Schedule ALERTS via Email
This is different from just sending an email to a contact. Instead, this allows you to setup alerts for yourself and others when a contact meets a certain condition.
Use Cases
Setup alerts for you and your team when someone answers "I need help now!" in a poll.
Email to a list of managers when a sales rep (a contact), records low results.
Play matchmaker! Email specific local service providers when new contacts are added to your ConveYour system and the contact's state matches the service provider's state.
To begin - in Automations, select NEW (top right of you browser window):
select NEW automation
Select Email Notification, and click CREATE:
Get Alerts When Contacts Are Added to a Group
When a contact meets the conditions that you set for a group, then an email alert goes out. In these cases - you typically create a group, setting conditions that have not yet occurred. In other words, you will be creating a group in anticipation of contacts meeting the requirements to be part of that group.
Here is an example of an email notification to the Human Resources director when a new team member is added to the product team:
Target a Group
If the intention is to create a group of New Hires, hired less than 3 days ago...
Let's assume you have a custom field in your contact list called 'hire date', and the data type is "date".
creating hire date as a custom field
In the Automation, after giving your Automation a Name, you will need to select a group.
Let's also assume you have already created a group "New Hires" based on 'Hire Date' with the parameters you set to "less than" and type the number 3 in "days ago":
group based on those hired within the last 3 days
You Select The New Hires Group about whom you want someone in HR to be alerted:
alerts a collaborator in HR when a new team member is added
Who Do You Want the Email Send To?
In the image above, we have entered a placeholder address under "List of email addresses who should receive this notification" [email protected]. Instead of that placeholder, enter the email address that you need to alert when a New Hire matches the condition (hire date = less than 3 days ago) and is added to that group. Add additional emails by separating the email addresses with a comma.
What Do You Want the Email to Say?
Select your preferred sender for this email alert under "Which sender should be used", and add the message you would like - in order to notify the person that a new hire is in the system and action needs to be taken.
simple note sent to the collaborator
Related Reads
-Creating Custom Contact Fields in Settings
-Automations for Groups and Adaptive Learning