Skip to main content

LoftyWorks Notification

Updated

Introduction

An important part of any productivity tool is notifications. This is especially the case in the real estate world, knowing that timing is everything. LoftyWorks's goal is to enable its users to act quickly regarding important aspects of the system. This is done via notifications that are outlined in this article. 

 

Summary

 

Editing Notification Settings

To manage your notification preferences, navigate to Personal Settings > My User Settings > Notifications > General.

On this page, you can toggle on/off any notifications that you would like, as well as choose the notification methods that you would prefer (email/text/push).

You should be able to add additional email addresses for new contact alerts for the contact owner.

*Please note that some notifications are not available via email/text/push. 

 

Notification Samples

Push Notifications

Here are the different push notifications that will trigger:

Notification Trigger
New Email There is a new email received at the _____@LoftyWorks.me email address or synced from the integrated email account.
Sharing Note Another agent has @tagged you in a note.
Missed Call When you have missed a call to your LoftyWorks virtual number.
Contact Import When your .csv file import or phone contact import is completed
Contact Export When your .csv contact export is completed
New Contact Alert When a new contact has entered your CRM from any source except the manual import.
New Contact Alert (Contact Routing Reassigned) When a contact is assigned to you via a rule in contact routing. Applies to "Next Up" or "Blast Alert"
New Contact Alert (Manually Reassigned) When someone assigns a contact to you manually.
Opportunities When existing contacts generate specific actions. Refer to this article for criteria: Opportunities.
New Task When someone creates a new task with you as the assignee.
Task Reminder Triggered 30 minutes before task start time.
New Appointment When someone creates a new appointment for you.
Appointment Reminder Triggered 30 minutes before appointment start time.
New Message Notification When a contact sends you a text message 

There are three notification types in the CRM .

 

General Notifications

You can access this by clicking on the "bell" icon in the top-right when logged into the CRM.

The notifications will be sorted into the following categories:

  • Contact Alert
    • New contacts, reassigned contacts, and contact import notifications
  • @Me
    • Notes that you have been tagged in
  • Viewing Assistant
    • Notifications about property viewings
  • Progression / Application
    • Progression / Application related notifications
  • Task Reminders
    • Reminders 30 minutes before the task or appointment time
  • Opportunity Notifications
  • Actions
    • The results of a mass action taken on a contact
  • Listing Promotion
    • Listing promotion ad recommendations
  • Unknown Inbound
    • Calls and text messages received from phone numbers that do not belong to any contacts in your CRM.

notifications.gif

 

Email Notifications

The following are the types of email notifications that are triggered in LoftyWorks:

Notification Trigger
Daily Insight Sent to LoftyWorks users every day. Contains a summary of contacts, tasks, and contact activities.
New Contact Alert When there is a new contact entering your CRM from any source except the manual import.
New Contact Alert (Contact Routing Reassigned) When a contact is assigned to you via a rule in contact routing. Applies to "Next Up" or "Blast Alert"
New Contact Alert (Manually Reassigned) When someone assigns a contact to you manually.
 Viewing Request When a contact submits a viewing request
 Leaves a Message When a contact leaves a message

 

Text Notifications

The following are the types of text notifications that are triggered in LoftyWorks:

Notification Trigger
 New Contact Alert When there is a new contact entering your CRM from any source except the manual import.
 New Contact Alert (Contact Routing Reassigned) When a contact is assigned to you via a rule in contact routing. Applies to "Next Up" or "Blast Alert" 
 New Contact Alert (Manually Reassigned) When someone assigns a contact to you manually.

 

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.

Comments

0 comments

Please sign in to leave a comment.