Action Plan Triggers

Modified on Thu, 25 May 2023 at 05:06 PM

Action Plans start when s trigger is activated. You determine the trigger when creating the Action Plan. Below is a list of triggers and how they are activated.

Manual


This is the only trigger that is not automated. This is triggered manually by you in the Contact Record.


To activate a Manual Trigger Action Plan, you need to navigate to the Contact Record, click Create, then click Action Plan.



When you find the Action Plan they want to use, they can click the Green Tick




The selected Action Plan will then display under the Action Plans section



You can make changes if they want by clicking the Edit icon, or they launch the Action Plan by turning it on



Auto: Open Home Entrant


This will trigger when an Enquiry Record is created against a Contact Record with SOURCE = OPEN HOME



When creating the Action Plan you can decide if this applies to a specific listing or All Listings.




You can also decide which Status this should trigger for (Attended, Confirmed or Registered).





Auto: Website Enquiry


This will trigger when an Enquiry Record is created against a Contact Record with SOURCE = WEBSITE



When creating the Action Plan you can decide if this applies to a specific listing or All Listings.



Auto: Special Date


When creating the Action Plan you can decide which special date will trigger this Action Plan.



This is connected to the Special Dates in the Contact Record. 

The Action Plan will trigger annually for any contact record that has a matching Special Date.


Auto: New “In-Negotiation Offer” (Buyers)




This will trigger the Action Plan when you create an Offer with the Status = In Negotiation AND clicks on NEXT in Step 2 of the Offer creation process.




WARNING: If you using Linked Records = Offers, some of the merge field might not populate because Action Plan is triggered at Step 2 of the Offer Wizard and not all fields have been completed at this stage.

Auto: New “Accepted Offer” (Buyers)



This will trigger the Action Plan when you create an Offer with the Status = Accepted AND clicks on NEXT in Step 2 of the Offer creation process.




WARNING: If you using Linked Records = Offers, some of the merge field might not populate because Action Plan is triggered at Step 2 of the Offer Wizard and not all fields have been completed at this stage.

Auto: New “Rejected Offer” (Buyers)




This will trigger the Action Plan when you create an Offer with the Status = Rejected AND click on NEXT in Step 2 of the Offer creation process.




WARNING: If you using Linked Records = Offers, some of the merge field might not populate because Action Plan is triggered at Step 2 of the Offer Wizard and not all fields have been completed at this stage.

Auto: New Appraisal




When a new Appraisal record is created, the Action Plan triggers.



Auto: New Buyer Contact




This will only trigger when there is a NEW contact created with the type = Buyer. It does NOT trigger when an existing contact has Buyer type added.

Auto: New Solicitor Contact




This will only trigger when there is a NEW contact created with the type = Solicitor. It does NOT trigger when an existing contact has Solicitor type added.


Auto: New External Agent Contact


This will only trigger when there is a NEW contact created with the type = External Agent. It does NOT trigger when an existing contact has External Agent type added.


Auto: Tag Added to Contact




You can trigger an Action Plan when a specific tag is added to a contact record. This can be helpful if you want one Action Plan to trigger another Action Plan. For example, you might create an Action Plan to auto answer an enquiry for an investment unit which adds the “investor” tag to the Contact Record, and the “investor” tag may then trigger another Action Plan.


Auto: New Listing Match

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