Outside Data Service – FAQ’s

Since we launched our new import Paid Data Service, there have been some great questions submitted to us from Investment Dominator users and we want to take a moment to address them here.

  1. Are we able to integrate our existing DataTree account with the Investment Dominator?

    No, while our Paid Data Service does pull data from DataTree in the background you cannot connect it with your individual DataTree account.

    If you have an existing account with DataTree you can still export that data from your account with them and then import that data that is manually processed by you into the Investment Dominator via our ‘Upload Import CSV File‘ option.

    For more information about that see our user guide article on how to import data via a. CSV file.
  2. Can you transfer accounts from DataTree to Investment Dominator?

    No, because we use a corporate account to integrate with DataTree and an individual account cannot be used in its place.
  3. How do I get started with the Paid Data Service?

    You must first select one of our paid addon plans for the Paid Data Service under the ‘Land> Import> Get Data From Our Outside Data Service> Select New Data Criteria‘ screen.

    NOTE: You can pull a record count based on your criteria prior to upgrading to a paid account, but you will not be able to import those records until your account has upgraded with a paid addon.
  4. What is the fastest way to learn more about our Paid Data Service?

    Navigate to our user guide located under the ‘Help’ tab of your Investment Dominator system or by going directly to https://user-guide.investmentdominator.com search for the keyword “Data” in the search bar, or click on the ‘Data’ tab.
  5. How much does the Paid Data Service cost?

    We have three main affordable plans to choose from:
    $47 per month gets you access to up to 470 records per month.
    $97 per month gets you access to up to 1385 records per month.
    $147 per month gets you access to up to 2450 records per month.

    Contact Sales at 1-(602)-712-0182 if you need access to more than 2450 records per month and they can set you up with a custom plan based on a cost of $0.06 per record per month.
  6. How can I upgrade my Paid Data Service subscription to a different plan?

    Simply contact your concierge, or call our sales line at 1-(602)-712-0182.
  7. Can I just purchase a set amount of records vs. having a monthly subscription?

    At this time, we only have monthly subscription plans. You can purchase a list from other 3rd party list broker services and then filter and process it into a .csv import file and upload that into your system.
  8. Do unused records roll over to the next month?

    No, your Paid Data Service record limit resets at the beginning of each billing cycle and any unused records do not roll over to the next billing period.
  9. What is your cancellation/ refund policy on the Paid Data Service Integration?

    You can review our cancellation/ refund policy here under the ‘Subscription and Memberships’ section.
  10. Are more Advanced Filters and Options going to be added to the DatatTree Integration?

    Yes, you can review the list of planned updates here. Some updates are dependant on what our Data Provider allows, however, we are working closely with them to try and make more options available to us so more features can be rolled into our system.
  11. I want more Data Service options what do I do?

    We want to hear all your feedback about this new integration (good and bad), but please submit all feedback and feature requests through your Investment Dominator system under the ‘Help> Suggest A Feature‘ section. This allows us to effectively organize the requests on our end and focus our efforts on the most requested items from all our users in our planning and development of upcoming system updates.
  12. How can I limit the number of records I download from the Paid Data Service?

    After creating your search criteria and clicking ‘Get Record Count‘ look for the field ‘Limit Size of Mailing‘ then input the number of records you wish to choose out of your limit.
  13. I Added the Paid Data Service To my account, but I still cannot pull a list, what do I do?

    One thing to note is that the permissions for the Outside Data Service are only assigned by default to the Primary (or Super Admin) of the account. This means that if you have a team of 5 people on your account only the primary will be able to pull the data unless you specifically assign the ‘Allow Import From Outside Data Service‘ permissions to a member of your team. To do this simply follow the instructions discussed in more detail here: https://user-guide.investmentdominator.com/datatree-user-permissions
  14. I need help with the Paid Data Service what do I do?

    The first thing to do is log into your Admin Console and click the ‘Help‘ tab then do a quick keyword search under the ‘Search Our User Guide‘ section to see if we have a User Guide Article already that covers what you need help with.

    If you don’t find a User Guide article or still have questions, send us a message under the ‘Create A New Support Ticket‘ section and we will be happy to help you figure out a solution, take a look at your account, and troubleshoot issues as needed, or point you to training resources that answer the questions you have.
  15. If I pull a partial list from a county then come back later and pull the rest does the system ignore the ones I already pulled previously?

    Yes, but only if you had previously pulled the original dataset through the DataTree Integration, choose a ‘Saved Criteria/Previously Saved Criteria’ and also the ‘Exclude Previously Imported Records‘ option is set to ‘Yes‘ when you subsequently pull data from that same County.

    Note: If you try to import from the same County again and not use the ‘Exclude Previously Imported Records‘ option, you might be pulling the same records you had already imported before. This will spend a lead on a duplicate record.
  16. How is Market Value determined? Is it really Assessed Value?

    DataTree provides a data point called Market Value and for the majority of Counties in the United States, they have data for that. According to DataTree, they generate that value based on sold data from the County to determine the market value. In some cases, however, this data point is empty, and in those scenarios, the fallback in our system is to reference the Assessed Value instead.
  17. Do we exclude owners that own more than one property?

    Currently, we do not do this by default however if you click ‘Advanced Filters‘ you can set the filter called “Include owners with multiple properties?” to “No” and then it will exclude those owners.
  18. How old or fresh is the data is from the Data Service?

    It varies by County. Generally speaking, it is up-to-date because DataTree data is used by Title Companies such as First American Title to assist them with their closings however, it is not a real-time feed from the County. One of the upcoming features we want to add to our integration is to provide our users with the exact date that DataTree last refreshed the data in the selected County. At this time though this data is not possible to display on our screens.

How To Effectively Report Technical Issues For Support

When attempting to report Investment Dominator related issues to our Technical Department for support, there are 2 efficient methods of accomplishing this task so the Technical group is clear regarding the issue being reported.  Using the [Create A New Support Ticket] function in the Help section of Investment Dominator is our starting place.  There are 2 methods to effectively communicate support issues to our Technical Department.   

Method #1 – Screen Shots attached to support tickets.  Method #2 – A short video of issue being sited attached to support tickets.

Use the ‘Create A New Support Ticket‘ function when reporting Investment Dominator related issues for support.

To create a support ticket in the system go to ‘Help> Create A New Support Ticket’…

To capture a screen shot or record a short video of an issue for a support ticket, install a FREE version of the ‘TechSmith Capture‘ tool using the following link – https://www.techsmith.com/jing-tool.html. Press the blue Download or Free Download buttons to install the ‘TechSmith Capture‘ tool as shown:

Once the FREE version of the ‘TechSmith Capture‘ tool is successfully loaded onto any computer, the Capture function appears.

In order to capture an image of any screen on your computer select the RED Capture button as shown:

Note: Use the TechSmith Capture cross-hairs to select the appropriate Investment Dominator screen being captured.

On the following display, select the Capture Image Icon to actually capture the image for editing as shown:

Method #1 – Attach A Screen Shot Of Issue

Example: If there was an issue with Tagging A Record in Investment Dominator it will communicate effectively to attach a screen shot of the issue as shown:

  • Steps To Attach A Screenshot Are As Follows:
    • 1) Activate the TechSmith Capture function or any other snipping tool installed on your computer and attach 1 or more screen shots.
    • 2) Use the TechSmith Capture cross-hairs to select the Investment Dominator screen being captured
    • 3) Save the the screen shot in an appropriate folder on your computer for access.
    • 4) Go to ‘Help> Create A New Support Ticket’…
    • 5) Complete entry of Issue, Platform You Use, Browser You Use, Priority and press the ‘Choose File‘ function to import saved screen shot(s) of issue.

Method #2 – Create A Short Video Of Issue Sited

If a short video is needed to capture an Investment Dominator related issue, you can also use the Free TechSmith Capture tool to generate a recording.

  • Steps To Record A Short Video Of Issue Are As Follows:
    • 1) Activate the TechSmith Capture function or any other snipping tool installed on your computer, (with video capability).
    • 2) Use the TechSmith Capture cross-hairs to select the Investment Dominator screen being recorded.
    • 3) Select the Recording Icon to display the recording control panel, (see C TechSmith Recording Icon) below.
    • 4) Select the RED (record) button to begin the recording. System will display ‘3’… ‘2’… ‘1’ and begin recording your voice and your screen (see D TechSmith Capture Recording Start) below.
  • To Stop video recording…
    • 5) Once the video of issue has been recorded, press the blue Recording Stop button as shown:
  • To Upload video to Screencast…
    • 6) Press the blue Upload to Screencast button, (in lower right hand corner) to generate video link for attaching to support ticket as shown:
  • To copy video link…
    • 7) In the ‘Upload Complete’ section, to copy video link press the COPY button and then blue OK button and paste this link into your Help Desk Ticket (in both Issue Description and Link To The Issue field as shown:

Final Step – Press Blue ‘Create New Ticket’ Button

System Terminology Changes

We made some updates in January of 2020 to the system in terms of what we call things to help clarify their function and allow for more space in the design so that we can add all the new features we are planning in the years to come: These terminology changes were:

  • Land Deals‘ changed to ‘Land
  • House Deals‘ changed to ‘Houses
  • Buyers List‘ changed to ‘Marketing
  • Customize Site‘ changed to ‘Customize
  • My Sites‘ changed to ‘Websites
  • My Team‘ changed to ‘Team
  • My Profile‘ changed to ‘Profile
  • The bulk ‘Generate Documents‘ changed to ‘Campaigns‘.
    NOTE: The select ‘Generate Documents‘ option stayed the same.
  • We added a new tab called ‘Notes‘ for seller financing.
  • We removed the ‘Customer Care and Training‘ box from the Dashboard and replaced it with a new Notes section.
    NOTE: You can still access the customer care and training under the ‘Help‘ tab of the menu.
  • We added a new section under ‘Customize> Note Settings‘.

NOTE: We will be updating the user guide articles over time to reflect these changes; however, until they are updated you may see the old terminology referenced in the article content, screenshots, and attached training videos.