New-Listing Alerts email your leads and clients whenever new properties that match their saved search come on the market. Alerts can be sent throughout the day, daily, weekly or monthly.
Why it matters: A well-matched listing alert is the most reliable way to keep a buyer coming back to your website. Every alert they open and click shows up in their activity, raises their Activity Score, and gives you a natural reason to call.
Important: New-Listing Alerts are sent only when new listings come in from your MLS. "Sold", "Price Drop" and "Open House" criteria are ignored if you include them.
Where to Create an Alert
Open the lead's Lead Dashboard from , then use any of these:
- The More (⋮) menu next to the quick actions: Create Listing Alert.
- The + on the Listing Alerts panel in the right-hand sidebar.
- The Create Alert button on the No Listing Alerts card in Suggested Actions.
- The Alerts pill in the status bar, which opens the lead's Listing Alerts page. Click New Alert.
To set up alerts for many leads at once, select them on Lead Summary and choose Set Up Listing Alerts in the bulk action bar.
Create the Alert
1
Choose the Search Criteria
What should the alert look for?
Use the search form to choose the criteria. The criteria are grouped under tabs, so click each tab to see everything available.
Tip: Base the criteria on the lead's Property Engagement: their Price Sweet Spot, Top Locations and Typical home. Keep it simple. Too many criteria can mean very few matches, so alerts are sent rarely or not at all.
2
Preview the Results
Check the search finds the right homes
Review the properties the search finds. Modify Search takes you back to adjust the criteria. When the map is showing, Draw Shape lets you draw an area on the map to search within.
3
Choose the Alert Settings
Name, message and how often to send
- Search Name is used in the email subject.
- Search Notes are included in the email.
- Email Subject (optional) replaces the default subject.
- Search Introduction (optional) is the first sentence after "Hello {name}".
- Alert Frequency sets how often the search runs. If new properties are found since the last run, the alert is sent.
- Alert End Date defaults to several months ahead. You can change it.
- Send Alert Now sends the latest 30 matching properties (plus a link to see them all) straight away.
Manage a Lead's Alerts
Click the Alerts pill on the Lead Dashboard to open the lead's Listing Alerts page. Use Show to switch between Active, Inactive, Saved or all searches. Each alert card shows when it expires, how many alerts were Sent, Opened and Clicked, when it was Last sent and how many Listings Found, with these actions:
| Edit Criteria | Change what the alert searches for |
| Settings | Change the name, message, frequency or end date |
| History | See each alert sent, and whether it was opened and clicked |
| Results | See the properties the search finds today |
| Pause / Resume | Stop sending for now without losing the alert, then start again |
| Delete | Remove the alert |
Watch for: If the Alerts pill on the Lead Dashboard shows Alerts Paused, the lead's email address is invalid and nothing can be delivered. No Email means there is no email on file, and Alerts Opted Out means the lead has unsubscribed. Fix or add the email address to start delivering again.
See How Your Alerts Are Doing
- On the Activity tab, the Alerts chip shows each alert the lead opened or clicked.
- If a lead keeps ignoring their alerts, Suggested Actions shows Alert Engagement Low with an Edit Alerts button.
- On Dashboard Home, the Lead Health tray counts leads with No Alerts and Expiring Alerts. On Lead Summary, the No Active Alert and Alert Expiring Work Lists show who they are.