Learn how to configure email alerts for a contact’s requirements and bulk reassign the sender for existing alerts. Set recipients, templates, timing, and review logs for alerts and reassignment.

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About email alerts

Email alerts automatically send relevant properties to a contact based on their saved requirements. You can configure alerts per contact and manage sender reassignment in bulk when needed.

Note: Alerts are set up per contact and cannot be applied in bulk. However, you can bulk reassign the sender for existing alerts.

Configure an email alert for a contact

Set up the alert from the contact’s Requirements tab.

Go to: A contact’s profile
Click Requirements > Configure Email Alerts
Set the alert details:

To - Auto‑fills the contact’s email(s). If multiple emails exist, choose which address(es) receive alerts
BCC - Optionally copy an office user on each alert sent
Email Subject - Enter the subject line for the alert
Sender - Choose the user who will appear as the email sender
Template - Select the Designly template to use
Requirement - If the contact has multiple requirements, tick only the ones you want included in this alert. (This determines which properties appear)
Include - Choose one or more: New Listings, Price Reductions, Opens/Inspections, Recently Sold (Unconditional)
Timing - Choose Daily, Weekly (select the day), Fortnightly (select the days), or Monthly (select the day)

Tip: Keep requirement criteria precise. Alerts and matching use the selected requirements, which helps ensure contacts receive only relevant properties.

Click Save

A bell icon appears next to the requirement. Hover over the bell to see the date added and the last sent date.

View sent alert logs

Confirm delivery and review a preview of sent alerts in the contact’s notes.

Open the contact and click Notes
Scroll to the Notes Log to view the alert entries (including previews)

Edit or remove an email alert

You can change alert settings or remove the alert at any time.

Go to: A contact’s profile
Click Requirements > Configure Email Alerts
Update settings or remove the alert as needed
Click Save

Bulk reassign the email alert sender

Update the sender for multiple existing alerts in one action.

Note: Reassigning email alerts cannot be undone. Verify your From/To selections before proceeding.

Go to: Housekeeping > Reassign Email Alerts
Select the From user (current sender) and the To user (new sender)
Click Reassign Now
In the confirmation pop‑up, click Proceed to confirm

Note: The change applies to existing alerts where the From user is currently set as the sender.

View reassignment results

Confirm what changed and when the task ran.

Review the Last 50 Reassigns section
Check the entry to see the total number of email alerts reassigned and the timestamp of the action

Tip: If you need finer control (e.g., excluding certain alerts), consider manual review and adjustment before bulk reassignment.