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How to setup Email Alerts

If you need to inform your sales rep about new identified leads.

George Georgiadis avatar
Written by George Georgiadis
Updated over 2 months ago

1. Login to your Happierleads Account

2. Click on Automations Menu

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3. Click on Add new automation button

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4. Click on A new lead is identified

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5. Click on Send Email Alert

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6. Click on "Only on first visit" if you want to receive a Web hook call, only the first time the visor is identified and click on "on every visit" option if you want to get notified every time the visitor comes back

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7. Click on "All leads" if you want the web hook to trigger on every sinlge visitor or select one of the other saved segments.

Note: You must save a segment before you are able to do that.

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8. Type the email of the person that you want to receive the alerts "george@happierleads.com"

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9. Add a name to this automation e.g"Text my Sales Reps on new Leads"

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10. Click on Save Automation

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11. That's it now your sales reps will be notified about new Leeds.

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