Creating a New Alert
Creating a New Alert
- In the accounts section, navigate to the third tab from the left, "Alerts"
- Click "Add Alert" in the top right corner
- Give your alert a name - this will be used in the body of the notifications you'll receive once an alert is triggered
- Determine the trigger(s) for this alert
- Possible triggers include: website visits, total page views, visitor books a meeting, high intent page visit, visitor starts a conversation
- Select a company segment to apply this alert to (if no segment is selected, this alert will apply to all site visitors)
- Write the alert message
- This is the text that will appear on in-app notifications for agents who receive this alert.
- All contact attributes (including custom contact attributes) are available in the dropdown list of merge fields. These will only populate if the information is known at the time that the alert is triggered
- Select Agents and Teams to receive this alert, and choose the notification types desired.
- Possible notification types include: in-app, email, and text message.
