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Managing Lead Notifications

24/10/2022

How to build your confirmation / special offer email to leads

  1. Select the "Settings" tab
  2. Scroll down and find "Lead Email" under Lead Notification Settings
  3. Select either "Promo" or "Message" from the drop down arrow
  4. Enter information about the community
  5. Add your Special Offer / Message to leads
  6. Make sure the email is toggled to Live and Hit "Save"

How to add emails to receive lead notifications

  1. Select the "Settings" tab
  2. Scroll down and find "Plain text email" under Lead Notification Settings
  3. Add email address and click the plus + icon
  4. Toggle to Live and Hit Save

How to sign up for weekly reporting emails

  1. Select the "Settings" tab
  2. Scroll down and find "Weekly Reporting Email" under Reporting
  3. Add email address and click the plus + icon
  4. Select the day for when the weekly email will be sent
  5. Toggle to Live and Hit Save

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