Welcome to your step-by-step guide for setting up your Investment Dominator 2.0 account and preparing to launch your first mailing campaign. This guide follows the same flow covered in our live training sessions.
Overview
This guide covers:
- Completing your initial setup
- Configuring company and contact information
- Setting up your websites and phone system
- Downloading prospect records
- Sending your first mailing campaign
Before You Begin
Before sending your first mailing campaign, you must complete your system setup. This ensures:
- Your contact information appears correctly on letters
- Your return address is valid
- Your websites and phone numbers are functional
Step 1: Launch the Setup Wizard
When you first log in, you’ll see the Setup Wizard.
- Click Setup
- Follow each section step-by-step
Step 2: Complete Your Profile Information
Fill out your personal profile:
- Name → This appears on your letters
- Profile Picture → Optional (internal use only)
- Email & Phone → Internal use (not public)
- Time Zone → Ensures tasks and timestamps are accurate
Digital Signature (Required)
Choose one:
- Upload a real signature image
- Generate a signature using your name
- Draw your signature
Step 3: Choose How You’ll Use the System
Select one:
- Individual
- Company
- DBA (Doing Business As)
You can start as an individual and update later.
Step 4: Enter Company Information
This section controls all public-facing details.
Company Phone (Important)
Recommended options:
- Virtual phone system (3 lines preferred)
- AI receptionist or call center (optional)
- Minimum: use a separate business number (e.g., Google Voice)
Why 3 lines?
- General inquiries
- Offer negotiations
- Sales calls
Company Email
Options:
- Free email (e.g., Gmail)
- Domain-based email (more professional)
Company Address
This will be your return address on all mail.
Recommended:
- Virtual mailbox service (e.g., Anytime Mailbox)
- PO Box
- Office address
⚠️ Avoid using your home address.
Company Time Zone
Used for:
- Business hours displayed on letters
- System scheduling
Step 5: Configure Your Buying Brand
- Enter your Buying Brand Name (appears on letters)
- Example:
- Your Name
- DBA name
- Company name
Step 6: Register Your Buying Website
You get one free buying domain.
- Enter your desired domain name
- Click Check Availability
- If available → click Register Domain
Tips:
- Keep it short and simple
- Make it relevant to buying land
- Avoid complex spelling
Step 7: Set Offer Contact Details
- Offer Phone → Used only for offer-related calls
- Offer Email → Optional (can reuse main email)
Step 8: Real Estate Disclosure (If Applicable)
- If you are a licensed agent → include disclosure
- If not → select No
Step 9: Configure Your Selling Brand
Keep buying and selling separate.
Why?
Prevents confusion when:
- Sellers see your purchase price
- Buyers see your resale price
Step 10: Register Your Selling Website
Same process as buying site:
- Enter domain
- Check availability
- Register
Step 11: Set Sales Contact Details
- Sales Phone → For buyers interested in your listings
- Sales Email → Optional
Step 12: Review & Complete Setup
- Double-check all details
- Click Complete Setup
You can edit everything later if needed.
Step 13: Generate Your First Prospect List
To download records:
- Go to Prospecting
- Click Wizards
- Select Find Deals
- Choose Data Service
Select Your Target Area
- Choose State → County
Apply Filters (Optional)
Examples:
- Market Value
- Acreage
- Out-of-state owners
⚠️ Important:
Click the Refresh Button after changing filters.
Step 14: Send Your First Mailing Campaign
After importing records:
- Go to Campaigns
- Select your records
- Choose a letter template
- Send your mailing
How It Works
- Letters invite owners to request an offer
- They respond via:
- Phone call
- Website form
Customizing Letters (Optional)
To edit the neutral letter:
- Go to Settings → Campaigns
- Click Add Template
- Paste the default HTML template
- Customize:
- Text
- Logo
- Images
Best Practices
- Keep letters simple
- Send one letter per owner (not per property)
Managing Records
Delete Records
- Select records
- Click Actions → Delete Properties
Recommended Alternative
Instead of deleting:
- Change status to File Closed
This prevents:
- Re-downloading the same records
- Wasting credits
Common Issues
Invalid Address Error
- Check Company Address
- Ensure it’s valid and filled out
Property Not Showing on Selling Site
Ensure:
- Status = Ready to Sell
- Listing is set to Public
Editing Website Footer
Currently requires:
- Switching to Legacy Version
- Navigate to:
- Customize Site → Footer
- Update and save
Next Steps
After setup:
- Import records
- Send your first campaign
- Start handling responses
Need Help?
- Use the Help section inside the platform
- Submit a support ticket
- Review additional guides and training recordings
