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Understanding “Sold” Automations

The “Sold” automation in Properti automatically publishes a post to your connected social media accounts when a property is marked as sold. This helps agencies announce sales quickly and consistently, without needing to create a manual post.

How It Works

  • Trigger Points

    • The automation checks the property’s status from your CRM/portal feed.

    • There are only two available triggers related to the end of a campaign:

      • Under Contract/Offer

      • Sold

  • Timing

    • The “Sold” trigger is based on the contract signed date, not settlement.

    • This aligns with realestate.com.au (REA) and other major portals, which mark a property as sold when the contract is signed.

  • Publishing

    • Once triggered, the automation publishes to the connected social media channels according to the template you’ve selected.

    • The property is posted only once per trigger (e.g. once for “Sold”), not repeatedly.

Creative & Template Options

  • Properti offers standard “Sold” templates that automatically pull in property details.

  • You can now choose templates that include agent details (name, photo, and contact information) at the bottom of the creative.

  • To update your automation to use a different template:

    1. Go to Automations in your Properti workspace.

    2. Select your “Sold” automation.

    3. Click Edit Creative and choose from the available templates.

    4. Save changes to apply the new design.

Best Practices

  • Be consistent – if a property is marked as sold on REA (and your website), it should also be marked as sold on socials.

  • Check your templates – make sure the correct template (with or without agent details) is selected so your posts match your brand style.

  • Review after posting – posts can be edited or removed on the social platform if adjustments are needed.


Troubleshooting Tips

  • If your “Sold” post didn’t publish, check:

    • The property was marked as Sold in your CRM/portal.

    • The automation is active in Properti.

    • A valid template is selected.

    • Your social accounts are connected in Properti.

  • If posts are appearing “too early” (before settlement), remember this is based on the contract signed date. To delay, adjust when you update the property status in your CRM.