How to Pair E-Alerts with Buyer Lead Workflow
Combine E-Alerts with the Buyer Lead Workflow to keep buyers engaged and drive more return visits to your site.
Quick Summary
By adding E-Alerts to Sierra’s Buyer Lead Workflow, you create multiple ways to stay in front of buyers. Even if they stop replying to texts or emails, these tools keep them browsing listings and returning to your website, helping you move more leads toward a purchase.
Why This Matters
The Buyer Lead Workflow does a great job moving buyers through your funnel with automated follow-ups and long-term nurture plans. But adding E-Alerts takes your strategy even further by:
- Keeping your brand and listings in front of buyers, even if they are not actively replying.
- Providing valuable, timely property and market information that encourages buyers to keep looking.
- Getting buyers back on your website, which restarts automation triggers and highlights them in Smart Filters for your next follow-up.
For example, a team in Seattle sets up E-Alerts for every buyer who registers on their site. Even if that buyer ignores the first few emails or texts, they still get new listing updates. When they start clicking on homes again, Smart Filters like Clicked 3 Listing Alerts bring them right back to the top of the follow-up list.
Step-by-Step Instructions
1. Set Up E-Alerts for Active Buyers
- Go to the lead’s profile in your Sierra CRM.
- Create a saved search with their preferred location, price, and property type.
- Enable E-Alerts so they receive automatic emails when new listings match their criteria.
- Tag them with [E-Alerts] to keep your database organized.
2. Keep Leads in Your System with Smart Filters
- Even if a lead stops replying to your Buyer Lead Workflow emails or texts, they may still be opening E-Alerts or clicking listings.
- Smart Filters like Clicked 3 Listing Alerts or Returned to Site (21 Days or More) will surface these leads so you can reach out again at the right time.
Best Practices
- Tag consistently. Always add [E-Alerts] or [Market Update] when you set these up so you can segment and follow up later.
- Use this for quiet leads. If a lead tells you they are “just browsing,” E-Alerts keep them engaged without pressure, so you stay top-of-mind for when they are ready.
- Combine with your daily workflow. After handling your Inbox and tasks, check Smart Filters that capture E-Alert engagement to find buyers warming back up.
How This Helps Your Business
By pairing E-Alerts with your Buyer Lead Workflow, you keep buyers interacting with your listings, even if they have gone silent on direct outreach. This multiplies your chances of catching them when they are ready to buy. It also makes sure your Sierra CRM works harder for you by turning long-term nurtures into active opportunities.
Next Step
Go to your leads today, set up E-Alerts, and tag them properly. This small step ensures your CRM keeps buyers engaged even when they are not actively replying, so you can close more deals with less manual follow-up.
Troubleshooting Common Issues
|
Problem |
What to Check |
|
Buyers say they are getting too many emails. |
Review their E-Alert settings and adjust frequency or criteria to be more targeted. |
|
Not seeing Smart Filter activity. |
Make sure you have E-Alerts turned on for leads. These features power filters like Clicked 3 Listing Alerts. |
|
Tags feel messy. |
Do a quick tag audit weekly. Keeping tags like [E-Alerts] and [Market Update] clean helps with follow-up. |
FAQs
Q: Are E-Alerts and Market Updates only for buyers?
A: E-Alerts are designed for active buyers. Market Updates can be used for sellers tracking home values or buyers watching neighborhoods they want to move into.
Q: Will these stop if a lead stops opening emails?
A: No. They continue based on your setup until you pause them, so you stay visible even during quiet periods.
A: If a lead stops replying to action plan emails or texts but clicks on E-Alerts, Sierra’s automations, and Smart Filters bring them back to your attention for renewed outreach.