AVM Automation Snapshot

2 Email Templates

  • Home Value Template - Client (<>)

  • Home Value Template - Client (+)

  • Home Value Template - Client (-)

2 Surveys

  • Home Value Request - Client

  • Home Value Request - Client + Agent

1 Funnel

  • Home Value Estimate

2 Workflows:

  • Home Value Email - Client

  • Home Value Email - Client + Agent

2 Custom Fields:

  • Estimated Home Value

  • Estimated Home Value +/-

  • Rent Estimate

  • Agent Email

2 Tags:

  • Home value estimate

  • Agent submission

**This workflow automation will function with contacts added or updated from the time of installation onward. To ensure a seamless experience and enable the automation to work with all your existing contacts, please watch the instructional video provided above. The video outlines the steps required to update your contact records effectively.