Automation

• Market Updates
• Realestate News
• Action Plan
• Smart Listing Alert
• Lead Engagement Alert

Market Updates

What Are Market Updates?

Market Updates help keep your leads informed about current real estate market trends and activity in their area.

These updates are automatically sent to assigned leads and provide valuable market information, helping agents stay connected with their audience through regular communication.

Access Market Updates

1. From the left-hand menu, click Automation.

2. Select Market Updates.

The Market Updates page will be displayed.

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Market Update Details

The Market Updates page displays information including:

• Active

• Paused

• Frequency

• Run On

• Next Email Date

• Assigned Tags

• Assigned Stages

• Assigned Sources

• Actions

These details help you track Market Update schedules and assignments.

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View Market Updates

1. Navigate to Automation > Market Updates.

2. Locate the desired Market Update.

3. Click the View button.

You can view the selected Market Update.

View Active Leads

1. Click the number displayed in the Active column.

The list of active leads assigned to the Market Update will be displayed.

2. Select one or more leads.

3. Choose one of the following actions:

   • Pause – Temporarily stop sending Market Updates to the selected leads.

   • Delete – Remove the Market Update from the selected leads.

View Paused Leads

1. Click the number displayed in the Paused column.

The list of paused leads assigned to the Market Update will be displayed.

2. Select one or more leads.

3. Choose one of the following actions:

   • Resume – Reactivate the Market Update for the selected leads.

   • Delete – Remove the Market Update from the selected leads.

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Assign a Market Update

Market Updates can be assigned through the Market Updates page or directly from a Lead Profile.

Assign from the Market Updates Page

1. Select the desired Market Update.

2. Click Assign.

You can assign the Market Update using any of the following options:

Assign to Leads

1. Click Leads.

2. Select one or more leads.

3. Click Apply.

Assign to Tags

1. Click Tags.

2. Select one or more tags.

3. Click Apply.

The Market Update will be assigned to all leads associated with the selected tags.

Assign to Stages

1. Click Stages.

2. Select one or more stages.

3. Click Apply.

The Market Update will be assigned to all leads associated with the selected stages.

Assign to Sources

1. Click Sources.

2. Select one or more sources.

3. Click Apply.

The Market Update will be assigned to all leads associated with the selected sources.

Assign from the CRM Page

1. Navigate to CRM.
2. Select one or more leads using the checkboxes.
3. Click More from the top menu.
4. Click Market Updates.
5. Select the desired Market Update.
6. Click Submit.

The Market Update will be assigned successfully.

Assign from a Lead Profile

1. Navigate to CRM.

2. Open the desired lead profile.

3. Locate the Market Updates section.

4. Click Add.

5. Select the desired Market Update.

6. Click Submit.

The Market Update will be assigned successfully.

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Market Update Execution

Market Updates are processed automatically at 7:30 AM.

Currently, Market Updates are scheduled to run monthly on the 10th of each month.

Important Notes

• Market Updates cannot be created manually.

• Existing Market Updates cannot be deleted.

• Market Updates can only be viewed and assigned to leads, tags, stages, or sources.

• Lead assignments can be managed by pausing, resuming, or removing the Market Update from individual leads.

You have successfully learned how to manage Market Updates in AgentRoof CRM.

Realestate News

What Are Real Estate Newsletters?

Real Estate Newsletters help keep your leads informed with regular real estate content and updates.

These newsletters are automatically sent to assigned leads based on a predefined schedule and help agents stay connected with their audience through ongoing communication.

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Access Real Estate Newsletters

1. Log in to AgentRoof CRM.

2. From the left-hand menu, click Automation.

3. Select Real Estate Newsletters.

The Real Estate Newsletters page displays information such as:

• Newsletter Name

• Active Leads

• Paused Leads

• Frequency

• Run On

• Next Email On

• Assigned Tags

• Assigned Stages
  

• Assigned Source

• Actions

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View a Newsletter Preview

1. Navigate to Automation > Real Estate Newsletters.

2. Locate the desired newsletter.

3. Click View in the Actions column.

The newsletter preview will be displayed.

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Important Notes

• Real Estate Newsletters are system-managed.

• Newsletters cannot be created manually.

• Newsletters cannot be deleted.

• Newsletters can only be viewed and assigned to leads, tags, stages, or sources.

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View Active Leads

1. Navigate to Automation > Real Estate Newsletters.

2. Locate the desired newsletter.

3. Click the number displayed in the Active column.

A list of active leads assigned to the newsletter will be displayed.

Manage Active Leads

1. Select one or more leads.

2. Choose one of the following actions:

   • Pause – Temporarily stop sending the newsletter to the selected leads.

   • Delete– Remove the newsletter from the selected leads.

The selected action will be applied successfully.

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View Paused Leads

1. Navigate to Automation > Real Estate Newsletters.

2. Locate the desired newsletter.

3. Click the number displayed in the Paused column.

A list of paused leads assigned to the newsletter will be displayed.

Manage Paused Leads

1. Select one or more leads.

2. Choose one of the following actions:

   • Resume – Reactivate the newsletter for the selected leads.

   • Delete– Remove the newsletter from the selected leads.

The selected action will be applied successfully.

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Assign a Real Estate Newsletter

Real Estate Newsletters can be assigned through the Real Estate Newsletters page, the CRM page, or directly from a Lead Profile.

Assign from the Real Estate Newsletters Page

1. Navigate to Automation > Real Estate Newsletters.

2. Select the desired newsletter.

Assign to Leads

1. Click Leads.

2. Select one or more leads.

3. Click Submit.

The newsletter will be assigned successfully.

Assign to Tags

1. Click Tags.

2. Select one or more tags.

3. Click Apply.

The newsletter will be assigned to all leads associated with the selected tags.

Assign to Stages

1. Click Stages.

2. Select one or more stages.

3. Click Apply.

The newsletter will be assigned to all leads associated with the selected stages.

Assign to Sources

1. Click Sources.

2. Select one or more sources.

3. Click Apply.

The newsletter will be assigned to all leads associated with the selected sources.

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Assign from the CRM Page

1. Navigate to CRM.

2. Select one or more leads.

3. Click More from the top menu.

4. Click Newsletter.

5. Select the desired newsletter.

6. Click Submit.

The newsletter will be assigned successfully.

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Assign from a Lead Profile

1. Navigate to CRM.

2. Open the desired lead profile.

3. Locate the Newsletters section.

4. Click Add.

5. Select the desired newsletter.

6. Click Submit.

The newsletter will be assigned successfully.

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Newsletter Execution

Real Estate Newsletters are processed automatically at 7:30 AM.

Currently, newsletters are scheduled to run biweekly, on the first and third Friday of each month.

Matching newsletter content will be delivered automatically to all assigned leads according to the configured schedule.

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You have successfully learned how to manage Real Estate Newsletters in AgentRoof CRM.

Action Plan

What Is an Action Plan?

An Action Plan is an automated workflow that performs predefined actions for assigned leads over a specified period of time.

Action Plans help automate follow-up activities such as:

• Sending emails

• Sending SMS messages

• Adding tags

• Removing tags

• Changing stages

• Creating notes

• Assigning other Action Plans

Once assigned, the Action Plan automatically executes each step according to the configured schedule.

Action Plans can be assigned to:

• Individual leads

• Tags

• Stages

• Sources

This helps automate lead nurturing and follow-up processes at scale.

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Access Action Plans

1. Navigate to Automation > Action Plans.

The Action Plans page displays all available Action Plans.

From this page, you can view:

• Action Plan Name

• Number of Steps

• Active Leads

• Paused Leads

• Stopped Leads

• Completed Leads

• Available Actions

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View an Action Plan

1. Navigate to Automation > Action Plans.

2. Locate the desired Action Plan.

3. Click View.

The configured Action Plan steps will be displayed.

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Create an Action Plan

1. Navigate to Automation > Action Plans.

2. Click Add Action Plan.

3. Enter the Action Plan Name.

4. Click Add Action.

5. Configure one or more actions.

6. Click Save.

The Action Plan will be created successfully.

Available Action Types

Send Email

• Select Send Email.

• Select an Email Template.

• Configure the execution timing.

• Save the action.

Send SMS

• Select Send SMS.

• Select an SMS Template.

• Configure the execution timing.

• Save the action.

Add Tags

• Select Add Tags.

• Select one or more tags.

• Configure the execution timing.

• Save the action.

Remove Tags

• Select Remove Tags.

• Select one or more tags.

• Configure the execution timing.

• Save the action.

Change Stage

• Select Change Stage.

• Select the desired stage.

• Configure the execution timing.

• Save the action.

Note: Only one stage can be selected at a time.

Add Note

• Select Add Note.

• Enter the note content.

• Configure the execution timing.

• Save the action.

Assign Action Plan

• Select Assign Action Plan.

• Select the desired Action Plan.

• Configure the execution timing.

• Save the action.

Additional Action Types

You can also configure:

• Pause Specific Action Plan

• Pause All Action Plans

• Repeat Action Plan

Automatically Pause When a Lead Replies

While creating or editing an Action Plan, you can enable:

Pause the action plan when the lead replies to an email.

When enabled, future Action Plan steps automatically stop executing once the lead replies.

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Edit an Action Plan

1. Navigate to Automation > Action Plans.

2. Locate the Action Plan.

3. Click Edit.

4. Modify the required settings.

5. Click Update.

The Action Plan will be updated successfully.

Note: Changes made to an Action Plan apply immediately to all future executions. For leads that are already progressing through the Action Plan, previously completed steps will remain unchanged, while any upcoming steps that have not yet been executed will follow the updated configuration. Newly assigned leads will follow the updated Action Plan from the beginning.

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Assign an Action Plan

Action Plans can be assigned from multiple locations within AgentRoof CRM.

From the Action Plans Page

1. Select the desired Action Plan.

You can assign it to:

Leads

1. Click Leads.
2. Select one or more leads.
3. Click Submit.

Tags

1. Click Tags.
2. Select one or more tags.
3. Click Apply.

Stages

1. Click Stages.
2. Select a stage.
3. Click Apply.

Sources

1. Click Sources.
2. Select one or more sources.
3. Click Apply.

The Action Plan will be assigned successfully.

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From the CRM Page

1. Navigate to CRM.
2. Select one or more leads.
3. Click Action Plan.
4. Select the desired Action Plan.
5. Click Submit.

The Action Plan will be assigned successfully.

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From the Lead Profile Page

1. Navigate to CRM.
2. Open the desired lead record.
3. Click the Profile tab.
4. Scroll down to the Action Plans section.
5. Click the + icon.
6. Select the Action Plan you want to assign.
7. Confirm the assignment.

The selected Action Plan will be assigned successfully.

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Manage Assigned Leads

Each Action Plan displays lead counts under:

• Active

• Paused

• Stopped

• Completed

Click the number displayed in any column to view the corresponding leads.

Active Leads

Available actions:

• Pause

• Stop

• Remove

Paused Leads

Available actions:

• Resume

• Remove

Stopped Leads

Available actions:

• Restart

• Remove

Completed Leads

Available actions:

• Restart

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Change Action Plan Status from a Lead Profile

1. Navigate to CRM.

2. Open the desired lead profile.

3. Locate the Action Plans section.

Available actions depend on the Action Plan status.

If Active

• Pause

• Stop

• Delete

If Paused

• Resume

• Delete

If Stopped

• Restart

• Delete

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Delete an Action Plan

1. Navigate to Automation > Action Plans.

2. Select the Action Plan.

3. Click Delete.

4. Confirm the deletion.

Note: Action Plans assigned to one or more leads cannot be deleted. You must first remove the Action Plan from all associated leads before deleting it.

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Understanding Action Plan Statuses

Status	Description
Active	The Action Plan is currently executing.
Paused	The Action Plan is temporarily suspended and can later resume.
Stopped	The Action Plan was terminated before completion and can be restarted.
Completed	All configured steps have executed successfully.

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Conclusion

You have successfully learned how to manage Action Plans in AgentRoof CRM.

Smart Listing Alert

What is it ? 
Its settings 

Lead Engagement Alert

What Are Lead Engagement Alerts?

Lead Engagement Alerts help you stay informed about how your leads interact with your website, emails, and SMS communications.

AgentRoof CRM provides comprehensive options to track lead engagement across your website, emails, and SMS. You can choose to be notified when leads become active after a set number of hours or days, when they interact with properties, or when they perform actions such as subscribing to listing alerts. You can also track email and SMS engagement, such as when a lead clicks a link, unsubscribes, or replies.

Notifications can be delivered through the AgentRoof application, email, or both, depending on the alert type.

Access Lead Engagement Alerts

1. From the left-hand menu, click Automation.

2. Select Lead Engagement Alerts.

The Lead Engagement Alerts page will be displayed.

Note: Some engagement alerts are system defaults and cannot be modified.

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Enable or Disable Lead Engagement Alerts

A toggle switch is available at the top of the Lead Engagement Alerts page.

• Turn the toggle On to enable Lead Engagement Alerts.
• Turn the toggle Off to disable all Lead Engagement Alerts.

When disabled, no lead engagement notifications will be sent regardless of the individual alert settings configured below.

Click Update to save the changes.

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Website Engagement Alerts

Notify When a Lead Becomes Active After Selected Hours

Receive a notification when a lead becomes active after a specified number of hours.

• Minimum value: 1 hour

• Maximum value: 23 hours

Select how you would like to receive the notification:

• App Notification

• Email Notification

Notify When a Lead Becomes Active After Selected Days

Receive a notification when a lead becomes active after a specified number of days.

• Minimum value: 1 day

• Maximum value: 364 days

Select the desired notification method.

Notify When a Lead Becomes Inactive

Receive a notification when a lead becomes inactive for a specified number of days.

• Minimum value: 7 days

• Maximum value: 99 days

Select the desired notification method.

Notify When a Lead Views the Same Property Multiple Times

Receive a notification when a lead views the same property repeatedly.

• Minimum value: 2 views

• Maximum value: 99 views

Select the desired notification method.

Notify When a Lead Views Multiple Different Properties

Receive a notification when a lead views more than a specified number of different properties.

• Minimum value: 2 properties

• Maximum value: 99 properties

Select the desired notification method.

Notify When a Lead Subscribes to a Listing Alert

Receive a notification whenever a lead subscribes to a Listing Alert.

Note: This is a default system notification. The App and Email notification options cannot be modified.

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Email Engagement Alerts

Use the checkboxes next to each alert to choose whether notifications should be sent through the App, Email, or both.

Available Email Engagement Notifications

• Notify me when a lead clicks a link in an email.

• Notify me when a lead opens an email.

• Notify me when a lead unsubscribes from email communications.

• Notify me when a lead replies to an email.

Note: The notification for lead email replies is enabled by default.

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SMS Engagement Alerts

Notify When a Lead Replies to an SMS

Receive a notification whenever a lead replies to an SMS message.

Note: This notification is enabled by default.

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Save Changes

After making any changes to the notification settings:

1. Click Update.

The Lead Engagement Alert settings will be updated successfully.

You have successfully learned how to manage Lead Engagement Alerts in AgentRoof CRM.