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Manage Notification Settings for Leads (Email, Text, and In-App)

Control how and when you’re notified about lead activity In Sierra Interactive and understand what you can manage individually vs. at the account level.

Summary

Sierra’s Notification Settings give each user control over how they receive updates about lead activity, including via email, text message, and in-app alerts.

Every user can configure their own notification preferences, while manager-level users define which options are available across the account.

These settings are built to be flexible and tailored to the individual. Users are responsible for setting their own preferences, and managers ensure the account offers the right options for the team.

Reviewing your notification settings regularly helps you stay informed about what matters most without being overwhelmed by alerts.

Table of Contents

Overview

Notification Settings determine:

  • What activities you’re notified about (e.g., new leads, messages, tasks)
  • How you’re notified (email, text, in-app)
  • When you receive certain notifications

These settings are managed at two levels:

  • User-level (“My Notification Settings”) → Each user controls their own preferences
  • Account-level (“Account Notification Settings”) → Managers control what options are available to agents

Accessing Your Notification Settings

All users can access their personal settings by:

  1. Clicking your profile icon in the Client Admin Area (CAA)
  2. Selecting “My Notification Settings”

From here, you can update your individual notification preferences at any time.

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Delivery Preferences (Schedule & Phone Number)

Within My Notification Settings, the Delivery Preferences section controls how and when you receive non-email notifications.

Notification Schedule

  • Applies to text messages and in-app notifications only
  • Defaults to your account’s Actionable Window
  • Can be customized per user

Important: Email notifications are always sent in real time and text and in-app notifications are only delivered during your set schedule.

Phone Number for Text Messages

  • Determines where text notifications are sent
  • Can be updated per user at any time
  • Required if you enable text notifications

Notification Types and Methods

In My Notification Settings, you can:

  • Choose which notification types you want to receive
  • Select how you want to receive them:
    • Email
    • Text Message (if enabled)
    • In-App Notification

Note:

  • Email notifications are sent to the address listed in your user profile.
  • In-app notifications appear in your Sierra mobile app.

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Manager Controls: Account Notification Settings

Manager-level users have access to Account Notification Settings, where they control which notification options are available across the account and how certain notifications behave by default.

Notification Methods for Agents

Control which delivery methods are available to agent-level users:

  • Email (enabled by default)
  • In-app notifications (enabled by default)
  • Text message (optional)
  • Send to alternate email (optional)

Notification Types for Agents

Control which types of lead activity agents can receive notifications for.

  • All notification types are enabled by default
  • Managers can disable specific notification types for agent-level users

Note: Manager-level users always retain access to all notification types and methods, regardless of these settings.

Behavioral Notification Type Variables

Set default thresholds that determine when certain behavioral notifications are triggered.

  • Customize the numerical value required to trigger a notification (e.g., activity thresholds)
  • These settings apply account-wide to all users

This is useful for standardizing when users are alerted about lead engagement or activity levels.

Additional Settings

Managers can also configure the following account-wide behaviors:

  • Send BCC on Email to Friend
    • Toggle on/off to automatically BCC emails sent through the “Email to Friend” feature
  • Enable BCC of Listing Alert Emails to Agents by Default for New Leads
    • Toggle on/off to automatically BCC agents on listing alert emails for newly created leads

Text Message Usage Consideration

Enabling text message notifications may increase usage tied to your Sierra Dialer billing. Managers can review usage details within the Dialer Billing section of the platform.

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Full List of Notification Types

Users can enable notifications for the following lead-related activities:

  • New Lead
  • Saved Listing
  • Request for More Info
  • Schedule Showing Request
  • Lead Returns to Site After 30 or More Days
  • Lead Views a Single Property 3 or More Times
  • Lead Clicks 2 Consecutive Listing Alerts
  • Lead Reassigned to Me
  • Task Is Due
  • Contact Form Submission
  • Incoming Phone Call from Lead
  • Received Voicemail from Lead
  • Incoming Text from Lead
  • Incoming Email from Lead
  • Response to On-Site Message from Lead
  • Lead Added to a Pond
  • Agent Requests to Claim a Lead from a Pond
  • Specific Pond Lead Action Alerts
  • New Leads Added into Distribution
  • Registrations by Leads Who Are Already in Your Account
  • Incoming Calls / Texts from Unknown Numbers
  • Sierra AI Alerts
  • Automations Limits Reached
  • External Notes

Manager Option: “Send Me All Notifications”

Manager-level users can opt into account-wide visibility by enabling:
“Send me all notifications of this type”

This allows managers to receive notifications for all leads across the account, not just assigned leads.

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Common Use Cases

New user setup

  • Review all notification types
  • Enable key alerts (new leads, inquiries, messages)
  • Set your notification schedule

Updating preferences over time

  • Reduce notification noise by disabling less critical alerts
  • Adjust schedule to match working hours

Managers configuring teams

  • Standardize which notifications agents receive
  • Enable or restrict text notifications based on usage policies

Troubleshooting & FAQs

I’m not receiving notifications
 Check the following:

  • The notification type is enabled in My Notification Settings
  • The delivery method (email/text/in-app) is selected
  • Your notification schedule allows delivery (for text/in-app)
  • Your phone number is entered correctly (for text notifications)
  • Your email address is correct in your user profile

My settings aren’t saving

  • Make sure to click “Save Changes” after making updates

I don’t see certain notification options

  • Your account’s Account Notification Settings may restrict access
  • Contact a manager-level user for assistance

Why am I not getting text notifications?

  • Text messaging may not be enabled at the account level
  • Your phone number may be missing or incorrect
  • Your notification schedule may be outside active hours

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