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Advanced Actions: Choose an Event
Advanced Actions: Choose an Event

Wondering what the first step of creating an Action means? Look no further!

Support Team avatar
Written by Support Team
Updated over a week ago

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 scheduled

  • Inspection published (i.e. any report within the inspection is published for the first time)

  • Inspection canceled

  • Inspection rescheduled (i.e. date/time changed)

  • Agreements being signed

  • Inspection being paid

  • Report being viewed

  • Report being published

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!

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