Configuring Email and SMS Notification Recipients

Quick Answer

Add email addresses and phone numbers to receive notifications when someone contacts you through your listing. All listings can add unlimited email recipients for free. Sponsor listings can also add SMS recipients to receive text message alerts for time-sensitive notifications like new leads.

Overview

Notification Settings let you control who receives alerts about your listing activity—including direct messages, paid leads, pro bono leads, and billing updates. You can add team members, assistants, or partners as recipients so the right people are notified immediately. Each recipient must verify their email or phone number before receiving notifications.

Step-by-Step Instructions

Step 1: Access Notification Settings

Log into your Heritage Web dashboard
Click My Profile in the left navigation
Scroll to the bottom of your Edit Profile page
Locate the Notification Settings section (below Direct Messages)
Click to expand the section

Step 2: Add Email Recipients

Find the Email Recipients area
Your account email is automatically included and cannot be removed
Click Add Email to add additional recipients
Enter the email address
Click Save
The system sends a verification email to that address
Recipient must click the verification link to activate notifications

You can add unlimited email recipients on both free and sponsor listings.

Step 3: Add SMS Recipients (Sponsor Only)

Find the SMS Recipients area
Click Add Phone Number
Enter the mobile phone number
Click Save
The system sends a verification code via text message
Enter the code to verify the number

SMS Pricing	Cost
First phone number	$5/month
Additional numbers (reused across listings)	$2/month

Step 4: Configure Notification Types

Choose which notifications each channel receives:

Notification Type	Email	SMS (Sponsor)
Paid Leads	Toggle	Toggle
Pro Bono Leads	Toggle	Toggle
Direct Messages	Toggle	Toggle
Listing Management	Always On	Not Available
Billing & Payment	Always On	Toggle

Locate each notification category
Toggle ON or OFF for email notifications
Toggle ON or OFF for SMS notifications (sponsor only)

Note: Listing Management and Billing notifications cannot be disabled for email—these contain critical account information.

Step 5: Verify All Recipients

Check the status indicator next to each recipient
Verified (green) = Active and receiving notifications
Pending = Awaiting verification
Resend verification if needed by clicking Resend

Step 6: Save Your Changes

Review your recipients and notification preferences
Click Publish Draft at the top of the page
Changes take effect after approval

Important Notes

Recipients must verify their email or phone before receiving any notifications
Your account email is always included and cannot be removed
SMS notifications require a sponsor listing
All verified recipients receive the same notifications—you cannot customize per recipient
Notifications are sent immediately when triggered

FAQs

Can I add my assistant's email to receive lead notifications? Yes. Add their email address, have them verify it, and they'll receive the same notifications you do.

Why am I not receiving SMS notifications? SMS is a sponsor-only feature. If you have a sponsor listing, verify that your phone number shows as "Verified" and that SMS is toggled ON for the notification types you want.

Is there a limit to how many email recipients I can add? No. You can add unlimited email recipients on both free and sponsor listings.

Can I have different people receive different notification types? Not currently. All verified recipients receive the same notifications based on your toggle settings.

What's the cost for SMS notifications? The first phone number is $5/month. Additional numbers are $2/month, and this cost is shared if you reuse the number across multiple listings.