How Do I Create An AutoPilot task?

NOTE:  If you learn better VISUALLY check out our Video Tutorial for Creating an AutoPilot!!!

AutoPilot is one of Relocation Specialist’s most essential features.  Using AutoPilot you can get updated on a regular basis regarding the status of each of your referrals.  The process is as easy as setting up on simple To Do, and then letting the system do the rest.

To create an Auto-Pilot task:

  1. From the main Referrals List, click on the ToDo link on the left-hand side of the screen.

  2. Select your Activity as Autopilot.

  3. Select the date you would like your first update request to be sent to the agent.

  4. “Who” will be yourself, unless you are entering the information for another user.

  5. The ‘Description’ should be something like “Update Request”.

  6. Mark the ‘Is Repeating?’ feature as TRUE.

  7. Enter the ‘In How Many Days?’ as the number of days before you want the update request to be sent. If you want it to go every 21 days you would enter “21”, not “21 days”. (Numbers only.)

  8. ‘Is a Response Required’ is asking if you want ReloSpec to track whether the person has responded.  It should be marked TRUE.

  9. The ‘AutoPilot: How to Send?’ is asking whether the item will be sent using email or using the Report Generator.  You will send using “Email”.

  10. The ‘AutoPilot: Send To?’ allows you to enter the email address of who you want this email to be sent to. You may use the grey buttons at the bottom of the page to copy the email address into this field.  If you want the email address for the assigned agent, click the ‘Asgn Agt’ button and the email address will be automatically entered.

  11. The ‘AutoPilot: Email Subject’ allows you to enter a unique entry that will appear in the Subject line of the email.  This field is often combined with the next field ‘AutoPilot: Email Subject Variable’ which inserts the variable at the end of the email Subject line.  For example, if you enter “Update request for ” in the ‘AutoPilot: Email Subject’ field and select “Client Name” in the ‘AutoPilot: Email Subject Variable’ field and the client’s name is John Doe, then “Update request for John Doe” will be inserted into the email Subject line when sent.

  12. The ‘AutoPilot: Which form?’ field is used to select the form to be sent.  If this is an update request to an agent, select ‘AutoUpdate’. NOTE: Any form can be sent via AutoPilot, however only forms that have “Auto” in the form name allow responses to be tracked by ReloSpec.

  13. Click “Add New Record”.

 

 

 

 

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