Lists provide you with a way to view and manage potential customers and properties, by sorting properties into organized groupings.
Lists are created according to the search criteria you select. After you make a list, use My Lists to view and manage lists. Then, you can dive deeper into the property data in each List, by viewing and managing the properties.
To open a List, either:
Open an existing List from the My Lists page, by clicking the number of properties in a List, or
Create a new list by adding criteria on the Discover page.
To open a Property Profile:
Double-click on a property or property icon in your List.
Viewing Properties in a List
When you open a List, there are several features you will see, including:
Actions Menu: select from a variety of actions to take on the properties in the List; this is described further in Using the Actions Menu below.
Filter Menu: allows you to further refine your List; this is described further in Using the Filter Menu below.
List Name: the name of your List is displayed at the top of the window.
Number of Properties: the total number of properties in the List.
View Menu: choose how to display your List View window. Choose between Map View, Grid View, Card View, Split View, and Workflow View.
Using the View Menu
You can choose how you want to view your List, by selecting one of the following from the View menu:
The List View displays your last View menu selection until you select a different view.
Map View
Selecting Map View from the View menu in a List, displays the properties in your List in a map of the area. The Map View provides a visual representation of where properties are located. In the upper-left are the Map Tools, explained below.
Using the Map View, you can zoom in and out of the different property groups. A group is represented as a bubble with the number of properties in each group shown in the bubble.
Hover over a group to see the shape area of the included properties.
Double-click on a group to zoom in on it.
Use the Map Tools to navigate the Map View.
Map Tools
Move map to location: click to type a location in the text box where you want to move on the map.
Zoom In: click to get a closer view of the property map.
Zoom Out: click to get a more distant view of the property map.
Street View: click to choose a map option from the four types available (details shown in image above).
Streetside: click to drop a pin to view a property from the street.
Toddle Autozoom on and off
Current Location: click to move the map to your current device location.
Measure: click to view distances on the map by selecting different points from which to measure.
Draw Map Boundaries: click to access the draw tool to draw search boundaries on the map
Individual Properties
Individual properties are represented with an icon for each property type.
Click on a property icon to display the Property Info card.
You can display the Property Profile if you double-click on the card.
Grid View
After selecting Grid View, from the View menu in a List, the properties in your List are displayed in a spreadsheet format. Using the Grid View, you can easily compare data, as well as easily sort, select, review, and compare individual properties; for more information, see Managing Properties in a List below:
There are several ways in which to manage properties using the Grid View, including sorting properties, modifying columns, and selecting records.
Sorting Properties
Click a column heading to sort the list by that column.
The arrow in the heading indicates the List is sorted according to that column.The arrow direction shows either Ascending or Descending order.
Modifying Columns
Click the Heading menu to modify the following:
Select either Sort Ascending or Sort Descending to change to order of properties in the List.
Click the Columns menu to select from the available column headings that you can choose to display in your Grid View.
Select Reset Columns to return to the default settings.
You can also rearrange columns by dragging and dropping them where you want them arranged in the Grid View.
Selecting Records
You can select records in your List to perform tasks on using the Actions menu. To select the records you want, you can:
Click on a record once to select or deselect it. (Move your mouse off the record to see the change.)
To select a range of records, select the first property, then hold the Shift key on your keyboard, and click the last record in the range.
To select or deselect a record individually, without affecting other selections, press the Command (Mac) or Control (Windows) key on your keyboard.
Card View
The Card View of your List shows an overview of each property, including Person and Property Signals, to help you spot opportunities at a glance.
With each card you can do the following:
Click a card to display the Property Profile.
Click Actions to choose a menu item, your choice is applied to your selected properties.
The Connect button provides links to Make Calls, Send Text Messages, Direct Mail, Email, Mailing Labels, Mail Merge, Custom Audience, Online Ads, Purchase Emails, Purchase Phones, Export to File, Export to Integration for the contact(s) in the List.
Split View
When you select to view the Split View of your List, the Map View is displayed above the Grid View. For specific information on those views, see the sections above.
Workflow View
The Workflow View provides an easy way to define and work through your business processes. By defining the workflow Status names according to the steps in your process, you can keep track of where each property in your List is in the process using Workflow View.
Managing Properties in a List
After opening your List View, you can perform tasks using the Actions menu (explained below) or refine your List according to your selections from the Filter menu.
Using the Actions Menu
You can perform actions either on your entire List, or on only the property records you select.
If you have properties selected, selected actions will affect only those properties. If you have no properties selected but have a filter selected, then actions will only affect the filtered properties. If you have no properties selected, and no filter selected, any action you select will affect your entire List.
Selecting Properties/Records
Click a property once to select or deselect the record. (Move your mouse off the record to see the change.)
To select a range of properties, select the first record, then hold the Shift key and click the last record in the range.
To select properties individually, select each record while holding either the Command (Mac) or Control (Windows) key to select or deselect a record.
Click the Actions menu to view and select the tasks you want to perform. The following are among the possible options, depending on your subscription:
Add to List | Click to add selected records to a Static list. You can add a maximum of 10,000 records to a static list. |
Remove from List | Click to remove selected records from a Static list. You can remove a maximum of 10,000 records from a static list. |
Set Status | Click to select a status you want to apply to the List or selected records. You can set the Status on a maximum of 1,000 records. Choose from the following status options: |
Set Interest Level | Click to select the number of stars you want to apply to the List or selected records. You can set the Interest Levels on a maximum of 1,000 records. |
Add Note | Click to type information about the selected record(s) in a Note. You can add a Note to a maximum of 1,000 records. |
Add Photo | Click to upload photos of the property for your records. You can add a photo to a maximum of 1,000 records. |
Make Calls | Click to use your WAVV subscription with your PropertyRadar account to make calls to contacts in the List. |
Send Text Messages | Click to use a WAVV subscription with your PropertyRadar account to send text messages to contacts in the List. |
Direct Mail | Click to send a printed mailer to the contact(s). Printing and mailing services are provided using our Direct Mail tool. |
Email Marketing | Click to send emails to the contact(s). Create and send your email using our Email Marketing tool. |
Mailing Labels | Click to print List mailing labels. Select your mailing label type from the Attach Report menu, and review the notifications provided. |
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. |
Custom Audience | Click to export your List of potential customers to your Facebook™ or Google™ ad accounts. Follow the steps in the Custom Audience 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. |
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. |
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 Integration | 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. |
Print Report | Click to print out the selected report you choose. Available reports include those listed above in Email Report. |
Email Report | Click to send information about your selected properties to the email recipients you enter. The reports available for you to attach include:
|
Route | Click to create a driving route, so you can easily drive-by your List properties (with a limit of 23 properties). |
Using the Filter Menu
When you are actively managing your List, you can temporarily narrow down the results of your List by selecting a filter to apply.
Click the Filter menu to select the filter you want to apply to your List. You can choose from the following:
Enter a keyword
Type a word that you want to filter by in the text field. County name, Street Address, City, ZIP Code, and First Owner fields are compared to filter for your keyword.
Select Records
The Select Records option provides the various options of how to select records in a List, and provides a method of entering the record numbers you want to select. From the Filter menu, click Select Records to display the following dialog box:
Saved Data
From the Saved Data menu list, select the item by which you want to filter your List from the following options:
Photos: select to display records with photos included.
Notes: select to display records with notes included.
Analysis: select to display records with analysis included.
Documents: select to display records with documents attached.
Status
From the Status menu list, select the item by which you want to filter your List from the following options:
Screen
Take Photo
Contact Owner
Check Value
Research Title
Submit Offer
Ready to Bid
Listed
Purchased
Sold
Interest Level
Select the number of stars from the Interest Level menu on which to filter your List.
Events
Select the event on which you want to filter your List from the following options:
Sold menu allows you to select a date or date range.
Underwater
In Foreclosure
Listed for Sale
TS Auction Today
TS Auction Tomorrow
New Since
In the New Since menu, the Viewed Last date and time is displayed at the top of the menu. Using the calendar, select the date on which you want to filter when properties were added to your List.
Most Recent Call
After making call campaigns using your WAVV account with your PropertyRadar List, you can filter your List by selecting the Most Recent Call menu. From the Most Recent Call menu, you can select
None - filter the List for contacts that were not called in the campaign.
Before and After calendars allow you to choose the date to filter calls by Before or After the selected date.
Date Range - select the dates of the calls you want to filter the List for.
Today, Yesterday, This Month, This Quarter, Last Year, Last 7 Days, Last 30 Days, Last 90 Days, or Last 365 Days - select an option to filter the List for.
Most Recent Text
After sending a text campaign using your WAVV and PropertyRadar subscriptions, you can filter your List by selecting the Most Recent Text option from the Filter menu. The options you can select from include:
None - filter the List for contacts that were not called in the campaign.
Before and After calendars allow you to choose the date to filter calls by Before or After the selected date.
Date Range - select the dates of the calls you want to filter the List for.
Today, Yesterday, This Month, This Quarter, Last Year, Last 7 Days, Last 30 Days, Last 90 Days, or Last 365 Days - select an option to filter the List for.
Most Recent Voicemail
While Ringless Voicemail is no longer offered in any Phone Marketing subscription, you can filter your list based on your Most Recent Voicemail. From the Filter menu, you can select from the following:
None - filter the List for contacts that were not called in the campaign.
Before and After calendars allow you to choose the date to filter calls by Before or After the selected date.
Date Range - select the dates of the calls you want to filter the List for.
Today, Yesterday, This Month, This Quarter, Last Year, Last 7 Days, Last 30 Days, Last 90 Days, or Last 365 Days - select an option to filter the List for.