Set up an automation for report subscriptions

Summary

Learn how to create an automation that notifies your team when a user subscribes to a report. This helps monitor report usage and provides greater visibility across your agency.

This article covers:

• Overview
• Create the automation

Overview

The Report Subscribe automation allows you to receive a notification whenever a user subscribes to a selected report. 

You can choose the report category you want to monitor and optionally limit the automation to a specific office or consultant group.

Create the automation

To create a report subscription automation:

• Go to Settings > Automations
• Click + New Automation

• Select Reports as the Trigger Category
• Select the relevant Report Category:
  • Report - Appraisals
  • Report - Contact
  • Report - Sales

• Select the report trigger that ends with - Subscribe

• Click Create

A setup window will appear — make sure pop-ups are enabled in your browser to continue.

• Enter an Automation Name and optional description

• Click the + button below the trigger
• Select Condition
• Select Office or Consultant Group if you want the automation to apply to a specific office or consultant group

• Configure the required condition values

• Under the Yes path, click the + button
• Select Action
• Select the notification type you want to send, such as Notification + Email
• Select the Recipients who should receive the notification
• Enter a Subject for the notification
• Enter the Message content

• Use replacement fields where required to insert dynamic information into the subject or message

Once complete:

• Click Save as draft to save the automation for later
• Click Save & Activate to activate the automation

Once activated, the automation will notify the selected recipients whenever a user subscribes to the selected report.