you mark any international addresses with a custom Status then process them manually.

Things you should review before moving on include:

  • # Successfully Processed Records
  • # Rejected Records
  • Cost Per Letter
  • Total Mailing Cost
  • Rejected Record Details

When reviewing your rejected records, make note of the ‘Error Message’ this will allow you to see the actual reason the records were not approved for mailing. Later on, you will be given a chance to move these records in bulk into the ‘SKIP TRACE’ Status, but for now, let’s focus on the ones that are approved for mailing right now which in our example is 1,209 records.

NOTE: At this point, no transaction has occurred as this is just a review of the order information.

Once all information has been reviewed select the ‘Reviewed/ Approved – Continue with Order‘ option at the bottom of the screen then click on the ‘Order‘ button to continue with the order.

Next, you will see an REI Payment screen that will allow you to enter your payment information:

Once you have entered in your payment information and submitted the order by hitting the ‘PAY‘ button an Order Complete message should appear:

Click the ‘Bulk Update Records Now‘ button to move these records from the ‘Prospect’ Status to the ‘Mailed Letter 1’ Status.

Next, if you had any records that did not pass the CASS Certification you can click the ‘Bulk Update Rejected Records‘ button to move these records with bad addresses into the ‘SKIP TRACE‘ Status.

NOTE: You can view the status of orders with REIPrintMail through their website by logging in at https://reiprintmail.com/login

For questions about your order contact REIPrintMail support at 1-800-378-0378 and reference your REIPrintMail Order ID.

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 Setup A Direct Mail Campaign With LPGLetters.com

The two mail houses we recommend at this time are LPGletters.com or LPGmailer.com both of which are full-service mailing services that print, fold, stuff, stamp and mail your letters out on your behalf. There are many similar services out there, but these have a lot of options that work well with our direct mail campaigns to the owners.

STEP 1: How To Generate A Mailing List For The Mail House

  • Log into your Investment Dominator Admin Console and navigate to either the ‘Land Deals‘ or ‘House Deals‘ section depending on what type of properties you will be working with.
  • Click on the link at the top right of the page called ‘Campaigns‘.

  • Next to the campaign you want to generate you will notice a drop down called ‘Generate Documents’. Clicking this will show you the avaiable formats avaiable.  We will be using ITI Direct Templates, but if at any time you need template documents you can customize just click the ‘Other’ option. 
  • Once you click on the ‘ITI Direct Templates’ you will see the pdfs which you can download individually as well as the CSV file. Alternatively you can download a zip folder which contains all these documents. 


     You will need to upload these files as well to your ITI Direct Mail order ticket (discussed later in step 2).

    NOTE: At this point, you should have three files saved on your local machine that look like this:
    NOTE: That your template files are formatted in a particular manner and that they only contain 1 sample envelope and 1 sample letter (meaning iti Direct Mail performs the mail merge on their end):

 

STEP 2: Create Your Order With The Mail House

  1. Open a new browser tab and navigate to LPGletters.com

    Fill out the form on the right side of the screen get started. Most options are preselected for you however you need to update the ‘Quantity‘ field with the number of the recipient in your mailing. 

    PRO TIP: If you have the budget, Jack recommends the following options when you place your order with the Mail House:

    • Envelope type:  ‘#24b White Linen Envelopes’
    • Postage Class: ‘1st Class Presort’ for your first mailing (because speed is of the essence)
    • Turnaround Time: ‘2-Day Turnaround’ for your first mailing (because speed is of the essence)

    If you have a limited budget you can use the following settings to reduce your mailing cost (this will, however, also increase the time it takes for you to see results): 

    NOTE: That’s 57 cents per letter! (Order must have a quantity over 700 letters and include the options in the screenshot above to get this discount rate and the timeline is extended to about 3 weeks using these options). 

    Compare this price with the cost of supplies to print/fold/stuff/stamp the mailers yourself at home, you are looking at $0.68 per mailer (not including your time).

  2. When you are done adjusting the settings of your order click the green ‘ADD TO CART‘ button to continue.
  3. Review your order then click the red ‘CHECKOUT‘ button to continue.
  4. At this point, you can either log in with your account or click the ‘CONTINUE‘ button under the ‘New Customer Checkout‘ section to create a new account.
  5. After you create a new account you will need to enter your payment details to process the order.
  6. The mail house requires that you send them both your letter template and envelope template to them as a .pdf file and it needs to be formatted using their merge field format. For this, you need to upload the .csv file, letter, and envelope template that you generated in STEP 1 above. These three files are attached to the order ticket.

STEP 3: Updating The Records In The Investment Dominator After The Mail Has Been Sent

Once iti Direct Mail has confirmed that the letters have been mailed you will want to update the status of your prospects to a mailed status.

  1. Log back into your Investment Dominator Admin Console and click on either the ‘Land Deals‘ or ‘House Deals‘ tab then on the ‘Campaigns‘ link at the top right of the page.
  2. Then click on the ‘Bulk Update Records‘ button to move all these prospects into the next Status.