How to set up automations in Lend
Unless you are creating an automation in which the action of the automation is a task creation, you will need to first create your desired content to link this content to the automation. For the sake of this example, we are going to assume we want to create an automation that notifies our applicant that the deal has been submitted.
Firstly you are going to select automations, after you have selected this you are going to want to select templates. When you are in the template screen you will have the option to create a email template or an SMS template. Once you are within your desired template section, select add template.
You can also import your email signature within this section although we will go through how to complete this in a seperate walk-through.
After you have selected this button, a pop-up will occur in which is similar to the pop-up when you draft a new email. From here you will add your email subject and you will start to write your content. You will want to use variable's where applicable so that the information in this content is dynamic to the applicant in which this email action would be sent too. You can also add elements to this content, please see some defintions below of our elements:
ASK_APPLICANT_FULL: This is the full ask applicant request, this should only be utilised for an automation that would be triggered at the initial stages of the application where you may want the client to complete all fields associated with the lead.
ASK_APPLICANT_BANKING: This is the bank statement request, you can add this to your email template so that clients can upload their bank statements to the lead.
ASK_APPLICANT_PRESET: This can be utilised so that you can create your custom ask applicant
After you have created your desired template. You will now return back to the automation screen and create a new automation. See screenshot below for reference.
After you have selected this button you will assign an automation name. Please see some further info below regarding the triggers:
Select Trigger Type: -Manual status update: This is the user updating the status of the deal which in turn will trigger the automation to occur. -Lender status update: This is when the lender updates the status of the deal which in turn will trigger the automation to occur (Only to be used for deals being sent to lenders via API) -Date: This trigger type will be utilised for automations such as birthday reminders & automated ask applicant request follow ups.
Manual status selection: This is where you will select what status will denote the trigger of the desired automation you are creating.
Select scope: -All users with access: This means with all users that have access to your deals can trigger your automation flow. -Myself: This means that only you can trigger the automation.
After the desired trigger settings have been selected, you will then be able to build out the conditions. Please see some information below regarding the condition settings:
In Lend you will be able to slect between AND/OR rules. The OR rule will be best utilised when you want to create a automation in which there is conditions on when the automation should occur for example you may have an automation that you want to trigger when the product type is an unsecured loan or is an secured loan with the loan term requested greater than 3 year.
From the list of our rules you can then start to build an automation flow which is catered to the desired objective of your automation.
After your trigger settings have been configured the next step is to then link your actions. Please see some further information below regarding the actions in Lend:
Select Action: This can be an email, SMS or task.
Template: You will then link the relevant template if you have selected SMS or Email.
Select target: This is the desired target of this action.
Time delay: You can set time delay's so that you can delay an automation from occuring at the time of its trigger. For example you may create a settlement automation with multiple actions & the last action may be a client check in email which may send to the applicant one year after the trigger date.
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