SUMMARY
This feature allows you to notify your Sales team of relevant engagement activities like Leads, Impressions and clicks related to their accounts.
From this page you can set up email alerts that will notify sales reps when their accounts are engaging with your ad campaigns.
These alerts are sent once per day to the assigned Account Owner in Salesforce when any prospect from that company clicks an ad or submits a form.
All you need to do is map your Salesforce users to the email address you’d like these alerts to be sent to and we will take care of the rest.
You can configure alerts or see the alerts in platform for all of your “Sales Owner” and their respective accounts using the platform.
CONFIGURATION
Step 1: Salesforce Integration Setup
Make sure your Salesforce is connected on Integration page.
Step 2: Add user to Sales Alert tab
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Navigate to Sales Alert under Reports.
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Click on Add new Alert.
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Add user from dropdown. Email is automatically pulled from Salesforce but user is allowed to also edit and add a different email address.
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Click Save to configure user.
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You will see a total of accounts assigned to the user under Total Accounts.
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The list of Total Accounts will get updated to reflect the changes in Salesforce everyday.
Step 3: Daily Alerts and Email Notifications
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The recipients will receive daily engagement activities via email about their account. When clicking view more in the received email this will navigate to the platform where they can see the engagement activity.
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We sync account list with Salesforce everyday to keep the list of accounts associated with recipients unto date.
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User can also login to Metadata platform and navigate to Sales Alert to see the engagement activity for their accounts in the last 24 hours.
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User can turn off email notification anytime they want using Disable Digest.
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User can update their configuration using Edit.
- Sales alert preview:
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