Global Site Settings in Sierra: Configuration for Leads, Permissions, and Compliance

Summary

Global Site Settings control how leads register on your website, how lead notifications are sent to your agents, and which permissions Agent-level and Lender-level users have in your account. This article explains each setting so you can configure your website, lead routing, and user permissions with confidence.

Table of Contents

1. Why This Feature Matters
2. Global Site Settings Overview
   1. Contact Info Display
   2. Lead Distribution
   3. Agent Permissions
   4. Lead Opt-In and Consent
   5. Registration Requirements
   6. Registration Settings
   7. Social Registration Requirements
   8. Phone Number Requirement
   9. Denote Required Fields
   10. Partial Forms
   11. Accessibility Widget
   12. E-Alerts and Market Updates
   13. Global Site Meta Tags
   14. Global JavaScript and Embed Codes for Agent Sites
3. Best Practices
4. Troubleshooting Common Issues
5. FAQs

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Why This Feature Matters

Global Site Settings influence the experience your site visitors have, the quality of information your team receives, and the workflows your agents rely on every day. These settings impact lead conversion, compliance, account security, and automation. Understanding each setting ensures that your team uses Sierra in a way that supports your business goals.

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Global Site Settings Overview

The following sections outline each Global Site Setting, what it does, and how it affects your website experience, lead workflows, and team access.

Contact Info Display

• Default New Listings Email Alert Subject
  Sets the default subject line for new listings email alerts sent to leads.
• Contact Us Text
  Displays your chosen contact message or phone number in the Contact Us area of your website.

Lead Distribution

• Actionable Window Start Time and Actionable Window End Time
  Defines the timeframe during which agents can receive claim and pass notifications for new leads. This window also controls when automated messages can be sent, including Fully Automated Action Plans (FAAPs) and auto-send text messages triggered by Lead Routing Rules. Messages and notifications are only delivered during the configured window.

• Include lead contact info in the notification to agents
  If set to No, notifications hide the lead’s phone number and email address until the agent claims the lead. This helps maintain fair lead distribution.
• Enable Lead Registration on the Following Contact Form Types
  Determines which form submissions should automatically create new leads in the CRM. Options include:
  • Contact Request
  • Contact Request (Sellers)
  • Contact Request (Buyers)
  • Mortgage Pre-Qualification
  • Careers
  • Free Market Analysis
  • Personalized Home Search
  • If a form is checked, submitting it creates a lead and routes it using your lead distribution rules.

Agent Permissions

These settings control what Agent-level and Lender-level users can do in your Sierra account.

• Allow Agent-Level Users to Export Their Own Leads
• Allow Agent-Level Users to Assign Tasks to Manager-Level Users
• Allow Agent and Lender Users to Re-Assign Leads
• Allow Agent-level User to Re-Assign Lender
• Allow Agent and Lender Users to See Leads Assigned to Other Users in Lead Quick Search Results
• Allow Agent-Level Users to Disable Smart Filter Visibility for Other Agent-Level Users
• Allow Agent and Lender-Level Users to Manually Stop, Pause, and Resume an Action Plan Without Adding a Note
• Allow Agent-level Users to View the Dialer Dashboard
• Allow Agent-level and Lender-level Users to View Completed Tasks and Tasks Due in Future

Each permission provides additional flexibility or control for day-to-day lead management and task workflows.

Lead Opt-In and Consent

• Opt-Out Message
  When you send an automated or mass text to a lead for the first time from a non-exempted source, Sierra appends an opt-out message. The Primary Manager can customize the text, but it must end with:
  reply STOP to cancel
  The Office Name is pulled from your Account Contact Settings.
• Opt-Out Behavior
  This message is also appended to later automated or mass messages unless the lead has engaged in a conversation in the last 30 days.
• Exempted Sources
  In some cases, the opt-out message may not be appended based on how the lead was originally sourced and the consent signal provided at the time of registration. These rules are managed to align with messaging compliance standards and third-party platform requirements.

Registration Requirement

• Registration Requirement on Pay-Per-Click Traffic
  Recommended setting for PPC performance is Required with 0 views. This forces registration immediately.
• Registration Requirement on All Other Traffic
  Choose how many listing detail views a visitor can see before registration is required.
  Common example: Require on All Listings with 4 views.

Registration Settings

• Display Currently working with one of our agents drop-down on registration form
  Shows a dropdown for users to indicate if they already work with someone.
• Display Currently working with an agent If so, who text input
  Adds a free-text field for users to name their agent.
• Use Phone Number as Password on Registration Form
  Simplifies login by using the lead’s phone number as their password.
• Include Password Field on Registration and Login Form
  Adds a standard password field to registration and login.
• Photo Gating on Search Results for Pay-Per-Click Traffic
  Hides listing photos in search results. Leads must visit the listing detail page to see images.

Social Registration Settings

• Display request for user phone number upon successful social registration
  Choose whether to request the phone number after Google registration. Options: Optional, Required, No
• Display Currently working with one of our agents drop-down upon successful social registration
  Adds this question after social registration.
• Display Currently working with an agent If so, who text input upon successful social registration
  Adds a free-text field for agent attribution.

Phone Number Requirement

Controls when a phone number is required for form submissions.

Applies to:

• Schedule Showing and Request More Info
• Property Tracker Registration
• Other Site Contact Forms

You can restrict to US and Canada phone numbers or allow international phone numbers.

Denote Required Fields

• Display asterisks for required fields on forms
  Shows or hides red asterisks on required form fields.

Partial Forms

• Partial Contact Forms
  Allows visitors to submit only their email address. Enabling this overrides the Phone Number Requirement settings.
• Seller Lead Partial Information Capture
  Captures home address information even when the seller lead form is abandoned.

Accessibility Widget

• Display Accessibility Widget on Your Site
  Adds an accessibility icon to your website.
• Placement and Position
  Choose where the widget displays on the page.
• Icon Type and Size
  Customize the visual style of the widget.
• Enable or Disable Focus Indicator
  The Focus Indicator adds a blue outline to improve accessibility for visually impaired users.

E-Alerts and Market Updates

• Default Exact Match Behavior
  Determines how exact match rules apply when sending automated market updates and e-alerts.

Global Site Meta-Tags

• Meta Title
  The SEO title for your website.
• Meta Keywords
  A list of keywords associated with your site's content.
• Meta Description
  A short description displayed in search engine results.

Global JavaScript and Embed Codes for Agent Sites

Allows you to add JavaScript, CSS, or tracking code across all agent sites.

You may insert code:

• In the document head
• After the body tag opens
• Before the body tag closes

You may also include the main site’s JavaScript and CSS by enabling the checkbox.

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Best Practices

• Work with your Primary Manager before changing lead registration, consent, or accessibility settings.
• Keep PPC-related settings at recommended defaults unless advised by Sierra or your marketing provider.
• Review Agent Permissions regularly to ensure security and workflow alignment.
• Use Partial Forms only when your strategy prioritizes lead volume over complete contact information.
• Add JavaScript only when necessary and with developer support.

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Troubleshooting Common Issues

• Leads are submitting without phone numbers
  Partial Forms or International Phone Number settings may be enabled.
• Agents cannot see lead contact information
  Check the setting Include lead contact info in the notification to agents.
• Registration is not triggering soon enough
  Review your Registration Requirement settings for PPC and other traffic.
• Agents cannot reassign a lead
  Verify the corresponding Agent Permission setting.
• Opt-out message is missing
  The lead may originate from an exempted source.

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FAQs

• Who can access Global Site Settings
  Primary Managers and Managers.
• Who can modify Lead Opt-In and Consent settings
  Only the Primary Manager.
• Does enabling Partial Forms reduce lead quality
  It may. Use this setting only when capturing more leads is the priority.
• Do Meta Tags affect SEO
  Yes. These fields influence your visibility in search engines.
• Will JavaScript changes affect my site
  Yes. Use caution and consult with a developer if needed.