Skip to content
  • There are no suggestions because the search field is empty.

Engage Leads Effortlessly with Pre-Built Text Templates

Use Sierra Interactive's ready-to-use Text Touchpoints to send timely, personalized messages that engage leads and save you time, all without writing a single script from scratch.

Keeping in touch with every lead at the right moment is essential, but it can be time-consuming. Sierra’s pre-built Text Touchpoints solve this by giving you professionally written, ready-to-send messages for key moments in the client journey, like confirming a showing or wishing a past client a happy home anniversary.

Table of Contents

  1. Why This Feature Matters

  2. How to Use Text Touchpoints

  3. Best Practices for Engaging Leads

  4. Troubleshooting Common Issues

  5. Frequently Asked Questions


Why This Feature Matters

In real estate, timing and consistent communication are everything. Manually writing effective follow-ups, reminders, and check-ins for every lead takes valuable time away from high-impact activities. Text Touchpoints automate this part of your workflow so you can stay top-of-mind without stopping to type every message. These templates are designed to build relationships, increase reply rates, and provide a consistent, personalized experience for every lead.

Real-world Examples:

  • For the Busy ISA: An ISA can use the "Post-Open House Attendance" template to instantly follow up with every visitor, improving speed-to-lead and starting conversations while the experience is still fresh.
  • For the Director of Operations: A Director of Ops can schedule all birthday and home anniversary texts for the month in one sitting, ensuring these important relationship-building moments are never missed.
  • For the New Agent: A newer agent can use the "Post-Showing Follow-Up" template to confidently ask for feedback, using a proven script to guide their next steps with a buyer.

(Back to top)

How to Use Text Touchpoints

Ready to start saving time? Here’s how to find and use your pre-built text templates.

1. Find Your Templates

First, head to your template library.

  1. Click the Gear Icon in the top right corner of Sierra.
  2. Navigate to Contact Templates from the menu.
  3. Scroll down to the Text Contact Templates section.
  4. Look for any template that starts with “SSH” (which stands for Sierra Success Hub). These are your pre-built touchpoints!

2. Choose the Right Touchpoint for the Moment

You’ll find templates designed for specific, high-impact situations in the client journey, including:

  • Appointment Confirmation
  • Appointment Reminder
  • Birthday
  • Home Anniversary (perfect for past clients)
  • Post-Showing Follow-Up
  • Post-Open House Attendance (for both buyers and sellers)

For example, after you’ve finished a showing, you can use the Post-Showing Follow-Up template to quickly ask the buyer what they thought. This simple touchpoint can give you valuable insight for your next tour.

3. Send or Schedule Your Message

Once you’ve picked your template, sending it is simple.

  1. Open the detail page for the lead you want to contact.
  2. Click Send Text to send the message immediately or click Schedule Manual Text to choose a later date and time.
  3. Select the SSH template you want to use from the dropdown menu. You'll see a preview of the message with merge fields like the lead's first name automatically filled in.

4. Monitor Replies

That's it! Any responses from your lead will appear on their detail page, right alongside your other text conversations.

(Back to top)

Best Practices for Engaging Leads

Reduce No-Shows with Timely Reminders

Send the "Appointment Reminder" template 2 to 3 hours before a showing. This gives your clients enough time to prepare but not so much that they forget.

Focus on Value, Not Volume

Use templates strategically where they add genuine value. A happy birthday text feels personal and thoughtful, but over-messaging can feel impersonal.

Work Ahead with Smart Scheduling

Block off time once a month to pre-schedule touchpoints like birthdays and home anniversaries. This keeps your engagement consistent without adding to your daily to-do list.

Ensure Your Data is Accurate

Personalization only works if the information is correct. Regularly update your lead profiles to make sure merge fields like [lead_first_name] pull the right details.

(Back to Table of Contents)

Troubleshooting Common Issues

Issue

Solution

Merge fields aren’t working.

Double-check that the lead’s profile contains all the necessary details, such as their first name or property address.

The text won’t send.

Confirm the lead's phone number is valid and has been properly registered with carriers to receive messages.

Home Anniversary text shows an error.

This template requires that the lead has an assigned Listing Agent. Go to the lead's profile and confirm that field is filled.

Post-Open House (Seller) text shows an error.

Just like the Home Anniversary text, this template also relies on the lead having an assigned Listing Agent.

(Back to Table of Contents)

Frequently Asked Questions

Q: Can I edit or customize the SSH templates?

A: No, these specific templates are pre-written by Sierra and are non-editable to ensure best practices are followed.

Q: Are these texts automated?

A: They are not automated by default. You can send them instantly from a lead's profile or manually schedule them for a future date and time.

Q: Are these templates for buyers or sellers?

A: The templates are primarily designed for buyers, but two of them (Home Anniversary and Post-Open House Attendance for Sellers) are perfect for nurturing sellers and past clients.


(Back to Table of Contents)