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Manage canned responses for property listings

  • Updated

Learn how to set up and manage canned email responses for property listings to save time and ensure consistent communication.

This article covers:

Add email responses to listings

Canned responses help reduce admin time and ensure consistent messaging to potential buyers. You can apply pre-created email templates or write custom replies directly within each listing.

  1. Go to: A property card
  2. Open the Email (Canned) Responses tab
  3. Click Create Email Responses
  4. Choose an existing template from the drop-down menu or create your email response
  5. Fill in the required email details:
  • Name - Internal name for the template
  • Subject - What the recipient will see
  • From - Defaults to the property lister, but can be changed
  • CC/BCC - Optionally include other staff members
Note: CC/BCC recipients will receive the canned response every time an enquiry is made on the property.
Email-response-template.png
  1. Click Save Response

Your response is now saved and linked to the property.

  1. Apply the response to the Holding Area or Price Change
    Email-automation.png

You can preview, edit, or assign the response to specific triggers:

  • Preview - A snapshot of what the response looks like
  • Edit - Allows you to make changes to the response template
  • Delete - The response template can be deleted after clicking Edit
    • Click Remove
    • In the pop-up window, click Yes/Confirm
Note: This response cannot be recovered. If it is required, it must be added manually.

Use canned responses for price changes

Automatically notify interested parties when a property’s price is updated. Canned responses can be used to automatically notify clients when a property price changes.

When the price is changed on a property listing, Vault automatically sends the linked Price Change canned response to relevant clients.

A price change notification is sent when:

  • The listing price is updated (for example: price reduced or increased)

The canned response is sent to:

  • Clients who have previously enquired about the property
  • Clients who have inspected the property

These clients are automatically identified using the owner feedback report.

Configure holding area response timing

Choose when your canned response is sent to new enquiries.

You can control when the Holding Area canned response is triggered:

  1. Go to: Settings > Automation > Office Automation
  2. Select your preferred timing option:
  • Ticked - Send response immediately when enquiry enters Holding Area
Note: If canned responses are sent from the Holding Area before an enquiry is created as a contact, the message will not be recorded on the Contact Record.
  • Unticked - Send response only after contact is verified/added
    Office-automation-canned.png
  1. Click Save Settings

Your automation preferences are now saved.

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