Follow

What is Automation

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)

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk