What are Sign In Alerts?
Sign in alerts are alerts that can be enabled on individual leads to send you a notification each time the leads sign in. This is meant to be able to alert you when your most valuable leads are searching online or when someone comes online that you are trying to track down. We recommend only turning this on for select leads as turning these alerts on for a large number of leads could create a notification nightmare for you.
Turning on Sign In Alerts for a Lead
To turn on sign in alerts for a lead, you will need to navigate to the subscriptions tab from within the lead's profile. The sign in alert setting exists in the "My Alerts" sections in the subscriptions tab. To enable the sign in alert, just check the checkbox next to "Send Me Sign In Alerts For Lead Name." To disable the alert for an individual lead, just uncheck that same checkbox.
Notifications for Sign In Alerts
When a lead signs in and you have sign in alerts turned on for that lead, you can get a notification via email, text and/or push notification to the CINC Agent app. The type of notification you receive can be managed in your profile's notification settings. Here is what the notifications will look like:
Push Notification and Text Alert:
Turning Sign In Alerts On or Off in Mass
If you have a set of leads that you want to turn the sign in alert on or off for all at once, you can do this using the mass actions button on the lead dashboard. You will want to select all the leads that you want to turn on or off and then choose the Toggle Sign-In Alert option from the Mass Actions button. Once the mass action has started, the action will perform in the background and you will receive a confirmation of completion in the lower right of your platform once the action has fully processed.
If you are turning off sign in alerts in mass, we would recommend using the sign in alert filter and choosing has sign in alert from that filter. This was you are selecting only leads that have it turned on to toggle it off. You can also filter for leads that do not have the sign in alert on.
Here's how to select the filter: