Summary
Learn how to activate e-alerts for a contact so they automatically receive property updates based on their matching criteria.
This article covers:
Overview
E-alerts automatically send daily property updates to contacts based on their saved matching criteria.
Once activated, contacts receive timely notifications about new listings, auctions, and inspections relevant to their preferences.
Activate e-alert
To enable e-alerts for a contact:
- Go to: Contacts
- Select the relevant contact
- Edit an existing Matching Criteria, or click + icon to create one
- Scroll to E-Alerts
- Tick Enabled
- Select a consultant to be the Sender of alert emails to this contact
- Tick only the desired Alert Triggers:
- Property Listed alerts - Notifies clients when a new property matching their criteria is listed
- Listing Sold alerts - Alerts clients when a property in their area or interest range has sold
- Auction Reminder alerts - Sends reminders ahead of upcoming auction events
- Inspection Reminder alerts - Notifies clients of scheduled open inspections
- Click Save
Once saved, your contact will automatically begin receiving tailored e-alerts each day, keeping them updated on the latest listings and opportunities.
What’s next?
After activating e-alerts, you can add matching criteria to a contact to refine property preferences or unsubscribe from individual e-alert triggers to stop specific alert types while keeping others active.