Brand New Dashboard Navigation Update

We are excited to announce we have made an update to the Dashboard of the Investment Dominator. This new update will present a hover-over option for the Dashboard Menu Items to now show dropdowns for easy access to fields within Investment Dominator.

NOTE: With this new navigation menu in order to get to the record summary page click the ‘Dashboard’ option under each main menu option.

Also, here is a video example to show you all the ways this has been updated.

How To Edit/Delete Tags In BULK

Tags are used to index Land, House and/or Contact records in Investment Dominator; as well as, to group certain records for future reference. This article will focus primarily on editing or the deletion of existing tags assigned to multiple records in the CRM in a bulk manner.

Note: There is an existing article detailing how Tags and the Tagging Records process works in detail entitled, How Tags and Tagging Records Work In The Investment Dominator CRM.

Create a Tag

To create a tag in the CRM select ‘Customize > Tags > Add Tag button as shown…

Next, enter the new Tag Name and select the blue ‘Add‘ button as shown…

Note: In this example, the Tag will be used to tag land records on initial offers to search for the mailing of 2nd Offers in the near future.

Tag Records

To tag land records go to the ‘Land Deals’ tab and select the records for tagging, then select the ‘Tag’ function as shown….

Select the newly created tag from the drop-down list of tags to be assigned to the previously selected land records and press the blue ‘Confirm Tag‘ button as shown…

Note: This same methodology applies to the tagging of both House and Contact records in Investment Dominator.

System should display Records(s) successfully update message should display!

Editing/Deleting Tags In BULK

To edit/delete a tag in the CRM select ‘Customize > Tags > Scroll or PAGE to the specific TAG for editing or deletion.

Select the ‘Edit’ function to EDIT or DELETE the selected Tag as shown…

Note: The last created TAG will appear on the very end of the previously created tags list.

To Edit the existing TAG make any appropriate changes to the tag and press ‘Save’ function.

To Delete the existing TAG press the ‘Delete’ function.

NOTE: Editing or deleting the tag will remove any reference to the tag in any records in the system even if records were indexed using that tag.

Search By… Tag Option

You can now search all land records by the newly modified tag using the ‘Search By’ function and selecting the ‘Tag’ option. Select the specific tag to filter by and select the blue ‘Search’ button…

Searching by the selected Tag will return all records where this tag, (or modified tag) is now assigned.

If the specific tag was deleted from the system, the tag will NOT be available in the drop-down tags list for selection.

How To Re-Order Statuses and Custom Statuses

If you’ve created Custom Statuses in the system then chances are you would also like to re-order your status such that they make sense in your new customized Deal Flow.

By default, new statuses will display at the bottom of the Status selection list. But you can change the order of your statuses (both default and custom) under the ‘Customize> Custom Stages and Statuses> Sort Status’ screen:

Simply click and drag the statuses around on the preview screen to change the order they should appear in your lists.:

status4

Then click the blue ‘Save‘ button to save your changes.

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.