How to Add and Edit Search Alerts
How to Add a Search Alert in the CRM:
Search Alerts are automatically created for a contact upon website sign up or automatic import via the Lead Dropbox . The default search alert criteria (location and price range) is set upon a leads very first search on the website, or their inquired location and price range via Dropbox.
You may also add additional search alerts manually in each lead profile by going to the Leads & Contacts Center, clicking into a lead profile, and clicking on Alerts & Plans.
In the Alerts & Plans area, click +Add in the Search Alerts section. This will display the Add Search Alert pop-up, where you can setup the alert criteria.
When adding a Search Alert, you can:
- Add a Title (Example: Park City, UT - 400-600K)
- Set an Email Frequency:
- Immediately (fires anytime the feed updates on the website with matching criteria)
- Daily
- Weekly
- Monthly
- Set an MLS Area (Used only when multiple MLS' are integrated with your website)
- Set a Search Type:
- Standard Search (Select 1 or more city, zip code, neighborhood, etc. criteria)
- Polygon Search (Create a search based on a polygon area you set)
- Select preferred Property Type(s)
- Set Minimum and Maximum:
- Bed/Bath
- Price Range
- SQFT
- Garages
- Year Built
- Acreage
- Floors
- Select Preferred Views and Features
How to Edit a Search Alert in the CRM:
To view or edit a Search Alert, go to the Leads & Contacts Center, click into a lead profile, click on the Alerts & Plans area, click the edit icon next to an existing Search Alert. This will display the Update Search Alert pop-up, where you can edit the alert criteria.
Best Practices for Adding and Editing Search Alerts:
- Set the alert frequency to daily by default if a contact has not specified their preference. You can always adjust this later on.
- Refine the search criteria based on your leads property view, favorite, and search history. These can be found on the bottom right of the lead profile view.
- Continue updating search criteria over time to help insure leads are always getting the most relevant property updates based on their preferences. This will keep your leads engaged and help drive them back to your website to continue their real estate search.
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