How to add an actions to an automated event

This article is linked to understanding events and actions.

Lets take for example adding a new tenancy action to the event  ‘tenancy status set to prospective’.

Go to Settings>Automated Events>Add Action to ‘tenancy status set to prospective’.

Step 1

Select Tenancies>Tenancy Status set to Perspective>Add Action

Decide whether your action is a task or a communication or both

  1. Name the action  Notify prospective tenant of paper work required
  2. Activate action – Tick to make active: un-tick when no longer required
  3. Automatically set this action to checked when listed – This means it will run automatically without you checking the box
  4. Add task – To create a task with all its functionality tick the box and name the task that has been created. See below: e.g. task created is called Notify prospective tenant of paper work required and is related to a specific task type.
  5. Add a task type. this is linked to creating task types
  6. Pre assign the task to a member of the team
  7. Add to activity log-This is a log of an action (record of an action) being run and is added to the activity area within properties units or tenancies
  8. Apply a process – This can either be a Email, SMS or a Notification: If you want to include a hyper link highlight and click the icon

** To bring up a list of variables right click within the field

(Continue scrolling down the page after email body to see)

7. Include summary – Leave blank
8. Success text – This is the text you will see in the top right hand corner of your screen that if it has been sent successfully
9. Failed text – This is the text you will see in the top right hand corner of your screen if it has failed to send

 

To view your Newly Created Action

The event this was added to was ‘tenancy status set to prospective’. Now when you add a prospective tenancy you will have the option to run the task and send an email at the bottom. When adding a tenancy, actions will be located on the fourth stage.

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