How To Create Search Alerts
Open the contact you want to set search alerts up for, and click on the 'Alerts' tab at the top of their detail page.
The Alerts Control Panel/Overview
- Alert 1 & 2 - You may setup two unique alerts per contact. The separation is intended for hugely different sets of criteria. For example, a contact looking for Single Family and Commercial listings, or Commercial and Land, would use two separate criteria sets. If a contact was looking for Townhomes, Houses, and Condos you could likely fit all three of those property types into a single alert.
- Edit - Click this to change the alert criteria. (See below for instructions.)
- Active Switch - This enables or disables the alert. Use this switch to turn off alerts in lieu of unsubscribing the contact.
- Summary - This is the contact's summary of their known information and profile. It's based off of what they view on your kvCORE site, not what criteria is set for them.
- Recent Results - These are some of the properties that match the criteria you have configured and either have been sent or will be sent in the next update. Only the most recent 6 are shown. Clicking 'see all' will open a link to ALL of the properties that match the configured alert criteria. The number shown next to 'see all' are the total number of listings that match the criteria currently. If you set your criteria and no recent results display, there are two possibilities. Either there really are no matches, or the criteria you configured does not work. This is commonly caused by specifying an impossible combination of options. Triple check your criteria for errors; the options must all agree with each other. A home cannot simultaneously be 'French' and 'Mediterranean', for example.
- Send Recent Results - You may choose from a few options to send the recent results list. The link sent or copied will contain only the 6 listings you see in recent results. When choosing to email or text, be sure to edit the message before sending and not the link:
(Sending recent results via text.)
How To Setup Search Alert Criteria
1. Click 'Edit' from the summary page.
Listing Types - All of the listing types available from your MLS will be selectable here, unless a specific type has been excluded in your website settings. If you don't choose any listing type, then kvCORE will automatically select 'Single Family, Condos, & Townhouse for you.
Keywords - Keywords are an advanced search function that finds and uses the data fields from your MLS. If you're looking for a very particular field that is not in the standard options list or found in the rest of the criteria on this form, then keywords will solve that problem.
You probably already have in mind what exact filter you want to set here. It might be a particular style of house, or ventilation system, or some other specific variable. Before you can choose that specific variable, you must first select the field that variable is grouped into. Then, after the appropriate field is selected, the system will show you the possible options from what it can see of all the active listings currently in your MLS.
In this example, I will use a style of home, which in my MLS is called 'French.' That variable is grouped within a field called 'Architectural Style.'
To add more keywords, simply click the blue 'Add Keyword' link to add another field/value pair row.
If you do not know offhand what group a variable, like 'Cottage', is grouped under you can simply go to your kvCORE website, click More Options, and search for that variable in the Keywords field.
The group that keyword falls under will come right before it separated by an equals sign.
Note: All options are additive. Meaning, that they are this AND that AND whatever else. So, if you add two keywords that conflict with each other, your criteria will not return any results.
Options - These options are standardized across all MLSes on kvCORE. They include common items such as Garage Capacity, Stories, Pet Policy, Short Sales, Reduced in Price, etc. In many cases you will more quickly find what you are looking for in options as opposed to digging through keywords, so consider browsing that list first.
Areas - Areas are defined in the MLS and queried when you type into this field.
The Area Types are listed with the name of the area that matches as you type. In many cases both a neighborhood and a city and a county/parish can have the same name, so choose carefully.
Add Additional Areas - In the Search Alerts, you have the ability to add multiple areas. To do this select the Add Area option directly under the Area Value bar. This allows for the alert to be set for multiple areas at the same time.
Draw On Map - To the right of the area selection you'll see the 'Draw On Map' button in blue, as an alternative to restricting your area to MLS Area Names, it might make more sense to draw out the area on a map. Click the draw button, then click the 'Draw Area' button when the map pops up, THEN click consecutively to draw a polygon shape on the map until you trace back to your first click.
Note - you may only choose an area OR draw on map. You may not specify both.
Beds, Baths, Ranges for Price, SqFt, Acres, and Year Built - These fields are all manual entry. Select or type in the numbers for the ranges you want.
Frequency - Select how often you want to send out search alerts to this contact. The exact time the alerts are sent will vary from one MLS to the next.
Email CC - You do not need to CC yourself to get a copy of Search Alerts. These are automatically stored for you within each Contact Timeline.
Send Open Houses - Toggle on to include upcoming open houses in the alerts email:
In the email, the first three open houses are shown, with a link to 'View All Open Houses' included above. It will show all open house listings at your Agency scheduled within the next 14 days.
Save & Send - Save the criteria and send out the first search alert right away. If you selected a longer frequency such as weekly, the system will send out every 7 days after that first email is sent.
Save & Do Not Send - This will save your criteria and leave it to the system to select when to send the first email. It will send the first email within the specified frequency (for example, daily will send within the next 24 hours) and then consistently send at the correct interval after the first email is sent.