Automated Journeys
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      Starting & Exit Triggers

      To set up an automated email journey, you’ll need to add a ‘Starting Trigger.’ These triggers help your campaigns run more efficiently by responding to real-time actions captured directly from your Street CRM.

      A trigger is an event in a contact’s journey with you—this could be anything from a purchase anniversary to a new contact booking a valuation. When one of these events occurs, it activates your automated email sequence, ensuring the right message reaches the right person at the ideal time.

      ‘Exit Triggers’ allow contacts to be removed from an automated cycle when a specific event occurs. This ensures your messaging remains relevant and prevents contacts from receiving emails that no longer apply to them.

      Here's a breakdown of the types of triggers you can use: 

      New Contacts

      • New Contact in Street CRM
      • Portal Enquiry Received
      • Sales Applicant Created
      • Lettings Application Created 

      Leads 

      • Instant valuation completed [from property reports] 
      • Lead Capture report viewed [from property reports] 

      Sales Valuation 

      • Booked a sales valuation
      • Cancelled a sales valuation
      • Completed a sales valuation
      • Sales valuation lost 
      • Missed sales valuation 
      • Rearranged sales valuation
      • New sales instruction

      Sales Viewings

      • Booked a sales viewing 
      • Confirmed a sales viewing 
      • Cancelled a sales viewing
      • Completed a sales viewing 
      • Missed a sales viewing 

      Sales 

      • Publishing a sales listing
      • Received a sales offer
      • Made a sales offer
      • Sales offer accepted - Owner
      • Sales offer accepted - Applicant
      • Exchange contracts on a sale
      • Completed a sale
      • Sale fallen through 
      • Exchanged contracts on a purchase 
      • Completed a purchase
      • Purchase fallen through 

      Anniversary

      • Purchase anniversary 

       Lettings Valuations

      • Booked a lettings valuation
      • Cancelled a lettings valuation
      • Completed a lettings valuation report 
      • Lettings valuation lost
      • Not attended a lettings valuation
      • Rearranged lettings valuation 
      • New lettings instruction

      Lettings viewing

      • Booked a lettings viewing
      • Confirmed a sales viewing 
      • Cancelled a lettings viewing
      • Completed a lettings viewing 
      • Missed a lettings viewing

      Lettings

      • Published lettings listing
      • Tenancy started - Landlord
      • Tenancy ended - Landlord
      • Tenancy started - Tenant
      • Tenancy ended - Tenant
      • Inspection booked - Tenant 
      • Inspection booked - Landlord 

      Sales & Lettings Valuations

      • Booked a sales & lettings valuation
      • Cancelled a sales & lettings valuation
      • Completed a sales & lettings valuation
      • Sales & lettings valuation lost
      • Not attended sales & lettings valuation
      • Rearranged sales & lettings instruction 
      • New Sales & Lettings instruction

      Photo & Measures

      • Booked a Photo & Measure
      • Rearranged a photo &  measure
      • Completed a photo & measure
      • Cancelled a photo & measure

      Once you feel confident in your understanding of starting and exit triggers, you can move on to setting up your Automated Journey. For more details on Automated Journeys, click here.