Email and SMS Notifications

Quick Answer

Configure email and SMS notifications to be alerted when you receive messages, leads, or other activity on your Organization listing. Email notifications are available to all users; SMS notifications are a Sponsor feature. Set preferences in the Notifications section of your listing.

Overview

Notifications ensure you never miss an important inquiry or lead. When someone messages you or you receive a matched referral, Heritage Web can alert you via email, SMS, or both. Prompt responses improve your chances of converting leads into clients.

Notification Types

Type	Available To	Best For
Email	All users (Free & Sponsor)	Detailed notifications, documentation
SMS	Sponsor only	Urgent alerts, immediate awareness
In-App	All users	When actively using dashboard

Email Notifications

What Triggers Email Notifications

Event	Notification
New message	Someone sent you a message through your listing
New lead match	A referral matched your listing criteria
Lead purchased	You purchased a lead (confirmation)
Listing approved	Your listing passed review
Listing rejected	Your listing needs changes

Enabling Email Notifications

Go to your Organization listing edit page
Scroll to the Notifications section
Find email notification settings
Toggle on the notifications you want
Verify your email address is correct
Save your changes

Email Delivery

Notifications sent to your account email by default
Add additional recipients for team coverage
Check spam/junk folders if notifications aren't arriving
Whitelist Heritage Web email addresses for reliable delivery

SMS Notifications (Sponsor Feature)

What SMS Notifications Include

SMS alerts are shorter and more immediate:

New message received
New lead matched to your listing
Time-sensitive alerts

Enabling SMS Notifications

Upgrade to Sponsor tier (if not already)
Go to your Organization listing edit page
Scroll to the Notifications section
Toggle on SMS notifications
Enter and verify your mobile phone number
Save your changes

SMS Costs

Item	Cost
First month	$5 for first Sponsor listing
Additional listings	Included with Sponsor subscription
Message volume	Standard allocation included

SMS Best Practices

Use for urgent/time-sensitive notifications
Combine with email for complete coverage
Ensure your phone number is current
Don't rely solely on SMS—use email backup

Notification Settings

Per-Listing Notifications

Each Organization listing has its own notification settings:

Setting	Options
Email notifications	On/Off
SMS notifications	On/Off (Sponsor only)
Notification email	Account email or custom
SMS phone number	Your verified mobile number

Configuring Your Preferences

Navigate to the listing's Notifications section
Toggle each notification type on or off
Set recipient email addresses
Enter SMS phone number (Sponsor)
Save your changes

Free vs. Sponsor Notifications

Feature	Free	Sponsor
Email notifications	✓ Yes	✓ Yes
SMS notifications	✗ No	✓ Yes
Multiple email recipients	✓ Yes	✓ Yes
Notification customization	Basic	Enhanced

Ensuring Delivery

Email Delivery Tips

Whitelist our addresses: Add Heritage Web to your safe senders
Check spam folders: Initial emails may be filtered
Verify your email: Ensure your address is correct
Use reliable email: Business email often more reliable than free providers

SMS Delivery Tips

Verify your number: Confirm you can receive SMS
Check carrier settings: Ensure you can receive short codes
Keep number current: Update if you change numbers
Check do-not-disturb: Ensure alerts aren't blocked

Troubleshooting

Problem	Solution
Not receiving emails	Check spam, verify email address, whitelist sender
Not receiving SMS	Verify number, check carrier settings, confirm Sponsor status
Too many notifications	Adjust settings to reduce frequency
Wrong recipient	Update email/phone in notification settings
Delayed notifications	Check internet/carrier, contact support if persistent

Important Notes

Email notifications are included for all users
SMS notifications require Sponsor tier
Each listing has independent notification settings
Add team members as notification recipients for coverage
Respond promptly to leads—timing affects conversion

FAQs

How do I get SMS notifications? Upgrade to Sponsor tier, then enable SMS notifications in your listing's Notifications section.

Can I get notifications for multiple listings? Yes. Each listing has its own notification settings. Configure each one individually.

How fast are notifications delivered? Email and SMS notifications are sent in near real-time when events occur.

Can I turn off all notifications? Yes, but this isn't recommended. You may miss important leads and messages.

Why am I not receiving notifications? Check your spam folder, verify your email/phone number, and ensure notifications are enabled in your listing settings.

Is there a cost for SMS notifications? SMS is included with Sponsor tier. The first listing costs $5/month; SMS is included.