If you have a transaction that needs a one-off property trigger added to it, you have the option to add one. You shouldn't have many of these types of one-off triggers if you've set up your intake forms and/or trigger templates already, but there are always times when something unexpected comes up where you may need to manually add a property trigger.
Important: Depending on your subscription with Open To Close, property triggers may not be available to you. To check out what's included in your subscription, please visit our pricing page. |
To start manually adding a property trigger, go to the transaction and click on Triggers. After that, click on the Add Trigger button to open up your Trigger Function options. Select the function you want to work with before clicking on Add.
A side panel will open to the right where you will be able to complete the function of the property trigger. Here are the different functions you can choose from.
Pro Tip: If you find that you are adding the same property trigger on every transaction, it's time to add it to your intake form templates or trigger templates, that way it automatically goes into the transaction it's meant for without having to manually add it. It may not seem like a big deal to manually add it, but over time, it really adds up. |
Send Email
You can either create an email from scratch or apply an existing template. Once you have the email in place, you can close the side panel to go to the Inactive trigger section.
The property trigger you just added will be slightly faded, indicating it isn't an active trigger yet. You'll want to set up all of the different sections of the property trigger before activating it.
Top Section
Clicking the Email button in the upper left corner will take you to the email composer where you can create an email from scratch. If you've already applied an email template, you will have the option to edit or inspect the email. You can also click on Priorities to go to the Top Priorities for that transaction.
You will not see Email Subject or Sending From if you have applied an email template to the property trigger. These two options only show when you are composing an email from scratch.
The Due Date & Time will need to be set for the property trigger to know when it's supposed to be queued to send the email.
You can set a Contingency if you want the property trigger to rely on another Date Field. For example, if you want a property trigger to send an email five days after the home inspection is due, you would create a contingency based on the home inspection due date. If there is already a date in the home inspection due date field, it will calculate the Due Date & Time automatically based on the contingency.
In the upper right corner, you will see three buttons for DUE, ONE, and TWO. These are the priority buttons that you can set to determine whether the property trigger is due the same day, in one day, or due in two days.
Options
You can click on Options to open the different ways you can refine the property trigger. The first is Details where you can add a brief description of what the property trigger is for.
Click on + Add Conditions to start adding any condition that will tell the property trigger when to fire off. For example, you could have a condition that says, if the property field "home inspection due" is not blank, then queue the property trigger to send an email for the home inspection.
You can assign the property trigger by assigning Role(s) to it. Any team member with that specific role will be assigned the property trigger. Don't assign a lot of roles to one trigger because that can lead to confusion on who is supposed to complete the trigger.
If you are using tags in your account, you can click on + Edit Tags to add existing tags to the property trigger or create new ones.
The Trigger Assets will show you what function the property trigger is performing.
Bottom Portion
At the bottom of the property trigger card, you can use the Select Trigger to choose multiple triggers. Once they are selected, you can do the following:
Set Due - This will update the due date and time for the property trigger if it is a trigger that utilizes dates.
Schedule - This will convert the property trigger into a scheduled email or text and will no longer be a trigger.
Deactivate - This will deactivate any active property trigger. Since we are already in the Inactive section, you will not need to worry about this option.
Delete - If you no longer need a property trigger, you can select as many as you need before clicking on Delete. This will move the property trigger(s) to the Deleted status section where you can review and restore any you need.
The toggle button will activate the property trigger and then place it in the appropriate status section. To learn more about trigger statuses, follow along with this article: Understanding the Trigger Statuses in a Transaction.
You can also Edit, Inspect, or Send the trigger function from the trigger card. This applies to email and/or text triggers.
The trash icon can be used to delete a specific property trigger. Any deleted property trigger can be restored from the Deleted status section.
Send Text
Sending a text through a property trigger is almost identical to sending an email. The only real difference between the two is that you're adding an email to one and a text to another, so you will need to manage your phone number rather than your email address.
You'll still be able to either create the text from scratch or apply a template, and all of the options are there as well.
Add or Remove Template
You can use property triggers to add or remove templates from a transaction. You can review the template(s) you chose to add or remove by clicking on the Template button. To use this type of property trigger, you will need to add conditions to it, that way the system knows when it should add or remove the template(s).
Conditions can be added by clicking on the Options drop-down just like you can with the rest of the property trigger function types. For example, you could have a property trigger that adds the home inspection tasks template if the home inspection field is marked yes.
You can add more than one template on a trigger such as date templates and/or document templates. Make sure all of the templates you add are relevant to the condition.
In the lower right corner of the template trigger card, next to the toggle button to activate it, you will see Execute. Clicking on this will cause the trigger to fire off immediately.
Add or Remove Field Section & Add or Remove Field
Much like the Add or Remove Template option, you can choose Add or Remove Field Section or Add or Remove Field which allows you to choose what field section(s) or field(s) you want to be added or removed from the transaction.
You will need to use conditions on these triggers as well, so the trigger knows when it should be adding or removing the field section(s) or field(s). Conditions can be found under the Options drop-down just like the other trigger types.
The difference between these two types of trigger functions is that they will always stay in the Listener status once they are activated. This means they are actively checking the field section(s) or field(s) to see if they should be added or removed.
If you have two field section triggers, one for adding the field section for septic and another to remove the field section for septic, the system will listen to see if the septic field was answered Yes or No. Based on the conditions you have in place for each field section trigger, the answer will decide whether the septic field section is added or removed.
For instance, if an agent filled out an intake form and said Yes to the septic field, the trigger for adding the septic field section would add that field section to the transaction. If at a later date you found that there wasn't septic on the property, you could change the septic field to No. Since it's a "listening" trigger, it would know to remove the septic field section.