Automated on-market prospecting with Alto prospecting

Automated on-market prospecting is a feature within Alto prospecting that helps you create and run property marketing campaigns automatically.

Instead of manually setting up campaigns each time a property changes status, you can create campaign rules once and allow Alto prospecting to manage the process for you.

This helps your agency reduce admin time, keep campaigns consistent, and scale prospecting activity more efficiently.

If you’re new to Alto prospecting, read the Alto prospecting - Overview first to learn what it is, how it works and how to get set up.

How automated on-market prospecting works

You can create automated campaigns using configurable rules and targeting options.

Campaigns can be automatically triggered based on:

• Listing status changes
• Location
• Property type
• Number of bedrooms
• Price range
• Assigned agent

Campaigns are automatically scheduled and can also follow your existing approval workflow if approvals are required.

Creating an automated on-market campaign

Follow these steps to create a new automated campaign:

1. From the Prospecting tab in Alto prospecting, click the On Market dropdown, then select Automated
2. You'll land on the automations page. Existing automations will be shown at the bottom of the screen. To create a new automation, click New
3. A new automation panel will appear in the top half of the page. Complete each field from left to right.  
   1. Status - Select one or more statuses, such as Added, Reduced, 1 Week etc
   2. Property Type - Select one or more property types, such as Semi-detached, Terrace etc
   3. Beds - Select the bedroom count to target
   4. Area - Select the outcode(s) for the automation to target
   5. Agents - This defaults to all; deselect specific agents to exclude their stock
   6. Price Range - Use the slider to set a minimum or maximum price range, or leave this as no minimum or maximum
4. Select the template you want to use from the Template dropdown. Remember to check
   1. The template type matches the status you are targeting
   2. If the template contains a QR code, check the url is configured
5. After making any changes to the template, click Select Template to assign it to the automation
6. Once you have selected all the options for your automation, click Save to activate it

The automation will begin running from this point. 

Review your automated orders

After an automation has run, you can track and review the campaigns it has generated through Order History.

1. Click the Settings (cog) in the top right, hover over Order History, and click Automated Orders
2. The Completed campaigns screen will show you a full record of every automated campaign that has been sent. Use the toggle to switch to Pending and view your campaigns that haven't yet been sent

Scheduling and approval

Automated campaigns are sent on Wednesdays, with the aim of reaching doormats at the weekend.

The built-in approval workflow will automatically check if approval is needed for the send, and will send the campaign to the approver if needed. The campaign will not proceed until approval has been granted. If no approval is needed, the campaign will run automatically. 

By automating your on-market prospecting activity, you can help keep your marketing consistent, timely and targeted without adding extra manual work for your team.

Setting up tailored automations for different property types, locations and statuses can help maximise engagement and generate more opportunities from your existing stock.

• Related Help Centre articles that you may find useful.

  Alto prospecting - Overview

  Alto Intelligence - Overview

• Related e-Learning/video training as part of Alto Skills. Alto Skills offers self-paced digital learning in the form of skills.

  Alto Prospecting - Chaptered Overview