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Open House Alert

What Is an Open House Alert?

An Open House is a scheduled event where a property is made available for prospective buyers or tenants to visit and view in person.

The Open House Alert feature allows you to automatically notify leads about upcoming open houses that match their preferences. Alerts can be configured based on criteria such as city, property type, price range, open house date, bedrooms, bathrooms, and more.

You can choose the alert frequency and assign alerts to leads, tags, stages, or sources. Once configured, email alerts will be sent whenever matching open house listings become available.

Access Open House Alerts

  1. From the left-hand menu, click Alerts.

  2. Select Open House Alerts.

Create an Open House Alert

  1. Click the + Add New Open House Alert button.

  2. Complete the required fields:

    • Alert Name

    • Area or City

    • Property Category

    • Building Type

    • Building Style

    • Property Status

    • Basement Type

    • Garage Spaces

    • Square Footage

    • Days on Market

    • Open On Date

    • Alert Frequency

    • Number of Properties to Include

    • Bedroom Requirements

    • Bathroom Requirements

    • Price Range

  3. Click Create Alert.

The Open House Alert will be created successfully.

Edit an Open House Alert

  1. Navigate to Open House Alerts.

  2. Locate the alert you want to modify.

  3. Click Edit.

  4. Update the required fields.

  5. Click Update Alert.

The alert will be updated successfully.

View Leads Assigned to an Open House Alert

  1. Navigate to Open House Alerts.

  2. Locate the desired alert.

The number of assigned leads is displayed under the alert.

View Active Leads

  1. Click the number displayed in the Active column.

The list of active leads assigned to the alert will be displayed.

  1. Select one or more leads, or use Select All.

  2. Choose one of the following actions:

    • Pause – Temporarily stop sending the alert to the selected leads.

    • Delete – Remove the alert from the selected leads.

View Paused Leads

  1. Click the number displayed in the Paused column.

The list of paused leads assigned to the alert will be displayed.

  1. Select one or more leads, or use Select All.

  2. Choose one of the following actions:

    • Resume – Reactivate the alert for the selected leads.

    • Delete – Remove the alert from the selected leads.

Assign an Open House Alert

Open House Alerts can be assigned from the Alerts page, CRM page, or a Lead Profile.

Assign from the Alerts Page

  1. Navigate to Open House Alerts.

  2. Select the desired alert.

Assign to Leads

  1. Click Leads from the top menu.

  2. Select one or more leads.

  3. Click Submit.

Assign to Tags

  1. Click Tags from the top menu.

  2. Select one or more tags.

  3. Click Apply.

The alert will be assigned to all leads associated with the selected tags.

Assign to Stages

  1. Click Stages from the top menu.

  2. Select one or more stages.

  3. Click Apply.

The alert will be assigned to all leads associated with the selected stages.

Assign to Sources

  1. Click Sources from the top menu.

  2. Select one or more sources.

  3. Click Apply.

The alert will be assigned to all leads associated with the selected sources.

Assign from the CRM Page

  1. Navigate to CRM.

  2. Select one or more leads.

  3. Click Open House Alert from the top menu.

  4. Select the desired Open House Alert.

  5. Save the assignment.

Assign from a Lead Profile

  1. Navigate to CRM.

  2. Open the desired lead profile.

  3. Locate the Open House Alerts section.

  4. Click Add.

  5. Select the desired Open House Alert.

  6. Click Submit.

The alert will be assigned successfully.

 

Note: Alerts assigned to one or more leads cannot be deleted. Remove the alert from all associated leads before attempting to delete it.

Delete from the Alerts Page

  1. Navigate to Open House Alerts.

  2. Select the alert you want to delete.

  3. Click Delete from the top menu.

  4. Confirm the deletion.

Delete from a Lead Profile

  1. Navigate to CRM.

  2. Open the desired lead profile.

  3. Locate the Open House Alerts section.

  4. Click Delete next to the alert you want to remove.

  5. Confirm the action.

The Open House Alert will be removed successfully from the selected lead.

Note: This action only removes the alert assignment from the lead profile. The Open House Alert itself will remain available in the CRM. To permanently delete an Open House Alert, it must be removed from all assigned leads and then deleted from the Open House Alerts page.

Alert Execution

Open House Alerts are processed automatically each day between 9:00 AM and 10:00 AM.

Matching open house listings will be sent to assigned leads according to the selected frequency.

Important Notes

  • If a lead does not open up to 10 consecutive alert emails, the alert will automatically stop sending to that lead. This helps protect email deliverability and reduces the likelihood of emails being marked as spam.

  • Alerts assigned to leads cannot be deleted until they have been removed from all associated leads.

You have successfully learned how to manage Open House Alerts in AgentRoof CRM.

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