How to Create New Listing Alerts for Clients

Users can send new listings to clients automatically once a new rental matches their search criteria.

 What is the purpose?

This article guides a user through creating listing alerts for their clients. There are two ways to create listing alerts for your clients and ensure that all the newest listings reach them immediately without any additional work from you. 

Why is this important?

Creating listing alerts for your clients will ensure that any new or updated listings that fit their search criteria are sent to them as soon as possible without you needing to do any extra work. When a listing fits the client's search criteria, the client will be sent an email alert. 

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Creating alerts from Search Tab

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  1. Click on the “Search” tab.
  2. Click the “Clear Criteria” button to reset search filters.
  3. Type in your desired locations and select from the auto-populate drop-down box.
  4. Input in any additional criteria.
  5. Click the “Search” button.
  6. When your search results are generated, click the disk icon.
  7. A box will appear, type your alert name and click “+New Save Search” to save your search.
  8. Your search name will appear on the screen, then click the bell icon.
  9. Click “OK” to confirm your alert.
  10. Once the success screen appears, click “Alerts” to take you to the alerts page.
  11. Under the “My Alerts” section, locate your alert and click “Clients.” Associate a client with an alert by clicking “Add a Client” and typing the desired client's name. Once their name appears from the auto-populated drop-down list, select it.
  12. Check the box next to “Send Email,” then select the frequency of alerts. 
  13. Once done, click “Submit.” 

Creating alerts from the Alerts tab.

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  2. Click the “Alerts” tab.
  3. Click the NEW bell icon. 
  4. A box will appear, then input your client's search criteria.
  5. At the top of the page, next to Save Alert, input your alert name and click “Save Alert.”
  6. Under the “My Alerts” section, locate your alert and click “Clients.” Associate a client with an alert by clicking “Add a Client” and typing the desired client's name. Once their name appears from the auto-populated drop-down list, select it.
  7. Check the box next to “Send Email” then select the frequency of alerts. 
  8. Once done, click “Submit.” 

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How to view alerts sent to Client

  1. How to View alerts sent to Client
  2. Click the “Clients” tab
  3. Click on the “Activity Hub” tab. 
  4. You will be able to see any listings that were sent to your clients in alerts within this list. Click “View Listing” to access the listing details. 

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How to unsubscribe clients from Alerts

  1. Click the “Alerts” tab.
  2. Find the named alert that you would like to unsubscribe your client from.
  3. Click the downward arrow next to clients. 
  4. When this area expands, click inside of the drop down box and select Unsubscribe.
  5. Click the “Submit” button. 

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Related Articles

How to Search for Listings
How to Send Clients Rental Listings

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