Notification types for agents and clients

Ruuster notifies you and your clients by email, text message, push notification and counts inside the app. The tables below show what each event sends and to whom. Property alerts follow the send method chosen on each saved search, and push needs your brokerage's app on the phone.

What you get as an agent

Event	Email	Text	Push	In Ruuster
A client finishes signing up	Yes	No	No	They show on All Clients as Registered
A client requests a tour	Yes	Yes, unless your brokerage has texts off	No	A Tour requested block in Chat and an entry in Client Activity
Someone sends the contact form on a home	Yes	No	No	An entry in Client Activity
A client sends you a chat message	No	No	On your phone, if you use the app	The unread count on Chat
A client views or favorites a home, saves a search or opens an alert	No	No	No	Client Activity and the Notifications column on All Clients
A client's property alert goes out	If you chose Email	If you chose SMS	If you chose Push	Only when Send a copy of these alerts to the agent is on
A client contacts a vendor in Services	You're copied	No	No	None

The emails are listed by subject line in Emails and texts Ruuster sends.

What your clients get

Event	Email	Text	Push	In the app
You invite them	Yes	Yes, with their sign-up link	No	None
They verify their phone number	No	Yes, a 6-digit code	No	None
You send them a chat message	See below	See below	On their phone, if they have the app	Unread count on their chat
The automatic first-contact message	No	No	No	Unread count on their chat
A saved search finds new homes	If Email is chosen	If Text message is chosen	If Push is chosen	None
You send a push notification, or push a home from its page	No	No	Yes	None
They contact a vendor in Services	Yes	No	No	"Your contact request has been sent"

When you send a chat message, your client gets an alert that there's a new message, with a link to sign in.

Push shows only when your brokerage has its own app, and Text message only when your brokerage hasn't turned texts off. Leads who haven't signed up get alerts by email only.

Turn notifications off

Notification	Who can turn it off	How
A client's property alerts	The client, or you	The client edits the search on Saved Searches: pick No update in How often should we alert you?, or untick a method in Where should alerts go? You can change it from the client's page. Unsubscribe in an alert email turns off that search's emails.
Your copies of client alerts	You	Untick Send a copy of these alerts to the agent on the saved search. See Get a copy of your clients' alerts.
Push notifications	The client	In their phone's settings for your brokerage's app.
Tour, inquiry and sign-up emails	No one	They always go to the client's assigned agent.
Home value emails	The client	Unsubscribe in the email. You can turn them back on for them.

Good to know

• Texts go to the number on file. Alert texts go to the phone number on the person's Ruuster account, which may have come from your CRM.
• Undeliverable texts stop. If a text can't be delivered, such as to a landline, Ruuster removes text from that person's alerts.
• Push needs the app. Clients without your brokerage's app, or with notifications off, get no push and no replacement email.
• Ruuster alerts, you act. Ruuster tells you about tours and inquiries. You confirm times and answer questions.

FAQ

Does a chat message send an email or a text?

Not to you. A chat message shows as unread in Ruuster and reaches your phone as a push when you have the app. Your client also gets an alert that there's a new message, with a link to sign in.

What notifications do my clients get by default?

Their invitation, sign-in codes and property alerts on the methods set for each saved search. A new chat message sends them an alert with a link to sign in. Push notifications reach them only through the app.

Which events post a note to my CRM?

In Follow Up Boss, Ruuster posts a note for each chat message, with a link to the conversation, and for each saved search, with its criteria and a link. Sign-ups, tour requests, property views and searches show as events on the lead's timeline instead. Other CRMs show this activity in their own way. See Use Follow Up Boss with Ruuster.

I'm not getting notifications (push, text or email) for my clients' saved searches. Open the saved search and check Send a copy of these alerts to the agent is ticked, with an Agent send method. Texts go to the phone on your account, so check it in Settings. Push needs your brokerage's app on your phone.

My client isn't getting alerts. Where do I start?

See Why isn't my client getting property alerts?.

Still need help? Reach out to us at helpme@ruuster.com and we'd be happy to assist!