The Vault

The Vault page allows you to add triggers for sending letters to properties that were previously on the market but have since been withdrawn. Each property is cross-referenced against the Land Registry to ensure it has not been sold privately in the meantime.

From here, you can:

  • Set up and manage Vault triggers

  • Edit and preview Vault letter templates

  • Use Spectre A.I. to generate letter content


1. Vault Triggers

What it does:
Vault triggers determine which withdrawn properties will appear on your Send Letters page.

How to use:

  • Enable or Disable Triggers: Toggle a trigger on or off by ticking the box next to its name. Click Save to confirm changes.

  • Access Vault Triggers: Navigate to Settings → General Settings → The Vault.

  • Edit Triggers: Select Edit to adjust the content or criteria of a Vault trigger.

  • Preview Trigger: Use the Preview option to check how the letters will look as an A4 PDF.


2. Editing Vault Templates

What it does:
Each Vault trigger is linked to a letter template. Editing a template allows you to adjust the content on your letters.

How to edit a template:

  1. Select Edit next to the trigger you want to update.

  2. Make changes in the editor.

  3. Click Save to apply your updates.

Content guidelines:

  • Greetings & Sign-offs: Do not include these in your template. They’re added automatically from your Greetings & Sign-offs tab.

  • Letterheads:

    • Your default uploaded letterhead will be applied automatically.

    • To use a different design, select Change Trigger Letter in the editor and choose from your uploaded letterheads.

Note: If you apply a custom letterhead, it won’t update automatically if your default letterhead changes. You must update it manually.

  • Preview: Always use the Preview button to check your letter before finalising.

  • Save: Ensure you click Save before leaving the editor.


3. Spectre A.I. Content Generation

What it does:
Spectre A.I. can create professional letter content for your Vault triggers. This is useful if you prefer not to write your own letters.

How to use:

  1. In the editor, click Write using Spectre A.I. (top-right).

  2. Select your preferred tone of voice and letter length.

  3. Enter up to three unique selling points for your brand.

  4. (Optional) Add additional instructions under Advanced Options.

  5. Click Write my letter.

Refining the generated content:

  • Regenerate if you’d like a different draft.

  • Refine inputs to guide the AI towards better results.

  • Copy the content into your template once you’re satisfied (remember to remove any greetings or sign-offs the AI may have added).

Important: Always proofread AI-generated content before using it. While Spectre A.I. is tailored for estate agency marketing, it may occasionally produce inaccurate or irrelevant text.


4. Automating Vault Letters

What it does:
Vault letters can also be sent automatically through Spectre’s Automation feature.

How to use:

  • Automation is an optional setting and can be configured separately.

  • Once enabled, properties that meet your Vault trigger criteria will have letters sent automatically.

  • For step-by-step setup, please see our dedicated Automation Help Guide.