Marketli

    MARKETLI

    The app for homeowners

    Automations you start from a workspace

    Build an automation your team starts by hand on a deal: emails and texts to the workspace's clients, waits and tasks. It never runs on its own, so it has no on or off switch.

    Some follow-ups only make sense when someone decides the moment has come: the valuation is back, the client has signed, or a deal needs a nudge. A Started from a workspace automation is built once and then started by hand on any workspace, by anyone on your team who can see it.

    It needs the CRM in your plan. Only company owners and admins can build one; anyone on your team can start one.

    Building one

    1. Go to Workspaces → Automations and click New automation.
    2. Give it a name your team will recognise in a list, for example Valuation back.
    3. Pick the trigger Started from a workspace, then click Create and add steps.
    4. Add the steps. You can use:
      • Email and SMS, sent to the workspace's clients. Pick a template from Workspaces → Templates.
      • Push notification, to the client or to named people on your team.
      • Wait, to space the steps out.
      • Task, added to the workspace it was started on. Give it a title, optional notes and a due date counted in days. Team only is on unless you switch it off, so clients do not see it.
      • Award points and Send document to sign, where your business has rewards or document signing.
    5. Click Save.

    There is nothing to switch on. This kind of automation never runs by itself, so it has no on or off switch; it is ready as soon as it has a step. An automation with no steps yet does not appear on your workspaces.

    If your business keeps its workspaces in its own dedicated database, Award points is marked Does not run on this workspace. An automation with that step cannot be started on those workspaces, so leave it out.

    Starting it on a workspace

    1. Open the workspace.
    2. In Workspace actions, click Choose an action, then Run automation, and click Start beside the automation. You can also start it from the workspace's Automations tab.
    3. Marketli runs the first steps straight away and tells you what happened. If a step was skipped, for example because the client has no email address, the message says why.

    Steps before the first Wait go straight away, whatever the time. Steps after a wait go at their time.

    The same automation cannot run twice on one workspace at the same time. Once it has finished you can start it again.

    You can start an automation only on a workspace you can see. If your business uses branches, that means the workspaces in your branches; owners and admins see them all.

    Stopping and deleting

    To stop one part way through on a workspace, click Stop beside it on the workspace's Automations tab or its Automations card. Anything it had still to do on that workspace is not done.

    Deleting an automation stops anything it is still running, on every workspace, and deletes its run history: the record of everyone it messaged. Tasks it already added stay on their workspaces.

    Still stuck? Email help@marketli.app.