You may have noticed some strange things when you first start using the Investment Dominator system. For example, you might upload 1000 prospect records, but when you go to generate your mailing under ‘Land> Campaigns> Prospect Neutral Letter‘ you see that instead of 1000 letters in your mailing you have 958.
Why is this and what is going on?
Here’s what is happening: See out of 1000 Prospect records some of them are situations where the owner owns multiple properties and in that case, we only generate and send one letter to that owner.
So for example If one of the owners in the import file of 1000 prospects owns 5 properties then when we go to generate the mailing we will generate 996 letters. One letter for each owner that owns one property and one letter for the owner that owns five.
When you have the Paid Data Service enabled on your account only the Super Admin is given the permission to Import data from the Data Service initially.
If you would like to grant access to the Data Service to another user on your team you can do that by following the steps below…
- Log in as the Super Admin (this is the account that your billing is attached to)
- Navigate to the ‘Team‘ tab.
- Click on the ‘Edit‘ link next to the team member you would like to set the permission for.
- Set the ‘Allow Import From Outside Data Service‘ to ‘Yes‘
- Click the ‘Update User‘ button at the bottom of the screen to save the change.
We have received this question, and maybe you have noticed it to.
Each record has an id number…
… but when you generate your mailings, you will see that printed number on the envelope and letter is different.
What in the world is going on?
The Investment Dominator was designed to keep your records organized even in the rare case when one owner has multiple properties. So the number that you will see on the mail deals page is the PROPERTY ID, and there might be multiple property IDs for each owner.
The number that prints out on the generated documents is the OWNER ID unique to each individual.