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. […]

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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 […]

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Conditional Statement Logic for placeholders

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 […]

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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. […]

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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 […]

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SMS

BDP can send automated SMS messages via the rules engine, however you need to ask us to first activate SMS in your account. Let’s now look at how to add an SMS message rule. In the Configuration menu in BDP, go to the Business Rules widget and click to add a new rule. In this […]

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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 […]

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