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 Manage Offer Campaign – Part 2

Step 3: Adding Custom Statuses

Hello Again, From what we discussed in How to Manage Offer Campaign Part 1 we now have a firm understanding of the Default Deal Flow Setup and now we want to learn how to add our own custom Statuses. In order to do that let’s start with the custom statuses for the Prospect Stage.

So if you are now just starting from this tutorial go ahead and log into your investment dominator. Go ahead and follow the arrow in the picture above pointing to the customize section.

From the customize section go ahead and click on ‘Custom Stages and Statuses’ then this page will open up like so:

Proceed to scroll down until you hit a section in which you can add your own status which you can see represented by the arrow above.

Following the chart from How to Manage Offer Campaign Part 1 for the purposes of this article, we are going to focus on the ‘Prospect’ stage and create our ‘Custom Statuses’ which are represented as orange. Just as a reminder the beige is the default deal setup which you can go over again from the article linked to part 1.

You will be introduced by a window asking you about the ‘Custom Status‘ type you wish to create go ahead and choose Land. You will then notice from the arrows above the fields which need your attention. Since we are in the ‘Prospect Stage’ and looking to add on additional letters. Following our ‘Mailed Letter 1′ will be ‘Mailed Letter 2’ which goes under the ‘Status Name’ then under ‘Status Options’ click the checkmark for ‘Generate Document’ after this go-ahead click the add button.

You will now see after adding the custom status it now shows up under the ‘Custom Property Status’ highlighted in a red box above. Now for the purpose of this tutorial let’s generate a ‘Mailed Letter 3’ which we will repeat the same steps we did for ‘Mailed Letter 2’.

Keep in mind it’s the same steps as before, but for ‘Status Name’ put ‘Mailed Letter 3’. Now after hitting the add button you should see your newly created ‘Statuses‘.

From this point, we now need to correct the order in which our Statuses will communicate with each other just like how we have it in our diagram above. Go ahead and click the ‘Sort Status’ button to the right of the ‘Add Status’ button.

You will now be prompted with a window showing you the Custom Statuses we have created. Since we are primarily working on Land you can see above ‘Prospect’ are the custom statuses we created. These are out of order and in order to change this, we can drag and drop them below. Like so :

So first should be ‘Prospect’ then ‘Mailed Letter 1’, and then both custom statuses following respectively. Then all you would have to do is click the ‘Save’ button to finalize everything we have done. Now for the final part of this, we will be adding custom documents that will be attached to your custom statuses. You can find this on How to Manage Offer Campaign Emails Part 3

How to Manage Offer Campaign – Part 1

When we are using the Investment Dominator Real Estate CRM there are a lot of useful tools to help you mitigate steps in your processes. For instance, when sending out your bulk campaign offer letters you don’t have to use tags, you can use the following Custom Statuses, Custom Document, and a Recurring Task. We also have articles on these individual topics, but for now, let’s cover this. 🙂

Step 1: Understanding the Deal Flow

Before we jump straight into how to manage offer campaign emails it’s important to understand Stage vs Statuses which we have an article about here. This is important to follow the diagrams prepared for this conversation. Now let’s first take a look at the deal flow to help us understand the process.

Starting with our first row you can see the default deal flow setup which takes us through our process without the statuses behind it which can be customized (we will go over this later). It starts from left to right with the last stage being a sold property.

By now you should be familiar with this process, but if not then fear no more let’s break this down even further with the statuses behind each stage.

Step 2: Understanding Stage vs Status

So you can see above just how these stages which are listed in Bold set up a direct path through our statuses so they are all connected steps in the process. We first go into prospects that originally send a Prospect Neutral Letter this then turns into a Mailed Letter 1 before then turning into the Offer Request Stage and becoming Pending Preliminary Research status.

So the way you want to think about this process is we are essentially going from Stage to Stage, but we must pass through the statuses in order to complete each stage. Please keep in mind these are the default statuses and can be customized. So after ‘Pending Preliminary Research’ status is done we are able to then complete the Offer Requests stage to then take us to the Offers Made. This Stage contains multiple statuses depending on what type of agreement you send out. For example, Offer Sent is used if you send out the Offer Package, Options Sent is used if you send out Options, and Blind Offers Sent is used if you send out Blind Offers. If the owner accepts offer or option then this takes you to the Buying Stage. Then as we close on the property we move the record into the ‘Open Escrow Status’ which will allow us to enter the best part of the process.

The Selling Stage then presents us with our final Buying status being moved into the Complete/Ready to Sell status from there we can complete the process and move into the last stage and status which is Sold. Then Hooray we completely walked through the deal process flow and can discuss more custom statuses for all your needs such as multiple Mailed Letter, or multiple Offer Letter Sent. Please continue onto Part 2 for a more detailed explanation of how Custom Statuses Work.