Marketing FAQ's

REIPro's Marketing 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.  When you create a Marketing Campaign, you can skip trace the owners phone numbers and email addresses, order postcards, or send letters.  Then you can get the deal started.


To add leads to a Marketing 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 Marketing 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 Marketing Campaign in the Marketing Campaign dashboard.  From here, you can choose to skip trace the leads, 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 bulk skip trace a campaign?

A:  Once you create a Marketing Campaign, you are able to bulk skip trace all of the leads in that campaign.  Click on Actions to the right of the campaign, and then click on Skip Trace in the drop down menu.  All bulk skip tracing uses 1 credit per lead, and returns the top 3 phone numbers and all email addresses of the owner.  A pop up window will appear confirming how many credits will be used to skip trace your campaign, and will give you the option to purchase more if you need it.

 Q: How do I run a skip trace report on a property?

A:  There are 2 ways to run a skip trace on a property. You are able to run a bulk skip trace on any Marketing Campaign in your Marketing tab.  Bulk skip tracing uses 1 credit per lead, and gives you the top 3 cell phone numbers, top 3 landline numbers, and all email addresses for each owner. 
Additionally, you are able to run a skip trace on a single property in your Properties tab. On the property details screen, scroll down to where you see the 10 Step Workflow System, click on Step 2, and then click on Skip Trace. This will return a more detailed report, and uses 2 credits. This report search looks for:
  • All landlines and cell phone numbers, as well as unlisted numbers. 
  • Any email addresses and physical addresses associated with the owner.
  • Nearest relatives and their phone numbers and email addresses
  • It will also give you the approximate age of the owner and tell you whether or not they are deceased

 Q:  How do I order post cards?

A:  In order to send post cards you will need to first create a Marketing 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 Marketing tab.  Then you can either print out letters by selecting Print Letters in the drop down menu, or you can order postcards by clicking 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 Marketing 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 Marketing 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 Marketing at the top of your screen. Here, you will see your campaigns. To export, you would choose Export from the dropdown Action menu.  This will export your leads a .csv file. 


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

Note:  If you have skip traced your campaign first, you will also get the first 3 phone numbers and all email addresses when you export your leads.

  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 Marketing 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.



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 Marketing dashboard, and to the right of the campaign click on View under the Action drop down menu. 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 Marketing.  To print letters in Marketing, click on the printer icon in the Action menu 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 Marketing 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 Marketing 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 select Duplicate in the Action drop down menu.  This will duplicate the campaign and automatically put the Copy in your Active Marketing 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 select Duplicate under the Action drop down menu.  Now it will be back in your Active Marketing Campaigns dashboard, where you can order post cards. 

Q:  How can I Merge Campaigns?

A:  Click on Marketing at the top of your screen to get to your Marketing Campaigns Dashboard. Click View in the Action drop down menu next to the Campaign you'd like to merge.  Then, select all of the properties by clicking the top check box.  Then, click on Bulk Actions at the top of the screen and click “Move Selected to Different Campaign."   Select which campaign you would like to move them to and click on “Move Selected."


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