Send Letters Wizard

With the introduction of the new wizards coming to the Investment Dominator we wanted to provide a step-by-step solution to help with Sending Letters.

Let’s break down how this will impact how you use the Investment Dominator.

Right, when you start off with this wizard you will notice you are presented with two options:

  1. Use My Own Personal Computer + Printer
  2. Use A Mailing Service

Let’s take a look at both options.

1. Personal Computer & Printer

When choosing this option you will notice a summary listed which will inform you of how many records you have in the prospect status. As well as if there are owners with multiple properties. Then you will need to verify all of the information from your Company Information. Don’t worry you can make these changes directly to the fields listed to you here and they will update for your Mailing.

Now the Wizard will allow you to generate letters under another team member’s account if you are not the Admin. If you are an additional user click on Someone Else on my Team or if you are the Admin you can click on My Profile.

After confirming your information you have some options on how you want to complete your mailing. These options here are preselected, but you have the option to change any if you wish.

For example, if you wanted to add “Or Current Resident” select Yes

, or if you want to have the property reference number on the lefthand side instead of the right select Left Side.

Now review all the changes made and verify the information for all letters generated. Once you can confirm this is all good continue. If not please go back and change any information needed.

Then review the Envelope.

Once done print both your Letters and Envelopes by clicking on Start Print Job.

Once you confirm your mailing is verified you will have completed the process. Your Records will also be moved onto the next status Mailed Letter 1.

2. Use A Mailing Service

Once you click on the option to Use a Mailing Service you will be brought to our REIPrintMail Integration if you have an account. In order to see this screen, you will need to be already signed up within the Investment Dominator If you want to sign up, review the FAQ, or learn how to send a mailing with REI please refer to our article here:

Phone Validation is Now Required

With the launch of our REIPrintmail Integration, we have had to make a few adjustments to the Investment Dominator System. For example, under the Company Phone number fields previously you were able to configure a company phone formatting like this:

1-(555)-555-5555 Ext. 1

With our recent system update, you are required to enter only a valid 10-digit phone number plus country code if this applies to you.

Here is an example of correct formatting:

1-(555)-555-5555
Or…
555-555-5555

Any additional text appended to the number like an extension number will not be accepted.

Please double check to ensure your phone numbers are correct as or you may see number formatting like this if entered with additional text information:

If you need to convey a phone extension we recommend using the ‘Company Notes‘ section or the ‘Letter P.S. Line’. You can also create a custom document that includes information about how to navigate your phone menu.

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/

How To Generate A Direct Mail Campaign With Our REIPrintMail Integration

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.

If you have not yet enabled this integration please first follow the steps in this article to set up the connection between REIPrintMail and the Investment Dominator CRM: https://user-guide.investmentdominator.com/how-to-add-our-direct-mail-service-provider-through-rei-print-mail-to-your-investment-dominator-system/

Before you use the REI Printmail Integration please make sure you fill out all of the information under Company Information within Investment Dominator. Without this you may experience errors when Generating your Campaign.

Ok, 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.

Navigate to ‘Land >Campaigns‘.

Select the ‘REIPrintMail’ dropdown option from the ‘Prospect Neutral Letter‘ section:

NOTE: Currently the REIPrintMail option is only available for the the Neutral Letter Campaign.

A new campaign wizard screen will 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 proceed with your order.

On the next screen, the system will run a CASS Certification check for each of the records included in your campaign to ensure all have a valid mailing address. This typically takes a few minutes, so please be patient.

Once the CASS Certification process has finished you should see an order review screen, that provides 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 listed 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.

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, a proof document of your campaign will appear. Scroll through each letter in your campaign to review:

NOTE: It is important that you review and check the spelling, all company information, recipient information, property information, as well as all design elements for each letter, before approving. Once approved, it is sent to REIPrintMail for production and cannot be canceled, or refunded.

Once satisfied with the letters check the ‘Review/ Approve – Continue With Order‘ option then click the ‘Ok, Continue‘ button.

Next review and approve your envelopes:

And again once satisfied, check the ‘Review/ Approve – Continue With Order‘ option then click the ‘Place Order‘ button.

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://beta.reiprintmail.com

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