Lists provide you with a way to manage the potential customers and properties that you found in your search. For a video overview, watch Viewing and Managing Lists:

After you create a list, use My Lists to manage and grow your business.

Using My Lists

Select My Lists from the Main Menu to display your lists.

To open a list, click the Property Count number; to view only the newly added monitored properties in a list, click the number of new properties (below the total number) in the list.

List Elements

Each List is displayed as a card, and you can select the various elements in a card to manage that specific List.

Elements of My Lists

Dynamic or Static

There are two types of lists, Dynamic and Static. A lightening bolt icon is displayed in the upper-left of a card when a List is dynamic, a diamond icon is displayed when a List is static.

  • Dynamic Lists are created using your saved search criteria in Discovery, and are updated according to that criteria when you open a list.

  • Static Lists are created by manually adding properties to a list, and do not have criteria.

List Types provides additional information about Dynamic, Static, and Monitored Lists.

List Name

The List Name is in the top middle of each card, and can be changed in List Settings.

List Settings

To open List Settings, click the gear icon. Depending on whether your List is a Dynamic or Static List, the List Settings shown will differ. Get more information on using your List Settings below.

Property Count

The Property Count number in the card indicates the number of properties in the List. Click this number to open the List.

A tilda (~) in front of the property count number indicates your Dynamic List will be updated when you open the list.

Monitored lists show the number of new properties added to your list below the Property Count number. Monitored Lists and List Types provide more information.

Insights

Insights provide additional details about both the owners and the properties in a List. These Insights give a high-level, visual understanding of your List market. Insights are available for Monitored Lists. See List Insights for more information.

Connect

The Connect menu provides the ability to connect with the property owners in a List. Depending on the List, you can use the following methods of connecting:

  • Direct Mail - click to select a printing and mailing service for a convenient connection to a service outside of PropertyRadar.

  • Mailing Labels - click to print List mailing labels. Select your mailing label type from the Attach Report menu, review the notices provided, and click Print.

  • Mail Merge - click to build custom letters, tri-fold pamphlets, or postcards that you print yourself. For more information, the Mail Merge Tutorial steps you through using our Microsoft™ Word templates.

  • Online Ads - click to export your List of potential customers to your Facebook™ or Google™ ad accounts. Follow the steps in the Online Advertising window by reviewing the information, and making your selections in the Platform, To, and Export fields.

  • Purchase Emails - click to purchase email addresses for the contacts you want from your List. The Purchase Summary shows the cost of your purchase for the selected records. Click Purchase.

  • Purchase Phones - click to purchase phone numbers for the contacts you want from your List. The Purchase Summary shows the cost of your purchase for the selected records. Click Purchase.

  • Export to File - click to export your List to a comma delimited (.csv) file, or a Microsoft™ Excel (.xlsx) file. Exporting Data from PropertyRadar goes into further detail.

  • Export to Zapier - click to export your List to a Zapier app to automate day-to-day tasks, and build workflows between apps. See Zapier for more specifics.

Automations

Automations keep you informed of additions and changes to your list. When you Enable Automations, you can set up Triggers that allow for three different types of Actions:

  • Alerts

  • Integrations

  • Management functions

Click Automations to open the Automations window for the List. Review the information in this window to step you through the process. See Creating Alerts and Automations for more detailed information.

List Settings

Selecting the List Settings gear icon in the upper-right corner of a card opens the List Settings window. The List Settings window differs between Dynamic and Static Lists slightly. Dynamic List Settings show the List Criteria, and allows you to share your List with other PropertyRadar users; Static Lists do not.

Changing a List Name

  1. In My Lists, click the List Settings gear icon for the List you want to change.

  2. Select the current List Name, and delete it.

  3. Type the new List Name into the text box.

  4. Click Save.

Deleting a List

When you no longer need a List, you can delete it from My Lists.

  1. In My Lists, click the List Settings gear icon for the List you want to delete.

  2. In the List Settings window, click Delete.
    The Delete List window is displayed.

  3. Click Delete to remove this List from My Lists.

Copying a List

You can copy a list, edit the criteria and name, then save it as a new list to save time with minor changes.

  1. In My Lists, click the List Settings gear icon for the List you want to copy.

  2. Click the Copy button.
    The Copy List window is displayed.

  3. Select one option:

    • Open these criteria in Discover to build a new list, or

    • Copy the properties to a new static list.

Copying Criteria to Discover

  1. You can optionally select to Add Monitoring, Insights & Automations for this new list.

  2. Click Continue.
    Discover displays your criteria from the List that you copied them from.

  3. Remove any unwanted Criteria by clicking the X in the Criteria Selection box.

  4. You can modify the List by selecting other Criteria from the Search for Properties panel.

  5. Once you are satisfied with the criteria selected, click Make List.
    The Make a Dynamic List window is displayed.

  6. Type a new List Name, then optionally select to Add Monitoring, Insights & Automations for this new list.

  7. Click Create.
    Your new List is created, and opened.

Copying to a Static List

  1. In the List Name textbox, you can change the name of this copied List; otherwise the copied List is named List Name Copy.

  2. You can optionally select to Add Monitoring, Insights & Automations for this new list.

  3. Click Continue.
    The new Static List is displayed in My Lists.

Sharing a List

You can provide the List criteria to another PropertyRadar user by sharing a List.

  1. In My Lists, click the List Settings gear icon for the List you want to share.

  2. Click the Share button.

  3. In the Share Criteria window, click Copy link.
    The link is copied, and the window is closed.

  4. In your email tool, open a new message, then paste the link in the message.

  5. Send this email to another PropertyRadar user.
    The recipient can click the link in the email message to open Discover with the same search Criteria selected.

For more information about Lists, see Discover a List of Potential Customers, or Viewing and Managing Properties in a List.

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