So you've chosen an event and added rules to your Actions; what's next?
Choosing an Action
First, you'll see the option to name the Action for internal use.
You can name it things like "Scheduling Email for Clients" or "1 Month Followup For Listing Agents", it's a nice tool to help further organize your Actions.
Next, you'll decide what the Action will be: an email, text message, or webhook.
Emails
When you choose 'Email' you'll be brought to a page where you can choose specifics of what the email will look like.
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Select who the email is going to
i.e. clients, client agents, etc.
Select who the email is from
i.e. the inspector assigned to the inspection or the company
Select who should be copied (CC'd) on the email
i.e. You can have the client agent CC'd on emails sent to clients
Select who should be blind copied (BCC'd) on the email
Some companies have their admins or office managers BCC'd on all emails
Add a subject line
This lets the recipient know what the email is regarding
The body of the email is what you want your email to say
i.e. appointment confirmation or reminder of payment
Once you've filled out your email information, click "Save"
Text Messages
You'll follow the same steps to get to your text message templates.
It's important to note that you can only edit the text message templates if you have a custom phone number. Click here to learn more about how to get a custom number!
If you have a custom number, you can edit the content of your messages as you'd like, and add additional placeholders!
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Select who the text message is going to
i.e. clients, client agents, etc.
Select a Message Template from the dropdown menu
This is the body of your text message
The message templates are prewritten with placeholders included
If you'd like to be able to customize your text messages, you can purchase a custom phone number
Once you've selected your text recipient and your message template, click "Save"
Webhooks
A webhook is an action, automated by a trigger, that sends data from one platform to another. You set up a Webhook telling it where to send the message after it’s triggered by an event.
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Enter the URL for your webhook
Select the webhook payload
This is the data source that your webhook attempts to pull data from.
For example, if you have created your webhook to include things like the property address or property information, you would want to create your webhook action using the Inspection payload source, which will use the inspection details page as its data source.
Click "Save"
An example of when to use webhooks: Spectora doesn't directly integrate with Google Contacts. When a new client schedules an inspection, it is saved to their Contacts tab in Spectora, but there's no way to send that new information to Google. A workaround would be to set up a webhook action to fire every time an inspection is scheduled by a first-time client. When that event triggers the action, it will pull their contact information, and send it to your third-party webhook (like Zapier), which then sends it to their Google Contacts app.
Note: We post data to webhooks in JSON format
And that's it! You've now created your first action! 🎉
Ready to create more? Check out our list of commonly used actions here.
If you have any questions or feedback, write into our chat bubble or email support@spectora.com!
