Spectora

Keywords: actions, creating actions, action emails, action texts, email, emails, custom emails, custom messages

Spectora Advanced: Getting Started with Actions

Getting started with actions can be tricky! Here's a basic actions flow chart to help you set up your automations.

Basic Actions Web Flow

Learn the most common Actions (custom triggered emails and texts) used in Spectora Advanced and how to set them up.

Common Actions for Spectora Advanced

Looking for some helpful language to use in your actions? Check out these helpful templates!

Spectora Advanced: Actions Library

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

Advanced Actions: Choose an Event

What do rules mean on a Spectora Advanced Action? Check this out for a breakdown!

Advanced Actions: Add Rules

Here are the final steps for completing your company Action messages!

Advanced Actions: Choose an Action and Add Details

Using "And" and "Or" on action rules to achieve the desired outcome

Multiple Rule Actions: Any vs All

Actions: Requested, Scheduled, and Confirmed Inspections

Actions, 3rd party, third party, action, email, text

How to Notify 3rd Parties Automatically with Actions

how to set up auto emails when a test report is attached to the inspection, auto email when a report is published

How to Create Actions for Specific Triggers

How to create Actions for different Custom Scheduling Fields (and property details1)!

Creating Actions for Custom Scheduling Fields

How to use Actions to set up inspection-specific emails or texts to inspectors!

Inspection Notifications for Inspectors

Contact Tagging allows you to set up different emails and text messages for VIP agents, new agents, investors, and more!

How to use Contact Tagging to customize Actions for agents and clients

Keywords: Advanced, actions, new actions, importing, scheduled inspections

Spectora Advanced: Import New Actions

A new tool for direct text communication with your Agents, Clients and Inspectors in the field

Spectora Advanced: Conversations

Keywords: manually send, manually send an action, manually send an email, manually send a text, manual action

How to Manually Send an Action

Keywords: manual email, one-off email, custom email, advanced emails, advanced manual email, create email

How to Send Manual Emails With Spectora Advanced

Keywords: add attachments to email, add attachment, add attachment to action email

How to Add Attachments to Action Emails

Mallory Lydon

Support Team

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