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Export Functionality for E-Alerts & Market Updates

You can now export a snapshot of leads who are receiving E-Alerts or Market Updates, including their engagement details. This tool is useful for tracking opt-ins, monitoring communication activity, and refining your follow-up strategies.

 

Why This Feature Matters:

 

 

Knowing who is receiving your alerts—and how they’re interacting with them—gives you the insight needed to prioritize follow-up, identify unengaged leads, and evaluate the effectiveness of your saved searches and updates.

 

 

 

Step-by-Step Instructions:

 

 

 

How to Export E-Alert Data

 

 

  1. Navigate to Leads > E-Alerts in your Sierra CRM.

  2. Click the “Export” button in the top-right corner of the page.

 

 

 

How to Export Market Update Data

 

 

  1. Navigate to Leads > Market Updates.

  2. Click the “Export” button in the top-right corner.

 

 

 

 

Fields Included in the Export:

Field Name

Description

Pond Name

The lead pond (if applicable) the lead is assigned to

Buyer Agent

Assigned buyer agent

Seller Agent

Assigned seller agent

Lead Name

Full name of the lead

Address

Address associated with the lead or search

Phone

Lead’s phone number

Search

Description of the saved search

Price Range

Price range criteria set in the search

Locations

Locations included in the alert or update

Start

When the alert or update was initiated

Frequency

How often alerts are scheduled to send

Last Sent

The last date an alert was sent

Last Open

The most recent open by the lead

Last Click

The last time the lead clicked within the alert

Registered

Indicates whether the lead has completed registration

Source

Original lead source

Phone Status

Status of the phone number (e.g., valid, invalid)

Calls

Number of outbound/inbound calls logged

Texts

Number of text messages sent/received

Email Status

Whether emails are being delivered

Emails

Number of emails sent

 

Best Practices:

 

 

  • Use the Last Open and Last Click columns to identify leads that are highly engaged or need re-engagement.

  • Cross-reference Phone Status and Email Status for deliverability diagnostics.

  • Export data regularly to monitor trends in campaign effectiveness.

 

 

 

 

Troubleshooting Common Issues:

 

 

Issue: I can’t find the export button.

Solution: Make sure you’re in either the E-Alerts or Market Updates page under the Leads section. The export button only appears at the top right of these pages.

 

Issue: My export is missing leads.

Solution: The export is currently limited to the first 500 records. Use filters to narrow your list before exporting.

 

 

 

FAQs:

 

 

Q: Can I export more than 500 leads at a time?

A: Not currently. Each export is capped at 500 records. You can apply filters to target specific segments and perform multiple exports if needed.

 

Q: Can I use this export to re-import or bulk update leads?

A: This export is primarily for visibility and reporting. Use Sierra’s Lead Import Wizard for structured updates.

 

Q: Are drip campaign metrics included in this export?

A: No. This export only includes metrics related to E-Alerts and Market Updates.