Schedule Alerts via Email

What Are Email Alerts?

Email alerts allow you to automatically notify yourself or your team when a contact meets a specific condition. This is different from sending a standard email—alerts are triggered based on specific criteria you define.

Use Cases

• Immediate Assistance: Notify your team when a contact answers "I need help now!" in a poll.

• Performance Monitoring: Alert managers when a sales rep records low results.

• Automated Referrals: Email local service providers when new contacts are added, matching their state.

How to Set Up an Email Alert

Step 1: Create a New Email Notification Automation

1. Navigate to Automations and select New (top right).

2. Choose Email Notification and click Create.

Step 2: Set Up the Trigger Condition

• Email alerts are sent when a contact joins a specific group based on predefined conditions.

• You will need to create a group in anticipation of contacts meeting certain criteria.

Example: HR Alert for New Hires

If you want to notify HR when a new team member is added:

1. Ensure a custom field exists in your contact list for Hire Date (data type: Date).

2. Create a New Hires group based on the condition:

   • Hire Date → Less than 3 days ago.

3. In the automation, select this New Hires group as the trigger.
   

Step 3: Specify Recipients

• Enter the email addresses of the people who should receive the notification (e.g., HR team).

• Multiple email addresses can be added, separated by commas.

Step 4: Customize the Email Message

1. Select the sender email for the notification.

2. Compose the email message to inform the recipient about the new hire or other triggered event.
   
   

Step 5: Review and Launch

• Confirm that the correct group and recipients are selected.

• Ensure the message is accurate and provides clear next steps.

• Click Launch to activate the alert.

Related Reads

-Creating Custom Contact Fields in Settings

-Creating Groups

-Automations for Groups and Adaptive Learning

-Intro to email in ConveYour

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