If you regularly create e-Alerts with similar criteria — such as searches for a specific neighborhood, price range, or property type — you can save time by building reusable e-Alert templates. Templates can be applied to individual leads or in bulk.
Create a Template
From the e-Alert Templates Page
Click Marketing in the left-hand navigation menu and select the e-Alert Templates tab.
Click + Add Plan in the top right corner.
Build your e-Alert search criteria on the creation page.
Complete the required fields at the bottom and click Save.
Required Fields for Templates
Field | Description |
e-Alert Type* | Buyer (New, Price Reduced, Under Contract, Pending, Sold) or Seller (Under Contract, Pending, Sold) |
Email Subject* | Subject line sent with each e-Alert update |
Name* | Internal name for the template — leads will not see this |
Description | Optional. Helps you identify the template's search and settings from the Manage e-Alert Templates page. |
Shared | Broker/Admin only — choose to keep the template private or share it with your entire team (see below). |
*Required to save the template.
From a Lead Profile
To save an e-Alert as a template while working in a lead's profile:
Navigate to the lead's Summary tab and scroll to the e-Alerts box.
Open an existing e-Alert by clicking its title or Edit this Search, or create a new one using Blank e-Alert, System e-Alert, or Search History.
On the e-Alert creation page, use the template save option at the bottom of the page to save it as a template.
Share a Template with Your Team (Broker/Admin Only)
This section applies to Broker/Admin users only.
When creating or editing a template, Broker/Admin users can select Share with Company to make the template available to all agents on the team. Shared templates appear on each agent's Manage e-Alert Templates page and are available when manually adding e-Alerts in Lead Central and lead profiles.
Apply a Template to an Individual Lead
Navigate to the lead's profile and scroll to the e-Alerts box in the Summary tab.
Click the Template button.
Use the dropdown to select the template by name.
Click the blue Select Template button to apply it.
Apply a Template to Multiple Leads in Bulk (Core, Grow, and Advance Plans Only)
Bulk e-Alert actions are available on Core, Grow, and Advance plans only.
In Lead Central, use the Advanced Lead Filters in the left panel to build your target group of leads.
Select leads by clicking Select at the top of the lead list, or check individual leads manually.
Click Bulk Actions at the top of Lead Central and select Add e-Alert from the dropdown.
In the modal that appears, select the template and set the Frequency.
Click Confirm to apply the template to all selected leads.
Note: Only templates compatible with all selected lead types will appear in the dropdown.