How Else Can I Use E-Alerts Beyond Just Sending Listings to Buyers?
Unlock 6 creative ways to use E-alerts in Sierra to increase conversions, nurture leads, and elevate your client experience, buyers, and beyond.
Why This Feature Matters
Most real estate agents use E-alerts to send new listings to buyer leads, but that’s just scratching the surface. When used strategically, E-alerts become a powerful tool for client engagement, lead reactivation, seller presentations, and even paid lead conversion.
These listing alerts help you:
- Nurture long-term relationships with past clients and sphere
- Provide data-driven insights on listing appointments
- Move warm leads into action
- Deliver targeted value with fewer manual touches
💡 You don’t need more tools, just smarter ways to use the ones you already have.
Step-by-Step Instructions
To Use E-Alerts Creatively in Sierra:
- Navigate to a Lead Detail Page or use Lead Routing Rules to assign E-alerts automatically.
- Click the Searches tab and select Create New E-Alert.
- Customize your criteria depending on the use case (see examples below).
- Adjust frequency (daily, weekly, monthly) based on lead type or segment.
- Save and monitor E-alert activity in the lead’s communication history.
Best Practices
- For Seller Consultations: Set up a mock E-alert to show local market activity and position yourself as the market expert.
- For Past Clients/Sphere of Influence: Use general market alerts quarterly to stay top-of-mind.
- For Hot Leads: Narrow filters to high-demand or fast-moving criteria to create urgency.
- For Re-Engagement: Use Smart Filters to identify leads clicking but not replying.
- For Paid Campaigns: Create pre-filtered E-alerts to match ad targeting criteria.
- For Lead Tagging Campaigns: Pair custom tags with relevant E-alerts for personalized outreach.
Troubleshooting Common Issues
Problem: Leads stop opening E-alerts over time.
Solution: Refresh the criteria periodically or adjust frequency to avoid fatigue.
Problem: E-alert feels too generic.
Solution: Narrow your filters and use tag-specific setups for more personalization.
Problem: E-alerts aren’t triggering for new leads.
Solution: Make sure Auto-create E-alert is enabled in your Lead Routing Rules.
FAQs
Q: Can I send E-alerts to seller leads?
A: Yes—create mock buyer-style alerts to show sellers what their competition looks like or send them market activity in their neighborhood.
Q: How often should I send E-alerts to sphere contacts?
A: Monthly or quarterly works well for passive leads or long-term relationships.
Q: Can I apply an E-alert automatically when a lead registers?
A: Yes, use Lead Routing Rules to auto-assign saved search alerts based on criteria or tags.