Skip to main content

Edit Rules for Nudging for Rules and Alerts

Now you can edit rules in Lead Activity, Tags, Nurture Stages, & Database Health—giving you more flexibility and control in lead management.

Alexis Williams avatar
Written by Alexis Williams
Updated over 3 weeks ago

How to Edit Rules

  1. Access Your Rules: Go to your Rules and Alerts page.

  2. Select a Rule to Edit: Click the pencil icon next to the rule you wish to edit.

Key Customization Options

  • Edit Stage: Toggle between Mav mapped stages and FUB stages.

    • Maverick Design Defined Stages: These stages are set up in Preferences.

    • Follow Up Boss Stages: Directly pulled from your CRM.

  • Edit Rule Titles: Make it easy to identify rules on your Nurture Page.

  • Change Agent Action Items: Choose between requiring a text, a call, or both.

  • Set Agent Action Time: Establish how often agents should follow up. Options vary by team preferences (e.g., 7 days, 14 days, etc).

Finalizing Your Changes

  • Publish the Rule: Click 'Publish' to save your changes. The rule will immediately update under the Nurture Rules section.

COMING SOON: Custom Tag Based Rules

🏷️ How to Edit Tag-Based Rules on the Nudging Page

🔧 Where to Edit Tag-Based Rules

  1. Go to the Rules and Alerts page in MaverickRE.

  2. Scroll to the bottom two sections:

    • Ylopo High Priority Rules (default name)

    • Additional Tag-Based Rules

You can start by clicking the dropdown arrow to expand and view the rules.


✏️ Customize Rule Name & Tags

  1. Rename the Rule Category:

    • Click the pencil ✎ icon next to the rule name.

    • Change the label (e.g., from Ylopo High Priority Rules to High Priority Tags) and click Publish.

  2. Edit Tag Triggers:

    • Click the ✎ next to the specific rule to edit.

    • You can add or remove tags (up to 10).

    • Example: Add Zillow Property Tour, Zillow High Intent, etc.

  3. Set the Rule Title:

    • Update the title to reflect the rule’s focus (e.g., High Intent Zillow Leads).


📲 Define Agent Action Requirements

  1. Select Required Agent Actions:

    • Choose one or more: Call, Text, or Email.

    • These define how your agent must respond to the tagged lead.

  2. Set a Response Time Limit:

    • For high-priority leads, set the Action Time to 1 hour.

    • If the agent doesn’t act within the set time, the rule will trigger a nudge.


🚨 Nudging From the Page

After publishing your rule:

  • Go back to the Nudging tab.

  • Expand the rule to view impacted leads.

  • Select one or all, and click Nudge.

  • Create a custom message or use a template.
    Example:

    “🚨 High Priority Zillow Tour Request – Please call ASAP. If no answer, send the Flex follow-up text template.”


💡 Best Practices

  • Be intentional with your tag list—use only those that exist in your CRM.

  • Keep response times short for hot leads.

  • Customize nudge messages to include lead source context.

  • Not sure where to start? Reach out to your Client Success Manager—we’re happy to walk you through rule setup.

Did this answer your question?