This guide explains how to properly import properties flagged as Litigators into your 8020REI domain. These records are typically excluded from standard marketing and must be labeled accordingly for legal or strategic purposes.
When to Use This
Use this process when:
A client provides a list of properties involved in legal disputes
You need to tag properties to exclude them from outreach
You want to automatically assign an Action Plan to these properties (e.g., Dead leads or Do Not Contact)
Required Information
Before starting the import, make sure you have the following:
| Required Field | Description |
|---|---|
Property Address | Full street address of the property |
Property Zip | Zip code of the property |
TAG | Must be: Litigator |
Action Plan ID | ID number for an Action Plan (e.g., Dead) |
Phone Number (optional) | Only if provided by the client |
Step-by-Step Instructions
1. Download the Litigators Import Template
Open the template file in Excel
2. Add the Property Addresses
Paste the property addresses provided by the client under the Property Address column
3. Tag the Properties
In the Property Zip TAG column, type:
4. Get the Action Plan ID
To assign an Action Plan to these properties:
Go to the client’s domain
Click “Tools” in the menu
Select “Action Plans”
Search for the Action Plan (e.g., Dead)
Copy the numeric ID shown in the Id column
5. Insert the Action Plan ID
Paste the copied Action Plan ID into the Action Plan column in the Excel file
6. (Optional) Add Phone Numbers
Only if the client provided phone numbers:
Create a column titled Phone Number
Paste each phone number next to the appropriate property
7. Import the File into the Domain
Go back to the client’s domain
Click on “Properties”
Select “Import Property”
Click “Select File” and choose the updated template
Click “Open” to upload
The system will match each address and zip code to existing records and apply the Litigator tag and Action Plan accordingly.
Important Reminders
Ensure the tag is exactly spelled:
LitigatorDo not include duplicate addresses
Do not assign Action Plan IDs without verifying with your Success Manager
If no match is found for the address + zip code, the record will not be updated
Sample File
You can download the “Litigators Import Template” directly from the Import screen in your domain to ensure correct formatting.
Need Help?
If you need assistance preparing your import file or verifying the update:
Contact your Customer Success Manager, or
Email our team at support@8020rei.com
We’ll help you ensure it’s done correctly the first time.