Automation with rezora allows you to set up a handful of event triggers that will prompt one of several action options.
These events can include...
Listing Automation Events, such as:
- New Listing
- Sold Listing
- Listing Price Change
- Open House (if available in your listing data feed)
Contact Automation Events, such as:
- New Contact
- Home Anniversary
- Birthday
Holiday and Seasonal Events
For each event type your rezora admin, usually a member of your marketing team, must first set up some default settings to be used for each of these events.
Listing Automation Actions:
When a listing event occurs, you can choose to take one of the following actions for that contact:
- Email: Send Immediately - an email will be sent to a list of your choosing, using a template selected by your marketing team (usually one that includes the listing information/images -- feel free to preview the template to see what will be sent)
- Email: Approval Required - an email will be created for the listing, to be sent to a list of your choosing, however, you will be required to manually approve the email before it is sent.
- Email: Send after 3 hours - an email will be sent to a list of your choosing, using a template selected by your marketing team, after a 3-hour delay from the event itself.
- Notify me only - You will be notified via email when the event occurs
Contact Automation Actions:
When a contact event occurs, you can choose to take one of the following actions for that contact:
- Email: Send Immediately - an email will be sent to the contact, using a default template selected by your marketing team.
- Email: Approval Required - an email will be created to send to the contact, using a default template selected by your marketing team, however, will require your approval in order to send out.
- Email: Send after 3 hours - an email will be sent to the contact after a 3-hour delay, using a default template selected by your marketing team.
- Notify me only - you will be notified via email when the contact even occurs. This notification will be sent to the username for your account.
- Add to Drip Campaign - The contact will be added to a drip campaign, the drip campaign being one chosen by your admin. *This feature is only available if your company has the Drip Campaign feature.
- Add to List/Sphere - The contact will be added to a list or sphere of your choosing, will have a default Sphere selected by your admin.
For more information please see these articles below:
Setting up Automation Templates
Setting Up Automation And Template Requirements
How do I set up Automation? (for agents)