PropertyRadar alerts and automations keep you notified of additions and changes to your lists, allowing you to integrate with other systems, and automate certain actions.
Watch the following video to get an overview of Creating Alerts and Automations:
My Lists is also where you setup automations for when either or both of the following events, or triggers, happen:
Occurs when a property is added to your list. Either because it was added manually by you, or because of a change to the property that resulted in it now matching your criteria and being added automatically.
Status changes for a property
Occurs when a property that is already in your list has a change in status. These include new transfers, loans, listings and foreclosures, as well as changes in listing status, listing price, or foreclosure status.
After choosing the trigger(s), then you setup the Actions you want to happen when the trigger occurs. The Actions you can setup include: Alerts, Integrations, and/or Managing saved property data.
Using the Automations Settings, go through the following process to setup your automations and alerts:
Setup automations for additions and/or changes to a list
Integrate with other apps
Manage saved property data
Enable and save list automations and actions
After having setup automations and alerts, you can review Recent Events that have occurred.
Using the Main menu, click My Lists to display the list cards for all your lists.
In the list for which you want to setup automations and alerts, click Automations.
The Automations Settings window is displayed.
When you're ready to turn on the automations you setup for the list, select the Enabled checkbox in the Enable Automations section. You can also do this step after you setup your triggers and actions.
To turn off automations, uncheck the Enabled checkbox.
Select the checkbox for one or both of the available events that will trigger your selections in Alerts, Integrations, and Manage.
- Check the New matches checkbox to trigger an Action when a property is added to your list.
- Check the Status changes checkbox to trigger an Action when a property in your list has a change in status. Status changes include: new transfers, loans, listings and foreclosures, as well as changes in listing status, listing price, or foreclosure status.
After setting up your automation events, next select the Actions to perform on those events.
You can be notified when the event(s) you setup are triggered using any combination of the following three types of Alerts:
Select the checkbox to receive push notifications in the PropertyRadar mobile app. Then, select the contact from the menu who should receive this notification.
We recommend this option to make sure you get all the information you need, immediately, right on your phone.
Daily summary email
Select the checkbox to receive an email that combines all the alerts for the day. Then, select the contact from the menu who should receive this notification.
This is the best option if you just want to stay informed, but don’t need to take immediate action.
Select the checkbox to receive an email for each alert, as soon as it happens. Then, select the contact from the menu who should receive this notification.
Be careful though, it’s easy to create lists with lots of notifications.
Using Zapier, a 3rd party integration service, you can use custom workflows to automatically move information from PropertyRadar to Zaps. Zaps are other app services like spreadsheets, CRMs, project management, printing, automation, and more.
Review more information about Using Zapier with PropertyRadar.
Once you have setup your Zapier account, you can select a Destination Zap from the menu. This Zap is the Action triggered when the selected automation event happens.
Manage Property Data
The Manage section allows you to automatically adjust your saved data for the property affected by the event. You can select from the following actions to happen in your list:
Status changes allow you to automate your workflow in PropertyRadar.
Select the checkbox, then select the Status change you want to assign to triggered events from the Select status menu.
Change interest level
Select the checkbox, then select the number of stars you want to assign to triggered events.
Add to lists
Select the checkbox, then from the menu select the static list to which you want to add the properties from the triggered events.
Purchase and append phone
Select the checkbox to Confirm Automated Phone Number Purchases. Select the checkboxes to acknowledge your acceptance of the three statements of the purchase agreement. Then click Agree.
Purchase and append email
Select the checkbox, to Confirm Automated Email Purchases. Select the checkboxes to acknowledge your acceptance of the three statements of the purchase agreement. Then click Agree.
Enable and Save List Automations and Actions
Then click Save to start the automations and alerts for the list.
You list is now setup for automations and alerts, and will be updated according to your settings in the Automations Settings window for that list.
Review Recent Events
After having setup automations and alerts, you can review Recent Events in the right-side panel of the Automations Settings window.
The Recent Events panel shows exactly what has been sent. This is especially useful if you aren’t getting alerts and you think you should. Be sure to check this list and your email spam folder for notifications, before contacting Support.
To view the Property and Owner Profile for a property in the Recent Events panel, click the View Property link.