Accessing Behavioral Automation
Behavioral Alerts are accessed via the Marketing tab. Click 'Marketing' from the main navigation and then select 'Behavioral Automation'.
Behavioral Automation Overview
By default, the system will automatically monitor your contacts in the following statuses:
Messages to your contacts within these statuses are sent when a contact does something that BoldTrail recognizes.
Keep in mind that if you have recently contacted the lead, Behavioral Alerts will not be sent for 3 days to avoid potentially being marked as spam or unsubscribes.
The specific actions that BoldTrail monitors are as follows:
Contact re-visits your BoldTrail website after 14 days.
Contact visits your BoldTrail 5 times in a 7 day period.
Contact views 5 properties within 24 hours.
Contact views 10 properties within a 7 day period.
Contact viewed a specific property 3 times.
Contact favorites a property.
Please Note: Texts are the default alert method - if a phone number is not available an email will be sent in its place.
Templates can be previewed and edited from the buttons to the right of the individual behavior.
How to preview and edit behavioral alerts
Keep in mind that new templates are only saved in the Behavioral Automation section and will not be added to the Smart Campaign or Email templates.
Please Note: The behavioral automation described above does not apply to contacts who have been in your Smart CRM for less than 14 days, however, you will still receive the associated notifications for their behaviors.
Because Behavioral Automation is an automatic process within the system, emails sent via Behavioral Automation will not follow Office Hours.
However, text messages sent through Behavioral Automation will only be sent during Office Hours.
How to Turn off Behavioral Messages for an Entire Status
You can toggle alerts on or off for any of your statuses, on the whole, using the toggle next to the specific status.
We recommend leaving this automation on, as it's a guaranteed way to have a second pair of eyes on your leads 24/7, reaching out to them automatically in case they do anything interesting.
How to Turn off Behavioral Messages for Individual Contacts
In many cases, you will want to turn off these behavioral follow-ups for individuals. This is the preferred method to unsubscribe a contact. You don't want to turn off everything for that contact if you can help it.
To disable behavioral messages to an individual contact, access their profile. Then, on the upper right-hand side, click 'More Actions' and then 'Turn Off Behavioral Alerts.'
Agent Alerts Overview
As well as sending emails and texts to your leads, you can also be notified of these actions that your leads take. These alerts to you are controlled separately.
These do not toggle the alerts on or off, they only toggle the notifications to YOU on or off. If you find you are getting too many notifications from BoldTrail, you can control them using the switch.
Automatic Lead Status Shift
This feature is ON by default. However, it is OFF for all users of BoldTrail Prior to the release of this feature on 2/27/2019.
Find the toggle switch for the behavior: 'When "New Lead" or "Prospect" responds, move to "Active"'
When Does The Lead Status Shift Occur?
BoldTrail will change a contact's status to active in the following instances:
An inbound text from an existing contact that has no previous inbound texts, emails, or calls, or successful outbound calls.
An inbound email from an existing contact that has no previous inbound texts, emails, or calls, or successful outbound calls.
An inbound call from an existing contact that has no previous inbound texts, emails, or calls, or successful outbound calls.
An outbound call (marked as 'contacted') to an existing contact that has no previous inbound texts, emails, or calls, or successful outbound calls.
When BoldTrail changes a status automatically, it will be recorded in the contact's timeline. You will also receive an email notification regarding the status change.
Please Note: The status automation described above does not apply to contacts who have been in your Smart CRM for less than 2 minutes to prevent text leads from automatically being moved from New Lead to Active the moment they are added to your Smart CRM.
Have more questions? Please reach out to Customer Support via the blue chat bubble to the right or by emailing support@insiderealestate.com!