Direct Mail FAQ's

REIPro's Direct Mail feature is an integral part of marketing to your leads.  When you run a lead search in LEADPro, you could have hundreds or even thousands of potential leads that you want to market to.  Instead of taking the time to search for phone numbers for each owner, you could market all of those owners more efficiently by creating a Direct Mail campaign.  Then you can wait for the interested and motivated sellers to contact you and get the deal started.

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To add leads to a Direct Mail campaign from LEADPro, select the leads you want by checking the boxes to the left of the leads, and then on the left under the Direct Mail section, choose which campaign to add them to or create a new campaign.  Then click the Add Selected Leads button.

Now your leads are in an Active Direct Mail Campaign in the Direct Mail dashboard.  From here, you can choose to download and print letters from one of our letter templates, or you can order post cards.  REIPro is equipped with a full printing department, and with over 90 professional post card designs or the option for you to create and upload your own, we can get your post cards printed and mailed for you.

 Q:  How do I order post cards?

A:  In order to send direct mail you will need to first create a Direct Mail Campaign. If you are searching for leads in LeadPro, you can create a campaign from the menu on the left.  Once you have created a campaign, click on the Direct Mail tab.  Then you can either print out letters by clicking the printer icon to the right, or click the paper airplane icon to order postcards. You can see the prices for the post cards when you click on See Pricing Guide.  You need to have a minimum of 8 properties in your campaign to order postcards. We have also provided several short videos in the Direct Mail section of the Help Center that will walk you through each of these steps. 

Q:  How do I export leads?

Exporting is done through the Direct Mail dashboard. You would first need to add the leads into an existing campaign, or create a new campaign.  Once your leads are in a campaign, click on Direct Mail at the top of your screen. Here, you will see your campaigns. To export, you would click on the icon that looks like a downward facing arrow in a circle under the Actions column. This will export your leads a .csv file. 

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Q:  What information do I get when I export leads?

A:  When you export leads, you get public information that is on file from the county tax assessor office, in addition to REIPro's Potential Equity and Estimated Value.  You would get: 

-Property address
-Owner's name and owner's mailing address (if different than property address)
-If it's owner occupied
-Bedrooms and bathrooms if they're reported
-Last sold date
-Last sold amount
-Square footage
-Total open loans
-Auction date if applicable.
-The County the property is in
-Parcel Number of the property
-Property Type
-Foreclosure Notice Type (if applicable)
-Foreclosure Recording Date (if applicable)
-Campaign Name
-Campaign Type

  Q:  How do I import my own leads? 

A: To import leads, make sure that your file is in a .csv or .txt file.  Click on Direct Mail at the top of your screen, and then click Import Leads. Then you would map the columns, making sure that each column has a different header name. 

When you map your file to come into REIPro, you need to choose either to map just the column with the full address, OR the columns with address number, street name, etc.   Additionally, keep in mind that the system is needing you to map the physical address of the property and the owner's mailing address, and these need to have different column headers.  For example, for the owner’s address you would choose “Owner State," "Owner City," and "Owner Zip,” and for the property address, you would choose “State," "City," and "Zip."  Your leads will not import if you choose a column header more than once.

Required Fields for Mapping when importing:

The following fields are available for mapping when importing. The fields in red are required. You can not map both Street Number AND Street Name and Street Address at the same time. You either map Street Number/Street Name OR Street Address, but not both. This applies to Owner Address information as well.

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Q: How do I move leads from a campaign to my Properties tab?

A: To move leads from a campaign to your properties, you would need to go to your Direct Mail dashboard, and to the right of the campaign click on the magnifying glass. Then select which leads you would like to move. Then you would click on Actions and click on Add to Properties.

Q: What is a drip campaign?

A:  A drip campaign is when post cards are sent to a portion of your leads at a time, spread out over a few weeks, until all of your leads receive post cards.

Q: Where would I find letters in the software?

A: You can generate letters in Step 2 of a saved property, Step 4 of a saved property, and in Direct Mail.  To print letters in Direct Mail, click on the printer icon to the right of a saved campaign, and you'll see the letter templates.  You can also upload your own custom letter to use within the software.  You would find instructions on how to do this by clicking on Direct Mail at the top of your screen and clicking on My Letters.

Q:  Can I edit one of REIPro's postcards to personalize it?

A:  REIPro offers over 90 professional postcard designs for you to choose from, and each postcard has an area on the back where you can add your own contact information.  Altering REIPro's system postcards in any other way is against our terms and conditions.  But we know that some of our users like to get creative, and so we also provide you with a way to upload your own custom postcards.  

Q: How do I upload a custom postcard?

A: To upload a custom postcard, you would click Direct Mail at the top of your screen, then click Library, then lastly click on My Postcard Library. You will see the option here to on Upload Custom Postcard over on the left side of the screen, and that will take you to a new screen where you can name your postcard and upload the front and back image, and then save.  We also have training videos on that upload screen that are very helpful and walk you through the upload process.

Q:  How can I re-order a campaign?

A:  To re-order a campaign, go to your Ordered Campaigns or Archived Campaigns tab and find the desired campaign.  Then click on the duplicate icon to the right of the campaign - it looks like two pieces of paper.  This will duplicate the campaign and automatically put the duplicate in your Active Campaigns tab where you can then re-order postcards.

Q:  How can I print a campaign after canceling it?

A:  If you want to print a campaign after canceling it you will need to click the duplicate icon.  Go to Ordered Campaigns tab and click the double paper icon to the right of the campaign that you would like to duplicate.  This will put the duplicated campaign into your Active Campaigns tab, where you can then order postcards. 

Q:  How can I Merge Campaigns?

A:  Click on Direct Mail at the top of your screen to get to your Direct Mail Dashboard. Click on the magnifying glass to the far right of the campaign you want to move, and then check the box next to the properties you want to move. Click on Actions at the top of the screen and click “Move to different campaign."   Select which campaign you would like to move them to and click on “Move Selected."

 

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