> For the complete documentation index, see [llms.txt](https://support.agentfire.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.agentfire.com/agentfire-idx/listing-alerts/agentfire-idx-listing-alerts.md).

# How to Set Up Listing Alerts for a Lead

Send a lead email alerts when new listings match what they want: add the lead, create the alert from their profile, change or stop it, and what buyers can do themselves.

A listing alert emails a lead when new listings match what they're looking for. You can create one for a lead from your dashboard, or the lead can save a search on your website themselves.

## Before you start

The lead needs an account on your website first. They get one when they sign up on your site, for example by clicking **Sign In / Sign Up**, saving a search or saving a listing.

If you already have their details, you can add them yourself. Only do this with the lead's permission, since they'll start getting emails from your site.

{% stepper %}
{% step %}

### Add the lead (if they're not already there)

Go to **Leads** > **Lead Manager** and click **New Lead**. Enter their first name, last name, email and phone, then click **Add Lead**.

![The Add IDX Lead form with name, email and phone](https://2039430885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fq65vhH2v4k5rpDOha9Vm%2Fuploads%2Fgit-blob-ba08bcfe2f5dabfc09d104f004dc068a8a6852f8%2Falerts-1-add-lead.png?alt=media)

**The phone number becomes their password** for signing in on your website, along with their email.
{% endstep %}
{% endstepper %}

## Create an alert for a lead

{% stepper %}
{% step %}

### Open the lead's Properties tab

In **Lead Manager**, click **View Profile** next to the lead, then click the **Properties** tab. It shows the searches they've saved, the listings they've saved and the listings they've looked at. Click **Add Custom Alert**.

![A lead's Properties tab with the Add Custom Alert button](https://2039430885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fq65vhH2v4k5rpDOha9Vm%2Fuploads%2Fgit-blob-b06b63dd46b5379a88021983dc7ea4871e48f6c3%2Falerts-2-properties.png?alt=media)
{% endstep %}

{% step %}

### Name it and choose how often it sends

Give the alert a name the lead will recognize, like "3-bed homes in Doral". Under **Send Alerts**, choose:

* **ASAP**: as soon as a new matching listing comes in.
* **Daily**: once a day.
* **Weekly**: once a week, on the day you pick.

![The alert name and Send Alerts options, with Weekly and Monday selected](https://2039430885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fq65vhH2v4k5rpDOha9Vm%2Fuploads%2Fgit-blob-f714c363ba48c996e8fa92bbd5efe4930a70bf58%2Falerts-4-frequency-custom.png?alt=media)
{% endstep %}

{% step %}

### Choose the listings

* **Saved**: pick one of your saved searches. To make one first, see [How to Create a Saved Listing Search](/agentfire-idx/property-alerts-and-saved-searches/agentfire-idx-create-a-custom-saved-search.md).
* **Custom**: set the filters right here: location, for sale or for rent, price, beds, baths, property details, open houses, home features and keywords.
  {% endstep %}

{% step %}

### Save it

Scroll down and click **Add This Alert**. The alert now shows on the lead's **Properties** tab.

![The Add This Alert button at the bottom of the filters](https://2039430885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fq65vhH2v4k5rpDOha9Vm%2Fuploads%2Fgit-blob-9fb5ed183b960c380bed8d68d5d3c0bac0f149a4%2Falerts-5-add-this-alert.png?alt=media)
{% endstep %}
{% endstepper %}

## Change or stop an alert

Each alert on the **Properties** tab has three icons on the right: the **bell** (alert settings), **share**, and the **trash can**.

![A saved alert with the bell, share and trash icons](https://2039430885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fq65vhH2v4k5rpDOha9Vm%2Fuploads%2Fgit-blob-f350719e0e6601f1b1f793c514976168f8a84377%2Falerts-6-alert-saved.png?alt=media)

* **Change the name or how often it sends:** click the **bell**, make your changes, and click **Update This Alert**.
* **Stop the emails but keep the search:** click the **bell**, then **Delete Alert**. The search stays on the lead's profile and the bell turns grey.
* **Remove it completely:** click the **trash can** and confirm.

![The alert settings with the Delete Alert and Update This Alert buttons](https://2039430885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fq65vhH2v4k5rpDOha9Vm%2Fuploads%2Fgit-blob-a517174473e9cc011c1b112972e92a94bcd78aa7%2Falerts-7-update-delete.png?alt=media)

{% hint style="info" %}
**Delete Alert** doesn't delete the search. It only stops the emails. To remove the search too, use the trash can.
{% endhint %}

To change the filters, create a new alert with the filters you want, then remove the old one with the trash can.

## What the lead can do themselves

Leads can set up and manage their own alerts on your website:

1. On your property search page, they search, click **Save Search**, name it, choose **ASAP**, **Daily** or **Weekly**, and click **Send Me Listings**.

   ![The Save This Search box on the website, with Send Alerts and Send Me Listings](https://2039430885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fq65vhH2v4k5rpDOha9Vm%2Fuploads%2Fgit-blob-178551646e903f0cd22f0198d5fba4e0009f4b1e%2Falerts-9-buyer-save-search.png?alt=media)
2. To change or remove it, they click their name at the top of your site to open their dashboard, then go to **My Searches**. The bell lets them change the name and how often it sends. The trash can removes it.

   ![A lead's My Searches tab with the bell, share and trash icons](https://2039430885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fq65vhH2v4k5rpDOha9Vm%2Fuploads%2Fgit-blob-52c5b7eaf8c3d90b427a9c59f85da16149b1ff5e%2Falerts-10-buyer-my-searches.png?alt=media)

## Common Questions

<details>

<summary>My lead isn't getting any alerts.</summary>

An alert only sends when a new listing matches the filters, so a very narrow search can go a long time without one. Open the alert from the lead's **Properties** tab and check the filters and how often it sends. Also check that the bell isn't grey, which means the alert was stopped. If it all looks right, email <support@agentfire.com> with the lead's email and the alert name.

</details>

<details>

<summary>A lead asked to stop getting emails.</summary>

Open their **Properties** tab and click the **trash can** on each alert. **Delete Alert** on its own stops the emails but leaves the search on their profile.

</details>

<details>

<summary>Two buyers want the same alert.</summary>

Each person needs their own account. Create the same alert on each lead's profile.

</details>

<details>

<summary>Can contacts in my CRM get alerts automatically?</summary>

Not automatically. Each lead needs an account on your website and an alert set up there. Alerts from another website or IDX don't carry over, so recreate your leads' most important searches here.

</details>

<details>

<summary>Why does the alert email show the main agent's name, not mine?</summary>

The email template follows MLS rules, which usually require the name of the agent or team lead who signed up for the IDX. On a team, it stays the same no matter which team member set up the alert. We can sometimes change the email and phone shown, and some MLSs allow brokerage details. Email <support@agentfire.com> to check what your MLS allows.

</details>
