SIDE PANEL - Adding a Condition

Conditions determine which message you send to a lead

Emma Holmes avatar
Written by Emma Holmes
Updated over a week ago

Conditions tell your scripts which message to send to a lead and when, based on the data we've gathered about that lead.

*Conditions on Messages are OPTIONAL. If you do not include Conditions on your message it will be a "DEFAULT Message" (as shown above) meaning it will be used any time a lead enters your script and doesn't match any Conditional Messages, the Default Message will be used

Types of Conditions

Below is a current list of all Conditions as of August 2019. We will continue to add more Conditions regularly to make your script customization experience that much more complete and exhaustive!

  • Agent status

  • Timeframe

  • Location

  • Contingency

  • Financing Status

  • Readiness

  • Appointment

  • Showing appointment

  • Listing Appointment

  • Call availability

  • Baths

  • Beds

  • Price

  • Email

  • Name

  • Property feature

  • Property type

  • Selling address

  • Address

  • Listing url

  • Property location

  • Contact time

  • Lot size

  • Living space

Condition Options

Each Condition has a unique set of options you can define different Messages for. Below is the list of all Condition Options with a description on when and how they can be used.

  • is                 -- a Condition value exactly matches the custom value you provide👇 

  • is not                -- a Condition value that does not exactly match the custom value                                 you provide 👇 

  • is in                   -- a list of Condition values that exactly match the custom values                                  you provide 👇 

  • is not in            -- a list of Condition values that do not exactly match the custom                                    value you provide 👇 

  • is true               -- a Condition value that is true or valid 👇
    (the example below shows a Condition value which means the lead IS working with an agent)

  • is false              -- a Condition value that is not true or invalid 👇
    ​    (the example below shows a Condition value which means the lead IS NOT working with an agent)

  • is unknown      -- a Condition value is unknown or not provided by the lead 👇 

  • has any value   -- a Condition value has been provided by the lead with any value 👇
    (the example below shows a Condition value which means the lead has provided a Timeframe value of any kind)

Adding a new Condition

👉  Below, we are adding a Condition option for the AGENT STATUS Condition. We are choosing "is false" to make the Condition "Agent Status is false" (meaning the lead has told us they are not working with an agent)👇 

👉  You can define custom Condition options, such as in the Timeframe Condition below. Here we are saying "Timeframe is this year" (meaning the lead has specified that their exact timeframe is this year to us)👇 

👉  You can define custom Condition options, such as in the Timeframe Condition below. Here we are saying "Timeframe is this year" (meaning the lead has specified that their exact timeframe is this year to us)👇 

👉  Use the pre defined Condition options from certain drop-downs like Property Type. You can add multiple to the same Condition using the "is in" option. The Condition below reads as "Property type is in Ranch, Condo, Acreage, or Unknown" (meaning the lead has told us they are looking for one of these types of properties)👇 

Using Conditions Groups and "AND / OR"

OVERVIEW

👉  Condition Groups can contain multiple Conditions separated by AND/OR. You can also add multiple Condition Groups also separated by AND/OR👇 

💡 EXAMPLE (Above)
The example above has 2 Condition Groups, each with 2 Conditions.
​
So you would read the above condition as:
​"The lead must have told us their PRICE RANGE (could be any value) AND their LOCATION (could be any value.
​
​AND
​
The lead must have told us either their BEDROOMS (could be any value) OR BATHROOMS (could be any value)"

💡 

👉  To add a new Condition WITHIN a Condition Group. Click the "+" icon located next to the end of the group you'd like to add to👇 

👉  To add a new Condition WITHIN a Condition Group. Click the "+" icon located next to the end of the group you'd like to add to👇 

👉  AND and OR operators can be added within Condition Groups, and between Condition Groups. 👇 

🎊 WOOOOO, you now know how to add Conditions, edit their values, and change their operators. Conditions are what make your conversation personal, so go crazy with them! 🎊 

What's Next

👉 Learn about Messages

👉 Learn about Variations

👉 Learn about Skip Conditions

👉 Learn about Merge Fields

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