Overview The Leads widget allows you to view and manage property enquiries from multiple property portals in one place. Enquiries are collected from: Rightmove OnTheMarket Zoopla Previously, the BDP only collected enquiries from Rightmove and ESPC (managed in a separate widget). The new Leads widget now includes enquiries from OnTheMarket (Zoopla will follow shortly), making […]
Articles Tagged: rules
Business Rules – Examples
Using Business Rules to Automate Tasks Business Rules allow you to automatically perform actions when certain events happen in BDP. This can help reduce manual work, speed up responses to enquiries, and ensure consistent processes across your team. For example, you might create a rule to: Automatically email contacts when a Closing Date has been […]
Failed Emails and Deferred Emails
Your administrator can set an email address to receive notifications of failed emails sent from BDP in Configuration. The information contained in the failed emails can be limited. This is generally to prevent bad actors improving their understanding of how to bypass security measures. Sometimes the emails may be deferred for a period of time […]
Estimated Marketing Date
You can add an Estimated Marketing Date for a property in BDP, allowing automated email rules to trigger based on this date. To enable, an Administrator can: Navigate to Configuration > Configuration > Account Configuration widget. Enable the Estimated Marketing Date option. The Estimated Marketing Date option will appear in the left hand Tool when […]
Business rules walkthrough for ESPC Booking Calendar
Before setting your own business rules to manage the Booking Calendar we strongly suggest that you become familiarised with being able to create business rules by reading this help article: BDP Command – Business rules walkthrough We recommend that these are initially set-up in the BDP training environment and NOT in the live environment, please […]
How to use interchangeable blocks of text within email templates
Within the BDP rule builder, it is possible to have interchangeable blocks of text which appear under different conditions. This may be useful if, for example, you want to email the seller of a property to inform them that EITHER a formal OR an informal note of interest (NOI) has been placed on their property. […]
BDP Event Types
Below is a list of events types that can be used to trigger rules in BDP. Event Name Explanation Example Advice Appointment Created Activates when an advice appointment is created Applicant added to Mailing List Activates when an Applicant is added to the mailing list Call Reminder Set Activates when a call reminder is set […]
Conditional Statement Logic for placeholders
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To provide the opportunity to display different text depending on placeholder values conditional statements exist. In the following a set of examples is shown for the usage of conditional statements in document templates and for the usage in email templates within the preamble. |
Usage in documents: Syntax: [var.placeholdertype.placeholder;if [val]=1;then ‘option one’;else ‘option two’] [var.placeholdertype.placeholder;if [val]= ‘valueTocheck’;then ‘option one’;else ‘option two’] Example 1: This example returns ‘Enabled’ if the brochure fee is activated for the property. If the fee is deactivated the text ‘Not Enabled shows up’. [var.fees.bd.BrochureFee.inUse;noerr;if [val]=1;then ‘Enabled’;else ‘NotEnabled’] Example 2: This example returns the name […]
Updated Placeholder (Date of Entry)
As part of the update to BDP we have decided to remove the need for the Date of Entry field to be mandatory when setting a case to sold. Now when you are setting a house to sold you may leave it blank. If empty it will display TBC rather than the Date of Entry. […]
Add a valuation appointment
Forward to adding a property without creating a valuation Valuation appointments are added directly in the calendar. The calendar is contained in a widget on the dashboard and can be opened and closed by clicking once in the widget title bar. Click on the calendar in a blank space (not on an existing appointment). Where you […]