Auto-Tagging Leads Based on Behavioral Notification Triggers

Table of Contents

• Why This Feature Matters
• Step-by-Step Instructions
• Applies Account-Wide
• Best Practices
• Troubleshooting Common Issues
• FAQs

Why This Feature Matters

Auto-tagging helps you spot and prioritize high-intent leads without relying on someone to catch every notification. When a lead saves a listing, returns to your site, or views the same property multiple times, Sierra can apply a tag automatically, no manual review required.

This gives your team a few concrete advantages:

• Faster speed-to-lead, since active or returning leads get flagged the moment they take action
• Smart filters built on auto-applied tags, so high-value leads surface on the Manage Leads page without a manual search
• Fewer missed follow-ups caused by a notification getting buried or overlooked
• A more sustainable workflow for ISAs and agents managing a high volume of leads

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Step-by-Step Instructions

Enable auto-tagging based on behavior

1. Click on your profile icon on the top-right corner. 
2. Select My Notification Settings.
3. On the dropdown select Behavioral.
4. Locate the notification type you want to tag (for example, Saved Listing or Viewed Property X Times).
5. Click the + button in the Tags section.
6. Choose one or more tags from the list.
7. Click Save Changes.

Remove an auto-applied tag

1. In the same area, click the X next to the tag you want to remove.
2. Click Save Changes.

For a full walkthrough of creating, editing, and organizing the tags themselves before you assign them here, see Tags Manager: Adding, Editing, and Organizing Lead Tags.

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Applies Account-Wide

Auto-tagging rules apply to every lead across the account. Any lead that performs the matching behavior receives the specified tag, regardless of which agent or team they're assigned to. Auto-tagging isn't user-specific; it can't be turned on for some agents or teams and off for others.

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Best Practices

• Build tag-based smart filters on the Manage Leads page to surface high-intent leads at a glance. See Advanced Search and Smart Filters in the Leads Dashboard for how to set these up.
• Train your team to check tagged leads first in their daily workflow.
• Use consistent, descriptive tag names, like "Saved Listing" or "Viewed 3+ Times," so filters stay easy to read.
• Review your auto-tagging rules periodically as your lead engagement strategy evolves.

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Troubleshooting Common Issues

• Tags aren't applying to the leads you expect.
  Confirm the behavior criteria were met exactly, for example, that the lead viewed the same property the required number of times.

• Agents can't change or remove an auto-applied tag.
  Only Managers or the Primary Manager can make tag assignment changes. This is expected, not a bug.

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FAQs

• What counts as a "behavioral notification"?
  Behavioral notifications are triggered when a lead takes a specific action that signals interest or re-engagement. These include: saving a listing, submitting a Request for More Info on a specific listing, submitting a Schedule Showing request, returning to the site after being away for 21 or more days, viewing the same property 5 or more times, clicking 3 or more listing alerts, and taking action while marked as a pond lead in Not Working status 

• Can I apply multiple tags to a single behavior?
  Yes. You can associate more than one tag with each notification type.

• Can I turn this off for some users or teams?
  No. Auto-tagging applies to all leads across the entire account.

• Where do I manage the tags themselves, like renaming or deleting one?
  Use the Tags Manager. See Tags Manager: Adding, Editing, and Organizing Lead Tags.

• How do I make sure my team actually sees a lead the moment it's tagged?
  Pair auto-tagging with your notification preferences. See Lead Notification Settings: Email, Text, and In-App.

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