CRM/ILM/LMS Notifications

Leads often appear as guest cards in the unmanaged or unreviewed queue(s).

1. Log in to the platform.
2. Scroll down to and click the Company tab in the navigation menu, then click CRM Configurations.
   
3. The CRM Configurations page opens in the main window.
   
4. Click the Create New CRM Configuration button at the top of the page. 
   
5. The CRM: Add New page displays.
   
6. Select the CRM/ILM from the list of available integrations
   
7. Click Continue. 
   
8. The CRM Configuration page displays. The configuration page is dynamic to the type of integration selected on the preceding screen. To change the selected integration, click the back button.
   
9. Complete the required fields. 
   
10. Click Save changes.
    
    
    
    
11. Set the newly configured CRM/ILM as the default for all lead notifications by clicking Company Settings in the navigation menu.
    
12. The Company Settings page displays.
    
13. Scroll down to Notification Settings.
    
14. Click the drop-down arrow in the CRM Configuration field and choose the newly created CRM configuration.
    
15. Click Save.
    

Override the CRM or email notification setting(s) for specific modules or promotions by following the steps in the Overriding the Default Email Address or CRM section below.

Email Lead Notifications

1. Log in to the platform.
   
2. Scroll down to and click the Company tab in the navigation menu, then click Settings.
   
3. The Company Details page opens in the main window.
   
4. Scroll down to Notification Settings. 
   
5. Enter the email address of the primary user who should receive email notifications in the Emails for Lead Notifications field. This user will receive an email each time a lead submits their contact details.
   
6. To include additional recipients, enter each recipients' email address in the CC Emails for Lead Notifications field, separating each by a comma.
   
7. Click Save.
   

If adding multiple email addresses, separate each email address with a comma. Example: user1@email.com, user2@email.com.

If multiple email addresses are included in the Emails for Lead Notifications field, a unique email will be sent to each email address. Each unique email will also include those recipients in the CC Emails for Lead Notifications field. This will cause users in the CC Emails for Lead Notifications field to receive duplicate notifications.

Weekly Summary Emails

Weekly Summary Emails are delivered on Monday and provide data from the previous seven days, not the previous calendar week.

1. Log in to the platform.
   
2. Scroll down to and click the Company tab in the navigation menu, then click Settings.
   
3. The Company Details page opens in the main window.
   
4. Scroll down to Notification Settings. 
   
5. Place a checkmark in the Receive Weekly Lead Summary checkbox by clicking the checkbox.
   
6. The Emails for Weekly Lead Summary field displays below the checkbox.
   
7. Enter the email address(es) of the user(s) who should receive the summary email. 
   
8. Click Save.
   

If adding multiple email addresses, separate each email address with a comma. Example: user1@email.com, user2@email.com.

View SMS Notifications

1. Log in to the platform.
   
2. Scroll to Messages in the navigation menu.
   
3. A bubble displaying the number of new, unread, or marked as unread SMS text messages are awaiting reply or action. This notification bubble will appear to the right of the Messages tab. 
   
4. To reply to a message, review the Messages article. 

Some desktop browsers support desktop push notifications. Check your browser settings or reach out to the browser's support team to determine if this is offered.

Edit and Preview a Confirmation Email

1. Log in to the platform.
   
2. Scroll down to and click the Company tab in the navigation menu, then click Email Templates.
   
3. The App Email Templates screen opens in the main window.
   
4. Scroll to and locate the email template that corresponds with the confirmation email to be reviewed or modified.
   
5. Click on the pencil icon to the right of the title to open the email editor screen.
   
6. The email preview appears to the right of the text fields.
   
7. To edit the confirmation email or send a test email, review the Create & Modify App Email Templates article.
   

Overriding the Default Email Address or CRM/ILM/LMS

1. Log in to the platform.
   
2. Scroll down to and click the Apps tab on the side menu, then click select the module for which you would like to set up or turn on a notification override.
   
3. The associated module's page opens.
   
4. Scroll down to Override Lead Notification Settings and click the toggle to enable or turn on. 
   
5. Complete the following fields as needed.
   
1. Emails for Lead Notifications: Type the email addresses which will receive lead submissions. Example: If only one person should receive notification of those leads which claim a particular offer, enter the user's email address here.
   
2. Reply-to Email: The email address lead or customer replies are delivered to when replying to a confirmation email. Example: Instead of replies being delivered to a general company inbox, replies can be directed to a specific employee to be monitored.
   
3. Phone Number: Change the phone number referenced in confirmation emails to allow leads and customers to contact a specific employee or department.
   
4. CRM Configuration: Send leads to a different CRM/ILM system than the default CRM selected in Company Settings. Both CRM/ILMs must be configured in the CRM Configurations section prior to assigning one as an override.
   
6. Click Save.

Any values entered in the Override Lead Notification Settings section override those entered in Notification Settings of the Company Settings page. If a field is blank, the Company Settings will continue to be used by default.