How to Create a Custom Contact-Us Page For your Selling Site

Did you know that when working with our Custom Selling SiteTheme Option You are able to create custom page templates? Like for example, a Contact Us Page will allow you to display something like shown below:

You may have noticed that if you try to do this now within your selling site responding with an error that looks like this:

Let’s walk through the steps as to how we can update this in order for our selling site to display the Contact Us page which could not be done without a custom theme. Keep in mind for any of you creating custom themes you will be able to do this to your own theme, but we are using the one Investment Dominator provides for this example.

Step 1: Download the Updated Selling Site Theme

Download this updated Selling site custom theme option which can be found here this will also have instructions on how to download the theme. If you already have this previous version of the selling site theme on your computer please delete it.

After having the new theme on your computer do not upload it into Investment Dominator just yet. Your downloaded file will be in a compressed zip folder, extract this information to your desktop or even your downloads like this:

Then you will see the new screen popup after extracting to your downloads if it does not please locate where you extracted the zip folder.

Step 2: Use a Code Editor

There are many choices for code editors out there but a good open-source tool that we use in this example is called notepad++ which can be found here. With this installed you can then right-click on the

Make sure within your contact-us.html starts with this code at the top

[custom_page_template name="Contact Us"]

This will allow you to then create a custom page within the Investment Dominator to then display the code we have generated.

Step 3: Create a New Custom Page in Investment Dominator

So now that we have the required code done and updated you can then go back to the folder in step 2 and now we want to change it back to a zip folder so we can import it into Investment Dominator:

Now after you have this imported into your Investment Dominator we can focus on creating that new page to match our code for the Contact-us Page.

First, go to your Customize Section

Click on Website Pages and Posts

Click on Add Page

For Website choose Selling Website

Load Custom Theme Page select the theme we just installed

Page Status set to Public

Then just give it a page name like contact us this will convert the page URL to be contact_us

Once done you can preview your site directly before moving forward and adding it to your selling site.

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Step 4: Enable the Page on Selling Site Menu

If you notice anything wrong with your selling site please reset your selling site menu to default

Now go back to the Customize section, but this time go to Website Settings Selling and click on the first option to edit the selling site menu.

Remember the name for the page we just created? You will see this show up in your header and footer menu under not set.

Drag and drop both contact us onto the set section with this done update your site and then review the results

Now going to your selling site will allow you to click on the contact us page which will now open for your selling site.

Zapier: How To Connect The Investment Dominator To Ring Central

What Is Zapier?

With Zapier you can easily connect and share data to and from the Investment Dominator with over 2000+ other web apps and SAAS systems. A complete app directory can be found at: https://zapier.com/apps

In this article, we are going to explain how to connect the Investment Dominator to Ring Central to generate a sales document, but first, let’s talk a little about Ring Central…

What is Ring Central?

Ring Central provides calling features that have been designed to give you a flexible, mobile, and powerful cloud phone system. Choose from a variety of available phone numbers, install our apps on your desktop computer, smartphone, or tablet, and improve communications with call forwarding, Call Flip, and more.

How To Connect The Investment Dominator To Ring Central

Step 1 – Create The Zap Workflow:

First, log in to Zapier.com, then from the dashboard and under the ‘Create your own workflow‘ section, search for “RingCentral” under the ‘Connect this app…‘ field.

Under the ‘with this one!‘ field search for “Investment Dominator“.

Under the ‘When this happens…’ field select ‘Call Ended‘.

And under the ‘then do this!‘ field select ‘Post Contact‘:

Click the ‘Try it‘ button to continue with the setup.

Step 2 – Connect To Your Ring Central Account:

Click the ‘Sign in to RingCentral‘ button then log in to your account.

Once logged into RingCentral through Zapier you will be prompted to make a test pull of data. If there is no existing call on your account hit ‘skip test‘, this will generate caller information as an example that can be used for testing.

Step 3 – Connect To Your Investment Dominator CRM:

Click on the ‘Sign in to Investment Dominator‘ button and then in the allow popup, enter in your API Key and App URL then click the ‘Try Connection‘ button.

NOTE: You can get both your API Key and App URL by logging into your Investment Dominator account as an Admin (with API Permissions enabled) under the ‘Profile> API Credentials‘ section.

Once done connecting make sure under ‘Action Event’ is Post Contact.

If everything looks good, click the ‘Continue‘ button

Step 3 – Setup The Zap Action

Please note for this part of the zap to work properly, you will need to have a property in the complete and ready to sell status. Then you will attach this property to your record in the marketing tab in order to populate on your zap.

Under the ‘Type’ field select which record type applies to you, in this case, we want our buyer so we input number 2 for ‘Buyer’.

Under the ‘Contact Id’s‘ field select the buyer record.

The last required field is the ‘First name’ and the rest are optional

Complete this mapping processes for every field that you would like to transfer data from then click the ‘Continue‘ button at the bottom of the page to progress to the next step.

Click the ‘Test & Continue‘ button.

If all goes well you will see a message like this:

Click the ‘Turn on Zap‘ button to complete the process.

Hooray! Now, when you end a call in Ring Central your contact will post into your Investment Dominator CRM it will also be automatically sent to your marketing tab by Zapier!

Why is My Website Marked as Dangerous or Suspicious?

If you are reading this article chances are you probably have run into an error on your buying site or selling site.

sometimes this can be a simple fix such as setting up the security for your site which is free thanks to the Investment Dominator.

What we have noticed is that there are some users who experience what seems like a “bad domain”. What this exactly means is when you first buy your domain there is a rare chance where there is a trail of activity from acquiring this domain that was flagged before by google. Which prevents our domain security or SSL from attaching to your site.

This may seem like all hope is lost but there are some options that are presented from the situation:

  • If you own a site marked as dangerous or suspicious: Follow these instructions

https://safebrowsing.google.com/safebrowsing/report_error/?hl=en

  • If you own a site that has been marked with “Did you mean”, “is this the right site”, or “fake site ahead”: Please submit a ticket within Investment Dominator for more support.
  • If you are a software publisher and chrome flags your downloads, learn how to resolve malware issues with your downloads. Follow these instructions :

https://developers.google.com/web/fundamentals/security/hacked/request_review

How The New Prospect Script Creates A Task In Investment Dominator

In the Marketing section of the Investment Dominator when people view your property ads and contact you for additional information the ‘New Prospect’ script allows you to process that lead and actually set up the sale.

Once the ‘New Prospect’ script has been completed the Investment Dominator now creates an actual Task for you to set a reminder to contact your lead at some point in the near future and facilitate a follow-up conversation to close the sale. 

The following illustrates this step-by-step process:

Step 1) Access The ‘New Prospect’ Script

Access the ‘New Prospect’ script by clicking on the ‘Marketing > New Prospect‘ option to activate the Wizard.

The ‘New Prospect’ script allows guides you through the appropriate questions to ask a potential buyer so you can have the best opportunity to close the sale on a given property.

Note: As you answer specific questions in the Wizard, that information is filled into up-coming questions such as [First Name] or [what property are you interested in?].

Step 2) Select A Follow-up Date And Save The New Prospect Information

A crucial step in this process is to select a follow-up appointment date for Investment Dominator to automatically create a Task in the Tasks function and assign that task to your user-id as shown:

Note: The New Prospect record for this lead appears in the Marketing section as shown:

Step 3) Set The Reminder Task To Follow-up

Access the newly generated task in the Tasks section and Edit the record as shown:

Notice how Investment Dominator created the task with the appropriate Title, Description and assigned the task to your User-ID.

Set the Recursion On: field to ‘YES‘ and leave all other fields set to default values (i.e. Daily selection, Every 1 Days) as shown:

Optional – The Start Date: field defaults to have the reminder task pop-up on the day before the follow-up is to occur.  If you want the pop-up reminder to start immediately, you will need to change the Start Date: field accordingly as shown:

Set the Reminder: field to ‘YES‘ and update the Remind Me field to 3 Minutes and press the blue Update Task button as shown: 

This Reminder option will pop-up each time you login to Investment Dominator until you turn this reminder off and press the green Update and Close button as shown:

The Investment Dominator Quick Start Guide Part 2 – Setting Up Domains

Hello and welcome to the second part of your journey with the Investment Dominator. The main topic for today is how you can begin to set up your domains for your buying and selling site. This article is meant to be a gateway to other domain providers which means it will be constantly updated.

If you missed part 1 of the Quick Start Guide on setting up your profile, please click here

If you are wondering the reason for customizing and creating our own domain since we are already provided a default one. You want to remain different from your peers and the best way to do this is by adding a personal flair to your website link. Especially when sending this out to your potential prospects!

Step 1: Register Your Domain and Point It To The Investment Dominator Server

Please note we recommend having separate buying and selling domains. This is simply because they both have two different purposes and in order to keep the flow of traffic to your site regulated for your potential prospects there should respectively be two channels one for selling and one for buying.

Step 2: Mapping Your Domain To your Investment Dominator App

Once the setup has been made with your domain and directed to our server the next step in the process will be to connect it to Investment Dominator.

Go into the customize tab on the Investment Dominator and go into your Website Settings – Buying from this section you will be prompted with an option to change your domain. Go ahead and click on this so we can register your new domain.

Go ahead and enter your new domain information for your buying site and if you made sure to connect your C-Name record with Investment Dominator click the check box below. From there hit the next button to confirm your domain name.

Step 3: Secure Your New Domains

Now after you confirm you will be prompted with a screen telling you your domain was changed and instead of just clicking okay we want to hit the Click Here To Secure Your Domain button. A lot of people miss this step so if you happened to click away, go into Customize -> Website Settings – then under the buying site domain there should be a button like so in the picture above which says Secure Your Domain.

Then you will be presented with a screen that looks like this enabling you to generate your SSL provided by Investment Dominator which will secure your website so you can have even better search optimization for your Buying or Selling site.

Then there you have it you have officially set up your Domains and have redirected them onto the Investment Dominator. Not to mention your sites are also now secured allowing for search engines to quickly prioritize your site rather than if it was not secured. The next step of this journey is Quick Start Guide Part 3 which is all about Customizing you can find this here. While you are still at the start of your journey with the Investment Dominator If you run into technical problems you can also message using the help function provided. For more information on where to find this check out this article here.

The key to realizing a dream is to focus not on success but significance, and then even the small steps and little victories along your path will take on greater meaning. – Oprah Winfrey

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.

The Investment Dominator Quick Start Guide – How To Get Started

First off, welcome to the Investment Dominator Real Estate CRM system! We are excited to help you scale your real estate investment business massively with this amazing system.

There are just a few things you need to set up initially to get started so…

Let’s get started!

Step 1 – Setup Your User Profile

First, log in to your Admin Console, the link to this is included in your Welcome/ Confirmation email.

Once you login, it should look like this:

Please note: There is an interactive welcome tour that pops up when you first log in that is designed to get you accustomed to the system. Take a few moments to go through this tour by clicking the ‘Next’ button. Don’t worry it only takes 5 minutes 🙂

Let’s go ahead and take a look at the main navigation bar at the top of the screen, it should look like this:

From this navigation bar, you can access all the main parts of the program which include:

  • Land = Your Land Property Records and Ownership Data
  • Houses = House Property Records and Ownership Data
  • Marketing = Your “Buyers List”
  • Notes = Your Owner Financed Loans and Lease Purchases
  • Tasks = Manage all of your tasks for both you and your team
  • Customize = Customize both your system and websites
  • Websites = Access your buying and selling websites
  • Team = Manage team access into your system
  • Profile = Manage your profile
  • Help = For reference documents or to submit support tickets for any issues that come up
  • Log out = Securely log out of the investment Dominator

So now that we have gotten familiar with the top navigation bar and you have a general understanding of what is accessible under each section, let’s go ahead and dive into the ‘Profile‘ tab.

Step 2 – Creating Your Digital Signature

Click the ‘Profile‘ tab, then under the ‘My Profile‘ section go ahead and fill in some information about yourself. Start with your First Name, Last Name, Email, Phone Number, and Time Zone:

Ok, now it’s time to generate your marketing signature. We say marketing signature because this will only be used on your marketing letters, not on your contracts.

Don’t worry about having to use your trackpad, or mouse to create this either, simply click on the gray ‘Generate Signature‘ button on the bottom-right to generate your signature. Like this:

Simply enter your name to get started.

Then select a font style that best represents you.

Please note, if you choose to change the color to anything other than black there may be additional costs that you incur when you go to print your marketing letters later.

A signature preview should display and if all looks good click the green ‘Insert Signature‘ button to save your generated signature.

NOTE: This signature will only be used for marketing purposes.

Click on the blue ‘Update‘ button at the bottom of the page to save the changes:

Great work so far! We are now hitting the halfway point so let’s get down to business and finish strong!

Step 3 – Filling In Your Company Information

Remember that main menu bar from earlier let’s go ahead and take a look at this again, but this time our focus will be on the tab called ‘Customize‘.

To start let’s focus on the ‘Company Information’ section:

Let’s break this down by first filling out the fields that start with the word “Company”.

NOTE: The information you set under this area should be about your company not about you personally.

Information entered here is going to be used on your website as well as on your letters that get sent out to potential sellers, so let’s do this now in order to populate the system with the correct data for later.

Then when we take a look at the company name section there is one thing to note if you do not have a company name or LLC you can use a D.B.A (Doing Business As).

The ‘Offer Phone’ and ‘Offer Email’ fields are optional, however, we recommend that you use a phone number and email address for your offer package that is different from your main company phone and email.

If you need to set up phone numbers for your business check out this article about how to use Ring Central as an affordable company phone system where you can easily set up multiple company phone numbers from one account.

Also, don’t forget to add your ‘Selling Email‘ address if you would like your sales messages to go to a different email address (this is recommended).

Please note: You’ll want to make sure that your buying information is different from your selling information because you want to make sure the people that sell you land contact a different phone/email than the people that buy land from you.

Next, set the ‘Company Time Zone‘, this is the timezone that your company is in and could be different than your personal time zone:

If you enter in something under the optional ‘Company Notes‘ field this will display on your ‘Buying Website‘ under the ‘Contact Us‘ page. For example, you could enter in something like: “We are open Monday through Friday 9 am-5 pm EST” and that text would then display on your Contact Us page of your Buying Website.

Under the ‘Real estate Agent/ Broker ‘ field select which applies to you:

If you are a Real Estate Agent or Broker select ‘Yes‘ and a short agent disclosure will appear on your marketing letters and on your Buying Website. If you are not a Real Estate Agent or Broker simply select ‘No‘.

Ok, once you are done click the blue ‘Update Site‘ button at the bottom of the page to save your changes.

Congratulations!

We have completed the quick start guide. It’s time now to load some property data into your system and get investing!

Import Data Into The System


Integrations

How To Customize Buying and Selling Site Text Display

On both the Buying and Selling Sites provided in the Investment Dominator system, there is existing default text serving as an introduction to that specific website. You can modify and design your own version of this textual information to convey any messages you deem appropriate.

To customize either of the initial Buying or Selling Site text displayed, this is accomplished by entry of data into the [Buying Site Homepage Text] field.

Changing your Buying Site text display is easy to do, simply go to ‘Customize> Website Settings – Buying> Access Buying Site Homepage Text:‘ field.

Note: Changing your Selling Site text requires you go to ‘Customize> Website Settings – Selling> Access Selling Site Homepage Text:‘ field

Scroll down to [Buying Site Homepage Text] field and enter any text you want to appear when Buying Site Homepage initially displays.

Note: Any text or images found in the [Buying Site Homepage Text] field will automatically prevent Investment Dominator from the displaying the default built-in site text.

Once text has been entered into the [Buying Site Homepage Text] field, Scroll down to the end of the page and click the blue ‘Update Site‘ button to save the changes.

To view the changes click ‘Websites> Buying Site‘:

Your Buying or Selling Site with your new changes will be displayed on a browser tab.

How To Add Public/Private Links On Listings

On land records and listings generated in the Investment Dominator you may have the need to provide additional information for yourself; as well as, potential buyers of property. We use both Public and Private links to accomplish this task as they can provide additional pertinent information for anyone accessing land records or customers perusing your Selling Site to purchase vacant land. Links also serve to keep listings clean and uncluttered with the information being provided.

Execute the following to add both Public/Privates links to any land records:

Step 1) To Create A Public/Private Link “Edit” A Land Record

Note: To create a Private Link a land record can be in any status, while in most instances to create a Public link the land record is in “Complete/Ready to Sell” status. Public links will appear on active listings.

Step 2) Access the [Links] section to add the new link

Once inside the land record scroll down to the [Links] section and press the “Add Link” button.

Step 3) Add either a Public/Private link with associated parameters

Note: Public links will display on any property listings below the property descriptions, while Private links are for personal use and will NOT display.

Enter the Title, Description, URL and Post Vars fields as needed for the new link.

Public Link Example: The following is a simple Public [Google Search] link and will produce an internet google search for entities in the state of “Arizona”.

Private Link Example: The following is a Private [County GIS Site Map] link and will access a GIS County Map for a specific parcel. This link provides information regarding the size, shape and location of the specific parcel as needed.

Step 4) Add Either Public or Private Link For Access

Once all appropriate link information has been added for either a Public or Private link press the blue Add button to generate the link.

Notice both types of links will be added and are active links which can be accessed from within the land record.

Buyers List> New Prospect: How To Process a New Prospect and Qualify Leads

When people view your property ads and contact you for more information about your property you’ll want to process the lead and set up the sale. To do this, click on the ‘Buyers List> New Prospect‘ option to bring up the New Prospect Wizard.

The wizard is designed to collect the name, phone, and email of the prospect as well as collect some crucial information that will help you close the sale and track your marketing results like:

  • What property they are interested in
  • Where they saw your ad (lead source tracking)
  • Why they liked the property
  • What they intend to use it for if they buy it
  • How much they can put down
  • How much they can afford per month

An important part of processing the lead is also following up with them, so the last part of this processing wizard allows you to set a follow-up appointment that is automatically saved under your Tasks and assigned to your user and attached to both this Buyer’s List record and the property the prospect is interested in.

The system also automatically emails a link to your complete property listing to the prospect after you hit the blue ‘Save‘ button to complete the call.

How To Export Your Marketing Records (Buyers List)

The Investment Dominator software stores your data securely in the cloud, but we understand that some of our clients want to be able to personally back up their contact records from time to time.

The best way to do this is to use the built-in “Export” function to create a .csv file of your records.

Here’s how to do it.

After logging into your Investment Dominator app, click on the “Buyers List” tab and then click on the “Export” button.

The .csv file will automatically download, and you can open it using Microsoft Excel.

If this is an option that you would like to take advantage of, be sure make a note on your calendar to export the data regularly so the .csv file you have as a backup is as up to date as possible.

What Is The Purpose of The Marketing Contact List (A.K.A Buyer’s List)?

The ‘Marketing‘ section on the Investment Dominator is where we manage the disposition or marketing/sales side of the business.

Jack and Michelle Bosch talk about this in the Land Profit Generator training program in Session 16: Internet Marketing Basics.

Basically, the Buyers List a list of prospects that you grow, refine, and nurture over time. Since real estate is not an impulse buy, it normally takes a few touches before you sell a property to someone and the Buyers List helps you keep track of these people while they are in that decision-making period.

Here are some helpful articles that talk about the ‘Buyers List’ in more detail, but we also recommend that you watch the Land Profit Generator Module 16 to get the overall concept of this important list.

How to Configure your CRM and Websites

One of the first things that you will want to do after getting access to your Investment Dominator account is to customize the CRM and the websites that came with your subscription.

While the websites have already been built for you, we strongly encourage you to add your personal touch to them so they resonate more with buyers and sellers. You can also add videos to your landing page.

The first thing that you will want to do after logging in is to change your signature (the digital image that will be used on marketing material).

To do so, click on ‘My Profile‘…

tour1

Once inside, you will want to upload an image or your signature (this can be as easy as taking a picture with your phone and emailing it to yourself). Click on ‘Choose File‘, crop your image, and the click ‘Update‘ to save the changes.

sig1

After you have updated your signature, click on ‘Customize‘ to add a personal touch to your buying and selling sites.

Once inside the ‘Customize‘ section, you can add all sorts of information about yourself, your realtor, company notes, and logo. But perhaps the most important part is the actual text that visitors will see when they visit your sites.

At the bottom of the ‘Customize‘ page, you will see two large editable text boxes for your selling and buying websites.

site-text

Anything you type into those two boxes will overwrite the default text. If you want to keep some of the default text, just copy and paste it into the boxes and then make any adjustments that you want to.

If you want to include an embedded video in your website, just record your video and upload it to YouTube. Then, once on YouTube click on ‘Share‘ and then ‘Embed‘.

Click ‘source‘ on the text box and the paste the YouTube HTML code into the box. Then scroll down and click on ‘Update Site‘ to save your changes.

site