Summary
Learn how to automatically send a library email or SMS template to contacts using contact automations.
This article covers:
Overview
Contact automations let you automatically send a library email or SMS template to a contact when a specific event occurs, such as when a new listing is added or an enquiry is received. This ensures timely communication and reduces the need for manual follow-ups.
Configure contact automations
To automatically send a library email or SMS template:
- Go to: Settings > Automations > Contact Automations
- Click +Add to create a new automation or click an existing one to modify
The Add New Contact Automation Trigger window will open.
- Enter a Name for the automation
- Select the relevant Category
- Select the event that will Trigger the automation
- Select the Trigger Office where this automation applies
- Select who the automation applies to in Recipients
- Select Send Email Template or Send SMS Template as the Action
- Select the desired Library Template
- Enter a Subject line (if sending an email template)
- (Optional) Tick Excluding quiet hours to prevent sending during restricted times
- (Optional) Tick BCC sender to send a copy to the consultant
- Select the Default Consultant
- Select When the automation should occur
- Click Preview Template to open the preview window
- In the Preview Email/SMS Template window, select:
- Consultant - who the message will appear from
- Contact - who will receive it
- Listing - the associated property
- Click Submit to confirm the selections
- Click Save to finalise and activate your automation
Once saved, the Contact Automation will automatically send the selected Library Email or SMS Template whenever the defined trigger event occurs.
This ensures your team maintains timely, professional communication with minimal manual effort.