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 […]
Articles Tagged: rules
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 […]
Email templates – Examples
We have a number of example templates to help you get started. Please download the ones you want, modify as you see fit and use the file upload function in the BDP templates widget, or upload to a server of your choice. N.B. If you prefer to host the templates yourself, so long as you […]
SMS
BDP can send automated one-way SMS messages via the rules engine and replies are not supported. Your from name must be less than 11 alpha-numeric characters which we need to set-up for you. Please contact us first to activate SMS in your account. Let’s now look at how to add an SMS message rule. In […]
BDP Command – Business rules walkthrough
Rules are automated event triggers that can cause the system to perform actions based on predefined criteria. You can build rules as required by using the drop-down selection boxes. NB. Rules are processed in the order in which they appear in the list. You can re-order rules by dragging and dropping them. For example if you […]