Activating Email Automation in Propertybase

In Propertybase version 1.471 we added the ability to automate emails programmatically with process builder. To demonstrate this feature all accounts created after version 1.471 have a process titled "Welcome Email for New Lead" preinstalled. This process will automatically send a welcome email to new leads once they have been entered into Propertybase. In this article we will walk through activating that process.

Following the steps below will resolve the "Email Automation is Inactive" error message.

Note: If your account was created before version 1.471, refer to this article instead.

Activating the Process

In order to activate this process, we need to specify the content that we want to send.

  • Click the gear icon in the top right of the screen, then click Setup.
  • In the setup menu, select Process Builder.
  • In the list of processes, click Welcome Email for New Lead.
  • Next click Deliver welcome e... under immediate actions.
  • Update the Snippet and Template ID values under Set Field Values.

These IDs should correspond with the email content that you want this process to send. For instructions on how to locate Snippet and Template IDs, refer to this article.

  • When finished, click Save.
  • Click Activate in the top right corner of the screen.
  • When prompted, click Confirm.

Configure Unsubscribe

Next we need to register a Force.com domain and configure the Email Scheduler to support unsubscribe.

  • Click the gear icon in the top right of the screen, then click Setup.
  • In the setup menu, select Sites. (You can find this under User Interface > Sites and Domains.)

Next we need to register a Force.com domain. Once you've decided what you want that to be - move to the next step.

  • In the available textbox, type your desired domain name
  • If the domain is available, click Register My Force.com Domain.

Note: Once you registered your Force.com domain, you cannot change it.

  • Once you've registered your domain, click New next to Sites.
  • Select Guest User License for Type of New SIte.
  • Click Continue.
  • Using the screenshot below, enter settings for the new site.
  • Click Save.
  • Next click Edit next to Site Visualforce Pages.
  • Using the Add button, move pba.Unsubscribe to the Enabled column.
  • Click Save
  • Next click Public Access Settings.
  • Under Apps, click Apex Class Access.
  • Next to Apex Class Access, click Edit.
  • Using the Add button, move pba.PublicRouteDispatcher to the Enabled column.
  • Click Save
  • Click Profile Overview to return to the main screen.
  • Next click Assigned Users.
  • Click Site Guest User, Propertybase Public API.
  • Scroll to the bottom of the page and click Assign Licenses.
  • Toggle the checkbox next to Propertybase V3.
  • Click Add.

Now we need to return to the sites page we started on.

  • In the setup menu, select Sites. (You can find this under User Interface > Sites and Domains.)
  • Right-click the site URL and copy it to your clipboard.
  • Click the app launcher in the top left of the page.
  • Select Settings.
  • Click New in the top right corner of the screen.
  • Using the screenshot below, create a new setting.

Note: For "Value" use the domain you just copied to your clipboard. The image below is just an example. "HTTPS" is required.

  • Click Save.

Restart Email Scheduler

The final step before testing our automation is to restart the Email Scheduler.

  • Click the app launcher in the top left of the page and select Control Center.
  • Click Email Scheduler.
  • Click Restart Scheduler.
  • When promted, click Restart Scheduler.

Testing Process

Now that our process is active and we've activated the email schedular - it's time to test our new automation.

  • Under the Contacts tab, click New Contact.
  • On the next screen, create a contact using an email address that you have access to.
  • Click Save.

Check the email inbox of the address you set for the new contact.

Done! You should have received an automated email via your newly built email trigger.

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