What a priority alert is
A priority alert tells you that a person you know is busy on your website right now. For example: "Dana Ruiz is active now. Viewed 3133 Meadow Pass Dr 4 times. Saved it. Asked about it."
Berchtold looks at the person's last 7 days on your websites. Each thing they did adds points to a score. When the score reaches the line, the contact's owner hears it.
Alerts work for people you know: a contact whose web browser Berchtold knows. Berchtold knows the browser when the person fills in a form or signs in on your website. A Calendly booking or a click in your email works too. See Connect your website.
What counts
| What the person did | Points |
|---|---|
| Asked to tour a home | 8 for each home |
| Asked about a home | 6 for each home |
| Asked what their own home is worth | 6 |
| Saved a home | 4 for each home |
| Viewed the same home again | 3 for each view after the first, up to 12 for each home |
| Saved a search | 2 for each search, up to 4 |
| Viewed different homes | 1 for each home, up to 5 |
An alert starts at 12 points. A tour request or a question alone stays under the line, because the owner already got a notice for it. Repeat views of one home, or saves with views, reach the line.
A view of a home counts once for each half hour. Views count on any of your websites. That includes a website built in Berchtold, Berchtold home search on your own website, and iHomefinder listing pages.
Who hears it
The contact's owner hears it in the app and by push on the phone. The alert opens the contact. It never comes by email.
The owner hears it once in 7 days for the same person. If the person stays busy, the alert does not come again that week. Today still shows them.
A contact with no owner gets no alert. Give the contact an owner, and their next activity tells that person.
Where you see it
- Home: Happening now sits at the top of Today. It shows the people who reached the line in the last day, newest first. Select Call to call the person, or Open contact.
- A contact: the Journey tab starts with Priority. It shows the score, each reason, and when the owner heard.
- The phone app: the Today screen shows the same people.
- Claude and other AI assistants: ask who is active now, or for a contact's score. They name a home by its MLS number, never its address.
Questions
Why does a home show as an MLS number? Berchtold names a home by its listing page's title on your website. When the person saved or asked about a home without opening its page, Berchtold uses the MLS number.
Can I change the points? Not yet. The points are the same in every workspace.