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How to Bulk-Apply Listing Alerts to Leads in Sierra Interactive

The Bulk-Apply Listing Alerts feature allows Primary Managers to quickly send saved search e-alerts and market updates to multiple leads at once, saving time and providing value.

Bulk-apply listing alerts simplifies the process of staying connected with your leads by automating the sending of property alerts. This feature is only available to Primary Managers, allowing them to efficiently manage client communications at scale. By offering the ability to queue up alerts, manage limits, and track progress, this tool saves time and enhances the client experience.

Step-by-Step Instructions

  1. Access Bulk-Apply Listing Alerts:

    • As a Primary Manager, go to the Manage Leads page.
    • In the Bulk Actions Menu, you will find the option to bulk-apply saved search e-alerts or market updates.

  2. Select the Listing Alert Type:

    • Choose either Assign E-Alert or Assign Market Update.
    • Select to create a new search or choose from your saved searches.
    • If creating a new search, you can save it as a favorite in the Saved Searches Admin.

  3. Apply the Listing Alerts:

    • You can apply a maximum of 50 e-alerts or market updates per day.
    • For exceeding limits, choose to queue up additional alerts for future days.

  4. Queue Up Alerts for Future Days:

    • If you've selected more leads than can be handled today, the tool will allow you to queue up alerts for the next day.
    • Choose to either apply the maximum number for today and manually complete the rest later or have the tool automatically handle it over multiple days.

  5. Track Progress in Bulk Actions History:

    • Check the Listing Alerts tab in Bulk Actions History for data on queued and completed alerts.

  6. Manage Skipped Leads and Unsubscribed Users:

    • Leads with an active listing alert or those who have unsubscribed from past alerts will be skipped.
    • You can choose to apply alerts to leads who unsubscribed previously, with a notification during the process.

  7. Receive Completion Notification:

    • Once the bulk application is complete, you’ll receive an email notification with details on which leads received alerts, and which ones were skipped (for reasons like unsubscribes or invalid email statuses).

5. Best Practices

  • Monitor Daily Limits: Ensure you don't exceed the 50 alerts per day limit to maintain performance and deliverability.
  • Manage Unsubscribed Leads: Be mindful of leads who have unsubscribed. You may want to focus on other leads if they no longer wish to receive alerts.
  • Use the Queue Feature: Queue up additional alerts for the following day to ensure that all your selected leads receive the listing alerts over multiple days without manually applying them.

6. Troubleshooting Common Issues

  • Problem: Can't apply listing alerts due to a lead being unsubscribed.

    • Solution: Review the unsubscribed leads and decide whether to skip them or apply the alert anyway, keeping in mind potential delivery issues.

  • Problem: Maximum alert limit reached.

    • Solution: Queue up additional alerts to apply automatically on the next day, ensuring you don’t overwhelm the system or your leads.

7. FAQs

Q: Can anyone apply bulk listing alerts?
A: Only Primary Managers have the ability to bulk-apply listing alerts. We may expand this permission to Manager-level users in the future.

Q: What happens if I exceed the daily limit?
A: If you reach the limit (50 per day), you can queue up additional alerts to be applied the next day or manually apply more later.

Q: Can I apply alerts to leads who unsubscribed in the past?
A: Yes, you will be notified of leads who unsubscribed, and you can choose to apply the listing alert anyway, though it may affect deliverability.