Automation Dashboard - Automated Property Alerts
This guide will step you through setting up and editing the Automated Property Alerts automation on the Automation Dashboard
1. Navigate to the Automation Dashboard. You can do this by clicking Productivity > Automation from the main navigation menu.
2. Click on the 'Setup" button for the automation you wish to setup/edit.
If you cannot see this setup option, you may not have permission to make changes. Please contact a management user in your office.
When you open this screen you will see that there are 2 types of Property Alerts
- Property Enquiry (this is an enquiry made on a listing on your website, or on realestate.com.au or Domain.com.au
- OFI/Private Inspection (alert is created after someone registers an inspection)
3. Click on the 'edit pen' icon for the responder you wish to setup/edit
4. Select the Alert Type
- Email
- SMS (requires the SMS module active and available SMS credits)
5. Select rule for creating a Property Alert
- Create new Property Alert (always creates a new Property Alert)
- Amend existing Property Alert (will attempt to amend an existing Property Alert on the same property type. If none available, this will create a new alert
6. Set Leeway on Price Limits
This is a percentage amount above and below the Property Alert will be created. This price is from the Display price of the listing
7. Set if you want Property Alerts for New Listings
- Toggling this on means that an email will automatically be sent whenever a listing matches the Property Alert
- Toggling this off will create the Property Alert, but will require the emails to be manually sent
8. Toggle to automation to 'Enabled'
9. Click the Save button
To assist with email deliverability, please our server to your domain names SPF record - Click here to see the help file