How to Update Automations in Properti
This guide explains how to update the automations associated with your property listings in Properti, including how to change the image or video used in the automation.
Key Steps for Updating Automations in Properti
1. Navigate to Your Properti Account
- Log in to your Properti account and go to the Automations tab.
2. Find the Listing
- Once you are in Automations section. You can choose either to edit Triggers or Schedule
- Look for the name of the automation you wish to update
3. Edit the Automation
- On the right side of the screen, you will see a pencil icon (✏️)
- Click on the pencil icon to open the automation editor
4. Change the Image/video
- In the editor page, Once you are on Action tab, Click on the "Creative Type" and choose either Image, Video or Advanced Image
- Click on the "Creative Template" and choose the desired template for your Automation
5. Save Your Changes
- After selecting new creative template, click Save or Update Automation to apply your changes.
6. Test the Automation (Optional)
- After saving the changes, you may want to test the automation to confirm that the new image appears correctly in any triggered emails, messages, or campaigns.
Tips for Efficient Automation Management in Properti
- Choose High-Quality Images: Ensure the image you upload is clear, high-resolution, and properly sized to fit in your automation messages. This ensures it displays well on all devices.
- Maintain Consistent Branding: When updating images, make sure they align with your property's branding guidelines (colors, fonts, logo, etc.).
