Action Plan Conditions

Modified on Thu, 25 May 2023 at 03:47 PM

Summary


Conditions are used in Action Plans to confirm a particular record has an attribute that will allow the Action Plan to continue to run. If the Record does not contain that attribute, the next Activity will not trigger.


Conditions can be added anywhere throughout the Action Plans.


Conditions

Contact Tag



When the Condition = Contact Tag is selected and Has Tag is selected, then the Action Plan will only continue for that Contact Record IF the Contact Record contains the Tag


When the Condition = Contact Tag is selected and Does not have Tag is selected, then the Action Plan will NOT continue for that Contact Record IF the Contact Record DOES NOT contain the Tag


Listing Type


This Condition is only be available for the following triggers

  • New Website Enquiry

  • Open Home Enquiry

  • New Listing Match




If you have selected another Trigger, the Listing Type option will be greyed out a message will display the cursor hovers over: ‘This condition is not available for the selected trigger’


When selected, the next Activity in the Action Plan will only trigger if the Listing Record matches the Condition. The Type is related to this part of the Listing Record:




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