It is essential to modify and customize what notifications leasing agents can receive as prospects make various decisions throughout the day. Following are the step-by-step instructions to manage agent notifications under the Automation app.
- There are two agent notifications under the Journey AI Tours automation setup: Notify Agent - Tour Scheduled and Alert CRM.
- Notify Agent - Tour Scheduled will send an automated message to agents when a newly scheduled tour is added to the calendar.
- If you are using the CRM app, Alert CRM - Tour Scheduled will notify agents about a new tour under their CRM page.
a. Log in to https://accounts.hyly.app and navigate to the Automation app.
b. By default, it will open the Lifecycle Plays page.
c. Go to the Touring Automations section.
d. Hover your cursor over the Tour Scheduled automation and click the Edit button.
d. When you are on the edit page, there are two THEN actions that will affect a leasing agent when a prospect schedules a tour: Notify Agent – Tour Scheduled and Alert CRM.
e. Notify Agent - Tour Scheduled will send a simple automated email to agents when a new prospect has scheduled a property tour with a link to the appointment information.
f. Alert CRM - Tour Scheduled will notify agents about the newly-scheduled tour on the property’s CRM page under the header’s Alerts dropdown. This can also apply to other Journey AI Tours automations, such as Tour Cancelled, Tour Rescheduled, and Tour Reminder.
You can also create a Notify Agent Trigger List automation to be sent to your agents, which will send an automated email displaying a list of prospects who have triggered a specific THEN action. For example, you can create a Trigger List automation to send your agents a list of property tours that have not been closed out for that day.
Quick Note: This will only occur if you have purchased the hyCRM app.
That covers what you need to know about agent notifications.