Open House Alert
What Is an Open House Alert?
FollowAn sameOpen 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
From the left-hand menu, click Alerts.
Select Open House Alerts.
Create an Open House Alert
Click the + Add New Open House Alert button.
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 newProperties listingto Include
Bedroom Requirements
Bathroom Requirements
Price Range
Click Create Alert.
The Open House Alert will be created successfully.
Edit an Open House Alert
Navigate to Open House Alerts.
Locate the alert you want to modify.
Click Edit.
Update the required fields.
Click Update Alert.
The alert will be updated successfully.
View Leads Assigned to an Open House Alert
Navigate to Open House Alerts.
Locate the desired alert.
The number of assigned leads is displayed under the alert.
View Active Leads
Click the number displayed in the Active column.
The list of active leads assigned to the alert will be displayed.
Select one or more leads, or use Select All.
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
Click the number displayed in the Paused column.
The list of paused leads assigned to the alert will be displayed.
Select one or more leads, or use Select All.
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
Navigate to Open House Alerts.
Select the desired alert.
Assign to Leads
Click Leads from the top menu.
Select one or more leads.
Click Submit.
Assign to Tags
Click Tags from the top menu.
Select one or more tags.
Click Apply.
The alert will be assigned to all leads associated with the selected tags.
Assign to Stages
Click Stages from the top menu.
Select one or more stages.
Click Apply.
The alert will be assigned to all leads associated with the selected stages.
Assign to Sources
Click Sources from the top menu.
Select one or more sources.
Click Apply.
The alert will be assigned to all leads associated with the selected sources.
Assign from the CRM Page
Navigate to CRM.
Select one or more leads.
Click Open House Alert from the top menu.
Select the desired Open House Alert.
Save the assignment.
Assign from a Lead Profile
Navigate to CRM.
Open the desired lead profile.
Locate the Open House Alerts section.
Click Add.
Select the desired Open House Alert.
Click Submit.
The alert will be assigned successfully.
Delete an Open House Alert
Open House Alerts can be removed from either the Alerts page or a Lead Profile.
Delete from the Alerts Page
Navigate to Open House Alerts.
Select the alert you want to delete.
Click Delete from the top menu.
Confirm the deletion.
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 a Lead Profile
Navigate to CRM.
Open the desired lead profile.
Locate the Open House Alerts section.
Click Delete next to the alert you want to remove.
Confirm the action.
The alert will be removed successfully from the lead profile.
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.