Rules allow you to apply conditions to an Action, such as "Only do this for Residential Inspections" or "Don't do this for agents with the tag VIP." You can have Actions fire only when the published report is named "Residential" while another is only when the report is named "Radon"
It's very customizable!
You can combine rules to create very complex logic - we recommend using different Groups to organize your actions to keep everything understandable from your perspective! Here are some examples:
Here's how you get to your Rules:
Let's break down what each Rule means!
You can leave the Rule section blank if you want this Action to send out for every inspection. This is handy for things like when an inspection is scheduled or rescheduled!
Has or Does Not Have:
This option will allow you to set up specific messages depending on if an inspection has or does not have requirements met. For example:
You can send out a specific upsell email if a client Does Not Have a Radon service:
If an agent has a specific contact tag:
And you can combine these to make them a specialized upsell service!
ALL / AND vs. ANY / OR Rules:
When creating multiple Rules for one Action, you'll see the option to choose if it goes out to ANY or ALL inspections.
ALL / AND: This means that all requirements have to be met for this action to be sent out. In the example above, this means my email would only go out if the inspection had BOTH requirements, ie does not have the service Radon Testing AND the Client Agent has the tag "vip"
ANY / OR: This means any of the rules can apply for this to send. So or this example, this Action will send when an inspection does not have the service Radon Testing OR if the Client Agent has the tag "VIP." So if an inspection does not have the service Radon Testing, it will send out regardless of if the Client Agent has the tag "VIP" and vice versa.
This is great to use for specific customization of what messages and updates you want to be sent based on services, specific contacts, having agreements signed, inspections paid for, and more!
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