Overview
A status change automation runs a sequence of steps whenever a prospect is moved into a particular status — for example, tagging and notifying the team as soon as someone is marked Not Interested.
Unlike a manual automation, you do not enable this one record by record. Moving the property into the chosen status is what starts it.
Steps
Part 1: Build the Automation
Step 1: Open your status change automations
Go to Automations.
Click List Stacking.
Click Status Change.
You will see any automations you already have, and the option to add another.
Step 2: Name your automation
Enter a name so you can recognise it later.
Step 3: Choose the trigger status
Select the status that should start this automation.
The video uses Not Interested, so the sequence runs as soon as a prospect is moved into that status.
Save your choice.
Step 4: Set your timing
Choose how the automation is paced:
Day-based
Delay-based
Then set your default time zone and click Save.
Step 5: Build your sequence
Click the plus sign to add a step. The available actions include:
Add a note
Notify team members — choose SMS, email, web, or in-app, pick which team members, and write the notification text
Add or manage tags
Add a folder
Move the prospect into another automation
Stop other automations — either all of them, or specific ones you select
Set a delay on each step. A step can run a minute after the automation starts, for example.
Step 6: Reorder if you need to
You can insert a new step between existing ones. The sequence renumbers itself, so adding a tagging step in the middle pushes the later steps down automatically.
Step 7: Save
Save your automation.
Part 2: Test It
Step 8: Open a property
Go to List Stacking and open a prospect.
You will see its current status.
Step 9: Check which automations are running
Click the automation button on the record to see which automations are active on that prospect, and which status automation is running.
Step 10: Change the status
Click the current status and move the property to your trigger status — Not Interested in the video's example.
The automation will start.
Step 11: Confirm it ran
Click All on the record to see its history.
You will see the property being moved to the new status, and confirmation that your automation was activated.
Part 3: Track Everything
Step 12: See who is enrolled
Go to Automations, then Status Change.
Open the automation you want to check.
Open Automation Enrollment.
You will see every property with that automation active.
Step 13: Check an individual property
Click any property in the list to see its steps, the status of each, and when each is due to be executed.
Important Notes
The status is the trigger. Moving a prospect into that status is what starts the automation — there is nothing to enable by hand.
A tidy use for this is handling dead ends. When a prospect is marked Not Interested, you can tag them, notify the team, and stop any other automations still running on them.
Stopping other automations is useful here because a prospect can be enrolled in several at once, and you usually do not want old sequences still messaging someone who has said no.
Steps can be inserted mid-sequence, and the numbering adjusts for you.
Each step has its own delay, so you control the spacing as well as the order.
Automation Enrollment is where you see who is in an automation; the per-property view shows what has run and what is still due.
Troubleshooting
Your automation did not start
Check the trigger status on the automation matches the status you actually moved the property into.
You are not sure which automations are on a prospect
Open the record and click the automation button. It shows what is active, including which status automation is running.
Old automations are still messaging someone who said no
Add a stop other automations step to your status change automation, so it clears them when the prospect is marked Not Interested.
Your steps are in the wrong order
Insert a step where you need it — the sequence renumbers automatically. Also check the delay on each step.
Nothing has happened yet
Check the delay on the first step, then look at the property under Automation Enrollment to see whether steps are pending or completed.
Summary
You built a status change automation. You opened Automations, List Stacking, and Status Change, named your automation, and chose the status that triggers it. You set your timing and time zone, then built a sequence of notes, team notifications, tags, and a step to stop other automations. You tested it by moving a prospect into the trigger status, confirmed it ran in the record's history, and tracked everyone enrolled through Automation Enrollment.