Step-by-Step Instructions Part 1: Open the Buyer's Email Alert
From your RealScout dashboard, navigate to RealScout Listing Alerts and click on the buyer contact you want to work with.
Click Email Alerts in the contact's profile.
Click Edit on the alert you want to modify.
Part 2: Edit the Search Criteria
Click the General tab to review or update basic search parameters such as price range and property type.
Click the Locations (MLS data) tab to review or update geographic criteria tied to MLS data. To exclude a specific city from your search criteria, click the three dots (More Options) in the City Name field. Then, choose the None Of option and enter the name of the city you want to exclude. This ensures that listings from the specified city are not included in the search results.
Click the Features tab to review or update property feature criteria such as bedrooms, bathrooms, or square footage. To exclude a specific property type, navigate to the Subtype Description filter, click on More Options, select the NOT condition, and choose the property type to exclude (e.g., "Hi-Rise"). This removes listings of the selected property type from the search results.
Part 3: Adding an Additional Filter
Click Add Filters. Explore advanced filtering options by combining multiple filters and conditions. For example, use the NOT condition to exclude specific criteria or apply multiple filters to create highly tailored search results.
In the filter search field, type
filterto locate available filter options.Check Listed or Status Changed to include listings that are newly listed or have had a recent status update.
Click Apply Changes to confirm the filter selection.
Click Update Search to save all changes to the search criteria.
Part 4: Send the Alert
Click Send Now... to open the listing send panel.
Check Unselect all rows to clear the default selection if you want to manually choose which listings to include.
Click the send icon with the listing count (shown as (52) in this example) to select all eligible listings for sending. The number reflects the total count of listings currently queued.
If you are Re-sending listings, you may also be prompt to "Choose sharing method..." to open delivery options.
Click Generate Shareable Link... to create a link you can share manually, or proceed to send directly to the buyer.
Click Send [Buyer Name] [Number] Listings... to deliver the alert to the buyer contact
When to Use Alert Editing Features
Consider using these alert editing features when clients report not receiving relevant listings or when their search criteria need adjustments. This ensures that clients receive the most accurate and up-to-date property matches.
Using exclusion filters can be particularly beneficial when clients want to avoid certain property types or locations, ensuring they receive only the most relevant listings.
Previous Search Page Steps:
Previous Search Page Steps:
Click on the CONTACTS tab on the left sidebar of your account.
Your client list will open. Please click on your client's name.
As their account opens, locate and click on the EMAIL ALERTS tab.
Click EDIT next to the alert.
Make your criteria adjustments.
To save, click on the UPDATE SEARCH button.
A pop-up box will appear asking you to send any new listing matches now (with or without a custom message).
Client Communication During Alert Editing
While editing alerts, keep clients informed about the changes being made. This helps manage their expectations and ensures they understand how the updates will improve their experience.