Properties Tab‎ > ‎Flags‎ > ‎

New Flag Email Notification

 
You can set up the Broker Brain system to notify desired individuals each time a new property flag is created by generating an Automatic Email Notification Auto Task. The email notification will include information on the color of the new flag, as well as whatever information was typed into the Flag Description field. 
 
 
 
Creating a New Flag Email Notification Auto Task
 
Follow the instructions defined here for creating a Property Auto Task, keeping the following information in mind:
  • The task Type should be set to Task & Email Notification, as shown below (highlighted in yellow).
  • You must set the System Trigger field to Flag Added, shown circled below.
 
 
 
When creating the Message portion of the email, you will want to use some of the Auto Task Macros provided to be sure pertinent information is included in each notification. These macros are: %property% and %system_trigger_info% (shown circled below). By adding these macros, you will ensure that the email includes both the property address and the new flag information.  You will also want to include some text indicating the purpose of the notification, as shown highlighted in blue below:
 
 
 
 
Once the Auto Task has been created, each time a new property flag is added, the recipient specified in the email notification will receive an email similar to the following: