Actions are a great way to customize when your emails and text messages should be sent. But how do you make sure they're being sent at the correct time?
First, you'll want to make sure your Spectora Advanced Actions are enabled!
Once you sign up for Advanced, you'll turn your Actions on in your Settings > Advanced Tools and enable Actions:
Get to the Actions Manager page from the nav bar or Settings->Advanced->Actions:
Then you can begin!
When creating an Action using the +ADD ACTION button, you'll be brought to this screen:
Here's a closer look at the Event screen:
Let's breakdown what it means!
First you'll choose when you want your message to be sent.
You can choose from minutes, hours, days, weeks, or months before or after an event happens on your inspection. We give you the flexibility to customize when works best for you and your clients to receive these updates.
The last option is the actual event that has to happen for this notification to send out. Use the drop down to select the trigger. These triggers include things like:
Inspection published (i.e. any report within the inspection is published for the first time)
Inspection rescheduled (i.e. date/time changed)
Agreements being signed
Inspection being paid
Report being viewed
Report being published
Note: These are the only trigger options available. If you'd be interested to see additional triggers, visit our feature request page!
Here are what the checkboxes mean!
Only trigger once
This should be selected for an Action that shouldn't be sent out repeatedly.
For example, you might publish multiple reports (residential, mold, radon) and link a follow-up request for a review to happen 3 days after publishing.
If you don't want 3 separate follow-ups going out, mark this to only fire once and subsequent report publishing won't send out additional emails!
Send even when notifications are disabled
This is just how it sounds! If this is selected, your emails and texts will go out when notifications are disabled.
You would want to select this if your trigger is "Inspection Requested" because notifications are always disabled for requested inspections! This is great if you wish to send internal notifications to office staff or quotes to customers for unconfirmed inspections.
Send during certain hours only
This is a wonderful tool to use if you wish to avoid middle-of-the-night texts or emails. These Actions will be delayed until the next time when you're sending window starts. Once you check the box off, you can use the slider to adjust the time frame:
Do not send on weekends
Exactly how it sounds! This will stop your notifications from going out on a Saturday or Sunday, it will resume on Monday.
Viola! Those are the first steps to creating an Action.
Ready to move onto Action Rules? Click here!