In this article, we’ll walk through how the Investment Dominator 2.0 system captures new leads from your websites, imports new records from Data Service, and sends direct mail campaigns through integrated services such as REI PrintMail or ITI Direct Mail.
This guide covers:
- How your website captures leads
- How to access and manage contact records
- How to import new leads using the Data Service
- How to send letters and campaigns
- Integration options and additional tools
📨 1. How Website Leads Are Captured
When a visitor fills out a form on your Buying Website, such as the “Request an Offer” or “Contact Us” forms, their information is automatically saved in your system.
To prevent spam submissions, these forms include a captcha field — a small test that ensures the form is being submitted by a real person, not an automated bot.
After submitting, the lead is created under Marketing → Prospecting.
Here you’ll see:
- The lead’s name and contact information (email, phone)
- Their message or property interest details
- The source of the lead (for example, “Contact Us Form” or “Request an Offer”)
💡 Tip: If you notice new leads appearing automatically, this is how — they come directly from your public website submissions.
🧾 2. Accessing and Reviewing Contact Records
To view your website leads:
- Go to Marketing → Prospecting.
- Use filters or search to locate a specific lead.
- Click the record to view full details.
All website contact forms feed into this section, whether they came from your Buying Website home page or Contact Us form.
🧭 3. Importing New Leads Using Data Service
If you don’t have an external lead source or CSV file, you can use the integrated Data Service to pull new land records directly into your system.
To import leads:
- Go to Prospecting → Wizards → Find Deals.
- When prompted, select Import from Data Service.
- You’ll see a summary of your Data Plan (e.g., number of free or purchased records available).
- Choose Define New Criteria to create a new search filter.
Setting Up Your Search Criteria
From here, specify your targeting preferences:
- State and County (e.g., Florida → Polk County)
- Filters such as:
- Acreage
- Market Value or Sale Price
- Last Sale Date
- Property Type (Vacant Land Codes)
- Owner Type (Individuals or Companies)
- Tax Delinquent Year
💡 Tip: Use “No” for “Use Standard Filters” to customize your filters in detail.
After adjusting filters, click Refresh to update the record count. This helps you confirm how many properties match your criteria before importing.
🗺️ 4. Using the Map Tool to Target Specific Areas
You can also visually select an area on the map to target specific regions.
To use the Map Tool:
- Click the Map View tab.
- Zoom into your desired state and county.
- Use tools like:
- Polygon Tool – Draw a custom boundary around your area of interest.
- Radius Tool – Search within a set distance from a central point.
- Freehand Tool – Outline irregular areas manually.
- Click Refresh to view the total number of leads within that map area.
📋 5. Reviewing and Importing Leads
After setting your criteria and map selection:
- Click Next to review a Summary Page showing:
- State, County, and Filters selected
- Market Value Range
- Land Use Codes
- Ownership Type
- Review this carefully to avoid paying for unwanted records.
- Enter how many records you want to import (e.g., 10).
- Optionally:
- Add a Tag (e.g., “Training November 10th”)
- Assign to a Team Member
- Add to a Deal Flow (e.g., “Mail Letter 1”)
Once confirmed, the records are imported and available under Prospecting.
You’ll see a success summary showing:
- Number of records imported
- Remaining credits
- A button to View Records
💡 Tip: Tags and assignments help you organize and track your leads effectively.
✉️ 6. Sending Letters Using Campaigns
After importing, you can immediately begin your first mail campaign.
To start a campaign:
- Go to Campaigns.
- Filter by the County or Tag you used earlier (e.g., Polk County or “Training November 10th”).
- Choose your Document Template (e.g., Neutral Letter).
- Click Start Campaign.
Sending Options:
- Local Printer – Downloads a PDF with letters and envelopes for manual printing.
- REI PrintMail – Fully integrated mailing service that prints and sends your letters.
- ITI Direct Mail – External service (requires CSV download and manual upload to your ITI account).
REI PrintMail Options:
- Postage Type:
- Standard (cheapest, ~2 weeks delivery)
- First Class (faster, ~5 days delivery)
- Steps:
- Review and approve documents.
- Confirm your order.
- Make payment.
- Track the campaign’s progress under Mail Letter 1 status.
📝 Note: You can skip trace bad addresses before approving the campaign to avoid wasted mail credits.
🔄 7. Integration Options
Some integrations are still being migrated into the 2.0 system. Currently, you can connect:
- Actum – Automates ACH payment collection from buyers.
- REI PrintMail – For direct mail printing and fulfillment.
- ITI Direct Mail – External service for mailing campaigns.
To set up an integration:
- Go to Integrations.
- Click Setup beside the integration you want.
- Either sign in with your existing account or apply for a new one.
💡 Tip: If an integration isn’t available yet in 2.0, submit a support ticket — the support team can guide you using the legacy version.
🧩 8. Managing Your Buying Site Menu
You can customize your Buying Website’s top menu to include new links like About Us or remove existing ones.
To edit:
- Go to Customize → Buying Site Settings → Manage Buying Site Menu.
- Add or remove pages such as Home, Contact Us, or About Us.
- Click Save.
- Refresh your website to see the changes live.
💬 9. Support and Best Practices
If you encounter missing options or incomplete features in 2.0:
- Submit a support ticket from your account.
- The team can guide you or help you perform the task using the legacy system.
- Complex issues may be handled in a 1-on-1 onboarding session (by request).
Keep attending weekly training calls to learn about:
- New feature releases
- Best practices for land investing
- Workflow optimization