Automation Dashboard - Weekly Inspection Time Email

This guide will step you through setting up and editing the Weekly Inspection Time automations in the Automation Dashboard.

Go to Productivity > Automation

Click on the Weekly Inspection Times: Sales or Rental Automation card

Toggle On Enable

Enter From Email and Name: These fields will automatically have the office name and email address. You can overwrite these if required.

Subject: This is the field recipients will see in their inbox. This will default to 'This weeks Sales/Rental inspection times' but this can be overwritten if required.

Send: Select the day and time that you want the email to be delivered.

Template: The default template looks like the screenshot below (with your logo and contact details) This template can be customised by clicking on the Custom toggle.

By default the email will include Inspection times within 7 days of the selected email send time. If you'd prefer to show only Inspection times up until Sunday 11:59pm following the send time, the template can be updated. Please contact support if you require assistance or have any questions.

Send Test: There is an option to send a test email which will bring up another box to enter the email address(es) to send to

Click Save

Only contacts that are subscribed to receive this information will receive the email. The screenshot below shows the 2 boxes that need to be ticked (within Edit Contact)

Recipients can update their subscription or unsubscribe for receiving these emails by clicking on the unsubscribe link in the email footer