With Spectora Advanced, you can create Advanced Automations based on particular events; including when an attachment is added or when a report is published. In this article, we'll walk through a few common triggers for adv automations.
When a Report Attachment is Added
In this section, we'll go over how to set a trigger when a report attachment is added. This is useful if you upload PDF reports for radon results, mold testing, or water sampling.
 💡 Quick tip: Click on the video above to expand it in another window. |
Click "Automations (Adv)" in your navigation bar
Click "+ New Automation"
Name the automation and select a category
Click "Start" on When this happens
Click the search bar and type "Attachment"
Select "Attachment Added After Confirmation"
Click Save
Click "Add condition" under Only send if
Select "Attachment added name" then "contains"
Then type the verbiage for your attachment name (in this example Radon)
Click Save
Click "Add communication"
Fill out your email body and utilize the placeholders on the right to auto-fill important inspection data like address, date, and time
Here you can set time constraints and enable additional settings
Click "Save"
Click "Save As Active" to ensure it is present on all future inspections
Success! Now you have an advanced automation that will send out when you add an attachment.
🌟 Pro-tip: When entering the name/type of report in the condition, we recommend using one word. Using "Radon" is more successful than "Radon Report."
When a Report is Published
In this section, we'll go over how to set an adv automation to trigger when a report is published. You can create automations for each of your services, which allows you to customize the verbiage in the email to be more compatible with the type of inspection. For example, you can create an automation for when Commercial Inspection reports are published and have the body of the email only contain verbiage related to Commercial Inspections, and not any language about Home Inspections.
💡 Quick tip: Click on the video above to expand it in another window. |
Click "Automations (Adv)" in your navigation bar
Click "+ New Automation"
Name the automation and select a category
Click "Start" on When this happens
Click the search bar and type "Published"
Select "Any Reports Published"
Click Save
Click "Add condition" under Only send if (you can ignore this step if you want it to send on all inspections)
Set up If "Report Published contains" and type in keywords
If you want a service specific condition add another condition
Select and / or (check out this article for more details on the difference)
Set up If "Service" select the service from the drop-down list "is included in Inspection"
Click Save
Click "Add communication"
Fill out your email body and utilize the placeholders on the right to auto-fill important inspection data like address, date, and time
Here you can set time constraints and enable additional settings
Click "Save"
Click "Save As Active" to ensure it is present on all future inspections
🌟 Pro-tip: You can set up a publishing adv automation for ALL inspections by not adding any conditions. Having no conditions on an adv automation means it will be sent on all inspections, regardless of service type.
Looking for more on Advanced Automations? Check out this article!
If you have any questions or feedback, write into our chat bubble or email support@spectora.com!
