Property details: Including pricing, upcoming inspections, and council rates.
Sale information: Such as auction dates or Expression of Interest (EOI) details.
Relevant documents: Documents that are attached to the property listing in your CRM and are not marked as Private/Not Public. For example, EOI forms, FAQs, and rental application guides.
Agency information: An introduction to your business, services, and the buying process.
- In your lead automation settings, go to the Communication Channels panel and click Edit on the Single Email option.
Image 1: Editing email settings. - Use the CC/BCC options to enter the email addresses of team members who should receive a copy of these responses. This helps ensure leads can be managed by other team members if the lead agent is unavailable.
Image 2: Adding team members. - Click Save to apply your changes.
assess level of interest
identify whether a lead is a buyer, a prospective vendor, or both
confirm attendance for upcoming inspections.
Lead Automations help you provide immediate, professional responses to enquiries that come through from your agency website, and listing portals like realestate.com.au and domain.com.au. You can send automated responses via email, SMS or both.
For Lead Automations to work, you need to first set up lead integration with the relevant listing portals. After you have successfully set up the integration, RiTA will monitor and respond to incoming enquiries.
Note
When a lead comes through from a portal, RiTA checks your CRM for matching contact and property details. If found, it links to the existing profile to prevent creating a duplicate lead.
Learn more about the information that is sent back to your CRM
This guide walks you through the following topics:
It is recommended that you complete the RiTA Automations course to get a better understanding of how automations work in RiTA.
Note: You need administrator access to complete the steps outlined in this article.
There are standard email templates in RiTA but you can also customise them to reflect your brand and include property information that is available on the property listing. Your automated responses can include:
Viewing and managing email responses
By default, lead responses are sent to the listing agent. However, you can include other team members to help you manage these responses. To configure your email response preferences:
We recommend setting up a specific folder in your email client (e.g., Outlook or Gmail) to move these automated alerts into a single location for easier review.
Automated replies only include data available in your CRM or provided within the template. We recommend reviewing all replies to answer specific questions regarding property features, finance requirements, or buyer circumstances.
Automated SMS conversations
In addition to automated email responses, you can also use automated SMS conversations to qualify your leads. These conversations can be set up to help: