Enable And Set Up The Pre-Built ApplySafe Workflows (Beta)

ApplySafe comes with a set of pre-built workflow templates that automatically send communications to enquirers, inspection attendees and applicants, saving you from having to build these workflows from scratch. This article walks you through activating the pre-built templates for rental and sales enquiries, inspection attendees and applicants, and publishing them so they're ready to use. It also covers disabling your existing workflows once the new templates are live, so applicants and attendees aren't sent duplicate communications.

Activating The Pre-Built Workflow Templates

1. On the side menu, click Workflows.
   
2. Click the Template Library tab.
3. In the search bar, type "enquiry" (without the "").
4. Click the checkboxes against "Listings - Rentals - New Incoming Enquiry" and "Listings - Sales - New Incoming Enquiry".
5. Click Clone.
   
6. Click on the Status field.
7. Select Published.
8. Click Clone.
   
9. In the search bar, type "attendee" (without the "").
10. Click the checkboxes against "Listings - Rentals - Inspection Attendee" and "Listings - Sales - Inspection Attendee".
11. Click Clone.
    
12. Click on the Status field.
13. Select Published.
14. Click Clone.
    
15. In the search bar, type "application" (without the "").
16. Click the checkboxes against "Listings - Applications - Application Submitted", "Listings - Applications - Application Successful", "Listings - Applications - Application Unsuccessful" and "Listings - Applications - Reference Check Received".
17. Click Clone.
    
18. Click on the Status field.
19. Select Published.
20. Click Clone.
    

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Disable Your Old Workflows

It is important to disable your old workflows to avoid sending duplicate communications to the applicants and attendees.

1. Click the Workflows tab.
2. Click the checkboxes against the old workflows.
3. Click Update Status.
   
4. Click the Update Status To field.
5. Click Draft.
6. Click Save.
   

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