This article explains what events are. Once you have completed this article see how to add actions to the events
Arthur allows clients to build automation around event/s. These include to name a few:
An event occurs when a certain set of conditions are met. When the conditions are met , it triggers an automatic action on your behalf. The action is either a communication, a task or a combination of the two
Two types
During the course of using Arthur there are many events that occur that require a response. The more automated these resposnses the more efficient your management. For example
Event=Create viewing
Action=Email applicant, Email current occupant, etc
.
Go to Settings > Manage automated events
Events are listed under their relevant groups. Within each grouping there will be the Events > Actions. This article is linked to How to add an action to an event
A manual event is created by the client with client defining the conditions.
Conditions must be met for the action to run. Once created you are ready to apply your actions. How to add an action to an event
Step 1
Add the event and the conditions for the event to run
Step 2
Add the conditions e.g on creation
Add the conditions e.g timed event based on days. Only use (need to add manually and leave a space between x and days)
Add the conditions e.g timed event based on minutes.
Some useful manual events include:
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