Introduction

The Automations tab allows you to view and manage automated actions linked to the contact, including Property Alerts and Smart Plans. This tab works closely with the Contact Searches Tab to ensure automation and preference profiles stay in sync.

You can access this tab from: CRM → Contacts → Contact Detail Page → Automations Tab

Summary

• Automations Overview

• Property Alerts

• Smart Plans

Automations Overview

This tab will give you a reference of the Property Alerts and Smart Plans that you have applied to this contact, Smart Plans that have ended or paused for some reason, etc. 

Subscriptions

If you need to resubscribe someone to property alert emails, you can do so from the settings cog wheel. You can also manage whether you want to resubscribe someone to Smart Plan auto-texts/emails via this tab:

Adding New Property Alerts / Smart Plans

Click the "+ Add" button in the top-right corner of the Automations tab and you will see the following options:

Property Alerts

Property Alerts allow you to notify contacts when new properties match their preferences.

Buyer Alert

• Select Buyer Alert to be redirected to the Add a Preference Profile page.

Tenant Alert

• Select Tenant Alert to be redirected to the Add a Preference Profile page.

Smart Plans

Smart Plans automate follow-ups and communications for your contacts.

1. Select Smart Plan to open the New Smart Plan pop-up.

2. The pop-up contains two tabs:

   • Company Plans – Smart Plans available across the entire company

   • My Plans – Smart Plans created by you

3. Use the search bar within each tab to find the Smart Plan you want to apply to the contact.

4. Once selected, click Apply in the bottom-right corner of the pop-up to confirm and apply the Smart Plan.

For detailed information about smart plans, please check Smart Plans Overview.

Property Alerts

On a contact's profile page, Auto Property Alerts will be marked as "Auto Alert" among the property alerts that are manually created. You can edit the settings of Auto Property Alerts to better fit the contact's criteria, but this turns it into a normal/manual property alert, and this type of alert will not adjust to the contact's activity on its own.

You can hover over the property alert to edit or delete it:

Smart Plans

To help you stay on track, Smart Plans are organised into three distinct categories based on their current status:Running, Paused, Completed & Terminated.

In addition to monitoring your progress at a glance, you can manage your plans instantly. Simply hover over a Smart Plan to access the following options:

• Running: Pause, Check Plan Log and Delete

• Paused: Resume, Check Plan Log and Delete

• Completed & Terminated: Check Plan Log and Delete

For more information about property alerts and smart plans, please reference:

• Property Alerts
• Smart Plans Overview

Questions?

If you have any questions about this topic or anything else, please get in touch with our Support Team. You can email us at <Support@LoftyWorks.com> or call us on +44 330 321 3500.