Automations are a chain of events that run when triggered by starting conditions you define. An automation is created by combining triggers, actions, and logic to create automation workflows that accomplish a wide variety of tasks and goals.
For example, when a client’s opportunity moves from “Appointment Made’ to ‘Submitted’, the automation is triggered to start. This then automatically sends them an email template that tells them where their loan is at in the process.
We recommend you start with just a simple automation, test it, and then get more sophisticated as you become more confident.
Automation Example: Send an email one-month post-settlement to clients
The purpose of this email is to check in and make sure everything is going smoothly. This is also an opportunity to ask the customer to refer family and friends.
So, let’s make it happen:
- Select the Automations tab on the home page, click New automation.
- Select Start from scratch then choose a trigger to commence the automation. For this example, we want to choose when a field changes.
- Select which field change you want to trigger this on, so when a loan’s opportunity status moves to settled. For this example we will use the field 1_DateSettled.
Another great tip is to make sure you set the recipient to be the Primary Applicant. If you don’t do this, it will email to everyone who is associated with that loan. To do this, click Segment the contacts entering this automation under Advanced.
Then make sure 1_RelationshipType > is > Primary Applicant
- Then, select Add start. This now has set anyone who’s loan status moves to settled and is the primary applicant to start in this automation.
- OK, now what? Well, you don’t want them to get the email straight away, so you need to add a period of wait time = 30 days. You do this by clicking on the PLUS sign. Conditions and workflows, then wait. Choose for a specific period of time and select 30 days. Then click Save.
- So, what do you want the automation to do after 30 days – send an email! OK, so select send email and choose the template you wish to send as part of that automation. If you are not on Premium, you will have already had to set up your own email template to select here.
- Once you are happy with the flow, tested it successfully, then make the automation Active in to the top right hand corner.
Automation example: Send a client a reminder email that their interest only period expires in 60 days
The purpose of this email is to be on the front foot for an expiring interest only periods, so if there is a chance of a refinance – you’re top of mind!
First up, if you haven’t got an email ready, create a ‘end of interest rate expiry email’ and make sure it is saved in your templates.
For the automation:
- Select the Automations tab from the left-hand menu, click Create an automation.
- Select Start from scratch then choose a trigger to start. For this example, choose “Date based”
- Set the date you want. For this example it is start the automation 60 days BEFORE the Interest Only Expiry Date = today’s date. Click Save Start
- Then you need to add an action, in this case, choose Sending options then Send email
- A pop will appear so you can create an email, or choose an existing template from your library.
- Once you have your email complete and tested, and you have checked the flow, make your automation active!