Lead Engagement Alert
What Are Lead Engagement Alerts?
WhatLead Engagement Alerts help you stay informed about how your leads interact with your website, emails, and SMS communications.
AgentRoof CRM provides comprehensive options to track lead engagement across your website, emails, and SMS. You can choose to be notified when leads become active after a set number of hours or days, when they interact with properties, or when they perform actions such as subscribing to listing alerts. You can also track email and SMS engagement, such as when a lead clicks a link, unsubscribes, or replies.
Notifications can be delivered through the AgentRoof application, email, or both, depending on the alert type.
Access Lead Engagement Alerts
From the left-hand menu, click Alerts.
Select Lead Engagement Alerts.
The Lead Engagement Alerts page will be displayed.
Note: Some engagement alerts are system defaults and cannot be modified.
Website Engagement Alerts
Notify When a Lead Becomes Active After Selected Hours
Receive a notification when a lead becomes active after a specified number of hours.
Minimum value: 1 hour
Maximum value: 23 hours
Select how you would like to receive the notification:
App Notification
Email Notification
Notify When a Lead Becomes Active After Selected Days
Receive a notification when a lead becomes active after a specified number of days.
Minimum value: 1 day
Maximum value: 364 days
Select the desired notification method.
Notify When a Lead Becomes Inactive
Receive a notification when a lead becomes inactive for a specified number of days.
Minimum value: 7 days
Maximum value: 99 days
Select the desired notification method.
Notify When a Lead Views the Same Property Multiple Times
Receive a notification when a lead views the same property repeatedly.
Minimum value: 2 views
Maximum value: 99 views
Select the desired notification method.
Notify When a Lead Views Multiple Different Properties
Receive a notification when a lead views more than a specified number of different properties.
Minimum value: 2 properties
Maximum value: 99 properties
Select the desired notification method.
Notify When a Lead Subscribes to a Listing Alert
Receive a notification whenever a lead subscribes to a Listing Alert.
Note: This is a default system notification. The App and Email notification options cannot be modified.
Email Engagement Alerts
Use the checkboxes next to each alert to choose whether notifications should be sent through the App, Email, or both.
Available Email Engagement Notifications
Notify me when a lead clicks a link in an email.
Notify me when a lead opens an email.
Notify me when a lead unsubscribes from email communications.
Notify me when a lead replies to an email.
Note: The notification for lead email replies is enabled by default.
SMS Engagement Alerts
Notify When a Lead Replies to an SMS
Receive a notification whenever a lead replies to an SMS message.
Note: This notification is enabled by default.
Save Changes
After making any changes to the notification settings:
Click Update.
The Lead Engagement Alert andsettings itswill settingsbe updated successfully.
You have successfully learned how to manage Lead Engagement Alerts in AgentRoof CRM.